Financial Data and Key Metrics Changes - The company reported revenue of $613 million for the second quarter, reflecting a 10% increase compared to the prior year and a 6% organic growth [18] - Adjusted EBITDA margin improved to 21.4%, up 280 basis points year-over-year [18] - Adjusted diluted earnings per share (EPS) was $2.85, up 45% and exceeded the high end of prior guidance [19] Business Line Data and Key Metrics Changes - **Electronics Products Segment**: Sales increased by 10% year-over-year, with a 4% organic growth. Passive products saw a 14% organic growth, while semiconductor products declined by 5% [21] - **Transportation Products Segment**: Sales grew by 6%, with 4% organic growth. Passenger car sales increased by 3% organically across North America, Europe, and China [22] - **Industrial Products Segment**: Sales grew by 17% organically, driven by strong performance in grid storage, renewable energy, data centers, and HVAC [23] Market Data and Key Metrics Changes - The company experienced a strong backlog and bookings, with a book-to-bill ratio tracking above one [9] - The company expects continued growth momentum into the third quarter, with projected sales between $610 million and $630 million [26] Company Strategy and Development Direction - The company is focusing on enhancing its capabilities in higher voltage and higher energy density applications to meet customer demands [10] - There is a strategic priority to provide more complete solutions for a broader set of customers, leveraging the company's unique product portfolio [12] - The company is also working on operational excellence to enhance long-term profitability [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on growth opportunities and maintain strong execution [16] - The management noted improved visibility in end markets compared to three to six months ago, indicating a more stable demand environment [93] Other Important Information - The company generated $82 million in operating cash flow and $73 million in free cash flow during the quarter, with a strong cash position of $685 million [20] - The company plans to prioritize cash flow for organic investments and strategic acquisitions while returning capital to shareholders through dividends and share buybacks [21] Q&A Session Summary Question: Margin upside in Transportation and Industrial segments - Management discussed the focus on operational excellence and diversifying the portfolio to improve margins in the Transportation segment [33][34] Question: Clarification on tariff timing impacts - Management clarified that the timing of price realization versus incurred costs resulted in a $0.15 benefit in Q2 that would reverse in Q3 [40] Question: Performance in the Industrial segment - Management expressed excitement about the Industrial segment's growth, particularly in energy storage and data centers [42][43] Question: Data center exposure and growth - Management indicated that data center solutions are becoming increasingly important and are expected to grow significantly [50][51] Question: Visibility and demand trends - Management noted improved visibility and stability in end markets compared to previous months, expecting growth across all segments [93][94]

Financial Data and Key Metrics Changes - Revenue for the second quarter was $613 million, reflecting a 10% increase year-over-year and a 6% organic growth, with the Dortmund acquisition contributing 2% to sales growth and foreign exchange providing a 1% tailwind [19][20] - Adjusted EBITDA margin improved to 21.4%, up 280 basis points, driven by strong sales growth and operational performance [19][20] - Adjusted diluted earnings per share (EPS) was $2.85, up 45% compared to the previous year, exceeding the high end of prior guidance [20] Business Line Data and Key Metrics Changes - **Electronics Products Segment**: Sales increased by 10% year-over-year and 4% organically, with passive products up 14% organically, while semiconductor products declined by 5% [22][23] - **Transportation Products Segment**: Sales grew by 6%, with organic sales up 4%. Passenger car sales increased by 3% organically across North America, Europe, and China [24] - **Industrial Products Segment**: Sales grew by 17% organically, benefiting from strong growth in grid storage, renewable energy, data centers, industrial safety, and HVAC [25][26] Market Data and Key Metrics Changes - The company reported a book-to-bill ratio above one, with bookings at the highest run rate since 2022, indicating strong demand across all segments [7][8] - The company is experiencing increased demand for higher power and higher energy density applications across its