Littelfuse (NASDAQ:LFUS) Updates Q3 2026 Earnings Guidance

Littelfuse (NASDAQ:LFUS) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 4.850-5.050 for the period, compared to the consensus estimate of 3.930. The company issued revenue guidance of $780.0 million-$800.0 million, compared to the consensus revenue estimate of $722.7 million.

Littelfuse Trading Up 7.7%

Shares of LFUS traded up $31.59 on Thursday, hitting $442.06. 268,414 shares of the stock traded hands, compared to its average volume of 314,393. The stock’s 50 day moving average is $443.60 and its two-hundred day moving average is $387.51. The company has a quick ratio of 1.82, a current ratio of 2.61 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $11.18 billion, a P/E ratio of -261.21, a P/E/G ratio of 2.20 and a beta of 1.49. Littelfuse has a 1 year low of $233.36 and a 1 year high of $500.57.

Littelfuse (NASDAQ:LFUS) last posted its quarterly earnings data on Wednesday, July 29th. The technology company reported $4.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.78 by $0.41. Littelfuse had a positive return on equity of 11.62% and a negative net margin of 1.61%.The business had revenue of $738.78 million for the quarter, compared to analysts’ expectations of $703.38 million. During the same quarter last year, the firm earned $2.30 earnings per share. The business’s revenue was up 20.4% on a year-over-year basis. Littelfuse has set its Q3 2026 guidance at 4.850-5.050 EPS. As a group, sell-side analysts predict that Littelfuse will post 14.86 earnings per share for the current year.

Littelfuse Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 20th will be given a $0.80 dividend. This is a boost from Littelfuse’s previous quarterly dividend of $0.75. This represents a $3.20 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Littelfuse’s dividend payout ratio is -177.51%.

Analyst Ratings Changes

Several equities analysts recently commented on LFUS shares. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 9th. Needham & Company LLC restated a “buy” rating and set a $520.00 price objective on shares of Littelfuse in a report on Monday, May 18th. Zacks Research cut Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Monday, July 13th. Weiss Ratings restated a “sell (d+)” rating on shares of Littelfuse in a research note on Friday, July 10th. Finally, Williams Trading set a $520.00 price objective on Littelfuse in a research note on Thursday, May 7th. Four analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $465.83.

Insider Transactions at Littelfuse

In other Littelfuse news, SVP Maggie Chu sold 11,397 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $435.48, for a total value of $4,963,165.56. Following the sale, the senior vice president directly owned 6,001 shares of the company’s stock, valued at $2,613,315.48. This trade represents a 65.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Anthony Grillo sold 3,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $451.96, for a total value of $1,355,880.00. Following the completion of the sale, the director owned 64,928 shares in the company, valued at $29,344,858.88. The trade was a 4.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.00% of the company’s stock.

Key Stories Impacting Littelfuse

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q2 results exceeded expectations: Littelfuse reported adjusted earnings of $4.19 per share, above the roughly $3.78 analyst consensus, while revenue reached $738.8 million versus estimates near $703 million. Revenue grew 20.4% year over year, supported by 14% organic growth. Littelfuse Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Broad-based operating momentum: Electronics sales increased 21%, Industrial sales surged 52%, and Transportation sales rose 2%. GAAP operating margin expanded 110 basis points to 16.2%, while operating cash flow was $146 million and free cash flow was $127 million. Littelfuse Q2 2026 Net Sales Rise 20%
• Positive Sentiment: Upbeat Q3 guidance: Management forecast revenue of $780 million to $800 million and EPS of $4.85 to $5.05, well above consensus estimates of approximately $722.7 million and $3.93, respectively. Record bookings and a raised 2026 outlook for the Basler business further strengthened the growth narrative. Littelfuse Raises Q3 Outlook
• Positive Sentiment: Dividend increase: Littelfuse raised its quarterly dividend 6.7% to $0.80 per share, payable September 3 to shareholders of record August 20. The increase signals confidence in cash generation and capital returns. Littelfuse Raises Quarterly Dividend
• Neutral Sentiment: The strong report pushed the stock closer to its 52-week high, potentially increasing valuation and profit-taking risk despite bullish earnings revisions.
• Negative Sentiment: Reported data show 48 insider open-market sales and no purchases over the past six months. These transactions may reflect scheduled selling, but they are a potential near-term sentiment headwind.

Institutional Investors Weigh In On Littelfuse

Several large investors have recently made changes to their positions in LFUS. Atlas Capital Advisors Inc. acquired a new stake in Littelfuse in the 4th quarter valued at approximately $27,000. Prosperity Bancshares Inc acquired a new position in shares of Littelfuse during the fourth quarter valued at $36,000. Quarry LP bought a new stake in shares of Littelfuse during the third quarter valued at about $36,000. Larson Financial Group LLC lifted its stake in shares of Littelfuse by 50.9% in the 3rd quarter. Larson Financial Group LLC now owns 160 shares of the technology company’s stock worth $41,000 after acquiring an additional 54 shares during the period. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of Littelfuse during the third quarter valued at approximately $42,000. Institutional investors and hedge funds own 96.14% of the company’s stock.

Littelfuse Company Profile

Littelfuse, Inc is a global manufacturer of circuit protection, power control, and sensing technologies. Founded in 1927 and headquartered in Chicago, Illinois, the company develops and produces a broad range of products designed to safeguard electrical and electronic systems across a variety of end markets. Littelfuse’s offerings include fuses, semiconductors, relays, and sensors, all engineered to protect against overcurrent, overvoltage, and thermal events in demanding applications.

The company’s product portfolio is organized into key segments such as Automotive, Industrial & Electronics, and Power & Sensor.