Inside the research
Littelfuse, Inc.
LFUS Research profile · latest available data
Price overview
$429.22
▲ +8.06 (+1.9%)
| 52w hi | $488.16 |
|---|---|
| 52w lo | $233.58 |
| Vol | 151.20K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.11
| Short | -0.30 |
|---|---|
| Medium | +0.37 |
| Long | +0.42 |
computed 2026-09-27
Key fundamentals
Littelfuse, Inc.
Technology · Electronic Components
| Market cap | $10.90B |
|---|---|
| Enterprise value | $10.98B |
| Forward P/E | 21.36x |
| EV / EBITDA | 19.24x |
| P / S (ttm) | 4.17x |
| Profit margin | -0.3% |
| Return on equity | -0.3% |
| Revenue growth | +20.4% |
| Earnings growth | +51.7% |
| Debt / equity | 27.09 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.20 | |
| Sector | +0.19 | |
| Technical | -0.13 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Littelfuse, Inc. designs, manufactures, and sells electronic components, modules, and subassemblies. It operates through three segments: Electronics, Transportation, and Industrial. Its Electronics segment offers fuses and fuse accessories, coefficient resettable fuses, switches and interconnect solutions, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing, and gas discharge tubes; and discrete transient voltage suppressor diodes, TVS diode arrays, protection and switching thyristors, silicon and silicon carbide metal-oxide-semiconductor field effect transistors and diodes, and insulated gate bipolar transistors. This segment serves data center computing and communications infrastructure, industrial controls, building controls, aerospace and defense, appliances, consumer electronics solutions, healthcare solutions, industrial equipment, energy storage, diversified industrials, grid and utility infrastructure, passenger vehicles, and commercial vehicles. Its Transportation segment provides blade, resettable, high-current, and high-voltage fuses; battery cable protectors; circuit breakers, and power distribution modules; and sensor products. This segment serves heavy-duty truck and bus, construction, agriculture, off-road and recreational vehicles, material handling, passenger and commercial vehicles, and marine markets. Its Industrial segment offers industrial fuses, protection relays, contactors, transformers, residual current devices and monitors, ground fault circuit interrupters, arc fault detection devices, solid state switches, and temperature sensors for use in renewable energy and energy storage systems, electric vehicle infrastructure, HVAC systems, industrial safety, non-residential construction, MRO, mining, and factory automation applications. It sells its products through distributors, direct sales force, and manufacturers' representatives. The company was founded in 1927 and is headquartered in Rosemont, Illinois.
Risk Metrics
| Beta vs SPX | 1.56 |
|---|---|
| Corr SPX | 0.62 |
| Annual vol | 40.6% |
| Annual ret | +33.3% |
| Sharpe | 0.82 |
| Max DD | -43.9% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $475.00 |
|---|---|
| High / Low | $520.00 / $380.00 |
| Median | $500.00 |
| Analysts | 4 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 2 | |
| Hold | 0 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-05-07 | Oppenheimer | → Outperform |
| 2026-05-07 | Needham | → Buy |
| 2026-05-01 | Needham | → Buy |
| 2026-04-10 | Oppenheimer | → Outperform |
| 2026-01-29 | Benchmark | → Buy |
| 2026-01-16 | Oppenheimer | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-11 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-07-29 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-14 | Reg FD Disclosure, Exhibits | read |
| 2026-05-06 | Earnings Release, Reg FD Disclosure… | read |
| 2026-04-28 | Officer / Director Change, Shareholder Vote… | read |
| 2026-03-13 | Material Agreement, Material Obligation… | read |
| 2026-03-05 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-01-28 | Earnings Release, Reg FD Disclosure… | read |
| 2026-01-08 | Officer / Director Change, Exhibits | read |
| 2025-10-29 | Earnings Release, Reg FD Disclosure… | read |
| 2025-10-28 | Material Agreement, Reg FD Disclosure… | read |
| 2025-08-07 | Officer / Director Change, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Hamed Karim Wagdy | SVP & GM Semiconductor Bu | Withheld for tax | 141 | $64.00K |
| 2026-07-30 | PAEPER HOLLY Beth | Grant | 56 | $24.75K | |
| 2026-06-18 | Khandelwal Abhishek | Executive VP, CFO | Withheld for tax | 1.12K | $538.36K |
| 2026-06-18 | Gorski Jeffrey G | SVP & Chief Accounting Of | Option exercise | 689 | $114.81K |
| 2026-06-18 | Gorski Jeffrey G | SVP & Chief Accounting Of | Sell | 247 | $119.37K |
| 2026-06-18 | Gorski Jeffrey G | SVP & Chief Accounting Of | Sell | 1.14K | $550.80K |
| 2026-06-15 | HUNTER GORDON | Option exercise | 1.43K | $189.14K | |
| 2026-06-15 | HUNTER GORDON | Sell | 1.43K | $687.36K | |
| 2026-06-11 | GRILLO ANTHONY | Sell | 35 | $15.74K | |
| 2026-06-11 | GRILLO ANTHONY | Sell | 256 | $115.37K |
Flow & Concentration
| Insider 180d net | -$2.71M |
|---|---|
| Insider buys / sells | 0 / 8 |
| Insider bias | Sellers |
| 13F holders | 9 |
| Top-5 share | 96.4% |
| HHI | 3,742 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $361.55M | 794.17K |
| AQR Capital Management | $93.76M | 205.92K |
| Fidelity / FMR LLC | $58.61M | 128.72K |
| Citadel Advisors | $55.43M | 121.74K |
| Capital Research / Capital World | $36.02M | 79.10K |
| Millennium Management | $11.24M | 24.69K |
| Bridgewater Associates | $9.71M | 21.33K |
| Norges Bank (Norway sovereign) | $1.54M | 3.39K |
| T. Rowe Price Group | $29.96K | 65.79K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.35% |
|---|---|
| $ / share (TTM) | $1.50 |
| 5y CAGR | +8.6% |
Annual dividend per share
| 2021 | $2.02 |
|---|---|
| 2022 | $2.26 |
| 2023 | $2.50 |
| 2024 | $2.70 |
| 2025 | $2.90 |
| 2026 | $0.75 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.06B | +8.0% | |
| Gross profit | $906.04M | +9.4% | |
| Operating income | $158.78M | +19.1% | |
| Net income | -$71.70M | +50.3% | |
| Cash from ops | $457.39M | +21.6% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $425.01 | $431.71 | $423.03 | $429.22 | 151.20K |
| Sep 24 | $416.00 | $422.63 | $409.69 | $421.16 | 96.20K |
| Sep 23 | $417.37 | $424.15 | $411.43 | $422.43 | 110.90K |
| Sep 22 | $408.17 | $419.93 | $404.68 | $418.88 | 150.40K |
| Sep 21 | $415.65 | $416.14 | $407.11 | $409.54 | 200.10K |
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