LFUS
Littelfuse, Inc.253.15
-7.40-2.84%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms momentum, details semi focus
Q&A reinforced data center momentum with doubled design wins and >2x content in high-voltage architectures, plus Basler backup power synergies, but flagged persistent residential HVAC softness amid broader industrial recovery signals like 20% bookings growth. Management elaborated on power semiconductor rationalization, sharpening focus on high-power markets while optimizing footprint, with protection semis as a model franchise. They committed to price-cost neutrality on metals inflation via surcharges, despite timing lags in Q1 guide. Basler cultural fit impressed post-close. Investors watch semi execution at May Investor Day. HVAC stays soft.
Key Stats
Market Cap
6.30BP/E (TTM)
53.18Basic EPS (TTM)
4.76Dividend Yield
0.01%Recent Filings
8-K
Paeper joins Littelfuse board
Littelfuse expanded its board from eight to nine members, appointing Holly B. Paeper effective March 4, 2026, and to the Technology Committee. Paeper, President of Commercial HVAC Americas at Trane Technologies, brings expertise in thermal management and end markets overlapping Littelfuse's. Littelfuse sold $19.0 million in products to Trane since December 29, 2024. Her strategic growth track record bolsters execution.
10-K
FY2025 results
Littelfuse posted FY2025 net sales of $2.4B, up 8.9% y/y, fueled by 13.4% Electronics growth to $1.3B from electronics products volume and Dortmund Fab ramp, while Transportation edged 0.6% higher to $676M and Industrial surged 9.9% to $364M on energy storage and renewables demand. Segment operating income jumped across the board—Electronics +29.6% to $220M, Transportation +44.7% to $85M, Industrial +39.5% to $59M—driving total segment OI up 34%, yet consolidated OI sank to $38M after a $301M Q4 goodwill impairment in Electronics-Semiconductors tied to Dortmund Fab volume shortfalls. Cash from operations hit $434M, funding $408M Basler/Dortmund buys, $72M dividends, $27M buybacks, and $15M term loan paydown; $563M cash cushions $804M debt maturing through 2032. Backlog doubled to $1.1B. Q4 precious metals spikes threaten margins.
8-K
Q4 sales beat, $301M impairment
Littelfuse posted Q4 sales of $594M, up 12% with 7% organic growth, but booked a $301M non-cash goodwill impairment on its Electronics Semiconductor unit amid soft power semi volumes. Adjusted EBITDA margin hit 20.5%, up 480 bps, while full-year adjusted EPS climbed 34% to $10.68. Basler acquisition closed, boosting Industrial. Q1 guides $625-645M sales, 15% growth.
8-K
Stafford exits April 2026
Littelfuse and EVP Mergers & Acquisitions, Chief Legal Officer Ryan Stafford agreed to his separation effective April 30, 2026. Terms include a $1.7M lump sum severance, prorated 2026 bonus, 50% accelerated vesting of January 2025 RSUs, and 18 months COBRA subsidy. Leadership transition looms. Restrictive covenants bind him post-exit.
8-K
Q3 beats, Basler acquisition
Littelfuse posted Q3 net sales of $625M, up 10% YoY with 6.5% organic growth, and adjusted diluted EPS of $2.95, beating guidance amid mixed markets. Electronics surged 18% on passive product demand; transportation stalled. Announced ~$350M all-cash Basler Electric buy, closing Q4 2025, to boost industrial high-power tech. Q4 guides $570-590M sales, $2.40-2.60 adjusted EPS. Integration risks loom.
IPO
Website
Employees
Sector
Industry
ARW
Arrow Electronics, Inc.
112.76-0.70
BELFA
Bel Fuse Inc.
152.56-0.59
CTS
CTS Corporation
44.52+0.39
FLEX
Flex Ltd.
65.01-2.80
LPTH
LightPath Technologies, Inc.
7.33-0.16
LYTS
LSI Industries Inc.
18.93-0.40
ROHCF
Rohm Co. Ltd.
13.11+0.00
TEL
TE Connectivity plc
226.91-3.79
VICR
Vicor Corporation
93.45-2.14
VSH
Vishay Intertechnology, Inc.
14.88-0.27