# Littelfuse, Inc. (LFUS) > Source: Nexqual · https://nexqual.com/LFUS · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Littelfuse, Inc. (LFUS), nexqual.com/LFUS" · informational, not investment advice. **Price:** USD 350.28 (-10.10% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 389.65 · day 344.98–389.89 · 52w 233.36–500.57 · market cap $8.90B · NMS ## Key facts - 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) | 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) 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) 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) | | 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) | ## Peers (Electronic Components) VICR (Vicor Corporation) USD 179.99 -15.66% · SANM (Sanmina Corporation) USD 154.47 -10.23% · TTMI (TTM Technologies, Inc.) USD 73.89 -27.67% · FN (Fabrinet) USD 317.67 -10.78% · RAL (Ralliant Corporation) USD 65.64 -5.27% · PLXS (Plexus Corp.) USD 220.78 -7.51% ## More Full page: https://nexqual.com/LFUS · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt ## Supply chain and relationships (SEC annual reports) Named in LFUS's own 10-K filed 2026-02-19 (https://www.sec.gov/Archives/edgar/data/889331/000162828026009585/lfus-20251227.htm): | 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 dist…" | | 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 Intertechnolo…" | | 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 Intertechnolo…" | | 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 Intertechnolo…" | | 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 Intertechnolo…" | ## Revenue by business segment (quarter ended 2026-06-27) | Line | Revenue | Share | YoY | Operating income | Op. margin | |---|---|---|---|---|---| | Electronics | $406.4M | 55.0% | +21.1% | $86.9M | 21.4% | | Transportation | $182.4M | 24.7% | +1.7% | $25.7M | 14.1% | | Industrial | $149.9M | 20.3% | +52.5% | $27.5M | 18.3% | | Corporate costs (not allocated) | — | — | — | -$20.4M | — | | Total revenue | $738.8M | 100% | — | $119.7M | 16.2% | ## Revenue by product line (quarter ended 2026-06-27) | Line | Revenue | Share | 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% | — | The lines above cover 55% of total revenue. ## Revenue by region (quarter ended 2026-06-27) | Line | Revenue | Share | 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% | — | ## Customer concentration Period ended 2025-12-27: 9.5% of revenue from unnamed direct customers (10-K, filed 2026-02-19). ## Analyst estimates and revisions | Period | EPS est. | 90d ago | Change | Revenue est. | Analysts | |---|---|---|---|---|---| | Current quarter (ends 2026-09-30) | $4.98 | $3.94 | +26.4% | $794.7M | 4 | | Next quarter (ends 2026-12-31) | $4.45 | $3.49 | +27.4% | $761.3M | 4 | | Current fiscal year (ends 2026-12-31) | $17.05 | $14.76 | +15.5% | $2.95B | 4 | | Next fiscal year (ends 2027-12-31) | $20.17 | $17.27 | +16.8% | $3.25B | 4 | ## Options: expected move (Cboe, 15-min delayed) Expected move by 2026-11-20 (includes earnings 2026-10-28): ±12.1%; last 8 reports averaged ±6.2%. | Expiration | Days | ATM IV | Expected move | |---|---|---|---| | 2026-11-20 | 28 | 53.5% | ±12.1% | | 2026-12-18 | 56 | 48.0% | ±15.1% | | 2027-03-19 | 147 | 46.1% | ±23.2% | | 2027-06-17 | 237 | 46.0% | ±29.3% | | 2027-09-17 | 329 | 45.7% | ±34.0% |