Littelfuse(US:LFUS)2025-07-30 13:00Q2 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]