Analyst Consensus ?
ConsensusHold12 ratings
Bullish758.3%
Neutral433.3%
Bearish18.4%
Littelfuse, Inc. · LFUS · FY2025 Q4 · Calendar Q1 2026
Littelfuse pairs data-center and grid growth with cost and execution risks
The call supports a constructive growth case around data-center, grid and renewable-energy demand, reinforced by Basler’s high-power capabilities. That case remains conditional on commodity-cost pass-through, acquisition integration and execution in power semiconductors.
Reported Before market openNASDAQTechnology
$9.99B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.69
Consensus $2.51
EPS surprise
+7.2%
Reported versus consensus
Reported revenue
$593.9M
Consensus $583.9M
Revenue surprise
+1.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+6.1%
Event window
SPY move
-0.0%
Same window
Abnormal move
+6.1%
Stock minus SPY
Volume
2.6×
Versus trailing sessions
Subsequent drift
+15.3%
Up to 20 sessions
LFUSSPY benchmark
Ask FN2 about LFUS FY2025 Q4
Transcript, numbers and history already loaded
Why did LFUS rise 6.1% after beating EPS estimates in FY2025 Q4?What changed in LFUS's guidance and outlook in FY2025 Q4?Give me the bull and bear case for LFUS after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management said the Basler Electric acquisition had closed and described expected 2026 contributions. The call also disclosed a goodwill impairment related to prior acquisitions, while highlighting double-digit data-center, grid and renewables growth and a new 2-megawatt static-transfer-switch design win.
Guidance delta
Management maintained its outlook and projected Q1 2026 sales of $625–$645 million and EPS of $2.70–$2.90, with the outlook assuming double-digit organic growth. The analysis does not identify a change from the prior guidance.
Key takeaways
- Q4 revenue rose 12% year over year to $594 million; adjusted EBITDA margin expanded to 20.5%.
- Management cited demand in data centers, grid and renewables, including higher-voltage architectures and a 2-megawatt static-transfer-switch design win.
- Basler is expected to add revenue and adjusted EPS in 2026; management said it will leverage the acquisition’s utility and grid channel.
- The company is rationalizing its power-semiconductor portfolio and optimizing its manufacturing footprint.
Management priorities
- Focus power-semiconductor offerings on higher-value growth markets, including data centers, battery storage and grid.
- Develop high-voltage data-center solutions, including static transfer switches.
- Integrate Basler and use its go-to-market channel in utility and grid markets.
- Deepen partnerships with hyperscalers, chip providers and ODMs.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$404.68Current
$175Low
$380Average
$535High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Needham | Buy | Buy | Maintain | Oct 28, 2026 |
| Baird | Outperform | Outperform | Maintain | Jun 5, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | May 7, 2026 |
| Benchmark | Buy | Hold | Upgrade | Jan 29, 2026 |
| Stifel | Buy | Hold | Upgrade | Aug 13, 2024 |
| TD Cowen | Hold | Hold | Maintain | Aug 1, 2024 |
| Cowen & Co. | Market Perform | Outperform | Downgrade | Nov 3, 2022 |
| Cross Research | Sell | Hold | Downgrade | Jan 21, 2020 |
| CL King | Buy | Buy | Maintain | Dec 26, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Oct 31, 2019 |
| Jefferies | Buy | Buy | Maintain | Oct 3, 2019 |
| Longbow Research | Neutral | Buy | Downgrade | Apr 17, 2019 |
Named analyst price targets
Upside is calculated against the persisted current price $404.68. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Robert W. Baird | Analyst unavailable | $535 | $480.24 | +32.2% | Jun 5, 2026 |
| Williams Trading | David Williams | $520 | $441.67 | +28.5% | May 7, 2026 |
| Oppenheimer | Analyst unavailable | $500 | $441.67 | +23.6% | May 7, 2026 |
| Williams Trading | David Williams | $450 | $404.17 | +11.2% | May 1, 2026 |
| Oppenheimer | Christopher Glynn | $430 | $383.55 | +6.3% | Apr 10, 2026 |
| Oppenheimer | Analyst unavailable | $380 | $321.17 | -6.1% | Jan 29, 2026 |
| Robert W. Baird | Luke Junk | $360 | $314.25 | -11.0% | Jan 29, 2026 |
| UBS | Analyst unavailable | $360 | $314.25 | -11.0% | Jan 29, 2026 |
| Williams Trading | David Williams | $360 | $319.86 | -11.0% | Jan 29, 2026 |
| Oppenheimer | Christopher Glynn | $360 | $293.8 | -11.0% | Jan 16, 2026 |
| Robert W. Baird | Analyst unavailable | $310 | $255.78 | -23.4% | Oct 10, 2025 |
| Oppenheimer | Christopher Glynn | $310 | $256.77 | -23.4% | Oct 17, 2024 |
| Robert W. Baird | Luke Junk | $315 | $268.24 | -22.2% | Aug 29, 2024 |
| Stifel Nicolaus | Matthew Sheerin | $280 | $240.71 | -30.8% | Aug 12, 2024 |
| Stifel Nicolaus | Matthew Sheerin | $250 | $270.26 | -38.2% | Jul 15, 2024 |
| BTIG | Peter Saleh | $175 | $253.52 | -56.8% | May 17, 2024 |
| Robert W. Baird | Luke Junk | $300 | $249.45 | -25.9% | May 17, 2024 |
| Jefferies | Saree Boroditsky | $260 | $235.47 | -35.8% | Apr 9, 2024 |
Track every rating change on LFUS the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationLittelfuse, Inc. is an industrial technology manufacturing company, which engages in the business of designing, manufacturing, and selling electronic components, modules, and subassemblies to empower the long-term secular growth themes of sustainability, connectivity, and safety. It operates through the following segments: Electronics, Transportation, and Industrial. The Electronics segment includes a broad range of end markets including industrial motor drives, power conversion, automotive electronics, electric vehicle and related charging infrastructure, aerospace, power supplies, data centers and telecommunications, medical devices, alternative energy and energy storage, building and home automation, appliances, and mobile electronics.…
Historical context
All LFUS earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| INTC Intel Corp. | FY2026 Q3 · Calendar Q4 2026 | +27.9% | -28.6% | Intel: AI Server Demand Offsets PC Weakness, CapEx Rises |
| GDDY GoDaddy Inc. | FY2026 Q3 · Calendar Q4 2026 | +9.5% | +10.7% | GoDaddy: Airo accelerates while guidance is maintained |
| MPWR Monolithic Power Systems, Inc. | FY2026 Q3 · Calendar Q4 2026 | +5.1% | +1.1% | MPWR tops $1 billion in revenue as data-center demand accelerates |
| TWLO Twilio Inc. | FY2026 Q3 · Calendar Q4 2026 | +12.2% | -15.2% | Twilio raises growth outlook as AI and software adoption expand |
| SNDK Sandisk Corporation | FY2027 Q1 · Calendar Q4 2026 | +6.1% | -13.5% | SNDK: AI-driven NAND demand remains strong, but execution risks persist |
| RBLX Roblox Corporation | FY2026 Q3 · Calendar Q4 2026 | +26.2% | -18.1% | Roblox pairs strong engagement with lower Q4 bookings guidance |
Latest beats and misses
Who reports nextBeat on EPS
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- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the LFUS recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T14:10:43.823442+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T14:10:43.820586+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.