Littelfuse, Inc. research snapshot
LFUS AI stock analysis as of the August 3, 2026 data cutoff reads Littelfuse as a broad-based growth acceleration story trading at a premium valuation. The stock closed at $442.13 on July 31, 2026, after a sharp post-earnings rally from about $392 on July 28, with a market capitalization of $11.23 billion, re-verified during this refresh as $442.13 times 25.40 million shares outstanding, matching the StockAnalysis.com quote and statistics pages and the Q2 2026 Form 10-Q cover. The Q2 2026 report, released July 29, beat expectations with net sales of $738.8 million, up 20.4% year over year and 14% organically, an adjusted EBITDA margin of 23.6% up 220 basis points, and adjusted diluted EPS of $4.19 up 47%, with record bookings and a book to bill well north of 1.0. Management guided Q3 2026 net sales of $780 million to $800 million with 21% organic growth and adjusted EPS of $4.85 to $5.05, raised the Basler contribution outlook to about $135 million to $140 million of revenue, increased the quarterly dividend 7% to $0.80 per share, and reiterated 2030 targets of $4.5 billion in revenue and $1.1 billion in adjusted EBITDA. Offsetting the momentum is a premium valuation near 25.98x FY2026 consensus EPS of $17.02 and 23.40x forward earnings per StockAnalysis, a TTM GAAP net loss of about $8 million that still reflects the FY2025 semiconductor goodwill impairment, ongoing power semiconductor rationalization including the Allen, Texas fab closure slated for 2027, electronics and auto cyclicality, high post-earnings volatility, and only four analysts covering the stock. AI confidence in the descriptive facts is high because the key figures were re-fetched and cross-validated on August 3, 2026 across StockAnalysis.com, SEC EDGAR XBRL, the Q2 2026 Form 10-Q, and the Q2 2026 earnings call transcript.
Current price
$442.13
Market cap
$11.23 billion
AI score
74 / 100
Rating
Broad-based growth acceleration at a premium valuation
Trend status
Constructive: price above the 20-day, 100-day, and 200-day moving averages and at the 50-day near $443 after a sharp post-earnings rally
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Littelfuse sells circuit protection, power semiconductors, sensors, and industrial components designed into electronics, vehicles, and infrastructure systems, and Q2 2026 showed broad-based demand strength across computing, communications, diversified industrial, energy, and grid markets. | High |
| Moat | The moat comes from brand trust in protection products, design-in switching costs, application engineering, manufacturing scale, patents, and multi-end-market diversification that lets LFUS win sockets across electronics, transportation, and industrial platforms. | Medium-high |
| Management | President and CEO Greg Henderson and CFO Abhi Khandelwal are executing a growth, margin, and cash-return agenda that delivered record Q2 bookings, a 7% dividend increase to $0.80 per quarter, the Allen, Texas semiconductor fab closure, and a raised Basler outlook, while returning cash via dividends. | Medium-high |
| Financial trend | Revenue moved from $2.080 billion in FY2021 to $2.386 billion in FY2025, while FY2025 GAAP still showed a net loss of about $72 million after a $301 million semiconductor goodwill impairment and adjusted EPS of $10.68. Q2 2026 sales rose 20.4% to $738.8 million with a 23.6% adjusted EBITDA margin, adjusted EPS of $4.19 up 47%, and free cash flow of $127 million up 75%, with H1 2026 sales of $1,395.8 million. | High |
| Valuation | At $442.13, verified math shows about 25.98x FY2026 consensus EPS of $17.02, a 23.40 forward PE on StockAnalysis, about 25.27x TTM free cash flow per share near $17.50, 4.29x book, and a 0.72% dividend yield on a $3.20 annual dividend. | High |
| Technical trend | LFUS closed at $442.13 on July 31, 2026, above the 20-day near $411.72, the 100-day near $412.61, and the 200-day near $348.60, and essentially at the 50-day near $442.92, with 14-day RSI near 57.52 and 14-day ADX near 20.55 after the rally from about $392. | Medium |
| Risk level | Risk is moderate to elevated for a growth-stage industrial. Electronics and auto cycles, power semiconductor rationalization, Basler integration, trade and input costs, high post-earnings volatility, and a premium multiple leave limited room for growth misses. | Medium-high |
| AI confidence | Descriptive confidence is high because public data coverage is deep and the key figures were re-fetched and cross-validated during the August 3, 2026 refresh. Forecast confidence is medium because returns depend on organic growth, margins after rationalization, data center high-voltage timing, industrial demand, and PE compression risk. | High data confidence |
| Investment certainty | Investment certainty is medium. Business quality and cash conversion look solid and momentum is strong, but the July 2026 price already assumes continued compounding at a premium multiple rather than a deep margin of safety. | Medium |
LFUS AI stock forecast
The LFUS AI stock forecast is scenario-based, not a precise price prediction. Using the August 3, 2026 research cutoff, a July 31, 2026 close of $442.13, and a three-year model with an illustrative adjusted EPS input of $17.02, the FY2026 consensus estimate, the financial rigor tool produced valuation anchors of about $725 in a bull case, $472 in a base case, and $204 in a bear case before dividends. The $17.02 input is a consensus estimate, not company guidance.