end markets, which is driving growth [9][10] Company Strategy and Development Direction - The company is focusing on enhancing its capabilities to capitalize on future growth opportunities, particularly in higher voltage and higher energy density applications [9][10] - There is a strategic priority to provide more complete solutions for a broader set of customers, leveraging the company's unique product portfolio [11][12] - The company is also working on driving operational excellence to enhance long-term profitability and optimize its operating structure [14][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to continue strong growth into the third quarter, supported by a solid backlog and improved operational execution [17][20] - The management team highlighted the importance of aligning technology capabilities and sales structures to better serve customers and drive ongoing product innovations [11][12] Other Important Information - The company generated $73 million in free cash flow during the quarter, with a strong cash position of $685 million and a net debt to EBITDA leverage of 1.1 times [21] - The company plans to prioritize cash flow for organic investments and strategic acquisitions while continuing to return capital to shareholders through dividends and share buybacks [21][22] Q&A Session Summary Question: Margin upside in Transportation and Industrial segments - Management discussed the focus on operational excellence and diversifying the portfolio to improve margins in the Transportation segment, with expectations for continued margin upside [31][34][36] Question: Clarification on tariff timing impacts - Management clarified that the timing of price realization versus incurred costs resulted in a $0.15 benefit in Q2 that would reverse in Q3 [40][42] Question: Insights on the Industrial segment's performance - Management expressed excitement about the Industrial segment's growth, emphasizing the focus on energy storage and data center markets [44][46] Question: Data center exposure and growth - Management confirmed that data center solutions are becoming increasingly important, with strong traction in design wins and a growing pipeline [48][50][54] Question: Visibility on demand and market conditions - Management noted improved visibility in end markets compared to previous months, with expectations for continued growth across all segments [99][100][102]

Q2 2025 Financial Performance - Revenue increased to $613 million, a 10% increase compared to Q2 2024, with organic growth of 6%[21, 23] - Adjusted EPS reached $2.85, a 45% increase compared to Q2 2024[21, 23] - Adjusted EBITDA margin was 21.4%, a 280 bps increase year-over-year[21, 23] - Free cash flow was $73 million, a 44% increase compared to Q2 2024, with a year-to-date free cash flow conversion of 114%[23] Segment Performance - Electronics segment revenue increased to $336 million, a 10% increase, with organic growth of 4%[30, 31] - Transportation segment revenue increased to $179 million, a 6% increase, with organic growth of 4%[33, 36] - Industrial segment revenue increased to $98 million, a 17% increase, with organic growth of 17%[38, 39] Q3 2025 Guidance - Sales guidance is $610 million to $630 million[41, 42] - Adjusted EPS guidance is $2.65 to $2.85[41, 42] Full Year 2025 Expectations - The Dortmund acquisition is expected to contribute 2% growth to company sales with a neutral EPS impact[50] - Foreign exchange and commodities are expected to provide a 1% tailwind to sales and a $0.14 benefit to EPS[50]

[Performance Overview and Outlook](index=1&type=section&id=Performance%20Overview%20and%20Outlook) Littelfuse exceeded Q2 2025 expectations with strong sales and EPS growth, provided positive Q3 guidance, and increased its quarterly dividend Q2 2025 Key Financial Highlights | Metric | Q2 2025 | YoY Change | | :--- | :--- | :--- | | Net Sales | $613 million | +9.8% | | Organic Growth | N/A | +6.2% | | GAAP Diluted EPS | $2.30 | +26% | | Adjusted Diluted EPS | $2.85 | +45% | | GAAP Operating Margin | 15.1% | +340 bps | | Adjusted EBITDA Margin | 21.4% | +280 bps | | YTD Operating Cash Flow | $148 million | N/A | | YTD Free Cash Flow | $115 million | N/A | - Management emphasized **solid growth** and **operational execution**, focusing on capitalizing on opportunities and driving excellence[2](index=2&type=chunk) Q3 2025 Financial Guidance | Guidance Metric | Q3 2025 Range | | :--- | :--- | | Net Sales | $610 - $630 million | | Adjusted Diluted EPS | $2.65 - $2.85 | | Adjusted Effective Tax Rate | 25% | - The Board approved a **7% increase** in the quarterly cash dividend to **$0.75 per share**[3](index=3&type=chunk)[5](index=5&type=chunk) [Consolidated