CHICAGO--(BUSINESS WIRE)--Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today announced the completion of its previously announced acquisition of Basler Electric Company ("Basler†), further strengthening the company's high- power application capabilities. Basler is a leading designer and manufacturer of innovative electrical control and protection technologies serving high-growth industrial markets. Its portfoli. ...

We came across a bearish thesis on Littelfuse, Inc. on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on LFUS. Littelfuse, Inc.'s share was trading at $253.56 as of December 1st. LFUS’s trailing and forward P/E were 53.42 and 20.33 respectively according to Yahoo Finance. Littelfuse Incorporated (LFUS), a long-standing small-cap electronics manufacturer in the information technology sector, is reexamined in this updated coverage to determine w ...

Group 1 - Harvey Partners increased its stake in Littelfuse by 41,763 shares, bringing the total position to 108,700 shares valued at $28.2 million as of September 30 [2][3] - Littelfuse represents 2.5% of Harvey Partners' 13F assets under management (AUM), indicating a strategic investment in a company with resilient fundamentals despite stock underperformance [3][11] - The stock price of Littelfuse was $259.55, reflecting a 7% increase over the past year, which is lower than the S&P 500's 13% increase [3] Group 2 - Littelfuse reported a revenue of $2.3 billion and a net income of $118.6 million for the trailing twelve months (TTM) [4] - The company achieved a 10% year-over-year revenue growth to $625 million in the third quarter, with a 19% growth in GAAP EPS to $2.77 and a 21.5% adjusted EBITDA margin [10] - The electronics segment showed strong performance with an 18% sales growth and a 24% adjusted EBITDA margin, driven by demand for passive components [10] Group 3 - Littelfuse is a global provider of circuit protection and power management solutions, serving the electronics, transportation, and industrial markets [6][9] - The company operates a diversified business model, generating revenue through product sales to OEMs, distributors, and direct customers [9] - Primary customers include original equipment manufacturers, Tier-I suppliers, and companies in the automotive, industrial, and electronics sectors [9]

The global supplier of circuit protection and power control products reported a notable insider sale amid ongoing electrification trends.Deepak Nayar, Senior Vice President and General Manager of the Electronics Business divison at Littelfuse (LFUS +0.55%), exercised and immediately sold 2,333 common shares in an open-market transaction, as disclosed in this SEC Form 4 filing.Transaction summaryMetricValueShares sold2,333Transaction value~$596,100Post-transaction shares5,998Post-transaction value (direct ow ...

