Littlefuse reported record Q3 net sales of $767 million, 22% organic growth and adjusted diluted EPS of $5.79, up 96%. Fourth-quarter guidance calls for $750 million to $770 million in net sales and adjusted diluted EPS of $5.05 to $5.25 per share.
LFUS · Littelfuse Inc
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Littelfuse reported third-quarter 2026 net sales of $766.7 million, up 22.7%, and net income of $115.4 million; nine-month operating cash flow rose to $456.6 million. A €24.6 million semiconductor amendment fee reduced third-quarter net sales.
Littelfuse reported third-quarter net sales of $767 million, organic growth contributed +22%, diluted EPS of $4.49 and adjusted diluted EPS of $5.79. It expects fourth-quarter net sales of $750 - $770 million and adjusted diluted EPS of $5.05 - $5.25.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 28, 2026TL;DR. Littelfuse delivered record Q3 sales and organic growth, record adjusted EPS, expanded margins and strong free cash flow, and guided to further Q4 growth on record bookings and robust demand. Key risks are the Dortmund fee, passenger-vehicle weakness, inflation, portfolio rationalization and the lack of a meaningful high-voltage data-center ramp.
- + Q3 free cash flow increased 64% to $216 million, year-to-date free cash flow increased 66% to $409 million, and the company declared a $0.80 quarterly dividend.
- + Q4 guidance calls for $750 million to $770 million of sales and $5.05 to $5.25 of adjusted diluted EPS.
- + Basler's current full-year outlook is $135 million to $140 million of sales and approximately $0.25 to $0.30 of EPS accretion.
- − A one-time Dortmund contract amendment fee reduced Q3 semiconductor sales by $28.5 million.
- − Passenger-vehicle organic sales declined 5% amid lower global auto production and sensor-line declines.
- − The transportation segment's underlying end market remains muted despite improved segment performance.
- − Portfolio rationalization is expected to reduce revenue by one to two percentage points over five years.
- − Higher-voltage data-center platforms have not yet ramped at meaningful volume, with current growth coming from low-voltage systems.
- − Inflation remains a headwind, with the company targeting price-cost neutrality through pricing and productivity.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings per share non-GAAP | $4.19 | Second Quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP diluted EPS $3.49
+$0.7 EPS impact of Non-GAAP adjustments (below)
= Adjusted diluted EPS $4.19
|
|||
| Adjusted EBITDA non-GAAP | $174.7M | Q2-26 | — |
GAAP → non-GAAP reconciliationGAAP Adjusted operating income 140.1M
+14.7M Amortization of intangibles
+19.9M Depreciation expense
= Adjusted EBITDA 174.7M
|
|||
| Adjusted EBITDA margin non-GAAP | 23.3% | YTD-26 | — |
| Adjusted effective rate non-GAAP | 21.9% | Q2-26 | — |
| Adjusted income taxes non-GAAP | 56.9M | YTD-26 | — |
| Adjusted operating income non-GAAP | $140.1M | Q2-26 | — |
GAAP → non-GAAP reconciliationGAAP GAAP operating income 119.7M
+20.4M Non-GAAP adjustments to operating income
= Adjusted operating income 140.1M
|
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| Adjusted operating margin non-GAAP | 19% | Q2-26 | — |
| Cash flow from operations | 146M | second quarter 2026 | — |
| Consolidated EBITDA non-GAAP | $623.9M | Twelve Months Ended June 27, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net Loss -8.2M
+29.6M Interest expense
+87.3M Income taxes
+75.9M Depreciation expense
+61.8M Amortization expense
+28.8M Stock-based compensation expense
+6.4M Purchase accounting inventory step-up charge
+1.7M Unrealized loss on investments
+315.1M Impairment charges
+25.5M Other
= Consolidated EBITDA 623.9M
|
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| fixed asset impairment charges | 13.1M | three months ended June 27, 2026 filing | — |
| Free cash flow non-GAAP | $193.5M | YTD-26 | — |
| Free cash flow conversion non-GAAP | 142% | Q2-26 | — |
| Organic growth non-GAAP | 14% | Second Quarter 2026 | — |
| quarterly dividends | $19M | second quarter of 2026 filing | — |
| total restructuring charges | 6.9M | three months ended June 27, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LFUS
this stock
Littelfuse Inc
|
$9.85B | +53.3% | +13.5% | 315.2 | 5.4% |
|
APH
Amphenol Corp
|
$193.17B | — | +51.7% | 34.1 | 1.1% |
|
GLW
Corning Inc
|
$98.27B | +30.3% | +19.1% | 46.4 | 1.9% |
|
TEL
TE Connectivity plc
|
$62.02B | -4.9% | +15.2% | 19.6 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd.
|
$57.31B | +41.0% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 28, 2026
- This year
- 20
Littelfuse reported third-quarter net sales of $767 million, organic growth contributed +22%, diluted EPS of $4.49 and adjusted diluted EPS of $5.79. It expects fourth-quarter net sales of $750 - $770 million and adjusted diluted EPS of $5.05 - $5.25.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LFUS | +9.0% | +1.8% | -18.7% | -1.4% | +53.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +6.4% | +2.9% | -19.2% | -1.2% | +42.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.