Littelfuse has executed cleanly across four consecutive quarters with an average 12.6% positive earnings surprise and a perfect financial-health score, but the stock now trades above its analyst consensus target at a demanding 27.6x forward earnings with a reward-to-risk ratio of 0.41-to-1 in an unfavorable direction — making it difficult to justify adding exposure at current prices.
Thesis pillars
- Rich Valuation Caps Upside→Stable
- Consistent Earnings Outperformance↑Improving
- Unfavorable Reward To Risk Geometry↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 19, 2026
Littelfuse, Inc. (LFUS) Stock Analysis
Technology · Electronic Components
Sell if holding. At $387.15, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 9.0%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2).
Littelfuse manufactures passive electronics components and power semiconductors across Electronics, Transportation, and Industrial segments, serving customers in more than 20 countries with approximately 17,000 employees. The company generated $2,386.3 million in fiscal 2025... Read more
Sell if holding. At $387.15, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 9.0%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.7/10, moderate confidence.
Passes 5/8 gates (positive momentum, clean insider activity, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Littelfuse, Inc.
About Littelfuse, Inc.
Littelfuse generated $2,386.3 million in fiscal 2025 revenue split across three segments—Electronics ($1,345.5 million, 56%), Transportation ($676.4 million, 28%), and Industrial ($364.4 million, 15%)—with approximately 17,000 employees across more than 20 countries. The company directed $106.9 million to R&D in fiscal 2025, and about 65% of net sales went to customers outside the U.S., including 24% to China.
Littelfuse designs and manufactures passive electronics protection components—fuses, ESD suppressors, varistors, silicon carbide MOSFETs, and IGBTs—and sells them through global distributors including Arrow Electronics, Digi-Key, and Mouser, as well as direct to OEMs. The Electronics segment, the largest at 56% of fiscal 2025 revenue, serves data centers, aerospace and defense, industrial controls, and EV applications. Transportation sells circuit protection and sensing products to global automotive OEMs primarily through Tier One suppliers and wire harness manufacturers. Industrial serves grid and utility infrastructure, HVAC, and energy storage through electrical distribution and direct OEM sales. In December 2025, the company completed the acquisition of Basler Electric for $350.3 million net of cash, adding high-voltage excitation and protection expertise to the Industrial segment. Principal raw materials—copper, zinc, silver, and silicon—are sourced from multiple suppliers with prequalified alternates for critical inputs.
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China generated about 24% of Littelfuse's net sales in fiscal 2025, and the 10-K notes that reciprocal tariffs may impact the company's business in China. U.S.-China trade tensions have already prompted retaliatory tariffs on U.S. goods, and continued escalation could require price increases that reduce customer demand, or could weigh on gross margins if increases cannot be passed through. Approximately 65% of net sales originated outside the U.S., further exposing reported results to foreign exchange movements across multiple currencies.
See also: Technology · Electronic Components
From Littelfuse, Inc.'s most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-10-29Recent Developments — Littelfuse, Inc.
Latest news
- NEWS Why Littelfuse (LFUS) Stock Is Trading Up Today - StockStory — StockStory positive
- NEWS Why Littelfuse (LFUS) Stock Is Trading Up Today - TradingView — TradingView positive
- NEWS Why Littelfuse (LFUS) Stock Is Trading Up Today - FinancialContent — FinancialContent positive
- NEWS Littelfuse shares rise as investors react to strong second-quarter results - Quiver Quantitative — Quiver Quantitative positive
- NEWS Littelfuse shares rise as investors react to strong second-quarter results - quiverquant.com — quiverquant.com positive
Generated 2026-10-29T11:53:51Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWGeographicChina24%10-K Item 1A: 'Sales to customers outside the U.S. constituted approximately 65% of the Company's net sales in fiscal 2025, including approximately 24% to China.'
Material Events(8-K, last 90d)
- 2026-04-28Item 5.02LOWApril 22, 2026: Board approved updated RSU and PSU award agreement forms for named executive officers under the Long-Term Incentive Plan and LF/IXYS Plan, amending terms so death or disability satisfies the retirement condition for vesting. No officer departures or appointments disclosed.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $387.15, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 9.0%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $360.05. Score 5.7/10, moderate confidence.
Analyst target: $421.81 (+9.0% upside). Prior stop was $360.05. Stop-loss: $360.05.
Thin upside margin: 9.0%; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2); Sector modifier (Technology): -0.8.
Littelfuse, Inc. trades at a P/E of 314.8 (forward 18.0). TrendMatrix value score: 5.4/10. Verdict: Sell.
10 analysts cover LFUS with a consensus score of 4.2/5. Average price target: $496.
What does Littelfuse, Inc. do?Littelfuse manufactures passive electronics components and power semiconductors across Electronics, Transportation, and...
Littelfuse manufactures passive electronics components and power semiconductors across Electronics, Transportation, and Industrial segments, serving customers in more than 20 countries with approximately 17,000 employees. The company generated $2,386.3 million in fiscal 2025 revenue through direct sales and distribution to automotive OEMs, data center operators, and industrial customers worldwide.