Littelfuse(US:LFUS) The Motley Fool·2025-12-07 20:00Group 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]