Littelfuse reports record Q3 2026 earnings with strong margin expansion

Littelfuse posted third‑quarter 2026 revenue of about $767 million, driven by 22% organic growth and a 96% jump in adjusted EPS to $5.79. GAAP EPS rose 62% to $4.49 and adjusted EBITDA margin expanded to 28.4%. The company declared a $0.80 quarterly dividend and forecast Q4 revenue of $750‑$770 million with adjusted EPS of $5.05‑$5.25. Management highlighted continued demand across electronics, transportation and industrial segments and the contribution of the Basler acquisition.

The guidance suggests near‑30% year‑over‑year revenue growth and roughly double‑digit EPS growth in Q4, which could support higher valuation multiples (the company expects adjusted EPS of $5.05‑$5.25, a 91% YoY increase) – according to the company’s outlook in material 2. The declared dividend of $0.80 per share adds immediate cash return for shareholders.

  • 1Q3 2026 net sales were $767 million, up 22% YoY.
  • 2Adjusted diluted EPS was $5.79, a 96% increase YoY.
  • 3GAAP diluted EPS was $4.49, up 62% YoY.
  • 4Adjusted EBITDA margin was 28.4%, up 690 basis points YoY.
  • 5The company announced a quarterly cash dividend of $0.80 per share.
  • 6Q4 2026 guidance: net sales $750‑$770 million and adjusted EPS $5.05‑$5.25.

Sources