LFUS Stock Analysis: Littelfuse | NASDAQ
Electronic Components | NASDAQ, USA | Market Cap: 10.471m USD | 12M Return: 55.2% | US5370081045 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 121M
EPS Trend: 14.4%
Qual. Beats: 2
Rev. Trend: 41.2%
Qual. Beats: 2
Warnings
Tailwinds
Seasonality 11.6 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Littelfuse, Inc. (NASDAQ: LFUS) is a U.S.-based manufacturer of electronic components, modules, and subassemblies organized into three reporting segments: Electronics, Transportation, and Industrial. The Electronics segment supplies circuit protection devices such as fuses, varistors, gas discharge tubes, TVS diodes, thyristors, MOSFETs, and IGBTs to data center computing, communications infrastructure, industrial and building controls, aerospace and defense, consumer electronics, healthcare, energy storage, and grid infrastructure customers. The Transportation segment offers fuses, battery cable protectors, circuit breakers, power distribution modules, and sensors for heavy-duty trucks and buses, construction and agricultural equipment, off-road and recreational vehicles, passenger and commercial vehicles, and marine applications. The Industrial segment provides fuses, protection relays, contactors, transformers, ground fault and arc fault devices, solid state switches, and temperature sensors for renewable energy systems, EV infrastructure, HVAC, industrial safety, mining, and factory automation. Products are sold through distributors, a direct sales force, and manufacturers representatives. The company was founded in 1927 and is headquartered in Rosemont, Illinois.
Littelfuse operates within the Electronic Components sub-industry of the Information Technology sector, a fragmented and capital-intensive market in which suppliers sell largely into original equipment manufacturers (OEMs) and through distribution channels. Circuit protection devices like fuses, TVS components, and relays are a specialized niche within passive and semi-conductor components, with demand tied to broader electronics manufacturing cycles and growth in electrification, renewable energy, and data infrastructure.
- AI data center build fuels power semiconductor protection sales
- EV adoption lifts Transportation segment fuse demand
- Renewable energy projects expand Industrial fuse orders
| Net Income: -8.06m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.11 > 0.02 and ΔFCF/TA 3.28 > 1.0 |
| NWC/Revenue: 38.64% < 20% (prev 51.32%; Δ -12.69% < -1%) |
| CFO/TA 0.13 > 3% & CFO 510.1m > Net Income -8.06m |
| Net Debt (160.5m) to EBITDA (280.8m): 0.57 < 3 |
| Current Ratio: 2.76 > 1.5 & < 3 |
| Outstanding Shares: last quarter (25.6m) vs 12m ago 2.73% < -2% |
| Gross Margin: 39.28% > 18% (prev 36.74%; Δ 2.54% > 0.5%) |
| Asset Turnover: 64.72% > 50% (prev 55.70%; Δ 9.03% > 0%) |
| Interest Coverage Ratio: 3.60 > 6 (EBIT TTM 106.5m / Interest Expense TTM 29.6m) |
| A: 0.25 (Total Current Assets 1.58b - Total Current Liabilities 573.5m) / Total Assets 4.01b |
| B: 0.45 (Retained Earnings 1.80b / Total Assets 4.01b) |
| C: 0.03 (EBIT TTM 106.5m / Avg Total Assets 4.04b) |
| D: 1.88 (Book Value of Equity 2.62b / Total Liabilities 1.39b) |
| Altman-Z'' = 5.26 = AAA |
| DSRI: 0.98 (Receivables 423.6m/372.6m, Revenue 2.61b/2.26b) |
| GMI: 0.94 (GM 36.74% / 39.28%) |
| AQI: 0.97 (AQ_t 0.46 / AQ_t-1 0.47) |
| SGI: 1.15 (Revenue 2.61b / 2.26b) |
| TATA: -0.13 (NI -8.06m - CFO 510.1m) / TA 4.01b) |
| Beneish M = -3.02 (Cap -4..+1) = AA |
As of August 25, 2026, the stock is trading at USD 403.37 with a total of 213,096 shares traded. Over the past week, the price has changed by -14.34%, over one month by -0.18%, over three months by -15.23% and over the past year by +55.24%.
Current recommended Stop Loss: 361.60 (which is 10.4% or 2.1 ATR below the current price).
