Upside case
Bull case
$127-73.5%
The bull case prices LFUS at 9x on FY1 earnings, assuming continued execution and no meaningful deceleration in the core business.
Analysis OverviewBuyUpdated Jun 18, 2026
Littelfuse, Inc. (LFUS) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
12
analysts
7 bullish · 1 bearish · 12 covering LFUS
Strong Buy
0
Buy
7
Hold
4
Sell
1
Strong Sell
0
Consensus Target
$479
-0.2% vs today
Scenario Range
$61 – $127
Model bear to bull value window
Coverage
12
Published analyst ratings
Valuation Context
33.0x
Forward P/E · Market cap $12.1B
LFUS price targets
Three scenarios for where LFUS stock could go
Current
~$480
Confidence
42 / 100
Updated
Jun 18, 2026
Where we are now
Current · $480
Bear
$61
Base
$97
Bull
$127
Market caseClosest to today
Base case
$97-79.9%
At 7x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$61-87.3%
If investor confidence fades or macro conditions deteriorate, a 29x multiple contraction could push LFUS down roughly 87% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
Littelfuse, Inc.
LFUS · NASDAQTechnologyHardware, Equipment & PartsDecember year-end
Littelfuse is a global manufacturer of circuit protection, power control, and sensing components for electronics and transportation systems. It generates revenue primarily through two segments—Electronics (~60% of sales) and Transportation (~40%)—selling fuses, sensors, relays, and power semiconductors to industrial, automotive, and consumer electronics markets. The company's competitive moat lies in its deep technical expertise in circuit protection, broad product portfolio that serves as a one-stop shop for customers, and established relationships with major industrial and automotive OEMs worldwide.
Market Cap
$12.1B
Revenue TTM
$2.5B
Net Income TTM
-$40M
Net Margin
-1.6%
LFUS Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
75%Exceptional
12 quarters tracked
Revenue Beat Rate
75%Exceptional
vs consensus estimates
Avg EPS Surprise
+9.6%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 4 of 4Q3 2025
EPS
$2.85/$2.35
Revenue
$613M/$606M
Q4 2025
EPS
$2.95/$2.75
Revenue
$625M/$587M
Q1 2026
EPS
$2.69/$2.51
Revenue
$594M/$584M
Q2 2026
EPS
$3.31/$2.85
Revenue
$657M/$639M
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $2.85/$2.35 | +21.3% | $613M/$606M | +1.2% |
| Q4 2025 | $2.95/$2.75 | +7.3% | $625M/$587M | +6.4% |
| Q1 2026 | $2.69/$2.51 | +7.2% | $594M/$584M | +1.7% |
| Q2 2026 | $3.31/$2.85 | +16.1% | $657M/$639M | +2.8% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$2.7B
+7.1% YoY
FY2
$2.9B
+7.5% YoY
EPS Outlook
FY1
$2.78
+276.1% YoY
FY2
$5.36
+93.0% YoY
Trailing FCF (TTM)$388M
FCF Margin: 15.6%
Next Earnings
July 29, 2026
Expected EPS
$3.77
Expected Revenue
$703M
LFUS beat EPS estimates in 4 of 4 tracked quarters. A perfect track record raises the bar for the upcoming report.
LFUS Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $2.4B
Product Mix
Latest annual revenue by segment or product family
Electronics Segment
56.4%
+13.4% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
Other Countries
41.3%
+11.4% YoY
Tap, hover, or focus a slice to inspect segment detail.
Electronics Segment is the largest disclosed segment at 56.4% of FY 2025 revenue, up 13.4% YoY.
Other Countries is the largest reported region at 41.3%, up 11.4% YoY.
LFUS Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Cheap versus peers
Fair value est. $850 — implies +77.2% from today's price.