Financial Statements](index=5&type=section&id=Consolidated%20Financial%20Statements) Consolidated financial statements reflect a healthy position with asset growth, increased net income, and strong operating cash flow [Condensed Consolidated Balance Sheets](index=5&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) Total assets grew to **$4.07 billion** by June 28, 2025, driven by goodwill and property, while cash and debt remained stable Condensed Consolidated Balance Sheets | Balance Sheet Item | June 28, 2025 (in thousands) | December 28, 2024 (in thousands) | | :--- | :--- | :--- | | **Total Current Assets** | **$1,542,050** | **$1,552,009** | | Cash and cash equivalents | $685,184 | $724,924 | | **Total Assets** | **$4,065,881** | **$3,891,779** | | **Total Current Liabilities** | **$379,742** | **$433,905** | | Long-term debt, less current portion | $792,524 | $788,502 | | **Total Equity** | **$2,598,965** | **$2,413,612** | [Condensed Consolidated Statements of Net Income](index=6&type=section&id=Condensed%20Consolidated%20Statements%20of%20Net%20Income) Q2 2025 net sales grew **9.8%** to **$613.4 million**, driving a **41.6%** increase in operating income and higher net income Condensed Consolidated Statements of Net Income | Income Statement | Q2 2025 (in thousands) | Q2 2024 (in thousands) | YTD 2025 (in thousands) | YTD 2024 (in thousands) | | :--- | :--- | :--- | :--- | :--- | | Net sales | $613,413 | $558,489 | $1,167,720 | $1,093,874 | | Gross profit | $232,054 | $207,004 | $439,310 | $394,812 | | Operating income | $92,778 | $65,506 | $162,928 | $120,458 | | Net income | $57,342 | $45,466 | $100,913 | $93,918 | | Diluted EPS | $2.30 | $1.82 | $4.05 | $3.75 | [Condensed Consolidated Statements of Cash Flows](index=7&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) Operating cash flow increased to **$148.2 million** year-to-date, while investing and financing activities used significant cash Condensed Consolidated Statements of Cash Flows | Cash Flow | YTD 2025 (in thousands) | YTD 2024 (in thousands) | | :--- | :--- | :--- | | Net cash provided by operating activities | $148,225 | $126,574 | | Net cash used in investing activities | ($89,704) | ($26,677) | | Net cash used in financing activities | ($120,543) | ($79,290) | | (Decrease) increase in cash | ($39,554) | $6,173 | [Segment Performance](index=8&type=section&id=Segment%20Performance) All segments demonstrated strong Q2 2025 growth, with Industrial leading sales and significant operating income gains across segments Q2 2025 Net Sales by Segment | Q2 2025 Net Sales | Amount (in thousands) | YoY Growth | | :--- | :--- | :--- | | Electronics | $335,666 | 9.8% | | Transportation | $179,400 | 6.2% | | Industrial | $98,347 | 17.2% | | **Total net sales** | **$613,413** | **9.8%** | Q2 2025 Operating Income by Segment | Q2 2025 Operating Income | Amount (in thousands) | YoY Growth | | :--- | :--- | :--- | | Electronics | $49,861 | 8.0% | | Transportation | $28,074 | 84.3% | | Industrial | $18,863 | 97.6% | | **Total operating income** | **$92,778** | **41.6%** | Segment Operating Margins | Operating Margin | Q2 2025 (%) | Q2 2024 (%) | | :--- | :--- | :--- | | Electronics | 14.9% | 15.1% | | Transportation | 15.6% | 9.0% | | Industrial | 19.2% | 11.4% | [Supplemental Financial Information (Non-GAAP)](index=9&type=section&id=Supplemental%20Financial%20Information%20%28Non-GAAP%29) This section reconciles GAAP to non-GAAP measures, detailing adjusted EPS, EBITDA margins, organic sales growth, and debt leverage [Non-GAAP EPS and EBITDA Reconciliations](index=9&type=section&id=Non-GAAP%20EPS%20and%20EBITDA%20Reconciliations) Q2 2025 GAAP diluted EPS of **$2.30** was adjusted to **$2.85**, with GAAP operating income adjusted to a **21.4%** EBITDA margin Non-GAAP Diluted EPS Reconciliation | EPS Reconciliation | Q2 2025 ($) | Q2 2024 ($) | | :--- | :--- | :--- | | GAAP diluted EPS | $2.30 | $1.82 | | EPS impact of Non-GAAP adjustments | $0.55 | $0.15 | | **Adjusted diluted EPS** | **$2.85** | **$1.97** | Non-GAAP Margin Reconciliations | Margin Reconciliation | Q2 2025 (%) | Q2 2024 (%) | | :--- | :--- | :--- | | GAAP Operating Margin | 15.1% | 11.7% | | Adjusted Operating Margin | 15.8% | 12.7% | | Adjusted EBITDA Margin | 21.4% | 18.6% | [Segment-Level and Other Reconciliations](index=10&type=section&id=Segment-Level%20and%20Other%20Reconciliations) Q2 2025 adjusted EBITDA margins were strong across segments, with total organic sales growth of **6%** and increased free cash flow Q2 2025 Organic Net Sales Growth by Segment | Q2 2025 Organic Net Sales Growth | Electronics (%) | Transportation (%) | Industrial (%) | Total (%) | | :--- | :--- | :--- | :--- | :--- | | Net sales growth | 10% | 6% | 17% | 10% | | Less: Acquisitions & FX | 5% | 2% | 0% | 4% | | **Organic net sales growth** | **4%** | **4%** | **17%** | **6%** | Free Cash Flow Reconciliation | Free Cash Flow Reconciliation | YTD 2025 (in millions) | YTD 2024 (in millions) | | :--- | :--- | :--- | | Net cash provided by operating activities | $148.2 | $126.6 | | Less: Purchases of property, plant and equipment | ($33.0) | ($34.7) | | **Free cash flow** | **$115.2** | **$91.9** | [Debt and Leverage Analysis](index=11&type=section&id=Debt%20and%20Leverage%20Analysis) As of June 28, 2025, net debt was **$547.6 million**, resulting in a **1.1x** Consolidated Net Leverage Ratio, well below covenant Net Debt Calculation | Net Debt Calculation | As of June 28, 2025 (in millions) | | :--- | :--- | | Consolidated Total Debt | $810.2 | | Plus: Unamortized debt issuance costs & Finance lease liability | $2.5 | | Less: Cash held in U.S. | ($265.1) | | **Net debt** | **$547.6** | - The Consolidated Net Leverage Ratio for the twelve months ended June 28, 2025 was **1.1x**[30](index=30&type=chunk) [Disclosures](index=3&type=section&id=Disclosures) This section provides standard disclosures on forward-looking statements and the rationale for using non-GAAP financial measures - The "Safe Harbor" statement cautions that forward-looking statements are subject to **risks and uncertainties** that could cause actual results to differ materially[9](index=9&type=chunk) - Non-GAAP financial measures are used to enhance understanding of **core financial performance** and facilitate historical comparisons, with reconciliations provided[12](index=12&type=chunk)

Company Overview - Littelfuse is a diversified, industrial technology company with $2.4 billion in revenue for FY 2023[7] - The company has demonstrated a 15-year double-digit compound annual growth rate (CAGR) in sales of 10% and earnings per share (EPS) of 18%[8] - Littelfuse sells over 17 billion components annually to over 100,000 customers[28] Financial Performance & Strategy - The company targets double-digit revenue CAGR through a combination of 5-7% organic growth and 5-7% growth from acquisitions[13,32] - Littelfuse achieved a free cash flow conversion of net income of 143% in FY 2023[42] - The company's adjusted EBITDA margin was 22.3% in FY 2023[40] Segment Performance (FY 2023) - The Electronics segment generated $1.35 billion in revenue with an adjusted EBITDA margin of 28.1%[43] - The Transportation segment generated $678 million in revenue with an adjusted EBITDA margin of 11.2%[46] - The Industrial segment generated $334 million in revenue with an adjusted EBITDA margin of 21.1%[49] Capital Allocation - The company plans to return 40% of free cash flow to shareholders and allocate the remainder to acquisitions[13] - Littelfuse deployed over $1.2 billion in capital on strategic acquisitions[30]

Financial Data and Key Metrics Changes - Revenue for the first quarter was $554 million, up 4% year-over-year and up 3% organically, exceeding guidance [18] - GAAP operating margins were 12.7%, while adjusted operating margins were 14.2%, reflecting a 320 basis point increase from the prior year [19] - GAAP diluted earnings were $1.75, and adjusted diluted earnings were $2.19, up 24% year-over-year [19] - Operating cash flow was $66 million, with free cash flow of $43 million, resulting in a free cash conversion of 98% [20] Business Line Data and Key Metrics Changes - **Electronics Products Segment**: Sales increased by 6% year-over-year and 3% organically, with passive products up 13% organically, while semiconductor products declined by 5% [21][22] - **Transportation Products Segment**: Organic sales declined by 4%, with passenger car sales down 6% due to global cargo declines, but growth was noted in China [23][24] - **Industrial Products Segment**: Sales grew by 16% organically, driven by strong growth in Renewables, Data Center, and HVAC [25] Market Data and Key Metrics Changes - Book-to-bill ratio improved across all businesses, tracking above one, indicating strong demand and customer position [14] - The company entered the second quarter with a strong backlog, reflecting positive market conditions despite uncertainties [14][26] Company Strategy and Development Direction - The company aims to enhance focus on future growth opportunities and develop a structured approach to evaluate secular opportunities across evolving end markets [32][33] - Strategic acquisitions will remain a key pillar of growth strategy, aligning growth goals with long-term technology positioning [33] - The company is committed to providing complete