LFUS
LITTELFUSE INC /DE
Next earnings Jul 28, 2026 · consensus $3.86 EPS, $716M rev
Last earnings +4.5% on 2026-05-06
$418.47
▼ -6.80%$418.47▲ +87.31%
over 1Y
L $223.40H $489.10
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-6.8%
1W-12.3%
1M-14.2%
3M+21.0%
YTD+60.0%
1Y+87.3%
Buy
Conviction
Horizon
Long (>12mo)
12-mo target
$•••
Street · 10 analysts
Buy
The FY2025 loss is a $301M non-cash goodwill write-off; underneath, sales grew 8.9%, segment profits rose and cash flow hit $434M.
Revenue $2.39B · FY2025
Littelfuse's headline FY2025 net loss of $71.7M (EPS -$2.89) looks alarming until you read the MD&A: the entire swing was a $301.2M non-cash goodwill impairment on the Electronics-Semiconductor reporting unit booked in Q4. Strip that out and the underlying business actually improved — net sales rose 8.9% to $2.39B, gross profit jumped 15.0% to $906M (a 38.0% gross margin), and management cites higher operating income of $50.2M in Electronics products plus gains of $26.2M and $16.7M in Transportation and Industrial. Operating cash flow rose 18.0% to $434M on higher cash earnings, confirming the impairment was an accounting event, not a cash one.
The balance sheet is conservative and supports the recovery thesis: liabilities/equity is just 0.63x, long-term debt fell 10.4% to $706M, and the company kept paying a growing dividend ($72M, +7.4%). It is also reinvesting through M&A — the Dortmund Fab (semiconductor) added 2.2% to sales, and the December 2025 Basler acquisition ($350.3M, ~$130M annual sales) extends the Industrial segment into grid, power generation and data-center protection, all flagged as priority growth markets.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:47 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Financials · annual, by fiscal year
| Line item | FY20 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.45B | $2.51B | $2.36B | $2.19B | $2.39B |
| Gross profit | $501M | $1.01B | $900M | $788M | $906M |
| Operating income | $162M | $501M | $361M | $159M | $37.5M |
| Net income | $130M | $373M | $259M | $100M | -$71.7M |
| Diluted EPS | $5.29 | $14.94 | $10.34 | $4.00 | -$2.89 |
| Net margin | 9.0% | 14.8% | 11.0% | 4.6% | -3.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$10.8B
EV / EBITDA61.9
EV / Sales4.5
EV / FCF29.6
P / FCF28.9
PEG (trailing)—
Earnings yield-0.7%
FCF yield3.5%
Quality & risk
ROIC (est.)0.9%
Free cash flow$366M
Total debt$803M
Net cash-$239M
Altman Z-Score5.65 safe
Piotroski F-Score5/9
Capital returns
Buyback yield0.3%
Dividend yield (est.)0.7%
Shareholder yield0.9%
Shares Δ YoY+1.6%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗4Period ending 2026-06-182026-06-22open ↗144Filing2026-06-18open ↗4Period ending 2026-06-182026-06-18open ↗4Period ending 2026-06-152026-06-16open ↗144Filing2026-06-15open ↗4Period ending 2026-06-112026-06-11open ↗144Filing2026-06-11open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗
Frequently asked
- Is LITTELFUSE INC /DE (LFUS) a buy?
- LFUS currently carries a Buy rating with 3/5 conviction, derived from its latest SEC filings. The FY2025 loss is a $301M non-cash goodwill write-off; underneath, sales grew 8.9%, segment profits rose and cash flow hit $434M.
- What is LITTELFUSE INC /DE's quality score?
- LFUS scores 49.711126186744735/100 (grade D) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000889331, latest 10-Q filed 2026-05-06) · EODHD · Proprietary analysis · as of 6/21/2026, 8:47:28 PM.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.