$700 to $750
More likely if organic sales stay in double digits, data center high-voltage content accelerates into 2027 and beyond, adjusted EBITDA margins keep expanding toward the 2030 framework, Basler keeps over-delivering, and investors hold about a 28x earnings multiple.
$455 to $490
More likely if adjusted EPS compounds at about 8% for three years, semiconductor rationalization and Basler integration deliver, electronics and industrial demand normalize at high growth, and the market values LFUS around a 22x PE range.
$190 to $220
More likely if electronics or auto volumes roll over, power semiconductor rationalization drags on profitability, Basler fails to earn its cost of capital, data center growth disappoints, free cash flow fades, or the multiple compresses toward 14x.
LFUS AI technical analysis
LFUS AI technical analysis is constructive but extended after a sharp post-earnings rally as of the August 3, 2026 data cutoff. The stock closed at $442.13 on July 31, 2026, up from about $392 on July 28 after the Q2 beat, above its 5-day, 20-day, 100-day, and 200-day moving averages near $418, $411.72, $412.61, and $348.60, and essentially at its 50-day moving average near $442.92. Barchart reported 14-day RSI near 57.52, 14-day ADX near 20.55, and 14-day ATR near $22.26, or about 5.04%.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $442.13 | Reference close near the July 31, 2026 session used for valuation and market-cap math. |
| Immediate support | $411 to $414 | The 20-day moving average near $411.72 and the 100-day near $412.61 form a support cluster for the short-term setup. |
| Deeper support | $348 to $352 | The 200-day area near $348.60 is the major medium-term support if the post-rally drawdown extends. |
| Near resistance | $443 to $458 | The 50-day area near $442.92 and the July 31 intraday high near $458 are the first overhead zones after the earnings rally. |
| 50-day moving average | About $442.92 | Price sits essentially at this short-term trend marker. A sustained break above it would confirm the post-earnings move. |
| 200-day moving average | About $348.60 | Price remains well above the long-term trend marker. A sustained break below it would weaken the medium-term setup. |
| Momentum | RSI near 57.5, ADX near 20.5 | Momentum is constructive but not overbought. RSI near 57 leaves room on the upside, while ADX near 20.55 signals a developing rather than mature trend. |
| Volume | 20-day average near 450,000 shares | Volume spiked to about 875,000 shares on the July 29 earnings day and 517,000 on July 30. Breaks above $458 or below $411 should be judged against participation. |
| Volatility | 14-day ATR near $22.26, or about 5%; beta 1.49 | LFUS is not a low-volatility stock. Earnings, semiconductor demand, auto production, and data center news can move the stock sharply. |
| Invalidation | Close below $411 | A close below the $411 to $414 support cluster would weaken the short-term setup, and a close below $349 would break the long-term uptrend. |
LFUS AI trading strategy
The LFUS AI trading strategy below is a rules-based research framework, not personal financial advice. It links price action with Q3 2026 results and guidance follow-through, organic sales growth by segment, adjusted EBITDA margins, free cash flow conversion, Basler integration, semiconductor rationalization, and valuation discipline.
Watch for LFUS to hold above the 50-day moving average near $443 and to build volume on a move toward the $458 zone and beyond, while earnings confirm double-digit organic growth, adjusted EBITDA margins near 23% or better, record bookings, and healthy free cash flow conversion.
Treat a daily close below the $411 to $414 support cluster as a warning that the post-earnings rally is losing momentum. A break under $349 would weaken the broader bullish specialty-components tape.
If LFUS pulls back toward $411 to $414 without a cut to full-year sales or margin assumptions, compare the reset price with the base scenario and free cash flow trajectory.
