Littelfuse (LFUS) AI Stock Analysis

• Market Cap: $6.54B
• Dividend Yield: 1.05%
• Average Volume (3M): 185.81K
• Price to Earnings (P/E): 55.0
• Beta (1Y): 1.50
• Revenue Growth: 1.34%
• EPS Growth: -38.02%
• Country: US
• Employees: 16,000
• Sector: Technology
• Sector Strength: 86
• Industry: Hardware, Equipment & Parts
• EPS (TTM): 2.85
• Shares Outstanding: 24,781,557
• 10 Day Avg. Volume: 141,000
• 30 Day Avg. Volume: 185,814
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 0.89
• Enterprise Value/Revenue: 2.58
• Enterprise Value/Gross Profit: 7.01
• Enterprise Value/Ebitda: 17.09
• 1Y Price Target: $299.33
• Price Target Upside: 10.38% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 4

• Rating: 74 Outperform
• Price Target: $283.00 ▲(4.36% Upside)

Littelfuse's overall stock score is driven by strong financial performance and positive earnings call insights, indicating robust growth and strategic positioning. However, the high P/E ratio suggests valuation concerns, and technical indicators show moderate bullish momentum.

Positive Factors

Revenue Growth

The 10% year-over-year revenue growth indicates strong demand across segments, showcasing Littelfuse's ability to capture market opportunities and drive top-line expansion.

Leadership Change

The appointment of Dr. Karim Hamed is expected to enhance strategic growth and innovation in the semiconductor sector, strengthening Littelfuse's competitive positioning.

Strong Cash Flow

Strong cash flow generation supports Littelfuse's ability to invest in growth initiatives, maintain financial flexibility, and enhance shareholder value over the long term.

Negative Factors

Revenue Decline

The decline in revenue growth from 2023 to 2024 highlights challenges in maintaining consistent sales momentum, potentially impacting long-term growth prospects.

Weak Power Semiconductor Demand

Weak demand in the power semiconductor market could hinder Littelfuse's growth in this segment, affecting overall revenue and profitability.

Seasonal Decline in Transportation

Seasonal declines in the Transportation segment may lead to temporary revenue dips, impacting short-term financial performance and requiring strategic adjustments.

Littelfuse Business Overview & Revenue Model

Company Description

Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in the Asia-Pacific, the Americas, and Europe. The company's Electronics segment offers fuses and fuse accessories, positive temperature coefficient resettable fuses, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing products, and gas discharge tubes; and discrete transient voltage suppressor (TVS) diodes, TVS diode arrays, protection and switching thyristors, metal-oxide-semiconductor field-effect transistors and diodes, and insulated gate bipolar transistors. This segment serves industrial motor drives and power conversion, automotive electronics, electric vehicle and related infrastructure, power supplies, data centers, telecommunications, medical devices, alternative energy, building and home automation, appliances, and mobile electronics markets. Its Transportation segment provides blade, resettable, and high-current and high-voltage fuses, as well as battery cable protectors for hybrid and electric vehicles; fuses, switches, relays, circuit breakers, and power distribution modules for the commercial vehicles; and sensor products. This segment serves original equipment manufacturers, Tier-I suppliers, and parts distributors in the passenger car, heavy duty truck, off-road vehicles, material handling, agricultural, construction, and other commercial vehicle end markets. The company's Industrial segment offers industrial fuses, protection relays, contactors, transformers, and temperature sensors for use in renewable energy and energy storage systems, electric vehicle infrastructure, HVAC systems, industrial safety, non-residential construction, MRO, mining, and industrial automation. It sells its products through distributors, direct sales force, and manufacturers' representatives. Littelfuse, Inc. was founded in 1927 and is headquartered in Chicago, Illinois.

How the Company Makes Money

Littelfuse generates revenue through the sale of its diverse portfolio of products across its three main sectors. The company primarily makes money by selling circuit protection devices (like fuses and circuit breakers) and power control products to manufacturers in automotive and industrial markets. Key revenue streams include direct sales to OEMs (Original Equipment Manufacturers) and distribution partners. Littelfuse also benefits from partnerships with major automotive companies, enhancing its market reach and driving demand for its products. Additional revenue comes from the development of advanced sensing technologies, which are increasingly important in the automotive sector for improving safety and performance. The company's commitment to R&D allows it to innovate and adapt to market changes, further solidifying its revenue generation capabilities.

Littelfuse Financial Statement Overview

Summary

Littelfuse demonstrates a stable financial position with strong operational cash flows and a conservative balance sheet. Despite facing revenue challenges, the company maintains effective cost management and leverage, positioning it well for future growth opportunities.

Income Statement

The income statement reflects moderate profitability and stability. The TTM gross profit margin stands at 37.34%, indicating effective cost management. However, the net profit margin is relatively low at 4.73%, suggesting some pressure on net income. Revenue shows a decline in recent years, with a negative growth rate of -6.27% from 2023 to 2024, highlighting a potential challenge in revenue generation.

