Littelfuse (NASDAQ:LFUS) Releases Q2 2026 Earnings Guidance

Littelfuse (NASDAQ:LFUS) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.650-3.850 for the period, compared to the consensus estimate of 3.400. The company issued revenue guidance of $690.0 million-$710.0 million, compared to the consensus revenue estimate of $688.2 million.

Littelfuse Price Performance

NASDAQ LFUS traded up $18.87 during trading hours on Wednesday, reaching $441.67. 794,924 shares of the company’s stock were exchanged, compared to its average volume of 241,817. The stock has a market cap of $11.11 billion, a PE ratio of -152.30, a price-to-earnings-growth ratio of 2.71 and a beta of 1.46. Littelfuse has a one year low of $188.08 and a one year high of $475.00. The firm has a fifty day moving average of $359.89 and a 200-day moving average of $307.40. The company has a current ratio of 2.69, a quick ratio of 1.91 and a debt-to-equity ratio of 0.29.

Littelfuse (NASDAQ:LFUS) last released its quarterly earnings results on Wednesday, May 6th. The technology company reported $3.31 EPS for the quarter, topping analysts’ consensus estimates of $2.83 by $0.48. The business had revenue of $656.97 million for the quarter, compared to analyst estimates of $638.98 million. Littelfuse had a positive return on equity of 10.53% and a negative net margin of 3.00%.Littelfuse’s revenue for the quarter was up 18.5% on a year-over-year basis. During the same period in the prior year, the company earned $2.19 EPS. Littelfuse has set its Q2 2026 guidance at 3.650-3.850 EPS. On average, equities research analysts predict that Littelfuse will post 12.99 earnings per share for the current fiscal year.

Littelfuse Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 21st will be given a dividend of $0.75 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.00 dividend on an annualized basis and a yield of 0.7%. Littelfuse’s dividend payout ratio is -103.45%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. UBS Group set a $360.00 price objective on Littelfuse in a report on Thursday, January 29th. Benchmark raised Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 price objective on the stock in a report on Thursday, January 29th. Oppenheimer upped their price objective on Littelfuse from $380.00 to $430.00 and gave the stock an “outperform” rating in a report on Friday, April 10th. Wall Street Zen downgraded Littelfuse from a “strong-buy” rating to a “buy” rating in a report on Saturday, February 21st. Finally, Williams Trading set a $450.00 price objective on Littelfuse in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $401.67.

Insider Activity

In other Littelfuse news, Director Kristina A. Cerniglia sold 2,343 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $368.38, for a total transaction of $863,114.34. Following the transaction, the director owned 4,255 shares of the company’s stock, valued at approximately $1,567,456.90. This represents a 35.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Gordon Hunter sold 911 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $367.68, for a total value of $334,956.48. Following the completion of the transaction, the director owned 26,789 shares in the company, valued at $9,849,779.52. This represents a 3.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 15,351 shares of company stock worth $5,384,405. 1.00% of the stock is owned by company insiders.

Key Headlines Impacting Littelfuse

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q1 results beat expectations — Non?GAAP EPS $3.31 vs. $2.83 consensus; revenue $657.0M vs. ~$639M estimate; revenue +18.5% year?over?year. Management described execution on demand and strategy as drivers. Littelfuse Reports First Quarter Results for 2026
• Positive Sentiment: Raised Q2 2026 guidance — Company set EPS guidance of $3.65–$3.85 (above consensus ~3.40) and revenue guidance of $690–$710M (vs. consensus ~$688M), signaling continued demand and margin expectations. Press Release / Slide Deck
• Positive Sentiment: Analyst/media coverage and call transcripts available — Multiple outlets posted call transcripts and writeups that highlighted beat + guide, helping consensus realignment and investor interest. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Quarterly dividend declared — Board approved $0.75 per share quarterly dividend (record May 21; payable June 4); yield ~0.7% — supportive for income investors but small relative to valuation.
• Neutral Sentiment: Investor materials posted — Company released slides and press materials and the conference?call transcript for deeper review; useful for models but no new surprise beyond results/guidance. Conference Call Slide Deck
• Negative Sentiment: GAAP profitability nuance — Despite strong non?GAAP results, filings note a negative net margin (-3.0%), implying GAAP adjustments or one?time items that investors should review; this is a potential caveat for those focused on GAAP earnings/valuation. MarketBeat Earnings Summary

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Atlas Capital Advisors Inc. bought a new position in shares of Littelfuse in the 4th quarter worth $27,000. Quarry LP bought a new position in shares of Littelfuse in the 3rd quarter worth $36,000. Prosperity Bancshares Inc bought a new position in shares of Littelfuse in the 4th quarter worth $36,000. Larson Financial Group LLC boosted its position in shares of Littelfuse by 50.9% in the 3rd 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 last quarter. Finally, Measured Wealth Private Client Group LLC bought a new position in shares of Littelfuse in the 3rd quarter worth $42,000. 96.14% of the stock is currently owned by institutional investors.

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.