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Littelfuse, Inc.

LFUS

Technology · 422.52 +0.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 09:30 GMT-4

Market read

Littelfuse, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company+0.1% todayVolume comparison unavailable
Market group0 of 16 activeTechnology-Heavy Mixed · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • Filing reports lower gross margin in the commercial vehicles business driven by cost inflation and unfavorable product mix.
  • Reported $38.2M increase in electronics products net sales attributed to higher volume driven by end-market demand and favorable price.

Invalidation: The isolated read changes if LFUS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Electronic Components

No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Filing reports lower gross margin in the commercial vehicles business driven by cost inflation and unfavorable product mix.
  • Reported $38.2M increase in electronics products net sales attributed to higher volume driven by end-market demand and favorable price.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements211
Verified relationships6
Evidence supporting the case
  • Latest annual revenue changed +8.9% year over year.
  • Demand and volume has repeated favorable evidence across 5 filings.
  • Foreign exchange has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Operating margin changed -5.7 percentage points in the latest annual period.
  • Net margin changed -7.6 percentage points in the latest annual period.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
  • Macroeconomic conditions has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

413.08
6m+24.9%12m+58.2%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-01$2.1B+43.9%$11.38+1.4%
2022-12-31$2.5B+20.9%$14.94+0.2%
2023-12-30$2.4B-6.0%$10.34+0.5%
2024-12-28$2.2B-7.3%$4.00-0.3%
2025-12-27$2.4B+8.9%$-2.89-0.9%

What management says matters

Persistent and emerging business drivers

Demand and volumepositive · 5 filings
“The net sales increase was primarily due to higher volume of $82.8 million and $43.4 million in the electronics products and semiconductor businesses, respectively, driven by higher end market demand and favorable price.”
10-Q · Jul 29, 2026 ↗
Foreign exchangemixed · 4 filings
“The effective tax rate for 2026 was lower than the effective tax rate for the comparable 2025 periods primarily due to lapses in the statute of limitations for previously unrecognized tax benefits and excess tax benefits for share based compensation recognize…”
10-Q · Jul 29, 2026 ↗
Input and raw-material costsmixed · 4 filings
“Operating margins decreased from 15.6% in the second quarter of 2025 to 14.1% in the second quarter of 2026 due to lower gross margin from the commercial vehicle business.”
10-Q · Jul 29, 2026 ↗
Macroeconomic conditionsnegative · 3 filings
“The decrease in operating income was primarily due to lower gross margin from the commercial vehicles business impacted by cost inflation and unfavorable product mix.”
10-Q · Jul 29, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 4.3× · EV/sales 4.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

422.52+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 09:30 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for LFUS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for LFUS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind LFUS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

APHAmphenol CorporationcompetitorFeb 19, 2026 ▾

“In the Transportation segment, the Company’s competitors include Eaton Corporation, Pacific Engineering, MTA (Meccanotecnica Codognese), Amphenol Corporation, Sensata Technologies Holding NV, and TE Connectivity Ltd.”

ONON Semiconductor CorporationcompetitorFeb 19, 2026 ▾

“In the Electronics segment, the Company’s competitors include Eaton Corporation, Bourns Inc., TDK, ON Semiconductor Corporation, Infineon Technologies, STMicroelectronics NV, Semtech Corporation, and Vishay Intertechnology Inc.”

Depended on by

TDYTeledyne Technologies IncorporatedsupplierFeb 20, 2026 ▾

“Maretron During the third quarter of 2025, the Company acquired the assets of Maretron, including the brand’s Octoplex, MPower and MConnect product lines from Littelfuse, Inc.”

Filing peers

APHBELFAHLIO

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

LFUS is currently a Participant in the organic co-movement group Technology-Heavy Mixed. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for LFUS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.