Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$10.1B
25M shares
52-week range
$233.36 – $500.57
62% from low
Sector
SWITCHGEAR & SWITCHBOARD APPARATUS
Exchange
NASDAQ
CS
P/S (TTM)
3.9
EV / FCF (TTM)
23.3
Littelfuse is a supplier of circuit protection products (such as fuses and relays) for the transportation, industrial, telecommunications, and consumer electronics end markets. Littelfuse also holds a minority power semiconductor business, primarily serving high-voltage industrial applications. Littelfuse sells globally across both distribution and direct channels, and organizes its business into the three segments of electronics, transportation, and industrial. Littelfuse is a serial acquirer of smaller, bolt-on adjacent firms.
www.littelfuse.comNo one on the platform currently holds LFUS.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 29,389 | $10.0M |
| Renaissance Technologiesas of 2026-03-31 | 5,734 | $1.9M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-20 | $0.8000 | 2026-09-03 |
| 2026-05-21 | $0.7500 | 2026-06-04 |
| 2026-02-19 | $0.7500 | 2026-03-05 |
| 2025-11-20 | $0.7500 | 2025-12-04 |
| 2025-08-21 | $0.7500 | 2025-09-04 |
| 2025-05-22 | $0.7000 | 2025-06-05 |
| 2025-02-20 | $0.7000 | 2025-03-06 |
| 2024-11-21 | $0.7000 | 2024-12-05 |
| 2024-08-22 | $0.7000 | 2024-09-05 |
| 2024-05-22 | $0.6500 | 2024-06-06 |
No one on the platform has traded LFUS yet.
| 2024-02-21 | $0.6500 | 2024-03-07 |
| 2023-11-21 | $0.6500 | 2023-12-07 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | -26.6% | 3.7% | 7.1% | — | — | — |
| Rev. Growth % | 8.9% | 10.5% | ||||
| Profit Margin % | -3.0% | 8.2% | 8.9% | |||
| Free Cash Flow Margin % | 15.3% | 14.1% | 14.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.6% on the P/E track.
At today's price, your expected annual return is +12.4% on the P/E track.
At today's price, your expected annual return is +17.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.9B | +23.1% | $16.59 | $16.25–$16.93 | 24.1× | 3 |
| 2027 | $3.2B | +9.0% | $19.28 | $19.25–$19.30 | 20.7× | 3 |
| 2028 | $3.5B | +11.2% | $22.34 | $21.64–$23.04 | 17.9× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $3.78 | $4.19 | +10.8% |
| 2026-05-06 | $2.85 | $3.31 | +16.1% |
| 2026-01-28 | $2.51 | $2.69 | +7.2% |
| 2025-10-29 | $2.75 | $2.95 | +7.3% |
| 2025-07-30 | $2.35 | $2.85 | +21.3% |
| 2025-04-29 | $1.82 | $2.19 | +20.3% |
| 2025-01-28 | $2.07 | $2.04 | -1.4% |
| 2024-10-29 | $2.09 | $2.71 | +29.7% |
| $6.8B |
| — |
| NOVTNovanta Inc. | $139.20 | -0.61% | $5.0B | — |
| OSISOSI Systems, Inc. | $198.91 | -0.52% | $3.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Baird highlighted Littelfuse and nVent Electric as two of its top AI infrastructure picks, arguing both companies have unique competitive advantages that should support long-term growth even if broader AI capital spending moderates. The firm believes these businesses are positioned to benefit from structural technology shifts rather than relying solely on overall data center investment trends. Littelfuse remains Baird's top idea, driven by the growing adoption of high-voltage power systems in AI data centers, which require 2–4 times more electrical protection content per megawatt than traditional configurations. The company more than doubled its high-voltage design wins during the first half of 2026, strengthened relationships with hyperscalers and semiconductor companies, and reported Q2 adjusted EPS of $4.19 on $739 million in revenue, both ahead of Wall Street expectations. Baird expects accelerating high-voltage adoption in 2027 and 2028 to provide a durable growth floor. $LFUS
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$LFUS looks like one of the best looking imo. @WAJeff you get your entry here?
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https://www.marketbeat.com/earnings/reports/2026-7-29-littelfuse-inc-stock/ $LFUS Littelfuse Earnings Transcript
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$LFUS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $3.53 up 52.16% YoY • Reported revenue of $738.78M up 20.44% YoY • For the third quarter of 2026, Littelfuse expects net sales in the range of $780 million to $800 million, adjusted diluted EPS of $4.85 to $5.05, and an adjusted tax rate of 23%-24%.
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Power -infrastructure integrators $ETN $VRT $GEV $MPWR $LFUS
View on StockTwits ↗$LFUS think i may chase this one over 490 next week if that happens. Weekly about to go
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$LFUS Current Stock Price: $467.17 Contracts to trade: $470.0 LFUS Jun 18 2026 Call Entry: $20.80 Exit: $38.53 ROI: 85% Hold ~24 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
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$LFUS Share Price: $435.75 Contract Selected: Nov 20, 2026 $490 Calls Buy Zone: $48.53 – $59.96 Target Zone: $83.74 – $102.35 Potential Upside: 63% ROI Time to Expiration: 185 Days | Updates via https://fxcapta.com/stockinfo/
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.