$LFUS

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. lfus-20260806 0000889331 false LITTELFUSE INC /DE 0000889331 2026-08-06 2026-08-06 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20579 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report: August 6, 2026

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.

Strategic Performance Drivers Performance was driven by broad-based momentum across key growth markets, particularly in computing, communications, and diversified industrial (CCDI) segments. Data center demand remains a primary growth engine, currently fueled by low-voltage architectures with a strategic shift toward high-voltage proof-of-concepts.

Littelfuse (NASDAQ: LFUS) shares rose about 5.4% after the company reported Q2 results above analyst expectations. Revenue was $738.8 million, up 20.4% year over year and 5.4% ahead of estimates. Adjusted EPS was $4.19, 10.7% above consensus, with operating margin improving to 16.2% from 15.1%.

Littelfuse (NASDAQ:LFUS) reported Q2 CY2026 revenue of $738.8 million, up 20.4% year over year and 5.4% above Wall Street estimates, and non-GAAP adjusted EPS of $4.19, 10.7% above consensus. The company said results reflected demand and execution. Shares rose 11.7% to $438.07 after the release.

LITTELFUSE INC /DE (LFUS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q22026earningsreleaseex991.htm EX-99.1 Document Exhibit 99.1 FOR IMMEDIATE RELEASE David Kelley 224-727-2535 dkelley@littelfuse.com Littelfuse Reports Second Quarter Results for 2026 Second Quarter Highlights: (Year-over-year comparisons unless otherwise noted) • Net sa

Littelfuse (NASDAQ: LFUS) is set to report earnings Wednesday. Last quarter, it reported revenue of $657M, up 18.5% year over year, beating analysts’ revenue, EBITDA, and EPS estimates. For the coming quarter, analysts expect revenue growth of 14.3% y/y. The article cites an average analyst price target of $482.50 versus a $402.50 share price.

The article compares Littelfuse (NASDAQ:LFUS) and Corning (NYSE:GLW). Littelfuse reported about an 11% net income margin for the quarter ended Mar. 28, 2026 and outlined long-term goals at a May 2026 investor event. Corning recorded about a 15% EBIT margin for the quarter ended Mar. 31, 2026 and entered a multiyear domestic manufacturing partnership in May 2026. It lists quarterly revenue from Q2 2024 to Q1 2026.

Gorski Jeffrey G (SVP & Chief Accounting Officer) sold 1,389 shares of LITTELFUSE INC /DE (LFUS) at an average of $482.48 ($482.31–$483.26, $0.67M total) across 2 trades on 2026-06-18.