Back to rankings

Littelfuse, Inc. (LFUS)

Fair Value
TechnologyElectronic ComponentsUnited States

Fundamental

46

Price

$351.39

Market Cap

$9.90B

Part 1 · What the company is worth

Overview

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, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing, and gas discharge tubes; and discrete transient voltage suppressor diodes, TVS diode arrays, protection and switching thyristors, silicon and silicon carbide metal-oxide-semiconductor field effect transistors and diodes, and insulated gate bipolar transistors. This segment serves data center computing and communications infrastructure, industrial controls, building controls, aerospace and defense, appliances, consumer electronics solutions, healthcare solutions, industrial equipment, energy storage, diversified industrials, grid and utility infrastructure, passenger vehicles, and commercial vehicles. Its Transportation segment provides blade, resettable, high-current, and high-voltage fuses; battery cable protectors; circuit breakers, and power distribution modules; and sensor products. This segment serves heavy-duty truck and bus, construction, agriculture, off-road and recreational vehicles, material handling, passenger and commercial vehicles, and marine markets. Its Industrial segment offers 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 for use in renewable energy and energy storage systems, electric vehicle infrastructure, HVAC systems, industrial safety, non-residential construction, MRO, mining, and factory automation applications. It sells its products through distributors, direct sales force, and manufacturers' representatives. The company was founded in 1927 and is headquartered in Rosemont, Illinois.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Generated with artificial intelligence on September 19, 2026, shared with all users

Eaton Corporation plcETN

Eaton's Bussmann series fuses and circuit-protection devices go head to head with Littelfuse in all three of its segments — electronics, transportation and industrial — and Littelfuse names Eaton as a competitor in each of them.

Mersen SAMRN

Mersen is the other large maker of industrial and semiconductor fuses for power distribution, competing directly with Littelfuse's industrial segment for the same electrical-infrastructure and renewable-energy customers.

Bourns, Inc.Not tracked

Bourns, a privately held US manufacturer, sells overlapping lines of circuit-protection components — TVS diodes, resettable fuses, varistors — to the same electronics OEMs and distributors Littelfuse supplies.

Vishay Intertechnology, Inc.VSH

Vishay competes in Littelfuse's electronics segment with discrete semiconductors and passive protection components sold to the same industrial, automotive and consumer electronics designers.

Sensata Technologies Holding plcST

Sensata competes for the same automotive and commercial-vehicle platforms, supplying the sensors and electrical protection content that Littelfuse's transportation segment also bids for.

TE Connectivity plcTEL

TE Connectivity bids against Littelfuse for transportation electrification content, bundling connectors, sensors and protection devices for the same vehicle manufacturers.

Balance Sheet & Liquidity

Revenue

$2.49B

Trailing 12 months (through 3/28/2026)

Net Income

$-40M

Trailing 12 months (through 3/28/2026)

Free Cash Flow

$366M

Total Equity

$2.43B

Total Liabilities

$1.53B

Current Ratio

2.61

Interest Coverage

2.12

Debt/EBITDA

1.23

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

General caseFairly Valued

Fair Value

$323.58

Current Price

$351.39

Margin of Safety

-8.6%

Fair Value Range

$210.33 - $436.83

Spread across the valuation methods used, not a statistically calibrated confidence interval.

Estimation Methods

Analyst price target:$496.25
Discounted cash flow (DCF):$193.56
Earnings multiple (P/E):Not enough data to compute it
Graham growth formula:Not enough data to compute it
Earnings power value (EPV):$22.95
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):$22.57
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$349.21
Revenue multiple:$550.16
Last Earnings Surprise:+8.58%

Valuation Metrics

P/E Ratio

-

ROE

-3.0%

P/B Ratio

3.53

P/FCF

22.81

Gross Margin

38.3%

ROIC

1.6%

Profitability Radar

Value Creation (Economic Moat)

ROIC

1.6%

WACC

12.2%

ROIC − WACC

-10.6 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamental Analysis Criteria

Passed (13)

  • Price CAGR 10.78%
  • Gross margin 38.3%
  • P/FCF 22.81
  • Debt/equity ratio
  • Positive free cash flow
  • CapEx intensity
  • Current ratio
  • Interest coverage
  • Debt/EBITDA
  • Revenue growth 5Y 10.5%
  • Earnings surprise, average 7.6%
  • Share dilution -0.9%
  • Piotroski F-Score 5/9

Failed (9)

