Littelfuse, Inc. (LFUS) Stock Price & Analysis
Littelfuse, Inc. (LFUS) closed at USD 350.28 on Thursday, October 22, 2026, down 10.10% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 350.28; the Oct 22, 2026 session ranged USD 344.98–389.89 on volume of 551,969 shares. Market capitalization is —, with a 52-week range of USD 233.36–500.57 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LFUS.md
Key facts (LFUS)
- Last four reported quarters (through Jun 27, 2026): revenue $2.61B, net income -$8.1M (-0.3% margin), free cash flow $444M (SEC filings).
- 7 of 80 tracked superinvestors hold LFUS (13F, Q2 2026): 1 new, 2 added, 4 reduced, 0 unchanged.
- Total return with dividends: 1Y +31.2% vs S&P 500 +14.9%; 5Y +25.0% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 4.98, revenue estimate $795M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LFUS)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.08B | $2.51B | $2.36B | $2.19B | $2.39B | $2.61B |
| Gross profit | $772M | $1.01B | $900M | $788M | $906M | — |
| Operating income | $386M | $501M | $361M | $159M | $37.5M | $95.5M |
| Net income | $284M | $373M | $259M | $100M | -$71.7M | -$8.1M |
| EPS (diluted) | $11.38 | $14.94 | $10.34 | $4.00 | -$2.89 | — |
| Free cash flow | $283M | $315M | $371M | $292M | $366M | $444M |
| Gross margin | 37.1% | 40.1% | 38.1% | 35.9% | 38.0% | — |
| Operating margin | 18.5% | 19.9% | 15.3% | 7.2% | 1.6% | 3.7% |
| Net margin | 13.6% | 14.8% | 11.0% | 4.6% | -3.0% | -0.3% |
| Revenue growth | +43.9% | +20.9% | -6.0% | -7.3% | +8.9% | — |
| Cash + short-term investments | $479M | $563M | $556M | $726M | $564M | — |
| Total debt | $637M | $1.00B | $872M | $856M | $803M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (LFUS)
P/S 3.4x · EV/Sales 3.4x · P/FCF 20.0x · P/B 3.4x · FCF yield 4.99% · Earnings yield -0.09% · Dividend yield (paid, TTM) 0.85% · Buyback yield (TTM) 0.00% · Net debt $1.1M · EV $8.90B
P/E at fiscal year-ends: Dec 2024 58.9x, Dec 2023 25.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (LFUS)
7 of 80 tracked investors hold LFUS. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mairs & Power | Mairs & Power Funds | 2.52% | $274M | Reduced -16.9% |
| Francois Rochon | Giverny Capital | 1.13% | $33.8M | Reduced -8.2% |
| John Rogers | Ariel Investments | 0.74% | $74.4M | Reduced -24.2% |
| Vulcan Value Partners | 0.24% | $7.9M | Reduced -77.7% | |
| Polen Capital | Polen Capital Management | 0.03% | $3.2M | Added +41.5% |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $1.5M | Added +1.2% |
| Lee Ainslie | Maverick Capital | <0.01% | $551K | New position |
Total return (dividends reinvested) (LFUS)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +31.2% | +25.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +31.3% | +4.5% |
| Volatility (annualized) | 42.8% | 35.7% |
| Max drawdown | -28.2% (Jun 2026→Oct 2026) | -52.1% (Nov 2021→Mar 2025) |
LFUS revenue by business segment (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Electronics | $406.4M | 55.0% | +21.1% |
| Transportation | $182.4M | 24.7% | +1.7% |
| Industrial | $149.9M | 20.3% | +52.5% |
| Total revenue | $738.8M | 100% | — |
LFUS revenue by product line (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Electronics – Passive Products and Sensors | $213.4M | 28.9% | +26.5% |
| Electronics – Semiconductor | $193.0M | 26.1% | +15.6% |
| Total revenue | $738.8M | 100% | — |
LFUS revenue by region (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Other countries | $287.3M | 38.9% | +16.0% |
| United States | $267.4M | 36.2% | +21.8% |
| China | $184.1M | 24.9% | +25.8% |
| Total revenue | $738.8M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
LFUS suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | ARROW ELECTRONICS, INC. (ARW) | “Sales to Arrow Electronics, Inc., which were reported in our Electronics, Transportation, and Industrial segments, were 9.5%, 9.4%, and 11.2% of consolidated net sales in 2025, 2024, and 2023, respectively.” |
| Partner | Future Electronics and TTI | “The fulfillment of these products is primarily through our broad line distribution partners, including global distributors such as Arrow Electronics, Inc., Future Electronics and TTI, Inc., regional and high service distributors, including Digi-Key and Mouser, as well as directly to OEM's.” |
| Competitor | onsemi (ON) | “In the Electronics segment, the Company's competitors include Eaton Corporation, Bourns Inc., TDK, ON Semiconductor Corporation, Infineon Technologies, STMicroelectronics NV, Semtech Corporation, and Vishay Intertechnology Inc. In the Transportation segment, the Company's competitors include Eaton Corporation, Pacific Engineering, MTA (Meccanotecnica Codognese), Amphenol Corporation, Sensata Technologies Holding N…” |
| Competitor | Infineon | “In the Electronics segment, the Company's competitors include Eaton Corporation, Bourns Inc., TDK, ON Semiconductor Corporation, Infineon Technologies, STMicroelectronics NV, Semtech Corporation, and Vishay Intertechnology Inc. In the Transportation segment, the Company's competitors include Eaton Corporation, Pacific Engineering, MTA (Meccanotecnica Codognese), Amphenol Corporation, Sensata Technologies Holding N…” |
| Competitor | STMicroelectronics (STM) | “In the Electronics segment, the Company's competitors include Eaton Corporation, Bourns Inc., TDK, ON Semiconductor Corporation, Infineon Technologies, STMicroelectronics NV, Semtech Corporation, and Vishay Intertechnology Inc. In the Transportation segment, the Company's competitors include Eaton Corporation, Pacific Engineering, MTA (Meccanotecnica Codognese), Amphenol Corporation, Sensata Technologies Holding N…” |
| Competitor | Amphenol (APH) | “In the Electronics segment, the Company's competitors include Eaton Corporation, Bourns Inc., TDK, ON Semiconductor Corporation, Infineon Technologies, STMicroelectronics NV, Semtech Corporation, and Vishay Intertechnology Inc. In the Transportation segment, the Company's competitors include Eaton Corporation, Pacific Engineering, MTA (Meccanotecnica Codognese), Amphenol Corporation, Sensata Technologies Holding N…” |
Quoted from the company's 10-K filed Feb 19, 2026.
