Company Overview - Littelfuse is a global provider of circuit protection and power management solutions, serving critical applications in transportation, electronics, and industrial markets [5] - The company generates revenue through sales of proprietary hardware components and systems to distributors, OEMs, and industrial customers globally [8] - Littelfuse's strategy focuses on innovation and reliability, positioning it as a trusted supplier in high-growth and mission-critical sectors [5] Financial Performance - Littelfuse reported a revenue growth of 9% to approximately $2.39 billion last year, with significant expansion in electronics and industrial end markets [10] - Adjusted earnings per share increased by 34%, although a large non-cash impairment charge resulted in reported losses, masking improving operating performance [10] - The stock price of Littelfuse is currently $320.65, reflecting a 52% increase over the past year, significantly outperforming the S&P 500, which rose about 15% in the same period [7] Recent Transactions - On February 17, 2026, Dean Investment Associates sold 14,929 shares of Littelfuse, valued at an estimated $3.80 million based on quarterly average pricing [2] - Following this transaction, Dean Investment Associates holds 26,921 shares of Littelfuse, worth $6.81 million, with the position's value decreasing by $4.03 million due to share sales and price changes [2][6] - Littelfuse now represents 0.97% of Dean Investment Associates' 13F reportable assets under management [7] Market Position and Outlook - Littelfuse is characterized as a steady industrial technology company linked to electrification, autos, and power systems, making its sub-1% weighting notable against other sectors [9] - The stock has increased by 22% year to date, indicating a positive market response despite previous losses, with better-than-expected results attributed to growth in renewables and data centers [11]

Core Insights - The article compares TDK Corp. (TTDKY) and Littelfuse (LFUS) to determine which stock is more attractive to value investors [1] Valuation Metrics - Both TDK Corp. and Littelfuse hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions for both companies [3] - TDKY has a forward P/E ratio of 19.99, while LFUS has a forward P/E of 24.94 [5] - TDKY's PEG ratio is 1.44, compared to LFUS's PEG ratio of 2.08, suggesting TDKY may be undervalued relative to its expected earnings growth [5] - TDKY has a P/B ratio of 2.01, while LFUS has a P/B of 3.32, indicating TDKY's market value is more favorable compared to its book value [6] - Based on these valuation metrics, TDKY earns a Value grade of B, while LFUS receives a Value grade of D [6] Investment Recommendation - Despite both companies having solid earnings outlooks, TDKY is considered the superior value option based on the discussed valuation figures [7]

Core Viewpoint - Littelfuse, Inc. has appointed Holly B. Paeper to its board of directors, effective March 4, 2026, enhancing its leadership with her extensive experience in the HVAC and technology sectors [1][1][1] Company Overview - Littelfuse, Inc. is a leader in developing smart solutions for safe and efficient electrical energy transfer, with revenues of $2.2 billion and a net income of $100.2 million for 2024 [1][1][1] - The company operates in over 20 countries and employs approximately 17,000 associates, serving more than 100,000 end customers across various industrial, transportation, and electronics markets [1][1][1] Appointment Details - Holly B. Paeper is currently the President of Commercial HVAC Americas at Trane Technologies and has held various leadership roles in general management, M&A, strategy, and product management at companies like Corning, Eaton, and Intel [1][1][1] - Her appointment is expected to align with Littelfuse's mission and strategic priorities, leveraging her expertise in driving growth and innovation [1][1][1] Strategic Implications - The addition of Paeper to the board is seen as a significant asset for Littelfuse as it continues to execute its strategic priorities in the electrical energy sector [1][1][1]

Investors interested in stocks from the Electronics - Miscellaneous Components sector have probably already heard of Alps Electric (APELY) and Littelfuse (LFUS) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stock ...

