Littelfuse (LFUS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Littelfuse reported revenue of $613.41 million for the quarter ended June 2025, marking a year-over-year increase of 9.8% and exceeding the Zacks Consensus Estimate by 5.4% [1] - The company's EPS for the same period was $2.85, a significant increase from $1.97 a year ago, representing a surprise of 21.28% over the consensus estimate of $2.35 [1] Financial Performance - Net Sales in the Electronics segment reached $335.67 million, surpassing the average estimate of $320.5 million, with a year-over-year change of 9.8% [4] - Net Sales in the Industrial segment were $98.35 million, exceeding the average estimate of $90.5 million, reflecting a year-over-year increase of 17.2% [4] - Net Sales in the Transportation segment amounted to $179.4 million, compared to the average estimate of $163.5 million, showing a year-over-year change of 6.2% [4] Operating Income - Operating income for the Electronics segment was $49.86 million, slightly above the estimated $48 million [4] - Operating income for the Industrial segment was $18.86 million, exceeding the average estimate of $14.5 million [4] - Operating income for the Transportation segment reached $28.07 million, significantly higher than the average estimate of $18.5 million [4] Stock Performance - Shares of Littelfuse have returned +2% over the past month, while the Zacks S&P 500 composite has changed by +3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]