Littelfuse (NASDAQ:LFUS) Issues Quarterly Earnings Results, Beats Expectations By $0.18 EPS

Littelfuse (NASDAQ:LFUS) announced its earnings results on Wednesday. The technology company reported $2.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.51 by $0.18, FiscalAI reports. Littelfuse had a return on equity of 9.89% and a net margin of 5.66%.The company had revenue of $593.93 million for the quarter, compared to analyst estimates of $583.53 million. During the same quarter in the previous year, the company earned $2.04 earnings per share. The firm’s quarterly revenue was up 12.2% compared to the same quarter last year. Littelfuse updated its Q1 2026 guidance to 2.700-2.900 EPS.

Here are the key takeaways from Littelfuse’s conference call:

• Littelfuse closed the acquisition of Basler Electric in December, which management says strengthens its high‑power capabilities and should contribute about $130–$135M of revenue and $0.10–$0.15 of adjusted EPS in 2026 with a projected high‑teens adjusted EBITDA margin.
• Fourth quarter results showed momentum with $594M revenue (up 12% year‑over‑year, 7% organic), adjusted EBITDA margin of 20.5% (+480 bps), adjusted diluted EPS of $2.69, strong cash generation ($139M operating cash flow, $120M free cash flow) and a conservative capital structure (net debt/EBITDA ~1.2x).
• The company recorded a non‑cash $301M goodwill impairment related to the IXYS and Dortmund acquisitions due to weaker sales and profitability, prompting a portfolio rationalization and manufacturing footprint review in its power semiconductor business.
• Management highlighted strategic progress — a salesforce realignment, doubled data center design wins in 2025, bookings up >20% entering 2026, and a sharpened focus on high‑power markets (data center, battery storage, grid) — supporting expectation of strong near‑term growth and further updates at an Investor Day on May 14.

Littelfuse Stock Up 7.8%

Shares of LFUS stock traded up $23.15 during trading hours on Wednesday, reaching $319.32. 118,763 shares of the stock were exchanged, compared to its average volume of 193,319. The business’s fifty day moving average is $266.03 and its two-hundred day moving average is $257.73. The firm has a market capitalization of $7.95 billion, a P/E ratio of 60.84, a P/E/G ratio of 1.94 and a beta of 1.43. Littelfuse has a 12-month low of $142.10 and a 12-month high of $332.48. The company has a debt-to-equity ratio of 0.30, a current ratio of 4.00 and a quick ratio of 3.05.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on LFUS shares. Oppenheimer boosted their price objective on Littelfuse from $325.00 to $360.00 and gave the company an “outperform” rating in a report on Friday, January 16th. Zacks Research downgraded Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 2nd. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a research report on Monday. Weiss Ratings reissued a “hold (c)” rating on shares of Littelfuse in a research note on Thursday, January 22nd. Finally, Benchmark restated a “hold” rating on shares of Littelfuse in a report on Thursday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $335.00.

Insider Buying and Selling

In other Littelfuse news, SVP Deepak Nayar sold 4,454 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $259.07, for a total transaction of $1,153,897.78. Following the completion of the transaction, the senior vice president owned 6,009 shares in the company, valued at $1,556,751.63. The trade was a 42.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Peter Sung-Jip Kim sold 2,049 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $270.02, for a total transaction of $553,270.98. Following the completion of the sale, the senior vice president owned 10,175 shares in the company, valued at $2,747,453.50. The trade was a 16.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 14,034 shares of company stock worth $3,670,025 over the last 90 days. 2.50% of the stock is owned by insiders.

Institutional Trading of Littelfuse

A number of institutional investors have recently bought and sold shares of the business. Danske Bank A S purchased a new position in shares of Littelfuse in the 3rd quarter valued at $104,000. Advisory Services Network LLC purchased a new stake in Littelfuse in the third quarter valued at $55,000. Oberweis Asset Management Inc. acquired a new position in Littelfuse in the third quarter valued at $16,136,000. McCollum Christoferson Group LLC purchased a new position in shares of Littelfuse during the third quarter worth about $218,000. Finally, PharVision Advisers LLC acquired a new stake in shares of Littelfuse during the third quarter worth about $234,000. 96.14% of the stock is owned by hedge funds and other institutional investors.

Littelfuse Company Profile

Littelfuse, Inc is a global manufacturer of circuit protection, power control, and sensing technologies. Founded in 1927 and headquartered in Chicago, Illinois, the company develops and produces a broad range of products designed to safeguard electrical and electronic systems across a variety of end markets. Littelfuse’s offerings include fuses, semiconductors, relays, and sensors, all engineered to protect against overcurrent, overvoltage, and thermal events in demanding applications.

The company’s product portfolio is organized into key segments such as Automotive, Industrial & Electronics, and Power & Sensor.