Upside to Fair Value
77.2%
potential upside
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
LFUS
-165.5x
vs
S&P 500
24.4x
777% discount
vs Technology Trailing P/E
LFUS
-165.5x
vs
Technology
29.0x
670% discount
vs LFUS 5Y Avg P/E
Today
-165.5x
vs
5Y Average
31.9x
619% discount
Forward PE
33.0x
S&P 500
18.8x
+76%
Technology
22.3x
+48%
5Y Avg
—
—
Trailing PE
-165.5x
S&P 500
24.4x
-777%
Technology
29.0x
-670%
5Y Avg
31.9x
-619%
PEG Ratio
—
S&P 500
1.66x
—
Technology
1.51x
—
5Y Avg
—
—
EV/EBITDA
90.6x
S&P 500
15.2x
+496%
Technology
16.6x
+445%
5Y Avg
22.4x
+305%
Price/FCF
33.1x
S&P 500
20.7x
+60%
Technology
19.2x
+73%
5Y Avg
20.3x
+63%
Price/Sales
5.1x
S&P 500
3.1x
+64%
Technology
2.4x
+109%
5Y Avg
2.8x
+78%
Dividend Yield
0.60%
S&P 500
1.91%
-69%
Technology
1.11%
-46%
5Y Avg
0.96%
-37%
| Metric | LFUS | S&P 500 | Technology | 5Y Avg LFUS |
|---|---|---|---|---|
| Forward PE | 33.0x | 18.8x+76% | 22.3x+48% | — |
| Trailing PE | -165.5x | 24.4x-777% | 29.0x-670% | 31.9x-619% |
| PEG Ratio | — | 1.66x | 1.51x | — |
| EV/EBITDA | 90.6x | 15.2x+496% | 16.6x+445% | 22.4x+305% |
| Price/FCF | 33.1x | 20.7x+60% | 19.2x+73% | 20.3x+63% |
| Price/Sales | 5.1x | 3.1x+64% | 2.4x+109% | 2.8x+78% |
| Dividend Yield | 0.60% | 1.91% | 1.11% | 0.96% |
LFUS trades above S&P 500 benchmarks on 4 of 5 measured multiples — commands a broad premium across most valuation dimensions.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolLFUS Financial Health
Verdict
Stressed
LFUS generates $388M in free cash flow at a 15.6% margin.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$2.5B
Revenue Growth
TTM vs prior year
+12.6%
Gross Margin
Gross profit as a share of revenue
38.3%
Operating Margin
Operating income divided by revenue
2.8%
Net Margin
Net income divided by revenue
-1.6%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$-1.58
Free Cash Flow (TTM)
Cash generation after capex
$388M
FCF Margin
FCF as share of revenue — the primary cash quality signal
15.6%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
1.0%
ROA
Return on assets, trailing twelve months
-1.0%
Cash & Equivalents
Liquid assets on the balance sheet
$563M
Net Debt
Total debt minus cash
$383M
Debt Serviceability
Net debt as a multiple of annual free cash flow
1.0× FCF
~1.0 years to full repayment at current FCF run-rate
ROE
Return on equity, trailing twelve months
-1.6%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
0.8%
Dividend
0.6%
Buyback
0.2%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$28M
Dividend / Share
Annualized trailing dividend per share
$2.89
Payout Ratio
Share of earnings distributed as dividends
—
Shares Outstanding
Declining as buybacks retire shares
25M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageLFUS Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated June 18, 2026
High Risk
Valuation Risk
LFUS's trailing P/E of 53.42 is significantly higher than its forward P/E of 20.33, indicating potential overvaluation and future earnings concerns.
Medium
Market Position
As a small-cap electronics manufacturer, LFUS faces intense competition in the technology sector, which could pressure margins and growth.
Medium
Economic Sensitivity
LFUS's exposure to automotive and industrial markets makes it vulnerable to economic downturns and cyclical demand fluctuations.
Lower
Geographic Concentration
With operations in over 40 facilities globally, LFUS has diversified geographic risk but may face regional operational challenges.
Medium
Revenue Growth
Projected revenue growth of 6.8% suggests moderate expansion, which may not justify current valuation multiples.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why LFUS Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated June 18, 2026
Strong revenue growth
Littelfuse's second-quarter revenue growth of 10% highlights its robust performance and market demand.
Improved EBITDA margins
A 21.4% adjusted EBITDA margin with a 280-basis-point lift reflects operational efficiency and strategic focus.
Global manufacturing footprint
With over 40 facilities worldwide, Littelfuse has a strong presence in key markets, enhancing scalability and reach.
Diverse product applications
Littelfuse's technologies in circuit protection, power control, and sensing are critical across automotive, industrial, and data sectors.
