$LFUS

Littelfuse 3Q 2026: Revenue $766.73M, Net income $115.38M, EPS $4.49— 10-Q Summary

Littelfuse reported 3Q 2026 revenue of $766.73M, net income of $115.38M, and EPS of $4.49, up 22.7%, 66%, and 62.1% YoY. Growth was driven by Electronics sales and the Basler acquisition. Industrial sales rose 64.6%, while Transportation sales increased 6.6%.

Original reporting
Published Oct 28, 2026, 4:41 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 28, 2026, 4:51 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Littelfuse 3Q 2026: Revenue $766.73M, Net income $115.38M, EPS $4.49— 10-Q Summary — source image
Decision brief

The 30-second read

$LFUSBullishMed
01

Why it matters

The earnings beat suggests continued demand in electronics and industrial segments, supporting a bullish outlook for LFUS.

02

Market read

Fresh earnings data for a mid‑cap industrial stock; likely catalyst for short‑term price movement.

03

What to watch

The one‑time fee from the Elmos agreement may inflate the quarter; future quarters could normalize.

Relevance 8/10Novelty 8/10Timing: post‑market release

Background

Littelfuse (LFUS) is a U.S. listed provider of circuit protection and power control solutions. The Q3 2026 filing is the first public disclosure of these numbers.

Company-level read

Ticker impact

$LFUSBullishHigh confidence
Context

Littelfuse posted Q3 2026 results with revenue $766.73M, net income $115.38M and EPS $4.49, all up YoY.

Expected impact

upward pressure as market prices in the earnings beat

Evidence & confidence

YoY revenue up 22.7% and net income up 66% indicate strong performance; investors likely bid the stock higher.

Market effects

Positive for the circuit‑protection and electronics components sector as Littelfuse shows strong demand.

U.S. industrial and electronics markets may see modest uplift.

Limited to component manufacturers; no broad macro impact.

Counterpoint

If the market had already priced in the beat, the stock could face a short‑term pullback.

Key entities

  • Littelfuse Inc.

    U.S. circuit protection component manufacturer.

  • Elmos

    Partner in a supply‑arrangement agreement with Littelfuse.

Related articles

$LFUSMedAI 8/10

What Littelfuse (LFUS) Said on Its Q3 Earnings Call

Littelfuse (LFUS) reported record revenue and profitability in its protection semiconductor business, with strong demand and market-share gains. The company expects $5M in restructuring savings by 2026 and $50M in incremental EBITDA by 2030. Q3 operating cash flow was $230M, up 64% YoY. The Basler acquisition is outperforming, with revised revenue and EPS expectations. Q4 net sales are forecasted at $750M-$770M, with EPS of $5.05-$5.25.

$LFUSHigh

Littelfuse Reports Third Quarter Results for 2026

LITTELFUSE INC /DE (LFUS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE David Kelley 224-727-2535 dkelley@littelfuse.com Littelfuse Reports Third Quarter Results for 2026 Third Quarter Highlights: (Year-over-year comparisons unless otherwise noted) • Record net sales of $767 million, including a reduction of $28.5 m