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Financial Data and Key Metrics Changes - Revenue for the third quarter was $625 million, representing a 10% increase year-over-year and a 7% organic growth, with the Dortmund acquisition contributing 2% and foreign exchange providing a 1% tailwind [15][16] - Adjusted EBITDA margin was 21.5%, down 20 basis points, while adjusted diluted earnings increased by 9% to $2.95 [16] - Operating cash flow was $147 million, generating $131 million in free cash flow, with a year-to-date free cash flow of $246 million and a conversion rate of 145% [16] Business Line Data and Key Metrics Changes - **Electronics Segment**: Sales increased by 18% year-over-year and 12% organically, with passive products up 19% and semiconductor products up 5% [17] - **Transportation Segment**: Sales were flat year-over-year, with organic sales down 2%, but favorable FX contributed 2% to growth. Adjusted EBITDA margin decreased to 16.8%, down 220 basis points [18] - **Industrial Segment**: Sales grew 4% organically, driven by energy storage, renewables, and data center growth, but faced softer HVAC demand [19] Market Data and Key Metrics Changes - The company reported strong growth in the data center market, with design wins up more than 50% year-to-date, indicating significant traction in this area [10][31] - The transportation segment experienced softer end market demand, particularly in commercial vehicles, which decreased by 3% organically [18] Company Strategy and Development Direction - The acquisition of Basler Electric is a strategic priority aimed at enhancing capabilities in power generation and distribution markets, expected to be accretive to adjusted EPS in 2026 [14][15] - The company is focusing on operational excellence and enhancing its semiconductor business, with a new leader appointed to drive growth in this area [11][12] - A realignment of the sales structure has been implemented to better serve customers and leverage the full technology portfolio [9][52] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for solid revenue and earnings growth in the first quarter of 2026, supported by a 20% increase in bookings compared to the third quarter of 2024 [5] - The company anticipates typical seasonality in the fourth quarter, with guidance for sales between $570 million and $590 million, reflecting a 5% organic growth at the midpoint [20][21] Other Important Information - The company ended the quarter with $815 million in cash and a net debt to EBITDA leverage of 0.9x, indicating a strong balance sheet [16] - The company returned $19 million to shareholders via cash dividends during the quarter [16] Q&A Session Summary Question: Update on Power Semiconductor Outlook - Management acknowledged sequential improvement in the power semiconductor business, despite year-over-year softness, and emphasized the strategic importance of this segment [24][26] Question: Impact of Stock Compensation - The $0.40 impact from stock compensation is primarily due to variable compensation resetting to target levels, with expectations for normalization in 2026 [27][29] Question: Data Center Opportunities - Management highlighted significant momentum in the data center market, with design wins doubling year-to-date and ongoing engagement with hyperscalers and cloud companies [30][32] Question: Industrial Segment Growth - The industrial segment has shown solid year-to-date growth of 12%, driven by strong demand in energy storage and renewables, despite softer HVAC and construction markets [42][44] Question: Transportation Segment Performance - The core passenger vehicle business performed reasonably well, while sensor products continue to face challenges, indicating a realignment strategy in progress [59]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $625 million, representing a 10% increase year-over-year and a 7% organic growth, with the Dortmund acquisition contributing 2% and FX providing a 1% tailwind [15][16] - Adjusted EBITDA margin was 21.5%, down 20 basis points, while adjusted diluted earnings increased by 9% to $2.95 [16] - Operating cash flow was $147 million, generating $131 million in free cash flow, with a year-to-date free cash flow of $246 million and a conversion rate of 145% [16] Business Line Data and Key Metrics Changes - **Electronics Segment**: Sales increased by 18% year-over-year and 12% organically, with passive products up 19% and semiconductor products up 5% [17] - **Transportation Segment**: Sales were flat year-over-year, with organic sales down 2%, but FX contributed 2% to growth. Adjusted EBITDA margin decreased to 16.8%, down 220 basis points [18] - **Industrial Segment**: Sales grew 4% organically, driven by energy storage, renewables, and data center growth, but faced softer HVAC demand [19] Market Data and Key Metrics Changes - The company reported strong growth in the data center market, with design wins up more than 50% year-to-date, indicating significant traction in this area [10][32] - The transportation segment experienced softer demand in commercial vehicles, with a 3% organic sales decrease [18] Company Strategy and Development Direction - The acquisition of Basler Electric for approximately $350 million is aimed at enhancing capabilities in power generation and distribution markets, aligning with the company's strategic priority of safe and efficient electrical energy transfer [4][13] - The company is focusing on operational excellence and enhancing its semiconductor business, with a new leader appointed to drive this initiative [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in solid revenue and earnings growth for Q1 2026, supported by a 20% increase in bookings compared to Q3 2024 [5] - The company anticipates typical seasonality in Q4, with guidance for sales between $570 million and $590 million, reflecting a 5% organic growth at the midpoint [20] Other Important Information - The company is realigning its sales structure to better serve customers and enhance engagement, transitioning from product-centric to customer-centric sales teams [9][48] - The company expects the Basler Electric acquisition to be accretive to adjusted EPS in 2026, targeting double-digit returns in year five post-close [14] Q&A Session Summary Question: Update on Power Semiconductor Outlook - Management acknowledged sequential growth in power semiconductors but noted year-over-year softness, emphasizing the strategic importance of this segment [23][24] Question: Impact of Stock Compensation - Management clarified that the $0.40 impact from stock compensation is primarily due to variable compensation resetting to target levels, which should normalize in 2026 [27][29] Question: Data Center Opportunities - Management highlighted significant momentum in the data center market, with design wins doubling year-over-year and ongoing engagement with hyperscalers and cloud companies [30][32] Question: Transportation Segment Performance - Management explained the flat performance in passenger vehicle fuses and the decline in sensors, indicating a realignment strategy for the sensor business [55] Question: Tariff Impact - Management discussed the timing of tariffs, indicating a neutral impact for Q4 and a stabilization in market dynamics [51][53]

Core Insights - Littelfuse reported quarterly earnings of $2.95 per share, exceeding the Zacks Consensus Estimate of $2.75 per share, and showing an increase from $2.71 per share a year ago, resulting in an earnings surprise of +7.27% [1] - The company achieved revenues of $624.64 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.59% and up from $567.39 million year-over-year [2] - Littelfuse has outperformed consensus EPS estimates three times in the last four quarters and has topped revenue estimates four times in the same period [2] Future Outlook - The sustainability of Littelfuse's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $2.51 on revenues of $594 million, while for the current fiscal year, the estimate is $10.30 on revenues of $2.38 billion [7] - The Zacks Rank for Littelfuse is currently 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Industry Context - The Electronics - Miscellaneous Components industry, to which Littelfuse belongs, is currently ranked in the top 13% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Important Information About Littelfuse, Inc. This presentation does not constitute or form part of, and should not be construed as, an offer or solicitation to purchase or sell securities of Littelfuse, Inc. and no investment decision should be made based upon the information provided herein. Littelfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found at investor.littelfuse.com. This website also provides additional information about Littelfuse. Q3 202 ...