Littelfuse, Inc. (LFUS)
Fair ValueFundamental
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'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 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, 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 competes in Littelfuse's electronics segment with discrete semiconductors and passive protection components sold to the same industrial, automotive and consumer electronics designers.
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 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
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
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
Mixed signals: some areas need attention
Earnings Quality
Low quality: investigate accounting
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Dr. Gregory N. Henderson Ph.D. | CEO, President & Director | 56 |
| Mr. Abhishek Khandelwal | Executive VP & CFO | 47 |
| Mr. Deepak Nayar | Senior VP & GM of Electronics Business | 66 |
| Mr. Peter Kim | Senior VP & GM of Industrial Business | 52 |
| Mr. Jeffrey G. Gorski | Senior VP, Chief Accounting Officer & Corporate Controller | 50 |
| Mr. David Lee Kelley | Head of Investor Relations | - |
| Ms. Anne-Marie Wieland D'Angelo | Senior VP, Chief Legal Officer & Corporate Secretary | 48 |
| Ms. Maggie Chu | Senior VP & Chief Human Resources Officer | 56 |
| Mr. Alexander Conrad | Senior VP & GM of Passenger Vehicle Business | 59 |
| Mr. Eyal Altman | Senior 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.
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
| Date | When | EPS est. | EPS actual | Surprise | Gap | 1 day | 5 days |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | Before the open | 3.86 | 4.19 | +8.6% | +6.9% | +4.7% | +19.0% |
| May 6, 2026 | Before the open | 2.90 | 3.31 | +14.1% | +4.1% | +4.5% | +7.9% |
| Jan 28, 2026 | Before the open | 2.58 | 2.69 | +4.4% | +4.5% | +6.1% | +12.1% |
| Oct 29, 2025 | Before the open | 2.85 | 2.95 | +3.4% | -1.0% | -3.8% | -8.1% |
| Jul 30, 2025 | Before the open | n/a | n/a | n/a | +8.1% | +10.4% | +6.7% |
| Apr 29, 2025 | After the close | n/a | n/a | n/a | +6.8% | +1.8% | +6.4% |
| Jan 28, 2025 | After the close | n/a | n/a | n/a | +0.7% | +5.0% | +3.1% |
| Oct 29, 2024 | After the close | n/a | n/a | n/a | +0.3% | -3.0% | -3.7% |
| Jul 30, 2024 | After the close | n/a | n/a | n/a | +2.3% | +3.3% | -8.5% |
| Apr 30, 2024 | After the close | n/a | n/a | n/a | -1.9% | +1.2% | +11.6% |
| Jan 30, 2024 | After the close | n/a | n/a | n/a | -4.0% | 0.0% | -1.6% |
| Oct 31, 2023 | After the close | n/a | n/a | n/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.
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.