Do not average down only because brand quality and design-in stickiness look strong. Require evidence that Electronics, Transportation, and Industrial organic trends remain intact, and treat a break below $349 as a material trend warning.
Track Q3 2026 results versus the $780 million to $800 million sales and $4.85 to $5.05 adjusted EPS guide, data center and grid content, Basler contribution, adjusted EBITDA margin near 23%, free cash flow conversion, power semiconductor rationalization including the Allen, Texas closure, and dividend coverage.
Lower the rating if organic growth stalls while the forward PE stays near 26x, if free cash flow lags earnings for multiple quarters, or if another large impairment or integration miss appears.
Investment research summary
Customers pay Littelfuse because electronics, vehicles, and infrastructure systems need circuit protection, power control, and sensing components that reduce failure risk and meet safety and performance standards, with growing content in data centers, grid infrastructure, and electrification.
LFUS benefits from brand trust in protection products, design-in qualification cycles that raise switching costs, application engineering, manufacturing scale, patents, and diversification across Electronics, Transportation, and Industrial end markets.
The thesis fails if electronics or auto volumes roll over, power semiconductor rationalization drags on profitability, Basler or other deals disappoint, data center high-voltage content is delayed, trade or input costs hit export volumes, or the market rerates LFUS from a quality growth multiple to a mid-cycle industrial multiple.
Greg Henderson became CEO in February 2025 after senior leadership roles at Analog Devices, while Abhi Khandelwal joined as CFO in June 2025 after finance leadership at IDEX and other industrial companies. Q2 2026 delivered record bookings, a 7% dividend increase, the Allen, Texas semiconductor fab closure, and a raised Basler outlook. The key test is proving power semiconductor rationalization and Basler integration can support the 2030 targets of $4.5 billion in revenue and $1.1 billion in adjusted EBITDA without another large impairment or a key-person dependency.
LFUS sits in durable electrification themes: data centers, grid and utility infrastructure, EV and vehicle content, factory automation, and safer denser electronics. Management reiterated a 25% to 30% CAGR for the data center market over five years, with high-voltage architectures expected in 2027 and beyond. Demand remains cyclical with industrial PMI, auto production, and semiconductor inventory cycles.
At about 25.98x FY2026 consensus EPS, 23.40x forward earnings on StockAnalysis, about 25.27x TTM free cash flow, and 4.29x book, LFUS is priced as a high-growth specialty components franchise. Margin of safety is thinner than business quality alone implies unless growth, cash conversion, and post-impairment earnings quality stay strong.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| LFUS price | $442.13 at the July 31, 2026 close, $440.00 after hours | StockAnalysis.com real-time quote | August 3, 2026 |
| Market capitalization | $11.23 billion, computed as $442.13 x 25.40 million shares outstanding | StockAnalysis.com quote and share statistics | August 3, 2026 |
| Shares outstanding | 25.40 million current share count; the Q2 2026 Form 10-Q cover reported 25,398,747 shares outstanding as of July 24, 2026 | StockAnalysis.com statistics and Littelfuse Q2 2026 Form 10-Q | August 3, 2026 |
| 52-week range | $233.36 to $500.57, with a 52-week price change of about +69.79% | StockAnalysis.com quote and statistics | August 3, 2026 |
| Q2 2026 results | $738.8 million net sales, up 20.4% year over year and 14% organically, with adjusted EBITDA margin of 23.6% up 220 basis points and adjusted diluted EPS of $4.19 up 47% | Littelfuse Q2 2026 earnings release, earnings call, and SEC Form 10-Q | August 3, 2026 |
| Q2 2026 GAAP results | Net income of $89.4 million and diluted EPS of $3.49, compared with $57.3 million and $2.30 in the prior-year quarter | Littelfuse Q2 2026 Form 10-Q | August 3, 2026 |
| Q2 2026 cash flow and balance sheet | Operating cash flow of $146 million, free cash flow of $127 million up 75% year over year, cash of $628 million at quarter end, net leverage near 0.8x, and $90 million returned to shareholders via dividend | Littelfuse Q2 2026 earnings call | July 29, 2026 |
