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LFUS · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is Littelfuse Inc (LFUS) stock moving?
Littelfuse beat Q3 2026 consensus on adjusted EPS ($5.79 vs $4.97) and sales ($795.2M vs $792.5M adjusted). Reported sales were $767M after a one-time $28.5M Dortmund contract amendment fee, with organic growth of +22%, operating cash flow up 57%, and free cash flow of $216M. Q4 guidance of $750M-$770M in sales and $5.05-$5.25 in adjusted EPS sits above the $738.8M and $4.16 estimates, and management expects about +28% year-over-year revenue growth. Price rose from about $350 on Oct 23 to a $414.41 intraday high on Oct 29 and a $412.68 close on Nov 3, then fell sharply to a $347.60 intraday low on Nov 5 on 368K-463K shares a day. The provided news does not explain that Nov 4-5 drop. The stock rebounded 8.4% to $385.63 on Nov 9 and closed at $383.37 on Nov 10, still below the post-earnings highs. Volume has faded to 239K-293K shares a day, and Nov 10 had the fewest trades in the window at 9,648. The Nov 3 gate driver launch is a minor product item.
News behind the analysis
- Littelfuse Q3 2026 Earnings Call TranscriptLittelfuse reported third-quarter 2026 results on Oct 28, and the company published the full earnings call transcript.
- UPDATE: Littelfuse Q3 Adj. EPS $5.79 Beats $4.97 Estimate, Adj. Sales $795.200M Beat $792.487M EstimateAdjusted EPS of $5.79 beat the $4.97 estimate, and adjusted sales of $795.2M beat the $792.5M estimate.
- Littelfuse Reports Third Quarter 2026 Financial ResultsRecord reported net sales of $767M, including a $28.5M one-time Dortmund contract amendment fee, with organic growth of +22% and free cash flow of $216M (+64%).
- Littelfuse Sees Q4 Adj EPS $5.05-$5.25 vs $4.16 Est; Sees Sales $750.000M-$770.000M vs $738.827M EstQ4 guidance calls for adjusted EPS of $5.05-$5.25 and sales of $750M-$770M, both above consensus estimates.
- Littelfuse Q3 Adj. EPS $5.79 Beats $4.97 Estimate, Sales $795.200M Beat $792.487M EstimateLittelfuse beat third-quarter consensus on both adjusted earnings per share and sales.
- Littelfuse Launches New Gate Driver Family for High-Frequency Power DesignsLittelfuse introduced a new gate driver family with 2 ns propagation-delay matching for high-frequency power applications.
About Littelfuse Inc
Littelfuse is a Chicago-area manufacturer of fuses, circuit protection parts, sensors, switches and power semiconductors that go into electronics, vehicles and industrial equipment. It is best known for circuit protection, and it is expanding into high-power uses like data-center power, grid infrastructure and aerospace/defense, helped by its 2025 purchase of the high-power semiconductor maker Basler.
How it makes money
It sells components through three segments. Electronics (passive protection parts and power semiconductors) is the largest, at roughly half of sales. Transportation covers fuses, sensors and power distribution for passenger cars, trucks and buses. Industrial covers protection and control products for automation, construction, energy and grid uses. Quarterly sales were a record of about $767 million in Q3 2026. Much of its business goes through electronics distributors, and a large share of sales comes from outside the US.
What usually moves LFUS
- Electronics inventory cycles and distributor demand
- Global vehicle production and EV adoption
- Industrial automation, grid and data-center power spending
- Power semiconductor pricing and factory utilization
- Acquisitions and integration (e.g., Basler)