Littelfuse, Inc. (LFUS)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Littelfuse, Inc. (LFUS) trades at $427.15 with AI Score 61/100 (Grade B+). Littelfuse, Inc. is a global manufacturer of circuit protection, power control, and sensing technologies. Market cap: $10.80B, Sector: Technology.
Price live · AI analysis from May 10, 2026LFUS stock analysis for 2026: Analysts have set a consensus price target of $364.00 for Littelfuse, Inc., suggesting 14.8% downside from the current price of $427.15. The AI MoonshotScore is 61/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
LFUS: 1/1 perspectives are bullish.
How is this calculated? →Littelfuse, Inc. (LFUS) Technology Profile & Competitive Position
Littelfuse, Inc. specializes in circuit protection, power control, and sensing products, serving diverse sectors like automotive, industrial, and electronics. With a global presence and a focus on innovation, the company addresses critical safety and performance needs across various applications, positioning itself as a key component supplier.
What Is the Investment Thesis for LFUS?
Littelfuse, Inc. presents a notable research candidate due to its diversified product portfolio, global presence, and exposure to high-growth markets. The company's focus on circuit protection, power control, and sensing technologies positions it favorably to benefit from increasing demand in sectors such as electric vehicles, renewable energy, and industrial automation. While the company's profit margin is currently at -1.6%, strategic initiatives aimed at improving operational efficiency and product mix could drive margin expansion. The company's dividend yield of 0.65% provides a modest income stream. Key catalysts include continued expansion in the EV market and increased adoption of advanced industrial automation technologies. Potential risks include economic downturns affecting key end markets and increasing competition from other component manufacturers.
Based on FMP financials and quantitative analysis
LFUS Key Highlights
- Littelfuse operates across three segments: Electronics, Transportation, and Industrial, providing diversification across various end markets.
- The company serves high-growth sectors such as electric vehicles, renewable energy, and industrial automation, positioning it for long-term growth.
- Littelfuse has a global presence, with operations in the Asia-Pacific, the Americas, and Europe, allowing it to capture opportunities in different regions.
- The company's gross margin stands at 38.3%, indicating a solid ability to manage production costs.
- Littelfuse offers a dividend yield of 0.65%, providing a return to shareholders.
Who Are LFUS's Competitors?
LFUS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| TTMI TTM Technologies, Inc. | $151.68 | -2.76% | $15.75B | 67 |
| VICR Vicor Corporation | $290.13 | +2.54% | $13.09B | 95 |
| SANM Sanmina Corporation | $220.68 | +0.41% | $11.83B | 66 |
| CGNX Cognex Corporation | $70.33 | +3.73% | $11.70B | 84 |
| ESE ESCO Technologies Inc. | $340.51 | +2.32% | $8.82B | 79 |
| MDA Macdonald Dettwiler & Associate | $42.11 | +3.34% | 6B | 66 |
| WATT Energous Corporation | $19.29 | -19.93% | $28.65M | 65 |
| SELX Selecta Biosciences, Inc. | $0.34 | +580.00% | $12.78M | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LFUS's Key Strengths?
- Diversified product portfolio across circuit protection, power control, and sensing.
- Global presence with operations in key regions.
- Strong relationships with OEMs and Tier-I suppliers.
- Established brand reputation for quality and reliability.
What Are LFUS's Weaknesses?
- Negative profit margin (-1.6%) indicates potential profitability issues.
- High beta of 1.39 suggests higher volatility compared to the market.
- Dependence on cyclical industries such as automotive and industrial.
- Potential for supply chain disruptions affecting component availability.
What Could Drive LFUS Stock Higher?
- Increasing demand for circuit protection in electric vehicles.
- Growth in renewable energy infrastructure driving demand for industrial fuses.
- Expansion of industrial automation projects requiring advanced sensing technologies.
- Potential acquisitions to expand product portfolio and market presence.
- New product launches targeting specific applications in high-growth sectors.
What Are the Key Risks for LFUS?
- Negative return on equity (-1.6%) — the business is not currently generating profit on shareholder capital.
- Economic slowdown impacting demand in key end markets.
- Increased competition from lower-cost manufacturers.
- Fluctuations in raw material prices affecting production costs.
- Supply chain disruptions impacting component availability.
- Technological changes requiring continuous innovation and investment.
What Are the Growth Opportunities for LFUS?
