Littelfuse, Inc. research snapshot
LFUS AI stock analysis currently reads Littelfuse as a diversified circuit protection, power semiconductor, sensor, and industrial components company serving electronics, transportation, and industrial customers. At the July 12, 2026 data cutoff, the latest July 10 close was $415.16 with a verified market value of about $10.50 billion on 25.29 million shares. FY2025 net sales reached $2.386 billion with free cash flow of $366 million, while GAAP results showed a net loss of about $72 million after a $301 million non-cash semiconductor goodwill impairment; adjusted diluted EPS was $10.68. Q1 2026 sales rose 19% to $657 million with adjusted EPS of $3.31 and free cash flow of $66 million. The bullish case rests on design-in stickiness, data center and grid content, and margin recovery. The caution is a premium multiple on normalized earnings, industrial and auto cyclicality, and a chart that has cooled after the run toward $500.
Current price
$415.16
Market cap
$10.50 billion verified market cap
AI score
69 / 100
Rating
Quality circuit protection and power components franchise with recovering organic growth, tempered by a premium forward multiple and a pullback from the 52-week high
Trend status
Mixed technical trend: price is below the roughly $451 50-day average but above the roughly $337 200-day average after retreating from the $500.57 52-week high
Data cutoff (updated weekly)
July 12, 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 that OEMs design into electronics, vehicles, and infrastructure systems that need reliability and safety. | High |
| Moat | The moat comes from brand trust in protection products, design-in switching costs, global manufacturing scale, application engineering, patents, and multi-end-market diversification. | Medium-high |
| Management | President and CEO Greg Henderson and CFO Abhi Khandelwal are executing a growth, margin, and cash-return agenda, including the Basler industrial acquisition and semiconductor product rationalization, while returning cash via dividends. | Medium-high |
| Financial trend | FY2021 to FY2025 revenue moved from $2.080 billion to $2.386 billion and free cash flow from $283 million to $366 million. FY2025 GAAP showed a roughly $72 million net loss after a $301 million semiconductor goodwill impairment, while Q1 2026 sales rose 19% to $657 million with adjusted EPS of $3.31. | High |
| Valuation | At $415.16, verified math shows about 38.9x FY2025 adjusted EPS of $10.68, StockAnalysis forward PE near 27.7x, about 4.1x book, about 28.2x FY2025 free cash flow per share near $14.75, and a 0.72% dividend yield on a $3.00 annual dividend. | High |
| Technical trend | LFUS is below the roughly $451 50-day area and above the roughly $337 200-day area, with RSI near 40 after the retreat from $500.57. | Medium |
| Risk level | Risk is moderate to elevated for a quality industrial. Electronics and auto cycles, goodwill and acquisition execution, semiconductor rationalization, trade and input costs, and a premium multiple leave limited room for growth misses. | Medium-high |
| AI confidence | Descriptive confidence is high because public data coverage is deep. Forecast confidence is medium because returns depend on organic growth, margins after impairment cleanup, industrial demand, and PE compression risk. | High data confidence |
| Investment certainty | Investment certainty is medium. Business quality and cash conversion look solid, but the July 2026 price already assumes continued compounding rather than deep margin of safety. | Medium |
LFUS AI stock forecast
The LFUS AI stock forecast is scenario-based, not a precise price prediction. Using the July 12, 2026 research cutoff, a $415.16 stock price, and a three-year model with an illustrative normalized EPS input of $14.50, the financial rigor tool produced valuation anchors of about $611 in a bull case, $457 in a base case, and $203 in a bear case before dividends. The $14.50 input is a modeling assumption, not company guidance.
$590 to $630
More likely if organic sales stay in the high-single-digit range or better, data center, grid, and electronics content keeps expanding, adjusted EBITDA margins hold near the low-20s, free cash flow conversion stays healthy, and investors keep a 30x earnings multiple.
$440 to $475
More likely if normalized EPS compounds at about 8% for three years, Transportation and Industrial stay steady, Electronics growth normalizes after the bounce, and the market values LFUS around a 25x PE range.
$190 to $220
More likely if normalized EPS declines about 8% annually for three years because electronics or auto volumes weaken, semiconductor profitability disappoints again, Basler fails to earn its cost of capital, free cash flow fades, or the multiple compresses toward 18x.
LFUS AI technical analysis
LFUS AI technical analysis is mixed as of the July 12, 2026 data cutoff. StockAnalysis showed the July 10 close at $415.16, a market cap near $10.50 billion, a 52-week range of $225.25 to $500.57, RSI near 40, a 50-day moving average near $451, and a 200-day moving average near $337.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $415.16 | Reference close near the July 10, 2026 session window used for valuation and market-cap math. |
| Immediate support | $400 to $415 | Recent closes and the post-pullback shelf around $400 to $415 form the first risk line for short-term holders. |
| Deeper support | $330 to $345 | The 200-day area near $337 is the major medium-term support if the post-high drawdown continues. |
| Near resistance | $440 to $455 | The 50-day area near $451 is the first repair zone after the retreat from $500.57. |
| 50-day moving average | About $451 | Price is below this short-term trend marker, which keeps the tactical tape constructive only on reclaim. |
| 200-day moving average | About $337 | Price remains above the long-term trend marker. A sustained break below it would weaken the medium-term setup. |
| Momentum | RSI near 40 | Momentum is weak and near oversold territory on some quote sources, but follow-through above the 50-day average matters more than one rebound day. |
| Volume | Average volume near 335,000 shares | Breaks above $455 or below $400 should be judged against participation because component stocks can gap on electronics, auto, and industrial data. |
| Volatility | Beta near 1.49; 52-week range $225.25 to $500.57 | LFUS is not a low-volatility utility. Earnings, semiconductor demand, auto production, and trade news can move the stock sharply. |
| Invalidation | Close below $400 | A close below the recent $400 to $415 shelf would weaken the current base and shift focus toward the $330 to $345 zone. |
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 Q2 2026 results and guidance follow-through, organic sales mix by segment, adjusted margins, free cash flow conversion, semiconductor rationalization, Basler integration, and valuation discipline.
