Expectations trend
FY2027 · fiscal year ending 2027-12-27 · fmp
Littelfuse (LFUS)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
$348.39-9.85%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
19.28 → 22.37 EPS · FY ending Dec 27, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for LFUS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS reaches at least $25 in 2026 | A primary condition in Littelfuse's published investment case. The stated target is >= $25 per share. | Under Pressure | EPS falls below $25 in FY 2026 | Diluted EPS: $4.49 per share FY2026-Q3; GAAP. Published target: >= $25 per share. Annual target cannot be compared with a quarterly or TTM observation. Oct 28, 20264.49 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-27 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a recovering industrial and technology business with evidence of broad growth and better operating margins, rather than a pure turnaround story. The long-term thesis is in a watch state: recent performance has returned to the top half of its industry, but management is rated volatile and the near-term evidence is mixed.
The valuation evidence is mixed: one measure points to LFUS being cheap versus peers, while another shows a 59% premium to peers. The expectations gap is negative, and the overall priced-in tag is justified, with low fragility; the evidence does not support a clear claim that expectations are especially easy or especially demanding.
Near-term results show stronger execution: Q3 revenue reached $766.729 million, organic growth was 22%, and operating margin rose to 20.0% from 15.6% a year earlier. Management is on track with growth and margin priorities, though the next call’s guidance matters, earnings surprises have been trending down, and a prior deep miss is a caution; a litigation filing and the CEO transition add uncertainty.
The multi-year view depends on whether broad revenue growth and margin gains continue, and whether LFUS avoids a guidance cut on the next call. Near term, Fed rate cuts and steadier results from sector peers could support the backdrop, while weaker guidance or continued pressure across technology could weigh on the business setup.
Over the next 1 to 3 years, LFUS has a credible recovery in growth and margins, but execution and leadership uncertainty keep the thesis in watch status. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Littelfuse's published investment case. The stated target is >= $366 million. |
| Intact |
| Free cash flow falls below $366 million in FY 2026 |
Free cash flow: $215.706M FY2026-Q3; GAAP. Published target: >= $366 million. Annual target cannot be compared with a quarterly or TTM observation. Oct 28, 2026215,706,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income improves beyond $100 million | Operating income rose from a loss of $223M to a profit of $101M. | Under Pressure | Operating income falls below $100 million over next 4 quarters | Operating income: $153.356M FY2026-Q3; GAAP. Published target: >= $100 million. Target period is not explicitly aligned with this observation. Oct 28, 2026153,356,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches $690-$710 million in Q2 2026 | A primary condition in Littelfuse's published investment case. The stated target is $690-$710 million. | Under Pressure | Revenue falls below $690 million in Q2 2026 | Revenue: $766.729M FY2026-Q3; GAAP. Published target: $690-$710 million. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 28, 2026766,729,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$17.03 → $22.37 · observed estimates
$3.02B → $3.26B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $17.03 | $3,020,319,667 | 3 / 3 |
| 2026-07-25 | $17.03 | $3,020,319,667 | 3 / 3 |
| 2026-07-26 | $17.03 | $3,020,319,667 | 3 / 3 |
| 2026-07-27 | $17.03 | $3,020,319,667 | 3 / 3 |
| 2026-07-28 | $17.03 | $3,020,319,667 | 3 / 3 |
| 2026-07-29 | $17.03 | $3,020,319,667 | 3 / 3 |
| 2026-07-30 | $17.03 | $3,020,319,667 | 3 / 3 |
| 2026-07-31 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-01 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-02 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-03 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-04 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-05 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-06 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-07 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-08 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-09 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-10 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-12 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-13 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-14 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-15 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-16 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-17 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-18 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-19 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-20 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-21 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-22 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-23 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-24 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-25 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-26 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-27 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-28 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-29 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-30 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-08-31 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-01 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-02 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-03 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-04 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-05 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-06 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-07 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-08 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-09 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-10 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-11 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-12 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-13 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-14 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-15 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-16 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-17 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-18 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-19 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-20 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-21 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-22 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-23 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-24 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-25 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-26 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-27 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-28 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-29 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-09-30 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-10-01 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-10-02 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-10-03 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-10-04 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-10-05 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-10-06 | $19.28 | $3,186,048,667 | 3 / 3 |
| 2026-10-07 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-08 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-09 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-10 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-11 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-12 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-13 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-14 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-15 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-16 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-17 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-18 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-19 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-20 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-21 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-22 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-23 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-24 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-25 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-26 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-27 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-28 | $19.38 | $3,197,107,000 | 3 / 3 |
| 2026-10-29 | $21.11 | $3,207,290,000 | 3 / 3 |
| 2026-10-30 | $22.37 | $3,258,623,333 | 3 / 3 |
| 2026-10-31 | $22.37 | $3,258,623,333 | 3 / 3 |
| 2026-11-01 | $22.37 | $3,258,623,333 | 3 / 3 |
| 2026-11-02 | $22.37 | $3,258,623,333 | 3 / 3 |
| 2026-11-03 | $22.37 | $3,258,623,333 | 3 / 3 |
| 2026-11-04 | $22.37 | $3,258,623,333 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.