LFUS customer concentration
In the period ended Dec 27, 2025, a single direct customer accounted for 9.5% of revenue, per the company's 10-K filed Feb 19, 2026. The company does not name it.
LFUS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $4.98 | $3.94 | +26.4% | $794.7M | 4 |
| Next quarter (ends Dec 2026) | $4.45 | $3.49 | +27.4% | $761.3M | 4 |
| Current fiscal year (ends Dec 2026) | $17.05 | $14.76 | +15.5% | $2.95B | 4 |
| Next fiscal year (ends Dec 2027) | $20.17 | $17.27 | +16.8% | $3.25B | 4 |
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 350.28 |
|---|---|
| Change | ▼ 10.10% (down) |
| Previous Close | USD 350.28 |
| Open | USD 350.28 |
| Day Range | USD 344.98 – 389.89 |
| 52-Week Range | USD 233.36 – 500.57 |
| Volume | 551,969 shares |
| Market Cap | — |
| Exchange | NMS |
Technical Analysis (LFUS)
Nexqual's technical model rates LFUS "SELL" based on 3 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 26.79 (oversold) |
| vs SMA50 | Below (USD 416.82) |
| MACD | -13.11 (negative) |
Earnings (LFUS)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 4.98 |
| Revenue Estimate | $794.66M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 4.19 vs est 3.78 ▲ beat |
| 2026-03-31 | USD 3.31 vs est 2.84 ▲ beat |
| 2025-12-31 | USD 2.69 vs est 2.53 ▲ beat |
| 2025-09-30 | USD 2.95 vs est 2.8 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (LFUS)
| Total Revenue | $2.61B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +20.40% |
| Gross Margin | +39.34% |
| Operating Margin | +18.80% |
| Profit Margin | -0.31% |
| ROE | -0.31% |
| Debt / Equity | 0.27 |
| Current Ratio | 2.76 |
| Total Cash | $630.60M |
| Total Debt | $709.39M |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Ownership (LFUS)
| Insider Ownership | +1.61% |
|---|---|
| Institutional Ownership | +103.21% |
| Shares Outstanding | 25.40M |
| Float | 25.08M |
| Short % of Float | +5.91% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Leadership (LFUS)
Littelfuse, Inc. is led by Gregory N. Henderson, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:22 UTC.
| CEO, President & Director | Gregory N. Henderson |
|---|---|
| Executive VP & CFO | Abhishek Khandelwal |
Major Backers & Investors (LFUS)
Notable institutional backers of Littelfuse, Inc. include Van Lanschot Kempen Investment Management N.V., Mairs & Power Inc, Morgan Stanley, according to Nexqual as of October 23, 2026 at 09:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Van Lanschot Kempen Investment Management N.V. | 3.68% |
| Mairs & Power Inc | 2.37% |
| Morgan Stanley | 1.86% |
| Neuberger Berman Group, LLC | 1.84% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | 1.19% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.41% |
| BlackRock | 9.93% |
| State Street | 3.13% |
| Geode Capital | 2.3% |
| Dimensional Fund Advisors | 1.75% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From Littelfuse, Inc.'s Latest SEC 10-K Filing (filed 2026-02-19)
Key Strengths & Strategy (as disclosed to the SEC)
- The Company directly sells to over 4,000 customers and distributors worldwide.
- The power of a team environment where everyone can contribute and thrive allows us to enact our strategy and deliver results today and into the future.
Legal & Regulatory Risks (Item 1A, quoted)
- The Company may incur material losses and costs as a result of defects in its products, including as a result of warranty claims, product recalls, and product liability.
- Climate change, and the regulatory and legislative developments related to climate change, may have a material adverse impact on our business and results of operations.
- The Company's effective tax rate could materially increase as a consequence of various factors, including U.S. and/or international tax legislation, mix of the Company's earnings by jurisdiction, and U.S. and non-U.S. jurisdictional tax audits.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 UTC. This page is informational and not investment advice.
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