Company Overview - Littelfuse is a global provider of circuit protection and power management solutions, serving critical applications in transportation, electronics, and industrial markets [5] - The company generates revenue through sales of proprietary hardware components and systems to distributors, OEMs, and industrial customers globally [8] - Littelfuse's strategy focuses on innovation and reliability, positioning it as a trusted supplier in high-growth and mission-critical sectors [5] Financial Performance - Littelfuse reported a revenue growth of 9% to approximately $2.39 billion last year, with significant expansion in electronics and industrial end markets [10] - Adjusted earnings per share increased by 34%, although a large non-cash impairment charge resulted in reported losses, masking improving operating performance [10] - The stock price of Littelfuse is currently $320.65, reflecting a 52% increase over the past year, significantly outperforming the S&P 500, which rose about 15% in the same period [7] Recent Transactions - On February 17, 2026, Dean Investment Associates sold 14,929 shares of Littelfuse, valued at an estimated $3.80 million based on quarterly average pricing [2] - Following this transaction, Dean Investment Associates holds 26,921 shares of Littelfuse, worth $6.81 million, with the position's value decreasing by $4.03 million due to share sales and price changes [2][6] - Littelfuse now represents 0.97% of Dean Investment Associates' 13F reportable assets under management [7] Market Position and Outlook - Littelfuse is characterized as a steady industrial technology company linked to electrification, autos, and power systems, making its sub-1% weighting notable against other sectors [9] - The stock has increased by 22% year to date, indicating a positive market response despite previous losses, with better-than-expected results attributed to growth in renewables and data centers [11]

24 February 2026 | 9:55PM HKT Equity Research CHINA INDUSTRIAL TECH Cost inflation pressures 1Q26 margins; export-aligned names poised for better recovery ahead We revise our sector FY25-FY28E EPS by -27% to +4% and TP forecasts by -8% to +4% (-3% on average). Our changes primarily reflect the impact of raw material cost trends, partially offset by delayed pricing pass-through to customers and those with a higher sales mix from developed markets (DM). Specifically, we have cut 1-2Q26E EPS by up to -18% for ...

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 ...

Company Overview - TE Connectivity plc (TEL) has a market capitalization of $68.4 billion and specializes in connectivity and sensor solutions for data and power transmission in demanding environments [1] - The company is headquartered in Ireland and offers a wide range of products including connectors, sensors, relays, antennas, and electronic components for various markets such as automotive, industrial equipment, aerospace, defense, medical technology, energy, and communications [1] Earnings Expectations - Analysts anticipate that TEL will report a profit of $2.54 per share for fiscal 2026 first-quarter earnings, reflecting a 30.3% increase from $1.95 per share in the same quarter last year [2] - For the entire fiscal 2026, the expected profit is projected to be $10.56 per share, which represents a 20.6% increase from $8.76 per share in fiscal 2025 [3] - EPS is expected to grow by 8.3% year over year to $11.44 in fiscal 2027 [3] Stock Performance - TEL's stock has increased by 58.9% over the past 52 weeks, significantly outperforming the S&P 500 Index's return of 14.8% and the Technology Select Sector SPDR Fund's increase of 21.8% during the same period [4] Dividend Announcement - On December 17, TE Connectivity announced a regular quarterly cash dividend of $0.71 per ordinary share, payable on March 13, 2026, to shareholders of record as of February 20, 2026 [5] - The market reacted positively to the dividend announcement, with TE Connectivity shares gaining 1.5% in the following trading session [5] Analyst Ratings - Wall Street analysts have a moderately optimistic outlook on TEL's stock, with an overall "Strong Buy" rating [6] - Among 18 analysts covering the stock, 13 recommend "Strong Buy" and 5 suggest "Hold" [6] - The mean price target for TEL is $264.47, indicating a potential upside of 13.8% from current levels [6]