Littelfuse has received a consensus analysts rating of 3.67. Therefore, it is recommended to hold LFUS.
- StrongBuy: 1
- Buy: 2
- Hold: 3
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 488.8 | 21.2% |
P/E Forward = 25.641
P/S = 4.0052
P/B = 3.999
P/EG = 2.1392
Revenue TTM = 2.61b USD
EBIT TTM = 106.5m USD
EBITDA TTM = 280.8m USD
Long Term Debt = 529.7m USD (from longTermDebt, last quarter)
Short Term Debt = 111.6m USD (from shortTermDebt, last quarter)
Debt = 789.1m USD (from shortLongTermDebtTotal, last quarter) + Leases 79.7m
Net Debt = 160.5m USD (calculated: Debt 789.1m - CCE 628.6m)
Enterprise Value = 10.6b USD (10.5b + Debt 789.1m - CCE 628.6m)
Interest Coverage Ratio = 3.60 (Ebit TTM 106.5m / Interest Expense TTM 29.6m)
EV/FCF = 24.03x (Enterprise Value 10.6b / FCF TTM 442.4m)
FCF Yield = 4.16% (FCF TTM 442.4m / Enterprise Value 10.6b)
FCF Margin = 16.92% (FCF TTM 442.4m / Revenue TTM 2.61b)
Net Margin = -0.31% (Net Income TTM -8.06m / Revenue TTM 2.61b)
Gross Margin = 39.28% ((Revenue TTM 2.61b - Cost of Revenue TTM 1.59b) / Revenue TTM)
Gross Margin QoQ = 41.43% (prev 38.69%)
Tobins Q-Ratio = 2.65 (Enterprise Value 10.6b / Total Assets 4.01b)
Interest Expense / Debt = 3.75% (Interest Expense 29.6m / Debt 789.1m)
Taxrate = 23.63% (27.7m / 117.1m)
NOPAT = 81.4m (EBIT 106.5m * (1 - 23.63%))
Current Ratio = 2.76 (Total Current Assets 1.58b / Total Current Liabilities 573.5m)
Debt / Equity = 0.30 (Debt 789.1m / totalStockholderEquity, last quarter 2.62b)
Debt / EBITDA = 0.57 (Net Debt 160.5m / EBITDA 280.8m)
Debt / FCF = 0.36 (Net Debt 160.5m / FCF TTM 442.4m)
Total Stockholder Equity = 2.56b (last 4 quarters mean from totalStockholderEquity)
RoA = -0.20% (Net Income -8.06m / Total Assets 4.01b)
RoE = -0.32% (Net Income TTM -8.06m / Total Stockholder Equity 2.56b)
RoCE = 3.45% (EBIT 106.5m / Capital Employed (Equity 2.56b + L.T.Debt 529.7m))
RoIC = 2.38% (NOPAT 81.4m / Invested Capital 3.42b)
WACC = 12.46% (E(10.5b)/V(11.3b) * Re(13.18%) + D(789.1m)/V(11.3b) * Rd(3.75%) * (1-Tc(0.24)))
Discount Rate = 13.18% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 51.10 | Cagr: 0.87%
[DCF] Terminal Value 65.87% ; FCFF base≈391.5m ; Y1≈448.7m ; Y5≈660.4m
[DCF] Fair Price = 219.6 (EV 5.74b - Net Debt 160.5m = Equity 5.58b / Shares 25.4m; r=12.46% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 14.42 | EPS CAGR: 2.60% | SUE: 1.90 | # QB: 2
Revenue Correlation: 41.16 | Revenue CAGR: 2.56% | SUE: 2.90 | # QB: 2
EPS current Quarter (2026-09-30): EPS=4.97 | Chg30d=+25.97% | Revisions=+17% | Analysts=4
EPS current Year (2026-12-31): EPS=17.02 | Chg30d=+15.28% | Revisions=+57% | GrowthEPS=+59.3% | GrowthRev=+23.6%
EPS next Year (2027-12-31): EPS=20.09 | Chg30d=+16.38% | Revisions=+57% | GrowthEPS=+18.1% | GrowthRev=+9.9%
[Analyst] Revisions Ratio: +64% (up=10, down=1)