Analyst Consensus ?
ConsensusHold12 ratings
Bullish758.3%
Neutral433.3%
Bearish18.4%
Littelfuse, Inc. · LFUS · FY2026 Q3 · Calendar Q4 2026
Littelfuse reports record sales as organic growth accelerates
Littelfuse’s Q3 results support a constructive operating picture: demand was strong across several end markets, organic growth accelerated, margins expanded, and management maintained its longer-term targets. The main test is whether this performance can persist through semiconductor cyclicality, inflation, and execution of optimization plans.
Reported Before market openNASDAQTechnology
$10.26B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$5.79
Consensus $4.97
EPS surprise
+16.5%
Reported versus consensus
Reported revenue
$795.2M
Consensus $792.5M
Revenue surprise
+0.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+1.1%
Event window
SPY move
+0.3%
Same window
Abnormal move
+0.7%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
+3.1%
Up to 20 sessions
LFUSSPY benchmark
Ask FN2 about LFUS FY2026 Q3
Transcript, numbers and history already loaded
Why did LFUS rise 1.1% after beating EPS estimates in FY2026 Q3?What changed in LFUS's guidance and outlook in FY2026 Q3?Give me the bull and bear case for LFUS after FY2026 Q3 earnings.
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Transcript intelligence
What changed
Compared with the prior quarter, the company moved from a Q3 outlook for continued acceleration to reported record Q3 sales, 22% organic growth, margin expansion, and higher year-to-date free cash flow. The acquisition contributed about 6% of Q3 sales, with synergies ahead of schedule, and management provided Q4 sales and EPS guidance.
Guidance delta
Management maintained its longer-term outlook, including its 2030 targets, and guided to Q4 sales of $750–$770 million and EPS of $5.05–$5.25.
Key takeaways
- Record Q3 sales were supported by 22% organic growth across data center, industrial, aerospace and defense, energy infrastructure, and transportation markets.
- Margin expansion and a 66% year-to-date increase in free cash flow pointed to operating improvement alongside revenue growth.
- Management said the acquisition’s synergies are ahead of schedule and reaffirmed its longer-term targets.
Management priorities
- Expand high-voltage and high-value power-semiconductor opportunities.
- Pursue data-center, grid, battery-storage, aerospace and defense, and industrial infrastructure growth.
- Execute portfolio and footprint optimization while targeting additional cost savings and product rationalization.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$389.74Current
$175Low
$380Average
$535High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 30, 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 $389.74. 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 | +37.3% | Jun 5, 2026 |
| Williams Trading | David Williams | $520 | $441.67 | +33.4% | May 7, 2026 |
| Oppenheimer | Analyst unavailable | $500 | $441.67 | +28.3% | May 7, 2026 |
| Williams Trading | David Williams | $450 | $404.17 | +15.5% | May 1, 2026 |
| Oppenheimer | Christopher Glynn | $430 | $383.55 | +10.3% | Apr 10, 2026 |
| Oppenheimer | Analyst unavailable | $380 | $321.17 | -2.5% | Jan 29, 2026 |
| Robert W. Baird | Luke Junk | $360 | $314.25 | -7.6% | Jan 29, 2026 |
| UBS | Analyst unavailable | $360 | $314.25 | -7.6% | Jan 29, 2026 |
| Williams Trading | David Williams | $360 | $319.86 | -7.6% | Jan 29, 2026 |
| Oppenheimer | Christopher Glynn | $360 | $293.8 | -7.6% | Jan 16, 2026 |
| Robert W. Baird | Analyst unavailable | $310 | $255.78 | -20.5% | Oct 10, 2025 |
| Oppenheimer | Christopher Glynn | $310 | $256.77 | -20.5% | Oct 17, 2024 |
| Robert W. Baird | Luke Junk | $315 | $268.24 | -19.2% | Aug 29, 2024 |
| Stifel Nicolaus | Matthew Sheerin | $280 | $240.71 | -28.2% | Aug 12, 2024 |
| Stifel Nicolaus | Matthew Sheerin | $250 | $270.26 | -35.9% | Jul 15, 2024 |
| BTIG | Peter Saleh | $175 | $253.52 | -55.1% | May 17, 2024 |
| Robert W. Baird | Luke Junk | $300 | $249.45 | -23.0% | May 17, 2024 |
| Jefferies | Saree Boroditsky | $260 | $235.47 | -33.3% | 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.…
Technology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| STRK Strategy Inc | FY2026 Q3 · Calendar Q4 2026 | +121.6% | -2.7% | Strategy reports record Q3 as Bitcoin gains drive earnings |
| STRC Strategy Inc | FY2026 Q3 · Calendar Q4 2026 | +121.6% | -1.2% | Strategy reports Bitcoin gains and expands digital credit plans |
| CTSH Cognizant Technology Solutions Corporation | FY2026 Q3 · Calendar Q4 2026 | +2.1% | -5.8% | Cognizant pairs AI-led growth with a slightly lower revenue outlook |
Latest beats and misses
Who reports nextBeat on EPS
- STRKFY2026 Q3 · October 29, 2026+121.6% EPS-2.7% move
- RKTFY2026 Q3 · October 29, 2026+10.8% EPS+5.0% move
- ILMNFY2026 Q3 · October 29, 2026+19.1% EPS-16.8% move
- STRCFY2026 Q3 · October 29, 2026+121.6% EPS-1.2% move
- WECFY2026 Q3 · October 29, 2026+21.5% EPS+3.7% move
- DVAFY2026 Q3 · October 29, 2026+7.0% EPS-6.8% move
Missed on EPS
- SYKFY2026 Q3 · October 29, 2026-0.8% EPS-5.0% move
- DLR-PJFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLRFY2026 Q3 · October 29, 2026-8.4% EPS-3.0% move
- EGFY2026 Q3 · October 28, 2026-18.8% EPS+3.5% move
- MKLFY2026 Q3 · October 28, 2026-2.3% EPS+1.2% move
- KYMRFY2026 Q3 · October 29, 2026-4.8% EPS+0.1% 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 · 2026-10-28T16:11:52.668285+00:00
- FN2 earnings calendar · 2026-10-30T01:23:13.979536+00:00
- Polygon adjusted daily market bars · 2026-10-30T14:00:48.320413+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-30T14:00:48.317682+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 2026-10-30. For educational purposes only; not investment advice.