LITTELFUSE INC /DE
No SEC Form 4 filings for $LFUS in the last 30 days.
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.
Over the past 7 days, alphai's AI scored 2 news stories mentioning LFUS (LITTELFUSE INC /DE). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent LFUS coverage spans earnings, sector analysis and insider activity.
Thesis is high-voltage data-center design wins plus hyperscaler/chipmaker relationships, which could support estimates even if broader capex moderates.
The article provides a fresh earnings datapoint set and management commentary on demand breadth, data center voltage mix, and HVAC recovery, supporting a constructive near-term read-through.
Guidance and raised Basler outlook increase near-term earnings visibility and support a higher probability of margin expansion, especially from power semiconductors.
The earnings beat and margin expansion likely support near-term upside bias, but follow-through depends on the Q3 outlook details not provided here.
Beat on both revenue and adjusted EPS supports near-term upside bias, but the article flags expected revenue deceleration to 6% growth over 12 months.
alphai scores every news story that mentions LFUS with an AI model for sentiment and relevance, and aggregates insider trades from LITTELFUSE INC /DE's SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
7 min readLittelfuse 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.
6 min readStrategic 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.
6 min readLittelfuse (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%.
3 min readLittelfuse (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.
3 min readLITTELFUSE 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
4 min readLittelfuse (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.
3 min readThe 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.
5 min readGorski 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.
1 min readHUNTER GORDON sold 1,432 shares of LITTELFUSE INC /DE (LFUS) at $480.00 ($0.69M total) on 2026-06-15.
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