Watch for LFUS to close above the $440 to $455 resistance band with improving volume while earnings confirm high-single-digit or better organic growth, stable adjusted EBITDA margins near the low-20s, and healthy free cash flow conversion.
Treat a failed reclaim of the 50-day average followed by a close below $400 as a warning. A break under $337 weakens the broader bullish specialty-components tape.
If LFUS pulls back toward $330 to $400 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 $337 as a material trend warning.
Track Q2 2026 results versus the $690 to $710 million sales and $3.65 to $3.85 adjusted EPS guide, Electronics organic growth, Transportation content gains, Industrial and Basler contribution, adjusted EBITDA margin, free cash flow conversion, net leverage near 1.0x, and dividend coverage.
Lower the rating if organic growth stalls while the forward PE stays near 29x, 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 industrial systems need circuit protection, power control, and sensing components that reduce failure risk and meet safety and performance standards.
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 demand rolls over, auto content gains reverse, semiconductor profitability stays weak after the goodwill write-down, Basler or other deals disappoint, China or trade friction hits export volumes, or the market rerates LFUS from a quality compounder 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. Capital allocation now includes the $350 million all-cash Basler acquisition, dividends, debt reduction, and selective repurchases. The key test is proving semiconductor product rationalization and Basler integration can support growth ambitions 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 expansion, factory automation, and safer denser electronics. Its 2026 Investor Day materials estimate serviceable markets growing from about $7 billion to $9 billion for Energy and Industrial Infrastructure and from about $8 billion to $12 billion for Computing, Communications, and Diversified Industrials by 2030, with LFUS targeting above-market growth. These are company estimates, and demand remains cyclical with industrial PMI, auto production, and semiconductor inventory cycles.
At about 38.9x FY2025 adjusted EPS, 27.7x StockAnalysis forward PE, 4.1x book, and about 28.2x FY2025 free cash flow per share, LFUS is priced as a quality 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 quote reference | $415.16 close on July 10, 2026 | StockAnalysis LFUS price history and Macrotrends LFUS price history | July 12, 2026 |
| Market capitalization verification | $10.50 billion calculated and reported market cap, verified from $415.16 x 25.29 million shares with 0.01% variance | Pineify financial_rigor.py, StockAnalysis, and SEC share-count disclosure | July 12, 2026 |
| Shares outstanding | 25.29 million current share count; the FY2025 10-K reported 25.108 million shares outstanding as of February 13, 2026 | StockAnalysis statistics and Littelfuse FY2025 10-K | July 12, 2026 |
| FY2025 revenue, GAAP loss, and adjusted EPS | $2.386 billion net sales (+9%), about $72 million GAAP net loss after a $301 million semiconductor goodwill impairment, and $10.68 adjusted diluted EPS | Littelfuse FY2025 results release, SEC 10-K, and StockAnalysis | July 12, 2026 |
| FY2025 free cash flow | $434 million operating cash flow and $366 million free cash flow for full-year 2025 | Littelfuse FY2025 results release, SEC 10-K, and StockAnalysis | July 12, 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: $283M, $315M, $371M, $292M, and $366M over the same periods. | StockAnalysis standardized financials and Littelfuse FY2025 10-K | July 12, 2026 |
| Q1 2026 revenue, EPS, and free cash flow | $657 million net sales (+19%, +9% organic), $2.96 GAAP diluted EPS, $3.31 adjusted diluted EPS, and $66.2 million free cash flow | Littelfuse Q1 2026 results release and SEC 10-Q | July 12, 2026 |
| Q1 2026 segment sales | Electronics $362.8 million (+18%), Transportation $170.4 million (+5%), Industrial $123.8 million (+45%, including Basler contribution) | Littelfuse Q1 2026 earnings materials | July 12, 2026 |
| Q2 2026 company guidance | Net sales $690 to $710 million and adjusted diluted EPS $3.65 to $3.85 | Littelfuse Q1 2026 results release | July 12, 2026 |
| Balance sheet and capital return markers | Q1 cash plus short-term investments of $481.98 million, total debt of $631.53 million, net debt of about $149.56 million, and $18.8 million of dividends paid; annual dividend about $3.00 (0.72% yield at $415.16) | Littelfuse Q1 2026 10-Q and StockAnalysis balance sheet | July 12, 2026 |
| Technical indicators | 52-week range $225.25 to $500.57, 50-day MA near $451, 200-day MA near $337, RSI near 40, beta near 1.49, and 20-day average volume near 335,000 shares | StockAnalysis LFUS statistics and price history | July 12, 2026 |
| Industry growth framework | Company Investor Day estimates: Energy and Industrial Infrastructure serviceable market of about $7B in 2025 growing to $9B in 2030, and Computing, Communications, and Diversified Industrials growing from about $8B to $12B; LFUS targets above-market growth. | Littelfuse 2026 Investor Day presentation | July 12, 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 July 12, 2026 and may be wrong if earnings, electronics or auto demand, impairment and acquisition outcomes, rates, or market sentiment change.
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