Financial Performance - Total net sales for fiscal year 2025 reached $2,386.3 million, a 8.9% increase from $2,190.8 million in 2024[26] - The Electronics segment generated $1,345.5 million in sales for fiscal year 2025, compared to $1,186.8 million in 2024, reflecting a growth of 13.4%[26] - The Transportation segment reported sales of $676.4 million in 2025, slightly up from $672.4 million in 2024[26] - The Industrial segment's sales increased to $364.4 million in 2025 from $331.6 million in 2024, marking a growth of 9.8%[26] - The backlog of unfilled orders at December 27, 2025, was approximately $1,070.9 million, up from $664.9 million at December 28, 2024, indicating growth across all segments[59] - Sales to Arrow Electronics, Inc. accounted for 9.5%, 9.4%, and 11.2% of consolidated net sales in 2025, 2024, and 2023, respectively, with no other single customer exceeding 10% of net sales during the last three years[55] International Sales - Approximately 65% of the Company's net sales in fiscal year 2025 were to customers outside the U.S., with 24% specifically to China[27] - Approximately 65% of the Company's total net sales in fiscal years 2025 and 2023 came from customers outside the U.S., with 63% in 2024[55] Acquisitions and Investments - The acquisition of Basler Electric was completed for $350.3 million, adding approximately $130 million in annualized sales to the Industrial segment[23] - The Dortmund Fab acquisition cost approximately €94 million (around $98.8 million), enhancing the semiconductor supply chain for industrial markets[23] - The Company expanded its electrical shock protection devices portfolio through the 2023 acquisition of Western Automation, enhancing its presence in high-growth markets such as electric vehicle charging infrastructure and industrial safety[41] - The Company invested $106.9 million, $107.8 million, and $102.4 million in R&D during fiscal years 2025, 2024, and 2023, respectively, to improve existing products and develop new ones[43] Operational Strategy - The Company aims to enhance operational excellence through a Global Operations team focused on safety, quality, delivery, cost, and inventory[23] - The Company is transitioning to a collaborative, market-facing sales structure to provide more complete solutions for a broader set of customers[23] - The Company has established three market-facing sales organizations to enhance customer engagement and streamline access to its technology portfolio[50] Environmental and Safety Commitment - The Company aims to minimize its environmental footprint by localizing supply sources and diversifying its supplier base for critical materials[48] - The Company is committed to achieving a zero-injury workplace and continuously evaluates its environment, health, and safety programs[73] Financial Risks and Challenges - The Company recorded a non-cash charge of $301.2 million for goodwill impairment in the Semiconductor reporting unit within the Electronics segment for the 2025 annual goodwill impairment test[129] - In the fourth quarter of 2024, the Company recorded non-cash impairment charges of $47.8 million for intangible assets, primarily related to acquired customer relationships and developed technology[131] - The Company is exposed to significant fluctuations in foreign currency rates, with the most significant net long exposure to the euro and net short exposures to the Chinese renminbi, Mexican peso, and Philippine peso[126] - The Company anticipates that compliance with environmental regulations will not significantly change its competitive position, capital spending, or earnings in the foreseeable future[82] - The Company has experienced cyber-attacks and other security incidents, which could disrupt operations and compromise sensitive information, potentially impacting financial results and reputation[139] - The Company may face challenges in obtaining "conflict-free" minerals, which could lead to additional expenses and impact relationships with customers and suppliers[140] - The Company’s revenues may vary significantly due to factors such as changes in customer demand, product mix, and economic conditions[127] - The Company has a high level of fixed costs, which may adversely affect operating results if sales fall below expectations[136] Employee and Global Presence - The Company employs approximately 17,000 full-time, part-time, and temporary employees, with 45% in the Americas, 42% in Asia-Pacific, and 13% in Europe as of December 27, 2025[61] - The Company maintains a strong global presence with manufacturing facilities in multiple countries, including China, France, Germany, and the U.S.[47] Stock Performance - The Company’s stock price fluctuated between a low of $142.3 and a high of $275.0 from December 28, 2024, to December 27, 2025, indicating significant market volatility[137]

Company Overview - Littelfuse, Inc. is a global provider of circuit protection and power management solutions, serving various end markets including industrial, automotive, and electronics [6] - The company was founded in 1927 and leverages a diversified product portfolio and global distribution network to support OEMs and industrial clients [6] - As of February 13, 2026, Littelfuse shares were priced at $359.55, with a market capitalization of $8.95 billion [4] Financial Performance - Littelfuse reported a total revenue of $2.39 billion for the trailing twelve months (TTM) [4] - The company experienced a net income loss of $71.70 million for the TTM [4] - The stock price has increased by 47.0% over the past year, outperforming the S&P 500 by 35.2 percentage points [3] Recent Transactions - Segall Bryant & Hamill, LLC sold 20,392 shares of Littelfuse in the fourth quarter, with an estimated transaction value of approximately $5.19 million [2] - Following the sale, Segall Bryant & Hamill's quarter-end position in Littelfuse was valued at $70.81 million, a decrease of $6.99 million from the previous quarter [2][3] - Littelfuse now represents 0.96% of Segall Bryant & Hamill's 13F reportable assets under management as of December 31, 2025 [3]