- Expansion in the Electric Vehicle (EV) Market: The increasing adoption of electric vehicles presents a significant growth opportunity for Littelfuse. The company's Transportation segment provides critical components such as fuses and battery cable protectors for EVs. As the EV market continues to expand, driven by government incentives and consumer demand, Littelfuse can capitalize on this trend by increasing its market share and developing new products specifically tailored for EV applications. The global EV market is projected to reach trillions of dollars by 2030, offering substantial growth potential for Littelfuse.
- Growth in Renewable Energy Sector: The renewable energy sector, including solar and wind power, is another key growth driver for Littelfuse. The company's Industrial segment offers industrial fuses, protection relays, and temperature sensors used in renewable energy systems. As governments and businesses invest in renewable energy to reduce carbon emissions, the demand for Littelfuse's products is expected to increase. The global renewable energy market is projected to grow significantly over the next decade, providing a long-term growth opportunity for Littelfuse.
- Increased Adoption of Industrial Automation: The increasing adoption of industrial automation technologies, such as robotics and automated systems, is driving demand for Littelfuse's products. The company's Electronics segment provides components used in industrial motor drives, power conversion systems, and automation equipment. As manufacturers invest in automation to improve efficiency and reduce costs, Littelfuse can benefit from this trend by offering innovative and reliable components. The industrial automation market is expected to continue growing, driven by the need for increased productivity and reduced labor costs.
- Penetration of the Asia-Pacific Market: The Asia-Pacific region represents a significant growth opportunity for Littelfuse. The region is experiencing rapid economic growth and increasing demand for electronic components in various sectors. Littelfuse can expand its presence in the Asia-Pacific market by strengthening its distribution network, developing products tailored to local needs, and investing in sales and marketing efforts. The Asia-Pacific market is projected to be the largest and fastest-growing market for electronic components, offering substantial growth potential for Littelfuse.
- Development of Advanced Sensing Technologies: Investing in the development of advanced sensing technologies can drive future growth for Littelfuse. The company can leverage its expertise in circuit protection and power control to develop innovative sensors for various applications, such as automotive, industrial, and medical devices. These advanced sensors can provide valuable data and insights, enabling customers to improve the performance and reliability of their products. The market for advanced sensing technologies is expected to grow rapidly, driven by the increasing demand for smart and connected devices.
What Opportunities Does LFUS Have?
- Expansion in the electric vehicle (EV) market.
- Growth in the renewable energy sector.
- Increased adoption of industrial automation technologies.
- Penetration of the Asia-Pacific market.
What Threats Does LFUS Face?
- Economic downturns affecting key end markets.
- Increasing competition from other component manufacturers.
- Technological obsolescence requiring continuous innovation.
- Fluctuations in raw material prices impacting production costs.
What Are LFUS's Competitive Advantages?
- Established brand reputation for quality and reliability in circuit protection.
- Broad product portfolio serving diverse end markets, reducing reliance on any single industry.
- Global presence with operations in key regions, providing access to different markets.
- Strong distribution network and relationships with key customers.
- Technical expertise and innovation in developing advanced sensing technologies.
What Does LFUS Do?
Littelfuse, Inc., founded in 1927 and headquartered in Chicago, Illinois, is a global manufacturer of circuit protection, power control, and sensing products. The company operates through three primary segments: Electronics, Transportation, and Industrial. The Electronics segment offers a wide array of products, including fuses, resettable fuses, polymer electrostatic discharge suppressors, varistors, reed switches, and gas discharge tubes. These components are crucial for protecting sensitive electronic equipment in sectors such as industrial motor drives, automotive electronics, electric vehicle infrastructure, data centers, and medical devices. The Transportation segment provides fuses, switches, relays, circuit breakers, and power distribution modules for passenger cars, heavy-duty trucks, and other commercial vehicles. These products ensure the safe and reliable operation of electrical systems in vehicles. The Industrial segment focuses on industrial fuses, protection relays, contactors, transformers, and temperature sensors, serving industries like renewable energy, electric vehicle infrastructure, HVAC systems, and industrial automation. Littelfuse sells its products through a combination of distributors, a direct sales force, and manufacturers' representatives, ensuring broad market coverage. With a history spanning nearly a century, Littelfuse has evolved into a key player in the circuit protection and power control industry, driven by innovation and a commitment to quality and reliability.
What Products and Services Does LFUS Offer?
