Littelfuse (NASDAQ:LFUS) Updates Q1 2026 Earnings Guidance

Littelfuse (NASDAQ:LFUS) updated its first quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.700-2.900 for the period, compared to the consensus EPS estimate of 2.710. The company issued revenue guidance of $625.0 million-$645.0 million, compared to the consensus revenue estimate of $610.3 million.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Zacks Research lowered Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 2nd. Oppenheimer boosted their target price on Littelfuse from $325.00 to $360.00 and gave the stock an “outperform” rating in a research note on Friday, January 16th. UBS Group set a $360.00 price objective on Littelfuse in a research note on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of Littelfuse in a research note on Thursday, January 22nd. Finally, Wall Street Zen upgraded shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $347.50.

Littelfuse Stock Up 6.1%

Shares of NASDAQ:LFUS opened at $314.25 on Thursday. The firm has a 50 day simple moving average of $267.52 and a 200-day simple moving average of $258.12. Littelfuse has a twelve month low of $142.10 and a twelve month high of $332.48. The company has a current ratio of 4.00, a quick ratio of 3.05 and a debt-to-equity ratio of 0.30. The company has a market capitalization of $7.82 billion, a PE ratio of 59.86, a P/E/G ratio of 1.97 and a beta of 1.43.

Littelfuse (NASDAQ:LFUS) last posted its earnings results on Wednesday, January 28th. The technology company reported $2.69 EPS for the quarter, beating analysts’ consensus estimates of $2.51 by $0.18. Littelfuse had a net margin of 5.66% and a return on equity of 9.89%. The firm had revenue of $593.93 million for the quarter, compared to the consensus estimate of $583.53 million. During the same period last year, the firm posted $2.04 EPS. The company’s revenue was up 12.2% on a year-over-year basis. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. On average, equities analysts predict that Littelfuse will post 9.49 EPS for the current fiscal year.

Littelfuse Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 19th will be issued a $0.75 dividend. This represents a $3.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, February 19th. Littelfuse’s payout ratio is presently 57.14%.

Insider Activity at Littelfuse

In related news, SVP Peter Sung-Jip Kim sold 2,049 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $270.02, for a total transaction of $553,270.98. Following the transaction, the senior vice president owned 10,175 shares in the company, valued at $2,747,453.50. This trade represents a 16.76% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Ryan K. Stafford sold 2,162 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $268.31, for a total value of $580,086.22. Following the completion of the sale, the vice president owned 28,591 shares of the company’s stock, valued at approximately $7,671,251.21. This represents a 7.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 14,034 shares of company stock valued at $3,670,025 in the last three months. 2.50% of the stock is currently owned by company insiders.

More Littelfuse News

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q4 beat — Littelfuse reported EPS of $2.69 (vs. $2.51 consensus) and revenue of $593.9M (+12.2% YoY), demonstrating underlying growth and margin recovery. This is a primary driver of the stock strength today. Littelfuse (LFUS) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Upside in guidance — Management set Q1 EPS of $2.70–2.90 (roughly in line with consensus) but issued revenue guidance of $625M–$645M, above the Street view, signaling stronger near-term demand versus expectations. This revenue beat potential is supporting the rally.
• Positive Sentiment: Short interest fell materially in January (down ~14%), reducing a potential short-term pressure source and removing some downside gamma from forced covering dynamics.
• Neutral Sentiment: Dividend declared — LFUS set a quarterly dividend of $0.75/share (yield ~1.0%), payable Mar 5 with ex-dividend Feb 19. Routine income support but expect the usual mechanical ex-date impact.
• Neutral Sentiment: Earnings call & transcript — Management balanced “growth strength” with calls-out of challenges (market variability, supply chain and cost dynamics); read the call highlights and full transcript for nuance on sustainability of margins. Littelfuse Earnings Call: Growth Strength Amid Challenges Littelfuse, Inc. (LFUS) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market commentary / momentum — Analysts and commentators flagged LFUS as an overlooked stock hitting a four‑year high after the results, which can amplify short-term momentum but also attract profit-taking. Overlooked Stock: LFUS 4-Year High
• Negative Sentiment: Valuation and execution risks — LFUS trades at a high P/E (~60) implying elevated expectations; any slowdown in end markets, margin pressure, or guidance that disappoints could lead to multiple compression. The “challenges” discussed on the call (supply/cost variability, demand mix) are watch items that could cap upside.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of LFUS. Quarry LP acquired a new stake in shares of Littelfuse during the third quarter worth about $36,000. Larson Financial Group LLC raised its stake in Littelfuse by 50.9% during the 3rd quarter. Larson Financial Group LLC now owns 160 shares of the technology company’s stock valued at $41,000 after acquiring an additional 54 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in Littelfuse during the 3rd quarter worth approximately $42,000. Advisory Services Network LLC acquired a new stake in Littelfuse during the 3rd quarter worth approximately $55,000. Finally, Advisors Asset Management Inc. grew its stake in shares of Littelfuse by 42.0% in the 1st quarter. Advisors Asset Management Inc. now owns 311 shares of the technology company’s stock valued at $61,000 after purchasing an additional 92 shares during the last quarter. 96.14% of the stock is currently owned by institutional investors and hedge funds.

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.