| Q2 2026 segment sales | Electronics $406.4 million (up 21.1%), Transportation $182.4 million (up 1.7%), Industrial $150.0 million (up 52.5%, including Basler contribution) | Littelfuse Q2 2026 Form 10-Q segment note | August 3, 2026 |
| Q2 2026 segment margins | Electronics adjusted EBITDA margin of 26.3% up 470 basis points, Transportation of 18.6%, Industrial of 22.6% up 50 basis points | Littelfuse Q2 2026 earnings call | July 29, 2026 |
| Q3 2026 company guidance | Net sales of $780 million to $800 million (up 26% at the midpoint with 21% organic growth) and adjusted diluted EPS of $4.85 to $5.05 (up 68% at the midpoint), assuming an adjusted effective tax rate of 23% to 24% | Littelfuse Q2 2026 earnings call | July 29, 2026 |
| H1 2026 results | Net sales of $1,395.8 million, up 19.6% year over year, net income of $164.6 million, diluted EPS of $6.44, operating cash flow of $226.5 million, and capital expenditures of $33.0 million | Littelfuse Q2 2026 Form 10-Q | August 3, 2026 |
| FY2025 annual results | $2.386 billion net sales, up 8.92%, a GAAP net loss of about $71.7 million after a $301 million semiconductor goodwill impairment, and adjusted diluted EPS of $10.68 | StockAnalysis.com financials and Littelfuse FY2025 10-K | August 3, 2026 |
| Five-year operating trend | Revenue: $2.080B in FY2021, $2.514B in FY2022, $2.363B in FY2023, $2.191B in FY2024, and $2.386B in FY2025. Free cash flow: $282.78M, $315.38M, $371.2M, $291.74M, and $366.13M over the same periods. Macrotrends reports slightly different free cash flow values due to methodology, within about 0.8% on FY2025. | StockAnalysis.com standardized financials, Macrotrends, and Littelfuse SEC filings | August 3, 2026 |
| Balance sheet detail | Cash and cash equivalents of $628.2 million, short-term investments of $0.4 million, total debt of $629.7 million as of June 27, 2026, with total assets of $4.01 billion and total equity of $2.62 billion; StockAnalysis statistics reports total debt of $709.39 million under S&P Global classification | Littelfuse Q2 2026 Form 10-Q and StockAnalysis.com statistics | August 3, 2026 |
| FY2026 and FY2027 consensus estimates | FY2026 revenue estimate of $2.95B with adjusted EPS of $17.02, and FY2027 revenue of $3.24B with adjusted EPS of $20.09 | StockAnalysis.com forecast financial forecast | July 30, 2026 |
| Analyst consensus | Buy with an average target of $488.75 across 4 analysts, low $415 and high $520, median $510 | StockAnalysis.com forecast and analyst ratings | August 3, 2026 |
| Recent analyst target updates | Benchmark reiterated Buy at $520 on July 30, Baird raised to $535 from $500 on June 5, Oppenheimer maintained $500 on May 27, and Needham raised to $520 from $450 after Q1 | StockAnalysis.com forecast and news feed | August 3, 2026 |
| Valuation check | 25.98x FY2026 consensus EPS, 23.40x forward earnings, 4.30x sales, 25.27x free cash flow, 4.29x book value, 0.72% dividend yield | StockAnalysis.com statistics and financial_rigor.py | August 3, 2026 |
| Dividend | Quarterly dividend increased 7% to $0.80 per share on July 29, 2026, payable September 3, 2026, for an annualized dividend of $3.20 with a 0.72% yield at $442.13 and 15 years of dividend growth | Littelfuse Q2 2026 Form 10-Q and StockAnalysis.com dividends | August 3, 2026 |
| Short interest | 1.29 million shares short, 5.08% of shares outstanding, 3.48 days to cover | StockAnalysis.com statistics short selling | August 3, 2026 |
| Technical snapshot | 5-day SMA near $417.93, 20-day SMA near $411.72, 50-day SMA near $442.92, 100-day SMA near $412.61, 200-day SMA near $348.60, 14-day RSI near 57.52, 14-day ADX near 20.55, 14-day ATR near $22.26, and 20-day average volume near 450,000 shares | Barchart and StockAnalysis.com technical snapshots | August 3, 2026 |
| 2030 financial targets | Company targets of $4.5 billion in revenue and $1.1 billion in adjusted EBITDA by 2030, with a 25% to 30% CAGR for the data center market over five years | Littelfuse 2026 Investor Day materials and Q2 2026 earnings call | July 29, 2026 |
This LFUS AI stock analysis is an informational research tool only. It is not investment advice, a recommendation, or a promise of future returns. Forecast scenarios are based on available public data as of August 3, 2026 and may be wrong if earnings, electronics or auto demand, data center high-voltage timing, impairment and acquisition outcomes, rates, or market sentiment change.
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