LFUS Stock Analysis: Littelfuse | NASDAQ
Electronic Components | NASDAQ, USA | Market Cap: 10.762m USD | 12M Return: 65.7% | US5370081045 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 80.5M
EPS Trend: 14.4%
Qual. Beats: 2
Rev. Trend: 41.2%
Qual. Beats: 2
Warnings
Tailwinds
Seasonality 11.7 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) designs, manufactures, and sells electronic components, modules, and subassemblies, operating through three reportable segments: Electronics, Transportation, and Industrial. The company sits within the GICS Electronic Components sub-industry and serves as a tier-one supplier to a wide range of original equipment manufacturers (OEMs) across multiple end markets. Founded in 1927 and headquartered in Rosemont, Illinois, Littelfuse is among the established global specialists in circuit protection products.
The Electronics segment is the broadest of the three, offering fuses and fuse accessories, resettable fuses, switches, interconnect solutions, polymer electrostatic discharge (ESD) suppressors, varistors, magnetic sensing products, gas discharge tubes, transient voltage suppressor (TVS) diodes and diode arrays, thyristors, silicon and silicon carbide MOSFETs and diodes, and insulated gate bipolar transistors (IGBTs). It targets data center and communications infrastructure, industrial and building controls, aerospace and defense, appliances, consumer electronics, healthcare, industrial equipment, energy storage, grid and utility infrastructure, and passenger and commercial vehicles.
The Transportation segment supplies blade, resettable, high-current, and high-voltage fuses, battery cable protectors, circuit breakers, power distribution modules, and sensor products. End markets include heavy-duty truck and bus, construction, agriculture, off-road and recreational vehicles, material handling, passenger and commercial vehicles, and marine applications.
The Industrial segment provides 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. It serves renewable energy and energy storage systems, electric vehicle (EV) infrastructure, HVAC systems, industrial safety, non-residential construction, MRO, mining, and factory automation. Products are sold through a multi-channel model combining distributors, a direct sales force, and manufacturers representatives-a standard go-to-market structure in the electronic components industry that allows broad OEM and aftermarket coverage.
- AI data center demand boosts Electronics segment revenue
- EV electrification expands fuse and sensor content per vehicle
- Industrial segment grows on renewable energy and EV charging buildout
| 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 October 09, 2026, the stock is trading at USD 425.30 with a total of 195,668 shares traded. Over the past week, the price has changed by -2.35%, over one month by +0.56%, over three months by +6.12% and over the past year by +65.74%.
Current recommended Stop Loss: 388.00 (which is 8.8% or 2.4 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 | 14.9% |
P/E Forward = 23.4742
P/S = 4.1167
P/B = 4.1002
P/EG = 1.9569
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 = 10.9b USD (10.8b + Debt 789.1m - CCE 628.6m)
Interest Coverage Ratio = 3.60 (Ebit TTM 106.5m / Interest Expense TTM 29.6m)
EV/FCF = 24.69x (Enterprise Value 10.9b / FCF TTM 442.4m)
FCF Yield = 4.05% (FCF TTM 442.4m / Enterprise Value 10.9b)
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 = 2.72 (Enterprise Value 10.9b / 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 = 12.61% (E(10.8b)/V(11.6b) * Re(13.32%) + D(789.1m)/V(11.6b) * Rd(3.75%) * (1-Tc(0.24)))
Discount Rate = 13.32% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 51.10 | Cagr: 0.87%
[DCF] Terminal Value 65.48% ; FCFF base≈391.5m ; Y1≈448.7m ; Y5≈660.4m
[DCF] Fair Price = 216.2 (EV 5.65b - Net Debt 160.5m = Equity 5.49b / Shares 25.4m; r=12.61% [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)