Littelfuse (NASDAQ:LFUS) Releases Q3 2026 Earnings Guidance

Littelfuse (NASDAQ:LFUS) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 4.850-5.050 for the period, compared to the consensus earnings per share estimate of 3.930. The company issued revenue guidance of $780.0 million-$800.0 million, compared to the consensus revenue estimate of $722.7 million.

Wall Street Analysts Forecast Growth

LFUS has been the subject of a number of analyst reports. Robert W. Baird lifted their target price on shares of Littelfuse from $500.00 to $535.00 and gave the company an “outperform” rating in a research note on Friday, June 5th. Zacks Research downgraded shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Monday, July 13th. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 9th. Needham & Company LLC reiterated a “buy” rating and issued a $520.00 price objective on shares of Littelfuse in a report on Monday, May 18th. Finally, Williams Trading set a $520.00 target price on shares of Littelfuse in a research report on Thursday, May 7th. Four research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $465.83.

Littelfuse Stock Performance

NASDAQ:LFUS traded up $20.41 during midday trading on Wednesday, reaching $412.46. The stock had a trading volume of 449,413 shares, compared to its average volume of 311,571. The stock has a market capitalization of $10.43 billion, a P/E ratio of -244.07, a PEG ratio of 2.26 and a beta of 1.49. Littelfuse has a 1-year low of $233.36 and a 1-year high of $500.57. The company has a debt-to-equity ratio of 0.21, a current ratio of 2.61 and a quick ratio of 1.82. The firm’s fifty day simple moving average is $444.22 and its 200-day simple moving average is $386.54.

Littelfuse (NASDAQ:LFUS) last issued its quarterly earnings results on Wednesday, July 29th. The technology company reported $4.19 EPS for the quarter, topping the consensus estimate of $3.78 by $0.41. The company had revenue of $738.78 million for the quarter, compared to the consensus estimate of $703.38 million. Littelfuse had a positive return on equity of 11.62% and a negative net margin of 1.61%.The company’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same period in the previous year, the business posted $2.30 EPS. Littelfuse has set its Q3 2026 guidance at 4.850-5.050 EPS. On average, equities research analysts forecast that Littelfuse will post 14.86 EPS for the current fiscal year.

Insider Activity at Littelfuse

In other Littelfuse news, Director Anthony Grillo sold 3,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $451.96, for a total value of $1,355,880.00. Following the completion of the sale, the director owned 64,928 shares in the company, valued at approximately $29,344,858.88. This trade represents a 4.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Maggie Chu sold 11,397 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $435.48, for a total value of $4,963,165.56. Following the completion of the transaction, the senior vice president directly owned 6,001 shares of the company’s stock, valued at approximately $2,613,315.48. This trade represents a 65.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 14,679 shares of company stock valued at $6,430,971. Insiders own 1.00% of the company’s stock.

More Littelfuse News

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Quarterly results exceeded expectations. Littelfuse reported adjusted diluted EPS of $4.19, above the $3.77-$3.78 analyst consensus and its prior guidance range of $3.65-$3.85. Revenue reached $738.8 million, ahead of estimates near $703 million and up 20.4% year over year. Littelfuse Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Growth was broad-based, with improving profitability. Organic sales increased 14%, GAAP operating margin expanded 110 basis points to 16.2%, and net income rose to $89.4 million from $57.3 million a year earlier. Electronics revenue rose 21%, while Industrial revenue jumped 52%; Transportation revenue increased 2%. Littelfuse Q2 2026 Net Sales Rise 20% to $739 Million
• Positive Sentiment: Third-quarter guidance was well above consensus. Management projected EPS of $4.85-$5.05 versus consensus of $3.93 and revenue of $780-$800 million versus expectations of $722.7 million. The outlook suggests continued demand momentum in areas including data centers, grid infrastructure and utility markets. Littelfuse Posts Strong Q2 Results and Raises Dividend
• Positive Sentiment: Shareholder returns improved. Littelfuse raised its quarterly dividend 7% to $0.80 per share, while reporting $146 million in operating cash flow and $127 million in free cash flow.
• Neutral Sentiment: Institutional positioning was mixed. In the latest quarter, 229 institutions increased holdings while 198 reduced positions; notable additions and substantial exits point to divided fund sentiment.
• Negative Sentiment: Insider trading remains a potential overhang. Company insiders recorded 48 open-market sales and no purchases during the past six months. While sales may reflect compensation or diversification, the absence of insider buying could temper enthusiasm.

Institutional Trading of Littelfuse

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Barrow Hanley Mewhinney & Strauss LLC raised its stake in shares of Littelfuse by 67.3% in the fourth quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 1,024,176 shares of the technology company’s stock valued at $259,035,000 after acquiring an additional 412,160 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its position in Littelfuse by 58.6% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 609,966 shares of the technology company’s stock worth $154,273,000 after acquiring an additional 225,445 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in Littelfuse by 5.3% during the 4th quarter. Dimensional Fund Advisors LP now owns 516,479 shares of the technology company’s stock valued at $130,635,000 after purchasing an additional 25,860 shares in the last quarter. Wellington Management Group LLP acquired a new stake in Littelfuse during the 4th quarter valued at $114,166,000. Finally, Morgan Stanley raised its position in Littelfuse by 6.0% in the 4th quarter. Morgan Stanley now owns 426,222 shares of the technology company’s stock valued at $107,801,000 after purchasing an additional 24,128 shares during the last quarter. Institutional investors own 96.14% of the company’s stock.

Littelfuse Company Profile

Littelfuse, Inc is a global manufacturer of circuit protection, power control, and sensing technologies. Founded in 1927 and headquartered in Chicago, Illinois, the company develops and produces a broad range of products designed to safeguard electrical and electronic systems across a variety of end markets. Littelfuse’s offerings include fuses, semiconductors, relays, and sensors, all engineered to protect against overcurrent, overvoltage, and thermal events in demanding applications.

The company’s product portfolio is organized into key segments such as Automotive, Industrial & Electronics, and Power & Sensor.