Balance Sheet

The balance sheet indicates strong financial health with a low debt-to-equity ratio of 0.04, demonstrating conservative leverage. The equity ratio is solid at 63.92%, providing a stable capital structure. Return on equity for TTM stands at 4.12%, which is modest but consistent, indicating stable returns for shareholders.

Cash Flow

Cash flow analysis shows a robust operating cash flow to net income ratio of 3.63, indicating strong cash generation relative to profits. Free cash flow increased by 7.99% from 2024 to TTM, reflecting effective cash management. However, the free cash flow to net income ratio is moderate at 2.94, suggesting room for improvement in cash conversion.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.26B	2.19B	2.36B	2.51B	2.08B	1.45B
Gross Profit	832.04M	787.54M	900.24M	1.01B	771.93M	501.17M
EBITDA	341.13M	325.86M	503.61M	589.87M	458.19M	278.51M
Net Income	107.19M	100.19M	259.49M	373.31M	283.81M	129.99M
Balance Sheet
Total Assets	4.07B	3.89B	4.00B	3.90B	3.15B	2.75B
Cash, Cash Equivalents and Short-Term Investments	685.48M	725.90M	555.75M	562.67M	478.50M	687.58M
Total Debt	93.23M	930.57M	933.52M	1.06B	668.22M	706.79M
Total Liabilities	1.47B	1.48B	1.51B	1.69B	1.26B	1.14B
Stockholders Equity	2.60B	2.41B	2.48B	2.21B	1.89B	1.61B
Cash Flow
Free Cash Flow	315.07M	291.74M	371.20M	315.38M	282.78M	201.84M
Operating Cash Flow	389.27M	367.62M	457.39M	419.72M	373.34M	258.03M
Investing Cash Flow	-128.81M	-65.78M	-284.32M	-636.40M	-499.16M	-51.43M
Financing Cash Flow	-153.69M	-112.44M	-185.73M	310.20M	-68.98M	-67.81M

Littelfuse Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 271.17
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LFUS, the sentiment is Positive. The current price of 271.17 is above the 20-day moving average (MA) of 258.64, above the 50-day MA of 247.39, and above the 200-day MA of 224.55, indicating a bullish trend. The MACD of 5.15 indicates Negative momentum. The RSI at 66.70 is Neutral, neither overbought nor oversold. The STOCH value of 76.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LFUS.

Littelfuse Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BMI	79 Outperform	$5.34B	38.65	21.88%	0.78%	11.82%	20.01%
CGNX	77 Outperform	$7.45B	62.14	8.10%	0.71%	10.14%	57.53%
LFUS	74 Outperform	$6.54B	55.02	4.74%	1.05%	1.34%	-38.02%
ITRI	74 Outperform	$5.41B	20.21	18.92%	―	3.90%	44.95%
MKSI	74 Outperform	$7.43B	28.11	11.12%	0.80%	4.47%	2887.37%
ST	73 Outperform	$4.59B	41.52	3.78%	1.49%	-7.23%	1278.91%
Sector *	61 Neutral	$36.70B	12.21	-10.39%	1.84%	8.50%	-7.32%

Littelfuse Corporate Events

Littelfuse Appoints New Senior VP for Semiconductor Unit

On August 11, 2025, Littelfuse, Inc. announced a leadership change in its Semiconductor Business, appointing Dr. Karim Hamed as the new Senior Vice President and General Manager, succeeding Chad Marak. Dr. Hamed, with over two decades of experience in the semiconductor industry, is expected to drive strategic growth and innovation for Littelfuse, leveraging his expertise to enhance the company’s operations and industry positioning.

Littelfuse Reports Strong Q2 2025 Financial Results

On July 30, 2025, Littelfuse reported its financial results for the second quarter ending June 28, 2025, highlighting a 9.8% increase in net sales to $613 million and a 26% rise in GAAP diluted earnings per share to $2.30. The company also announced a 7% increase in its quarterly cash dividend, reflecting its strong operational execution and market leadership. Littelfuse’s strategic focus on operational excellence and capitalizing on growth opportunities has resulted in improved profitability and positions the company for continued growth in the third quarter, with expected net sales between $610 million and $630 million.

Littelfuse Announces New CFO Appointment

On May 27, 2025, Littelfuse, Inc. announced the appointment of Abhishek Khandelwal as Executive Vice President and Chief Financial Officer, effective June 18, 2025. Khandelwal, who brings over 20 years of financial and operational experience, previously held CFO roles at IDEX Corporation, Multi-Color Corporation, and CIRCOR International. This leadership change is expected to enhance Littelfuse’s strategic focus and operational scale, benefiting customers, employees, and shareholders. Current CFO Meenal Sethna will remain with the company to ensure a smooth transition.