Littelfuse (NASDAQ:LFUS) Releases Quarterly Earnings Results, Beats Estimates By $0.18 EPS

Littelfuse (NASDAQ:LFUS) issued its quarterly earnings results on Wednesday. The technology company reported $2.69 EPS for the quarter, beating analysts’ consensus estimates of $2.51 by $0.18, FiscalAI reports. Littelfuse had a positive return on equity of 10.53% and a negative net margin of 3.00%.The firm had revenue of $593.93 million during the quarter, compared to the consensus estimate of $583.53 million. During the same quarter in the prior year, the business posted $2.04 earnings per share. Littelfuse’s revenue for the quarter was up 12.2% on a year-over-year basis. 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 Performance

Shares of NASDAQ LFUS opened at $326.50 on Friday. The company has a quick ratio of 3.05, a current ratio of 2.69 and a debt-to-equity ratio of 0.29. The firm’s 50-day moving average price is $269.35 and its two-hundred day moving average price is $258.60. Littelfuse has a 52-week low of $142.10 and a 52-week high of $332.48. The stock has a market capitalization of $8.13 billion, a P/E ratio of -112.59, a P/E/G ratio of 2.10 and a beta of 1.43.

Littelfuse Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 19th will be paid a dividend of $0.75 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.00 annualized dividend and a yield of 0.9%. Littelfuse’s dividend payout ratio is -103.45%.

Insider Transactions 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 value of $553,270.98. Following the sale, the senior vice president owned 10,175 shares of the company’s stock, valued at approximately $2,747,453.50. This trade represents a 16.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Deepak Nayar sold 4,454 shares of the company’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $259.07, for a total value of $1,153,897.78. Following the transaction, the senior vice president owned 6,009 shares of the company’s stock, valued at approximately $1,556,751.63. The trade was a 42.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 14,034 shares of company stock worth $3,670,025. 2.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in LFUS. Quarry LP bought a new position in shares of Littelfuse in the third quarter worth $36,000. Larson Financial Group LLC lifted its holdings in Littelfuse by 50.9% in the third quarter. Larson Financial Group LLC now owns 160 shares of the technology company’s stock worth $41,000 after purchasing an additional 54 shares during the period. Measured Wealth Private Client Group LLC bought a new position in Littelfuse in the 3rd quarter valued at about $42,000. Advisory Services Network LLC acquired a new position in Littelfuse during the 3rd quarter valued at about $55,000. Finally, Advisors Asset Management Inc. raised its position in shares of Littelfuse by 42.0% during the 1st quarter. Advisors Asset Management Inc. now owns 311 shares of the technology company’s stock worth $61,000 after buying an additional 92 shares in the last quarter. Institutional investors and hedge funds own 96.14% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. UBS Group set a $360.00 target price on Littelfuse in a research note on Thursday. Zacks Research downgraded shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 2nd. Oppenheimer set a $380.00 target price on shares of Littelfuse in a research note on Thursday. Wall Street Zen upgraded Littelfuse from a “buy” rating to a “strong-buy” rating in a research note on Monday. Finally, Williams Trading set a $360.00 price objective on Littelfuse in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $364.00.

About Littelfuse

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.