Littelfuse, Inc. (LFUS) AI Stock Analysis

Littelfuse, Inc. is a global manufacturer of circuit protection, power control, and sensing products operating across the Asia-Pacific, Americas, and Europe. The company conducts business through three key segments: Electronics, Transportation, and Industrial. Its Electronics segment provides fuses, electrostatic discharge suppressors, varistors, and sensing components for automotive electronics, data centers, and renewable energy. The Transportation segment supplies fuses, switches, and relays tailored for hybrid, electric, and commercial vehicles. Its Industrial segment delivers industrial fuses, relays, contactors, transformers, and temperature sensors essential for renewable energy systems, HVAC applications, industrial automation, and safety solutions.

Littelfuse achieved a five-year revenue compound annual growth rate of 10.5% from FY2020 to FY2025. Annual revenue expanded from $2.08B in FY2021 to $2.51B in FY2022, before contracting 6.0% to $2.36B in FY2023 and 7.3% to $2.19B in FY2024. In FY2025, revenue rebounded 8.9% to $2.39B, though operating margin declined to 1.6% and net income stood at -$71.7M with EPS of $10.68. Over the trailing twelve months, revenue reached $2.61B with an operating margin of 18.8% and a net profit margin of -0.3%. For the latest quarter ended June 30, 2026, quarterly revenue grew 20.4% year-over-year and quarterly earnings grew 51.7%.

As of June 30, 2026, Littelfuse held $628.6M in cash and short-term investments alongside total debt of $709.4M, resulting in net debt of $80.8M. The company maintains a current ratio of 2.76 and a debt-to-equity ratio of 0.27 against shareholders' equity of $2.62B. Total assets stood at $4.01B. In FY2025, operating cash flow reached $433.8M and free cash flow was $366.1M. Capital allocation in FY2025 included capital expenditures of $67.6M, share buybacks of $27.6M, and dividends paid of $72.0M.

At a last close of $380.89 on October 16, 2026, Littelfuse trades at a forward P/E of 23.5x, an EV-to-EBITDA of 43.9x, and a price-to-sales ratio of 3.7x. These multiples stand above the median of its US-listed Technology peers, which exhibit a forward P/E of 18.8x, an EV-to-EBITDA of 16.6x, and a price-to-sales ratio of 2.8x. Littelfuse has a market capitalization of $9.67B and an enterprise value of $10.82B. Over the past year, the stock returned 43.9% compared to 16.8% for the S&P 500, while its five-year return of 42.5% trailed the S&P 500 return of 83.0%.

Littelfuse pays a quarterly dividend with a forward annual payout of $3.20 per share, representing a dividend yield of 0.84%. The company has paid consecutive dividends for 17 years and achieved a five-year annualized dividend growth rate of 8.6%. Its payout ratio is 23.2%, and its last ex-dividend date was August 20, 2026.

Wall Street coverage consists of 2 Strong Buy, 1 Buy, and 1 Hold ratings, with no Sell or Strong Sell recommendations. The mean price target of $496.25 represents an upside of 30.3% over the last close of $380.89. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $2.95B and EPS of $17.05, representing EPS growth of 59.7%. Littelfuse has beaten EPS estimates in each of the last 4 quarters, and its next earnings date is October 28, 2026.

This page is an AI-written research summary of Littelfuse, Inc. (LFUS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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