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LFUS

Littelfuse, Inc.
$389.65
+1.57% Oct 21 close
Information TechnologyS&P 400 CompareTechnicals
1M3M6M1Y2Y
-13%+11%+35%+58%+82%Oct 2025Oct 2026Apr 2026
LFUSSPY
1W
-2.9%
1M
-4.9%
3M
-6.2%
6M
-0.9%
YTD
+55.0%
1Y
+46.0%

Live chart

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What they do

Littelfuse, Inc. designs, manufactures, and sells electronic components, modules, and subassemblies. It operates through three segments: Electronics, Transportation, and Industrial. Its Electronics segment offers fuses and fuse accessories, coefficient resettable fuses, switches and interconnect solutions.

Technology · Electronic Components

For information only · Important disclosures

Grades vs sector

Momentum
73rd percentile in sector
B+
12-1 return: +75.7%
Percentile within its GICS sector across the S&P 1500.
Growth
60th percentile in sector
B-
Revenue growth (YoY): +20.4%
Percentile within its GICS sector across the S&P 1500.
Value
54th percentile in sector
C+
Forward E/P: 5.3% · EBITDA/EV: 5.9%
Percentile within its GICS sector across the S&P 1500.
Profitability
10th percentile in sector
D-
Profit margin: -0.3% · Return on equity: -0.3%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Held by 1 of 5 live models: New Highs Growth.

New Highs Growth
4.0% of the book
 HeldQuality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 Coteau Long Book
Not in the current book
Why it's in the New Highs Growth

Qualified on AI Infrastructure, -13% from 52-week high, revenue +19% y/y, 12-1 momentum +61%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-20) it is outside the top 25.

News

More news
Littelfuse (LFUS) Stock Looks Undervalued On Its 77% Three Year Run
Simply Wall St. · Oct 20
2 Small-Cap Stocks to Consider Right Now and 1 We Turn Down
StockStory · Oct 19
Littelfuse to Release Third Quarter Financial Results Before Market Open on October 28
Business Wire · Oct 14
Our Pick Of The Best EV Stocks In October 2026
Simply Wall St. · Oct 10
3 Battery Stocks Trading Up To 63% Below Fair Value
Simply Wall St. · Oct 09

Key stats

Market value$9.9B
P/E (next 12 months, estimated)19.3
52-week range$233.36 – $500.57
Revenue growth (latest quarter vs a year ago)+20.4%
Dividend yield0.83%
Average analyst price target$496.25 (+27%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans expensive
Model read-out from the numbers below, not advice. Score -1 (DCF counts double).
▼DCF (base case)below the price by 38%
•Forward P/E vs sector19.3x vs median 16.9x
•Piotroski F-score6/9
▲Altman Z6.0 (safe)
▲Net debt / EBITDA0.1x
▲Analyst target+27% (4 analysts)

Discounted cash flow

Bear
$160
-59%
growth 4% · disc. 12.7% · term. 2.0%
Base
$241
-38%
growth 9% · disc. 11.7% · term. 2.5%
Bull
$337
-14%
growth 12% · disc. 10.7% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 14% a year for 10 years.
Implied
+14%/yr
FCF, last 3 yrs
+5%/yr
FCF, last 5 yrs
+13%/yr
Revenue, last 3 yrs
-2%/yr
Revenue, last 5 yrs
+11%/yr
Same inputs as the DCF above: trailing free cash flow 0.4B, 11.7% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-03-28). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.48 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Information Technology

P/E (trailing)
sector median 35.9×
 –
Forward P/E
sector median 16.9× · 57th pct
 19.3×
pricier
EV / EBITDA
sector median 20.8× · 2nd pct
 6.5×
cheaper
Price / sales
sector median 4.6× · 43rd pct
 4.0×
cheaper
Price / book
sector median 5.1× · 40th pct
 3.9×
cheaper
FCF yield
sector median 3.5% · 55th pct
 3.9%
cheaper

Forward EPS $20.17 vs trailing $-0.50. Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
38.3%
Operating margin
2.8%
FCF margin
15.7%
Net margin
-1.6%
Return on equity
-1.6%
Return on invested capital
1.7%
Net debt / EBITDA
0.1×
Current ratio
2.6×
Interest cover
2.1×
Cash conversion (OCF/NI)
–
Piotroski F-score 6/9 · last two fiscal years
✗ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✓ Asset turnover improved

Altman Z-score 6.0 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$496
+27%
Analysts
4
None
Range
$415–$550
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$2.4B$-71.7M$366.1M
2024$2.2B$100.2M$291.7M
2023$2.4B$259.5M$371.2M
2022$2.5B$373.3M$315.4M
2022$2.1B$283.8M$282.8M
2020$1.4B$130.0M$201.8M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -1.7%.

Earnings

Next report: 2026-10-28 · before open · EPS est 4.98
24-1025-0125-0425-0725-1026-0126-0526-070.004.19
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-07-293.784.19+10.8%
2026-05-062.843.31+16.6%
2026-01-282.532.69+6.2%
2025-10-292.802.95+5.5%
2025-07-302.332.85+22.2%
2025-04-291.812.19+21.1%
2025-01-282.062.04-1.1%
2024-10-292.082.71+30.2%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$738.8M+20.4%
2026-03-31$657.0M–
2025-12-31$593.9M–
2025-09-30$624.6M–
2025-06-30$613.4M–
Rating changes
Reiterated
2026-06-05 · Baird reiterated Outperform on LFUS
Reiterated
2026-05-18 · Needham reiterated Buy on LFUS
Reiterated
2026-05-07 · Oppenheimer reiterated Outperform on LFUS
Reiterated
2026-05-07 · Needham reiterated Buy on LFUS
Initiated
2026-05-01 · Needham started covering LFUS at Buy
Reiterated
2026-04-10 · Oppenheimer reiterated Outperform on LFUS

Third-party analyst actions, not Coteau's views. All rating changes

Recent dividends

2026-08-20: $0.800 · 2026-05-21: $0.750 · 2026-02-19: $0.750 · 2025-11-20: $0.750 · 2025-08-21: $0.750 · 2025-05-22: $0.700 · 2025-02-20: $0.700 · 2024-11-21: $0.700
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Stats refreshed 2026-10-21 18:02:02 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Beta 0.9 · Oct 21, 2026