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
Vol151.20K
As of25 Sep 2026

The Verdict

Hold

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/E21.36x
EV / EBITDA19.24x
P / S (ttm)4.17x
Profit margin-0.3%
Return on equity-0.3%
Revenue growth+20.4%
Earnings growth+51.7%
Debt / equity27.09

Layer Breakdown

LayerRawContribution
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.

United States · www.littelfuse.com

Risk Metrics

Beta vs SPX1.56
Corr SPX0.62
Annual vol40.6%
Annual ret+33.3%
Sharpe0.82
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
Analysts4
Strong Buy1
Buy2
Hold0
Sell0
Strong Sell1

Recent rating actions

2026-05-07Oppenheimer→ Outperform
2026-05-07Needham→ Buy
2026-05-01Needham→ Buy
2026-04-10Oppenheimer→ Outperform
2026-01-29Benchmark→ Buy
2026-01-16Oppenheimer→ Outperform

Material Events

DateEvent8-K
2026-08-11Officer / Director Change, Reg FD Disclosure…read
2026-07-29Earnings Release, Reg FD Disclosure…read
2026-05-14Reg FD Disclosure, Exhibitsread
2026-05-06Earnings Release, Reg FD Disclosure…read
2026-04-28Officer / Director Change, Shareholder Vote…read
2026-03-13Material Agreement, Material Obligation…read
2026-03-05Officer / Director Change, Reg FD Disclosure…read
2026-01-28Earnings Release, Reg FD Disclosure…read
2026-01-08Officer / Director Change, Exhibitsread
2025-10-29Earnings Release, Reg FD Disclosure…read
2025-10-28Material Agreement, Reg FD Disclosure…read
2025-08-07Officer / Director Change, Reg FD Disclosure…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-11Hamed Karim WagdySVP & GM Semiconductor BuWithheld for tax141$64.00K
2026-07-30PAEPER HOLLY BethGrant56$24.75K
2026-06-18Khandelwal AbhishekExecutive VP, CFOWithheld for tax1.12K$538.36K
2026-06-18Gorski Jeffrey GSVP & Chief Accounting OfOption exercise689$114.81K
2026-06-18Gorski Jeffrey GSVP & Chief Accounting OfSell247$119.37K
2026-06-18Gorski Jeffrey GSVP & Chief Accounting OfSell1.14K$550.80K
2026-06-15HUNTER GORDONOption exercise1.43K$189.14K
2026-06-15HUNTER GORDONSell1.43K$687.36K
2026-06-11GRILLO ANTHONYSell35$15.74K
2026-06-11GRILLO ANTHONYSell256$115.37K

Flow & Concentration

Insider 180d net-$2.71M
Insider buys / sells0 / 8
Insider biasSellers
13F holders9
Top-5 share96.4%
HHI3,742 (concentrated)

Top Holders

HolderValueShares
State Street Corp$361.55M794.17K
AQR Capital Management$93.76M205.92K
Fidelity / FMR LLC$58.61M128.72K
Citadel Advisors$55.43M121.74K
Capital Research / Capital World$36.02M79.10K
Millennium Management$11.24M24.69K
Bridgewater Associates$9.71M21.33K
Norges Bank (Norway sovereign)$1.54M3.39K
T. Rowe Price Group$29.96K65.79K

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

DateFormDoc
2026-08-124view
2026-08-113view
2026-08-114view
2026-08-118-Kview
2026-07-314view
2026-07-298-Kview
2026-07-2910-Qview
2026-06-224view
2026-06-184view
2026-06-164view
2026-06-114view
2026-06-084view
2026-06-084view
2026-06-084view
2026-06-084view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
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

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$425.01$431.71$423.03$429.22151.20K
Sep 24$416.00$422.63$409.69$421.1696.20K
Sep 23$417.37$424.15$411.43$422.43110.90K
Sep 22$408.17$419.93$404.68$418.88150.40K
Sep 21$415.65$416.14$407.11$409.54200.10K

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