solutions for a broader set of customers, leveraging diverse capabilities [33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating through current economic uncertainties, emphasizing a flexible operating model and strong customer relationships [14][15] - There is a focus on monitoring potential demand risks in the second half of the year, particularly in the automotive and personal electronics sectors [74] - Management remains optimistic about long-term growth drivers, particularly in electrification and higher voltage applications [88] Other Important Information - The company returned $45 million to shareholders in the first quarter, with $17 million via dividends and $27 million through share repurchases [21] - A recent CFO transition was announced, with the outgoing CFO recognized for significant contributions to the company's growth [15][30] Q&A Session Summary Question: Can you elaborate on the tariff impacts and guidance assumptions? - Management highlighted a flexible operating model and local manufacturing strategies to mitigate tariff impacts, expecting minimal effect on earnings in the second quarter [39][41] Question: What are the expectations for the power semiconductor business? - Management noted that while there are pockets of strength, the overall market remains static, with opportunities for growth in high energy transfer applications [57][61] Question: How is the acquisition pipeline looking? - The company maintains a strong balance sheet and continues to evaluate acquisition opportunities as part of its growth strategy [63] Question: What is the outlook for transportation margins? - Management expressed confidence in continued margin expansion through operational excellence and leveraging best practices across the company [67] Question: How are customers responding to the current environment? - Customers are focused on short-term management of tariffs, but long-term strategic investments remain unchanged, with ongoing collaboration on R&D priorities [88]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $554 million, up 4% year-over-year and up 3% organically, exceeding guidance [17] - GAAP operating margins were 12.7%, while adjusted operating margins were 14.2%, reflecting a 320 basis point increase from the prior year [18] - Adjusted diluted earnings were $2.19, up 24% year-over-year, exceeding guidance [18] - Operating cash flow was $66 million, with free cash flow of $43 million, resulting in a free cash conversion of 98% [20] Business Line Data and Key Metrics Changes - **Electronics Products Segment**: Sales increased by 6% year-over-year and 3% organically, with passive products up 13% organically, while semiconductor products declined by 5% [21][22] - **Transportation Products Segment**: Organic sales declined by 4%, with passenger car sales down 6% due to global cargo declines, though growth was noted in China [23][24] - **Industrial Products Segment**: Sales grew 16% organically, driven by strong growth in Renewables, Data Center, and HVAC sectors [25] Market Data and Key Metrics Changes - Book-to-bill ratio improved across all businesses, tracking above one, indicating strong demand and customer positioning [14] - The company entered Q2 2025 with a strong backlog, reflecting positive momentum despite market uncertainties [14][26] Company Strategy and Development Direction - The company aims to enhance focus on future growth opportunities and develop a structured approach to evaluate secular opportunities across evolving end markets [33] - Strategic acquisitions will remain a key pillar of growth, with a focus on providing complete solutions for a broader customer base [34] - Operational excellence will be prioritized to enhance long-term profitability, leveraging best practices across the organization [35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating through economic uncertainties, emphasizing a flexible operating model and strong cash generation capabilities [12][20] - There is a focus on monitoring potential demand risks in the second half of 2025, particularly in automotive and personal electronics sectors [76] - The company does not expect tariffs to have a material impact on Q2 earnings due to proactive measures taken [42][43] Other Important Information - The company returned $45 million to shareholders in Q1 2025, with $17 million via dividends and $27 million through share repurchases [21] - A recent CFO transition was announced, with the outgoing CFO recognized for significant contributions to the company's growth [15][31] Q&A Session Summary Question: Can you elaborate on the tariff impacts and guidance assumptions for Q2? - Management highlighted a