LFUS LITTELFUSE INC /DE
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Executive Summary
Littelfuse reported Q1 2026 results that significantly exceeded expectations, with revenue of $657M (+19% YoY, +9% organic) and adjusted diluted EPS of $3.31 (+51% YoY). The company also raised Q2 2026 guidance to $690-710M in revenue and $3.65-$3.85 adjusted EPS, well above consensus. All three segments delivered growth and margin expansion, with the Industrial segment benefiting from the Basler acquisition (+39% contribution). The strong beat and raised guidance signal accelerating momentum across end markets.
Key Financial Metrics
Actionable Insight
The strong beat and raised guidance, combined with the upcoming Investor Day on May 14, create a positive catalyst path. The Q2 guidance midpoint of $3.75 adjusted EPS implies 32% YoY growth, well above the $2.83 consensus. Monitor the Investor Day for long-term margin targets and growth strategy — any incremental detail on capital allocation or organic growth ambitions could drive further upside.
Key Facts
- Q1 2026 net sales of $657M, +19% YoY reported, +9% organic
- GAAP diluted EPS of $2.96 vs $1.75 YoY; adjusted diluted EPS of $3.31 vs $2.19 YoY (+51%)
- Adjusted EBITDA margin expanded 280bps to 22.9%
- Free cash flow of $66M, +55% YoY
- Q2 2026 guidance: revenue $690-710M, adjusted EPS $3.65-$3.85 (midpoint $3.75, +32% YoY)
- All three segments grew: Electronics +18%, Transportation +5%, Industrial +45%
- Basler acquisition contributed +6% to total revenue growth
- Net leverage ratio improved to 1.0x from 1.2x in Q4 2025
- Investor Day scheduled for May 14, 2026
Financial Impact
Q1 revenue beat consensus by ~$18M (2.9%); adjusted EPS of $3.31 beat consensus of $2.84 by 16.5%
Risk Factors
- Power semiconductor volumes remain soft, partially offsetting strong passive products growth
- Commercial vehicle segment declined -1% organic, reflecting continued soft end-market demand
- Basler acquisition integration risk and potential for slower-than-expected synergy realization
- Foreign exchange headwinds could impact reported results if USD strengthens
Market Snapshot
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-030892 |
| Document: lfus-20260506.htm | 0001628280-26-030892 |
| Document: q12026slide.htm | 0001628280-26-030892 |
| Document: 0001628280-26-030892-index-headers.html | 0001628280-26-030892 |
| Document: 0001628280-26-030892-index.html | 0001628280-26-030892 |
| Document: 0001628280-26-030892.txt | 0001628280-26-030892 |
| 8-K Data (Synthetic) | 0001628280-26-030892 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 4, 2026
5d ago
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Insider Cluster
| $480.29 awaiting T+5 | awaiting T+5 | — | $464.34 (−3.32%) |
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May 21, 2026
19d ago
|
Insider Cluster
| $460.48 $463.46 | ▲ +0.65% | ▼ −1.01% | $464.34 (+0.84%) |
|
May 14, 2026
26d ago
|
8-K
| $459.21 $443.91 | ▼ −3.33% | ▼ −2.61% | $464.34 (+1.12%) |
|
May 6, 2026
4w ago
|
8-K
| $441.67 $456.23 | ▲ +3.30% | ▲ +2.17% | $464.34 (+5.13%) |
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Mar 5, 2026
13w ago
|
8-K
| $302.28 $326.18 | ▲ +7.91% | ▲ +9.44% | $464.34 (+53.61%) |
US Market Status
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