- Manufactures and sells circuit protection products.
- Provides power control solutions for various applications.
- Offers sensing products for industrial and automotive markets.
- Supplies fuses and fuse accessories for electronic devices.
- Produces transient voltage suppressor (TVS) diodes and arrays.
- Develops protection relays and contactors for industrial use.
- Creates temperature sensors for renewable energy and HVAC systems.
- Offers products for the electric vehicle market, including battery cable protectors.
How Does LFUS Make Money?
- Littelfuse generates revenue by selling circuit protection, power control, and sensing products to various industries.
- The company operates through three segments: Electronics, Transportation, and Industrial, each targeting specific markets.
- Littelfuse utilizes a combination of distributors, direct sales force, and manufacturers' representatives to reach its customers.
What Industry Does LFUS Operate In?
Littelfuse operates in the hardware, equipment, and parts industry, which is experiencing growth driven by increasing demand for electronic components in various sectors. The global circuit protection market is expected to grow, fueled by the increasing complexity and sensitivity of electronic devices. Key trends include the adoption of advanced sensing technologies and the electrification of vehicles. The competitive landscape includes companies like TTM Technologies, Inc. and Vicor Corporation. Littelfuse's broad product portfolio and global presence position it to capitalize on these trends and maintain a competitive edge.
Who Are LFUS's Key Customers?
- Original equipment manufacturers (OEMs) in the automotive and industrial sectors.
- Tier-I suppliers to the automotive industry.
- Parts distributors serving the aftermarket.
- Manufacturers in the renewable energy and HVAC industries.
- Companies in the medical device and telecommunications sectors.
Company Profile
Littelfuse, Inc. operates in the Hardware, Equipment & Parts industry within the Industrials sector. It is headquartered in Rosemont, US. The company is led by CEO Gregory N. Henderson. LFUS has traded publicly since 1992.
F-Score 5/9Financial Health
Littelfuse, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 6.33 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE -2%Key Financial Metrics
Return on equity for Littelfuse, Inc. stands at -1.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -1.0%, showing how much profit it generates from its asset base. Its free cash flow yield is 3.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.61 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -0.4%, the inverse of the P/E and a quick read on earnings relative to price.
LFUS Valuation & Market Position
With a $10.80B market cap, Littelfuse, Inc. sits in the large-cap segment of the market. Relative to its peer group, LFUS's quantitative score of 61/100 is below the peer average of 78/100.
FY2026 estForward Outlook
Wall Street analysts project Littelfuse, Inc. revenue of about $2.77B for fiscal 2026, with EPS near $14.53. The estimate reflects 3 contributing analysts.
LFUS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Littelfuse has seen positive insider activity recently, indicating confidence from management in the company's direction.
- Community sentiment has been trending bullish, with discussions highlighting the company's innovative product developments in the automotive and industrial sectors.
- Market perception has improved due to the increasing demand for electronic components, positioning Littelfuse favorably within the growing tech landscape.
- Recent collaborations and partnerships have been well-received, suggesting that the company is expanding its market reach and enhancing its competitive edge.
Bear Case
- Despite the bullish sentiment, some analysts express concerns about potential supply chain disruptions that could impact production timelines.
- Community discussions reflect apprehension regarding the overall economic environment, which may lead to reduced spending in key sectors served by Littelfuse.
- There are worries about rising competition in the electronic components space, which could pressure margins and market share.
- Recent earnings reports have shown mixed results, leading to skepticism about the sustainability of growth in the near term.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
LFUS Latest News
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Littelfuse Insider Sold Shares Worth $1,355,867, According to a Recent SEC Filing
MT Newswires · Jun 11, 2026
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Shares of companies within the broader technology sector are trading lower amid overall market weakness as investors rotate out of growth stocks.
Benzinga · Jun 9, 2026
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AI‑Driven Data Center Demand Could Be A Game Changer For Littelfuse (LFUS)
Simply Wall St. · Jun 9, 2026
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Why Are Investors Turning Bullish on Littelfuse (LFUS)?
Insider Monkey · Jun 5, 2026
LFUS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for LFUS.
Price Targets
Consensus target: $364.00
LFUS MoonshotScore
What does this score mean?
The MoonshotScore rates LFUS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Hardware, Equipment & PartsLatest News
Littelfuse Insider Sold Shares Worth $1,355,867, According to a Recent SEC Filing
Shares of companies within the broader technology sector are trading lower amid overall market weakness as investors rotate out of growth stocks.
