Littelfuse, Inc. (LFUS) Stock Analysis
Technology · Electronic Components
Sell if holding. Analyst target reached at $479.93 — A.R:R is negative (-1.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (4.2% away).
Littelfuse is a diversified industrial technology manufacturer with three segments—Electronics ($1.35B), Transportation ($676M), and Industrial ($364M)—producing circuit protection, power semiconductors, and sensing components for global OEMs. In fiscal 2025 it generated $2.39B... Read more
Sell if holding. Analyst target reached at $479.93 — A.R:R is negative (-1.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (4.2% away). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.2/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 44d clear, 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 2026-06-15Recent Developments — Littelfuse, Inc.
Latest news
- NEWS Littelfuse (LFUS) Projected to Post Quarterly Earnings on Wednesday - MarketBeat — MarketBeat neutral
- NEWS A Look at Littelfuse Inc (LFUS) After 5.4% Gain -- GF Value $273 - GuruFocus — GuruFocus positive
- NEWS Littelfuse (NASDAQ: LFUS) insider sale notice for 39,084 shares - Stock Titan — Stock Titan negative
- NEWS Littelfuse, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:LFUS) 2026-05-06 - Seeking Alpha — Seeking Alpha neutral
- NEWS Littelfuse (LFUS) beats Q1 earnings and revenue estimates - MSN — MSN positive
Generated 2026-06-17T09:07:23Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMGeographicChina24%10-K Item 1: 'approximately 65% of the Company's net sales were to customers outside the United States ("U.S."), including approximately 24% to China'
Material Events(8-K, last 90d)
- 2026-04-28Item 5.02LOWLittelfuse Board approved updated RSU and PSU award agreement forms on April 22, 2026. Updated agreements add that death or disability satisfies retirement vesting requirements. No officer departure or appointment.SEC filing →
- 2026-03-05Item 5.02LOWHolly B. Paeper appointed to Littelfuse Board of Directors effective March 4, 2026. Board expanded from 8 to 9 members. Paeper is President, Commercial HVAC Business of Trane Technologies. Appointed to Technology Committee.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers·1 ceiling hit
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $479.93 — A.R:R is negative (-1.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (4.2% away). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $446.08. Score 5.2/10, moderate confidence.
Take-profit target: $490.56 (+2.3% upside). Prior stop was $446.08. Stop-loss: $446.08.
Analyst target reached - limited upside remaining; Near 52-week high (4.2% away); Expensive valuation.
Littelfuse, Inc. trades at a P/E of N/A (forward 27.3). TrendMatrix value score: 3.7/10. Verdict: Sell.
10 analysts cover LFUS with a consensus score of 4.2/5. Average price target: $486.
What does Littelfuse, Inc. do?Littelfuse is a diversified industrial technology manufacturer with three segments—Electronics ($1.35B), Transportation...
Littelfuse is a diversified industrial technology manufacturer with three segments—Electronics ($1.35B), Transportation ($676M), and Industrial ($364M)—producing circuit protection, power semiconductors, and sensing components for global OEMs. In fiscal 2025 it generated $2.39B net sales, with ~65% from international customers including ~24% to China.