  • EPS shows upward trend
  • ROIC 1.6%
  • P/B ratio 3.53
  • Operating margin 2.8%
  • Return on tangible assets
  • Low reliance on intangibles
  • DCF valuation (Overvalued)
  • ROE -0.3%
  • Net margin trend -1.6% vs 4.3%

Unavailable (4)

  • Dividend payout –
  • Price below Graham Number
  • PEG ratio (needs P/E > 0 and growth > 0)
  • Earnings quality (operating cash flow / net income)

Piotroski F-Score

5/9

Mixed signals: some areas need attention

ROA > 0
Operating cash flow > 0
ΔROA > 0
Cash flow > net income
Leverage ↓
Current ratio ↑
No dilution
Gross margin ↑
Asset turnover ↑

Earnings Quality

-

Low quality: investigate accounting

Share Dilution

-0.9%

Buying back shares. Shareholder friendly

Institutional Holdings

Governance

Executive Team

NameTitleAge
Dr. Gregory N. Henderson Ph.D.CEO, President & Director56
Mr. Abhishek KhandelwalExecutive VP & CFO47
Mr. Deepak NayarSenior VP & GM of Electronics Business66
Mr. Peter KimSenior VP & GM of Industrial Business52
Mr. Jeffrey G. GorskiSenior VP, Chief Accounting Officer & Corporate Controller50
Mr. David Lee KelleyHead of Investor Relations-
Ms. Anne-Marie Wieland D'AngeloSenior VP, Chief Legal Officer & Corporate Secretary48
Ms. Maggie ChuSenior VP & Chief Human Resources Officer56
Mr. Alexander ConradSenior VP & GM of Passenger Vehicle Business59
Mr. Eyal AltmanSenior VP and Chief Digital & Information Technology Officer-

Audit Risk

9

Board Risk

3

Compensation Risk

4

Shareholder Rights Risk

1

Income History

via SEC EDGAR

Part 2 · The price and its context

This part shows how the price has behaved, not whether the company is worth owning. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Market Reaction Profile

How much LFUS moves, measured on its daily prices.

VolatilityMedium

More volatile than 68% of the tracked stocks (90-day volatility).

Volatility 30d
49.6%
Volatility 90d
45.6%
Beta vs S&P 500 (1y)
1.82Correlation 0.54
Max drawdown (12m)
-28.4%
ATR (14d, % of price)
4.79%

Earnings reactions

How LFUS moved around its past quarterly results.

Next earnings release

Oct 28, 2026 · In 4 days · Before the open

EPS estimate: 4.98Revenue estimate: $795M

What usually happens

  • Over the last 12 releases the stock moved a median of 4.0% the next day, up or down.
  • Next-day moves: up 10, down 2 (out of 12).
  • Of the 4 releases that beat estimates, the stock fell the next day after 1.

Release history

DateWhen EPS est.EPS actualSurprise Gap 1 day5 days
Jul 29, 2026Before the open3.864.19+8.6% +6.9% +4.7% +19.0%
May 6, 2026Before the open2.903.31+14.1% +4.1% +4.5% +7.9%
Jan 28, 2026Before the open2.582.69+4.4% +4.5% +6.1% +12.1%
Oct 29, 2025Before the open2.852.95+3.4% -1.0% -3.8% -8.1%
Jul 30, 2025Before the openn/an/an/a+8.1% +10.4% +6.7%
Apr 29, 2025After the closen/an/an/a+6.8% +1.8% +6.4%
Jan 28, 2025After the closen/an/an/a+0.7% +5.0% +3.1%
Oct 29, 2024After the closen/an/an/a+0.3% -3.0% -3.7%
Jul 30, 2024After the closen/an/an/a+2.3% +3.3% -8.5%
Apr 30, 2024After the closen/an/an/a-1.9% +1.2% +11.6%
Jan 30, 2024After the closen/an/an/a-4.0% 0.0% -1.6%
Oct 31, 2023After the closen/an/an/a+1.1% +4.1% +6.0%

Release dates from SEC 8-K filings.

Updated 10/24/2026

Historical statistics for educational purposes only. They are not forecasts and not investment advice.

Price reaction to the news

Latest news on LFUS and what the price did next.

No positive or negative news on LFUS has been archived yet.

Return of the stock minus return of SPY over the same days. A news item close to a price move did not necessarily cause it. Historical data for educational purposes only, not investment advice.

Latest News

Recent headlines for LFUS.

No recent news for LFUS.