$LFUS

LITTELFUSE INC /DE (LFUS) filed an SEC Form 8-K — Regulation FD Disclosure. Item 7.01 Regulation FD Disclosure On June 28, 2023, Littelfuse, Inc. (the “Corporation”) announced that its subsidiary, Littelfuse Holding GmbH (“LF Holding”), had entered into a definitive purchase agreement to acquire a 200mm wafer fab facility located in Dortmund, Germany fro

LITTELFUSE INC /DE (LFUS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. FOR IMMEDIATE RELEASE David Kelley 224-727-2535 dkelley@littelfuse.com Littelfuse Announces Senior Leadership Transition • Deepak Nayar to transition to Special Advisor to the CEO role, ahead of his retirement at the end of 2027 following a distinguished career • Dr. Karim Hamed

Flip Electronics, a global distributor of hard-to-find electronic components, has partnered with Littelfuse (LFUS) to distribute EOL and obsolete devices. The agreement aims to support various industries, including industrial, military, and medical, by extending product lifecycles and reducing supply chain risks. According to Littelfuse, Flip's customer-focused approach makes them an ideal partner for supporting legacy and EOL customers.

Eight electronic components stocks reported Q2 revenues 3.3% above estimates, with next quarter's guidance 6.9% higher. Despite strong results, shares fell 7.2% on average. Advanced Energy (AEIS) saw $574.1M revenue (up 30% YoY, 5.6% beat), but its stock dropped 10%. Allient (ALNT) and Littelfuse (LFUS) also beat estimates, while nLIGHT (LASR) missed EBITDA guidance, falling 46.4%.

Littelfuse Inc (LFUS) shares fell 3.8% to $405.26, within a 52-week range of $233.36 to $500.57. GF Value™ estimates LFUS is 37.2% overvalued with a fair value of $295.48. The company has a GF Score™ of 84/100, indicating strong fundamentals but weak valuation. Insiders sold $36.1M worth of shares over the past year with no buying activity.

Corning (GLW) reported Q2 revenue of $4.74B, up 17.1% YoY, beating estimates but missing revenue guidance. Advanced Energy (AEIS) reported $574.1M revenue, up 30% YoY, exceeding estimates and guidance. Littelfuse (LFUS) reported $738.8M revenue, up 20.4% YoY, beating estimates. Stocks reacted differently post-earnings.

U.S. industrial production rose 0.2% in July, below the 0.4% forecast, causing shares of Comfort Systems (FIX), Littelfuse (LFUS), MasTec (MTZ), American Superconductor (AMSC), and AAON to decline. Littelfuse reported strong Q2 results, with revenue up 20.4% YoY and EPS beating estimates by 10.7%.

LITTELFUSE INC /DE (LFUS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. FOR IMMEDIATE RELEASE David Kelley 224-727-2535 dkelley@littelfuse.com Littelfuse Appoints Todd Kelsey to Board of Directors Chicago, August 11, 2026 — Littelfuse, Inc. ( NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transf

Baird highlighted AI and electrical infrastructure stocks it says have specific advantages in the AI buildout. It named Littelfuse (LFUS) as a top pick, citing high-voltage data center design wins and Q2 2026 adjusted EPS of $4.19 on $739M revenue. It also covered nVent (NVT), Amphenol (APH) and Jabil (JBL), citing earnings, outlook and catalysts.

Littelfuse reported Q2 revenue of $738.8M versus $701.1M expected and adjusted EPS of $4.19 versus $3.78, with adjusted EBITDA of $174.7M. CEO Gregory Henderson said demand is broadening across data center, industrials, and HVAC, while consumer electronics is under 10% of sales. Analysts questioned data center mix, Allen facility closure savings, and bookings.