flexible operating model and local manufacturing strategies to mitigate tariff impacts, expecting minimal effects on earnings [40][42] Question: What drove the sequential margin improvement in the Electronics segment? - The improvement was attributed to strong operating leverage from growth in passive electronics and effective cost management [48] Question: What is the company's exposure to data center opportunities, especially related to AI? - The company has a strong position in data centers, participating in trends towards higher voltage architectures, which presents significant content opportunities [52][53] Question: How is the acquisition pipeline looking in the current environment? - The company maintains a strong balance sheet and continues to evaluate acquisition opportunities as part of its growth strategy [64] Question: What are the expectations for transportation margins moving forward? - Management is focused on continued margin expansion through pricing strategies and operational excellence initiatives [68]

Financial Performance - Revenue increased by 4% to $554 million in Q1 2025 compared to $535 million in Q1 2024[20] - Organic revenue growth was 3% year-over-year[21] - Adjusted EPS was $2.19 in Q1 2025, compared to $1.76 in Q1 2024[20] - Adjusted EBITDA margin was 20.1% in Q1 2025, compared to 17.1% in Q1 2024[20] - Free cash flow was $43 million in Q1 2025, a 3% increase compared to Q1 2024, with a free cash flow conversion of 98%[21] Segment Performance - Electronics segment revenue increased by 6% to $307 million in Q1 2025 compared to $291 million in Q1 2024, with organic growth of 3%[27,29] - Passive products in the Electronics segment increased by 12% year-over-year, with 13% organic growth[29] - Transportation segment revenue decreased by 5% to $162 million in Q1 2025 compared to $170 million in Q1 2024, with organic decline of 4%[31,32] - Industrial segment revenue increased by 15% to $85 million in Q1 2025 compared to $74 million in Q1 2024, with organic growth of 16%[34,35] Q2 2025 Guidance - The company expects revenue between $565 million and $595 million[42] - The company expects adjusted EPS between $2.10 and $2.40[41,42]

Core Insights - Littelfuse reported revenue of $554.31 million for the quarter ended March 2025, reflecting a 3.5% increase year-over-year and a surprise of +2.71% over the Zacks Consensus Estimate of $539.67 million [1] - The company's EPS for the quarter was $2.19, up from $1.76 in the same quarter last year, resulting in an EPS surprise of +20.33% compared to the consensus estimate of $1.82 [1] Financial Performance - Net Sales in the Industrial segment reached $85.20 million, exceeding the average estimate of $79.05 million, with a year-over-year change of +15.3% [4] - Net Sales in the Electronics segment were $307.25 million, surpassing the average estimate of $296.51 million, representing a year-over-year increase of +5.6% [4] - Net Sales in the Transportation segment totaled $161.86 million, falling short of the average estimate of $166.98 million, indicating a year-over-year decline of -5% [4] Operating Income - Operating income for the Electronics segment was reported at $46.77 million, exceeding the average estimate of $35.35 million [4] - Operating income for the Industrial segment was $13.07 million, slightly above the average estimate of $12.43 million [4] - Operating income for the Transportation segment was $18.92 million, compared to the average estimate of $17.27 million [4] Stock Performance - Littelfuse shares have returned -9% over the past month, while the Zacks S&P 500 composite has changed by -0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Company Performance - Littelfuse reported quarterly earnings of $2.19 per share, exceeding the Zacks Consensus Estimate of $1.82 per share, and up from $1.76 per share a year ago, representing an earnings surprise of 20.33% [1] - The company posted revenues of $554.31 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.71%, compared to year-ago revenues of $535.39 million [2] - Over the last four quarters, Littelfuse has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Outlook - Littelfuse shares have declined approximately 24% since the beginning of the year, while the S&P 500 has decreased by 6% [3] - The current consensus EPS estimate for the upcoming quarter is $2.38 on revenues of $580 million, and for the current fiscal year, it is $9.49 on revenues of $2.29 billion [7] - The estimate revisions trend for Littelfuse is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance 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 34% 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]