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]

Shares of Littelfuse (LFUS) have been strong performers lately, with the stock up 19.2% over the past month. The stock hit a new 52-week high of $336.13 in the previous session. Littelfuse has gained 31.2% since the start of the year compared to the 0.3% move for the Zacks Computer and Technology sector and the 8.8% return for the Zacks Electronics - Miscellaneous Components industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Conse ...

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 ...

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Khandelwal also discussed a non-cash goodwill impairment charge of $301 million recorded in the fourth quarter related to the IXYS and Dortmund acquisitions . He said the impairment resulted from the company’s annual impairment testing and “reflects weaker sales and profitability than original expectations amid persistent soft market conditions.”Profitability improved as adjusted EBITDA margin was 20.5% , up 480 basis points . Adjusted diluted earnings per share were $2.69 . Khandelwal said the margin perfo ...

Financial Data and Key Metrics Changes - The company reported fourth quarter revenue of $594 million, representing a year-over-year growth of 12% and an organic growth of 7% [15] - Adjusted EBITDA margin increased to 20.5%, up 480 basis points, indicating significant operational leverage [15] - Operating cash flow for the quarter was $139 million, with free cash flow of $120 million, and the company ended the quarter with $563 million in cash [15] Business Line Data and Key Metrics Changes - The electronics product segment saw sales increase by 21%, driven by strong organic sales in passive products and growth in protection semiconductor products [17] - The transportation product segment experienced a 1% increase in sales, but a 1% decline organically, primarily due to softer commercial vehicle volumes [18] - The industrial products segment reported a 4% increase in sales, but a 1% decline organically, as improved demand in energy storage and grid infrastructure was offset by lower HVAC demand [19] Market Data and Key Metrics Changes - The company noted double-digit revenue growth in high-growth markets such as data centers, grid and utility infrastructure, and renewables [5] - Automotive sales grew in the mid-single digits despite a decline in global vehicle production [5] - The company anticipates a significant investment of approximately $3 trillion in grid modernization through 2030, positioning itself for growth in this market [8] Company Strategy and Development Direction - The acquisition of Basler Electric is expected to enhance high-power capabilities and expand the company's position in key growth markets [4] - The company is focused on enhancing operational excellence and optimizing its semiconductor business to improve profitability [11][44] - A new go-to-market strategy is being implemented to better understand and solve customer technology challenges, particularly in the data center market [9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about entering 2026 with a robust backlog and significant momentum, expecting double-digit revenue growth in the first quarter [7] - There are emerging signs of a broad-based industrial recovery, with strong momentum in various segments [6][31] - The company is focused on being price-cost neutral amid rising commodity prices, with a strategy to manage inflation impacts effectively [34][35] Other Important Information - The company recorded a non-cash goodwill impairment charge of $301 million related to previous acquisitions, reflecting weaker sales and profitability than expected [16] - The company plans to provide a detailed review of its strategy and long-term financial goals at an Investor Day on May 14th [4][14] Q&A Session Summary Question: Data center market growth and opportunities - Management highlighted that design wins in the data center market more than doubled in 2025, indicating strong momentum and opportunities for growth [24][27] Question: Industrial market recovery signs - Management noted broader-based momentum in the industrial market, particularly in diversified industrial segments, while still facing softness in residential HVAC [30][31] Question: Impact of metals inflation on costs - Management discussed strategies to manage rising costs of metals like copper and silver, focusing on supply chain opportunities and pricing adjustments [34][35]

Littelfuse (NasdaqGS:LFUS) Q4 2025 Earnings call January 28, 2026 09:00 AM ET Company ParticipantsAbhi Khandelwal - EVP and CFODavid Kelley - Head of Investor RelationsGreg Henderson - President and CEOConference Call ParticipantsChristopher Glynn - Managing Director and Senior AnalystDavid Williams - Equity Research AnalystLuke Junk - Senior Research AnalystOperatorGood day, everyone, and welcome to the Littelfuse Fourth Quarter 2025 Earnings Conference Call. Today's call is being recorded. At this time, I ...

Financial Data and Key Metrics Changes - The company reported fourth quarter revenue of $594 million, representing a 12% year-over-year increase and a 7% organic growth, with the acquisition of Basler contributing 3% to sales growth and foreign exchange providing a 2% tailwind [14] - Adjusted EBITDA margin improved to 20.5%, up 480 basis points, reflecting operational leverage [14] - Fourth quarter adjusted diluted earnings were $2.69, with operating cash flow of $139 million and free cash flow of $120 million [14] Business Line Data and Key Metrics Changes - The electronics product segment saw sales increase by 21%, driven by strong organic sales in passive products and growth in protection semiconductor products, with an adjusted EBITDA margin of 23.7% [16] - The transportation product segment experienced a 1% increase in sales year-over-year, but a 1% decline organically, with adjusted EBITDA at 16% [17] - The industrial products segment reported a 4% increase in sales, but a 1% organic decline, with adjusted EBITDA margin at 16.2% [18] Market Data and Key Metrics Changes - The company noted double-digit revenue growth in data center, grid and utility infrastructure, and renewables markets, while automotive grew mid-single digits despite declining global vehicle production [5] - The company anticipates a strong backlog and significant momentum entering 2026, with first quarter sales expected to be in the range of $625 million to $645 million, assuming 7% organic growth at the midpoint [19] Company Strategy and Development Direction - The acquisition of Basler Electric is expected to enhance high-power capabilities and expand the company's position in key growth markets, including grid and utility infrastructure and data centers [4] - The company is focusing on enhancing operational excellence and optimizing its semiconductor business, particularly in high-value and high-growth applications [11] - The company plans to host an Investor Day on May 14th to provide a detailed review of its strategy and long-term financial goals [4] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about broad-based industrial recovery into 2026, with strong momentum in diversified industrial segments and industrial automation [28] - The company is focused on maintaining price-cost neutrality amid metals inflation, with strategies in place to manage supply chain costs and pass through higher costs to customers [33][35] - Management highlighted the importance of deeper customer conversations and the potential for significant growth in the data center market due to evolving architectures [24] Other Important Information - A non-cash goodwill impairment charge of $301 million was recorded for the IXYS and Dortmund acquisitions, reflecting weaker sales and profitability than originally expected [15] - The company expects the Basler acquisition to contribute between $130 million and $135 million in revenue and 10-15 cents of adjusted earnings in 2026 [13] Q&A Session Summary Question: What are the key incremental drivers in the data center market? - Management noted that design wins in the data center market more than doubled in 2025, with significant opportunities arising from higher voltage systems [23][24] Question: Can you elaborate on the broader industrial recovery? - Management indicated that bookings in Q4 were up 20%, reflecting strong momentum across the industrial market, particularly in diversified industrial segments [31] Question: How is the company managing metals inflation? - Management stated that they are focused on supply chain opportunities and pricing strategies to maintain price-cost neutrality, factoring current commodity prices into their guidance [33][35] Question: What is the cultural fit and integration process with Basler? - Management expressed excitement about Basler's technical capabilities and established go-to-market position in the utility industry, viewing it as a growth synergy [50][51]