Company Performance - The recent stock price of Littelfuse (LFUS) closed at $360.61, with an intraday high of $367.35, but has not yet surpassed the 60-day high of approximately $380 reached in December 2025 [1] - On February 12, the stock opened at $360.54 and recorded a daily increase of 0.76%, with a 5-day cumulative increase of 8.66% and a 20-day increase of 28.63%. Year-to-date, the stock has risen by 42.58%, outperforming the Dow Jones, which increased by 2.09% during the same period [2] - The third-quarter revenue for 2025 was $625 million, slightly above the market expectation of $624 million, with the electronic segment showing a year-over-year sales growth of 17.5% and the industrial segment growing by 4.4%. Forecasts for Q1 2026 predict a year-over-year revenue growth of 14.47% with adjusted earnings per share expected to be between $2.40 and $2.60 [3] Industry Outlook - The surface mount fuse market is projected to grow from approximately $499 million in 2025 to $764 million by 2032, reflecting a compound annual growth rate (CAGR) of 6.3%. Littelfuse, holding about 59% market share, is expected to benefit from the expanding demand in automotive electronics and the Internet of Things (IoT) sectors [4] Recent Events - Executive Stafford Ryan K sold 16,800 shares at an average price of $325.25 on February 2, totaling approximately $5.48 million, which may impact short-term liquidity [5] - The company is set to declare a dividend of $0.75 per share on February 19, which may attract income-focused investors [5] Institutional Sentiment - Among seven institutions, 43% have rated the stock as "buy" or "hold," with a target average price of $350, slightly below the current stock price [6] Financial Metrics - The price-to-earnings (P/E) ratio (TTM) stands at -124.78, indicating a net profit loss, which may limit short-term upside potential. The low turnover rate, recorded at only 0.34% on February 11, could exacerbate stock price volatility [7]

Core Viewpoint - Littelfuse (LFUS) has demonstrated strong stock performance, with a 19.2% increase over the past month and a 31.2% rise since the beginning of the year, significantly outperforming the Zacks Computer and Technology sector and the Zacks Electronics - Miscellaneous Components industry [1] Financial Performance - Littelfuse has consistently exceeded earnings expectations, beating the Zacks Consensus Estimate in the last four quarters. In the latest earnings report on January 28, 2026, the company reported an EPS of $2.69, surpassing the consensus estimate of $2.51, and also exceeded revenue estimates by 2.23% [2] - For the current fiscal year, Littelfuse is projected to achieve earnings of $12.98 per share on revenues of $2.69 billion, reflecting a 21.63% increase in EPS and a 12.64% increase in revenues. For the next fiscal year, earnings are expected to rise to $15.19 per share on revenues of $2.89 billion, indicating year-over-year changes of 16.97% and 7.33%, respectively [3] Valuation Metrics - Littelfuse's current valuation metrics indicate that the stock trades at 25.6 times the current fiscal year EPS estimates, which is below the peer industry average of 28.1 times. On a trailing cash flow basis, it trades at 25.3 times compared to the peer group's average of 19 times. The stock has a PEG ratio of 2.13, which does not place it among the top tier of stocks from a value perspective [7] Zacks Rank and Style Scores - Littelfuse holds a Zacks Rank of 2 (Buy), attributed to rising earnings estimates. The company has a Value Score of C, while its Growth and Momentum Scores are both A, resulting in a combined VGM Score of A. This ranking suggests that Littelfuse shares may have further upside potential in the near term [6][8]

Upgrades Summary - Barclays upgraded Zillow Group (ZG) to Equal Weight from Underweight with a price target of $72, increased from $66, citing that significant downside risks are already reflected in the stock price [2] - Rosenblatt upgraded Fortinet (FTNT) to Buy from Neutral with a price target of $100, up from $85, based on positive channel checks indicating a "meaningful inflection" in demand ahead of the Q4 report on February 5 [2] - Benchmark upgraded Littelfuse (LFUS) to Buy from Hold with a price target of $360, following a strong Q4 report and an optimistic outlook as demand improves across the business [2] - Morgan Stanley upgraded Cencora (COR) to Overweight from Equal Weight with a price target of $400, up from $361, highlighting the company's leadership in specialty markets, which will be enhanced by the acquisition of a majority stake in OneOncology [2] - Chardan upgraded Korro Bio (KRRO) to Buy from Neutral with a price target of $15 after the analyst day, indicating that the company has "turned the page" [2] - Piper Sandler also upgraded Korro Bio to Overweight from Neutral [2]

It's time now for overlooked stocks. Shares of Little Fuse are rallying to four-year highs after its earnings report this morning. So, I'm joined by George Sillis, senior markets corresponded to help get us across the details of this.I was unaware of this company admittedly. George, uh, this is obviously in the business of industrial technology manufacturing. Just talk us through exactly what it does, what it told us in these earnings and the reaction we're seeing in the stock today.>> Mhm. Yeah, sure. I me ...