AI‑Driven Data Center Demand Could Be A Game Changer For Littelfuse (LFUS)
Why Are Investors Turning Bullish on Littelfuse (LFUS)?
Leadership: Gregory N. Henderson
CEO
Gregory N. Henderson serves as the CEO of Littelfuse, Inc., bringing extensive experience in the technology and manufacturing sectors. His career includes leadership roles focused on driving growth, innovation, and operational excellence. Henderson's background encompasses strategic planning, business development, and global operations management. He is responsible for overseeing Littelfuse's global operations and driving the company's strategic initiatives. His leadership is focused on expanding Littelfuse's market presence and enhancing its product offerings.
Track Record: Under Gregory N. Henderson's leadership, Littelfuse has focused on expanding its presence in high-growth markets such as electric vehicles and renewable energy. He has overseen strategic acquisitions and investments aimed at strengthening the company's product portfolio and expanding its global reach. Henderson has also emphasized innovation and operational efficiency to drive long-term growth and profitability.
LFUS Technology Stock FAQ
What does Littelfuse, Inc. do?
Littelfuse, Inc. is a global manufacturer of circuit protection, power control, and sensing technologies. The company operates through three segments: Electronics, Transportation, and Industrial, serving diverse markets worldwide. Its products include fuses, resettable fuses, varistors, diodes, relays, and sensors, which are used in various applications such as automotive electronics, industrial automation, renewable energy, and medical devices. Littelfuse's solutions ensure the safety, reliability, and performance of electronic systems across different industries.
What do analysts say about LFUS stock?
Analyst consensus on Littelfuse, Inc. reflects a generally positive outlook, driven by the company's exposure to high-growth markets and diversified product portfolio. Key valuation metrics include the price-to-earnings ratio and enterprise value-to-EBITDA multiple, which are used to assess the company's relative valuation compared to its peers. Growth considerations include the company's ability to capitalize on opportunities in the electric vehicle, renewable energy, and industrial automation sectors. Analysts also monitor the company's profitability and cash flow generation, as well as its ability to manage costs and maintain a competitive edge.
What are the main risks for LFUS?
The main risks for Littelfuse, Inc. include economic downturns affecting demand in key end markets such as automotive and industrial, increasing competition from lower-cost manufacturers, fluctuations in raw material prices impacting production costs, and potential supply chain disruptions affecting component availability. Additionally, technological changes requiring continuous innovation and investment pose a risk to the company's long-term competitiveness. The company's negative profit margin also presents a risk, indicating potential profitability issues that need to be addressed through strategic initiatives and operational improvements.
How exposed is Littelfuse, Inc. to technology disruption risks?
Littelfuse, Inc. faces technology disruption risks primarily from the rapid evolution of electronic components and systems. The company must continuously innovate and adapt to emerging technologies to maintain its competitive edge. This includes investing in research and development to develop new products and solutions that meet the changing needs of its customers. Failure to keep pace with technological advancements could result in obsolescence of its existing product portfolio and loss of market share to competitors. Furthermore, the increasing complexity of electronic systems requires Littelfuse to develop more sophisticated and integrated solutions, which may require significant investments in new technologies and expertise.
What is Littelfuse, Inc.'s competitive position in the tech sector?
Littelfuse, Inc. holds a strong competitive position in the tech sector due to its broad product portfolio, global presence, and established brand reputation. The company's diversified product offerings across circuit protection, power control, and sensing technologies allow it to serve a wide range of industries and applications. Its global operations provide access to different markets and reduce reliance on any single region. Littelfuse's strong relationships with OEMs and Tier-I suppliers further enhance its competitive advantage. However, the company faces competition from other component manufacturers, particularly in the lower-cost segment. To maintain its competitive position, Littelfuse must continue to invest in innovation, expand its product offerings, and strengthen its relationships with key customers.
What are the key factors to evaluate for LFUS?
Littelfuse, Inc. (LFUS) holds an AI score of 61/100 (moderate). Analysts target $364.00 (-15%). Not financial advice.
How frequently does LFUS data refresh on this page?
LFUS prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven LFUS's recent stock price performance?
Littelfuse, Inc. (LFUS) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified product portfolio across circuit protection, power control, and sensing. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and management commentary. Future performance is subject to market conditions and company-specific factors.