Attractive valuation metrics
A forward P/E of 20.33 suggests potential undervaluation compared to trailing metrics, indicating growth opportunities.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
LFUS Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$479.82
52W Range Position
93%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$215.16
+123.0% from the low
52-Week High
$500.57
-4.1% from the high
1 Month
+10.05%
3 Month
+44.09%
YTD
+82.8%
1 Year
+118.8%
3Y CAGR
+19.8%
5Y CAGR
+15.0%
10Y CAGR
+15.1%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
LFUS vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
33.0x
vs 50.2x median
-34% below peer median
Revenue Growth
+7.1%
vs +3.2% median
+125% above peer median
Net Margin
-1.6%
vs 9.5% median
-117% below peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
LFU LFUS Littelfuse, Inc. | $12.1B | 33.0x | +7.1% | -1.6% | Buy | -0.2% |
CTS CTS CTS Corporation | $1.9B | 27.6x | +2.3% | 12.4% | Hold | — |
VIC VICR Vicor Corporation | $14.9B | 111.5x | +9.7% | 26.2% | Buy | -10.2% |
AVX AVX Avax One Technology Ltd | $45M | — | +1010.5% | -1735.1% | — | — |
ON ON ON Semiconductor Corporation | $47.7B | 39.4x | +2.8% | 9.5% | Buy | -22.5% |
STM STM STMicroelectronics N.V. | $69.7B | 61.0x | +3.2% | 1.2% | Buy | -4.5% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
LFUS Dividend and Capital Return
LFUS returns 0.8% total yield, led by a 0.60% dividend, raised 16 consecutive years.
Dividend UnknownFCF Well Covered
Total Shareholder Yield
0.8%
Dividend + buyback return per year
Buyback Yield
0.2%
Dividend Yield
0.60%
Payout Ratio
—
How LFUS Splits Its Return
Div 0.60%
Buyback 0.2%
Dividend 0.60%Buybacks 0.2%
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$2.89
Growth Streak
Consecutive years of dividend increases
16Y
3Y Div CAGR
8.7%
5Y Div CAGR
8.6%
Ex-Dividend Date
—
Payment Cadence
Quarterly
4 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$28M
Estimated Shares Retired
57.4K
Approx. Share Reduction
0.2%
Shares Outstanding
Current diluted share count from the screening snapshot
25M
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $1.50 | — | — | — |
| 2025 | $2.90 | +7.4% | 0.4% | 1.5% |
| 2024 | $2.70 | +8.0% | 0.7% | 1.8% |
| 2023 | $2.50 | +10.6% | 0.0% | 0.9% |
| 2022 | $2.26 | +11.9% | 0.0% | 1.0% |
FAQ
7 questionsLFUS Investor Questions
Common questions answered from live analyst data and company financials.
01Is Littelfuse, Inc. (LFUS) stock a buy or sell in 2026?
Littelfuse, Inc. (LFUS) is rated Buy by Wall Street analysts as of 2026. Of 12 analysts covering the stock, 7 rate it Buy or Strong Buy, 4 rate it Hold, and 1 rate it Sell or Strong Sell. The consensus 12-month price target is $479, implying -0.2% from the current price of $480. The bear case scenario is $61 and the bull case is $127.
02What is the LFUS stock price target for 2026?
The Wall Street consensus price target for LFUS is $479 based on 12 analyst estimates. The high-end target is $535 (+11.5% from today), and the low-end target is $360 (-25.0%). The base case model target is $97.
03Is Littelfuse, Inc. (LFUS) stock overvalued in 2026?
LFUS trades at 33.0x times forward earnings. The stock currently trades at a discount to the broader market. Based on current multiples versus the peer group, the relative model signals cheap versus peers. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for Littelfuse, Inc. (LFUS) stock in 2026?
The primary risks for LFUS in 2026 are: (1) Valuation Risk — LFUS's trailing P/E of 53. (2) Market Position — As a small-cap electronics manufacturer, LFUS faces intense competition in the technology sector, which could pressure margins and growth. (3) Economic Sensitivity — LFUS's exposure to automotive and industrial markets makes it vulnerable to economic downturns and cyclical demand fluctuations. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is Littelfuse, Inc.'s revenue and earnings forecast?
Analyst consensus estimates LFUS will report consensus revenue of $2.7B (+7.1% year-over-year) and EPS of $2.78 (+276.1% year-over-year) for the upcoming fiscal year. The following year, analysts project $2.9B in revenue.
06When does Littelfuse, Inc. (LFUS) report its next earnings?
Littelfuse, Inc. is expected to report its next earnings on approximately 2026-07-29. Consensus expects EPS of $3.77 and revenue of $703M. Over recent quarters, LFUS has beaten EPS estimates 75% of the time.
07How much free cash flow does Littelfuse, Inc. generate?
Littelfuse, Inc. (LFUS) generated $388M in free cash flow over the trailing twelve months — a free cash flow margin of 15.6%. LFUS returns capital to shareholders through dividends (0.6% yield) and share repurchases ($28M TTM).