Littelfuse (LFUS)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$419.07+1.17%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · LFUS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -17.2% |
| Our one-year growth estimate | diamond | 16.3% |
Growth built into the price is above our model estimate.
The price assumes 33.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 40 industry peers · Company calendar date is not available
LFUS — litigation filed
Dated 2026-07-29
Regulation FD Disclosure To supplement the information in the attached press release, the Company has also prepared a presentation, which will be available on the Company’s website at https://investor.littelfuse.com/events-and-presentations and is attached hereto as Exhibit 99.2 to this Current Report on Form 8-K. The information contained in the press release and investor presentation attached to this Form 8-K includes forward-looking statements that are intended to be covered by the safe-ha…
Why it matters: The court case outcome could affect money made and how investors feel.
Worry ifA good end to the court case or a settlement.
Less concerning ifA bad ruling or more problems in the court case.
Why it matters: Leadership changes can affect company strategy and performance. Investors need to see if new leaders can drive growth.
Watch forNew executives announce a strategic plan that aligns with growth goals.
Also watch forNew leaders do not show a clear plan, causing doubt.
Why it matters: Better margins show good cost control and efficiency. This is important for long-term growth.
Supportive ifOperating margin was over 15.4% in Q2 2026.
Worry ifOperating margin was below 15.4% in Q2 2026.
Why it matters: This revenue range shows if Littelfuse is on track with growth plans. Strong revenue growth signals market demand and operational success.
Supportive ifQ2 2026 revenue reported within the range of $690 million to $710 million.
Worry ifQ2 2026 revenue falls below $690 million.
Why it matters: The earnings report will show how well Littelfuse is doing. It will also reveal if the company is recovering from recent challenges.
Watch forEarnings per share (EPS) beats expectations by more than 5%.
Also watch forEPS falls short of expectations by more than 5%.
Why it matters: The outcome of the litigation could impact Littelfuse's financial health and reputation. Investors will want to know how serious the issue is.
Worry ifA settlement or good ruling that lowers possible costs.
Less concerning ifA ruling that raises costs or damages a lot.
Why it matters: The Industrial segment's margin is important for overall profits. Slower growth may show market problems.
Worry ifIn Q3, the Industrial segment's adjusted EBITDA margin grew by less than 50 bps.
Less concerning ifIn Q3, the Industrial segment's adjusted EBITDA margin grew by more than 50 bps.
Why it matters: Strong free cash flow shows good cash generation. It also gives flexibility for growth.
Supportive ifFree cash flow reported at $66 million or higher.
Worry ifFree cash flow reported below $66 million.
Why it matters: A margin above this level shows good operations and cost control.
Supportive ifAdjusted EBITDA margin is over 23.6% in Q3.
Worry ifAdjusted EBITDA margin falls below 22.9% in Q3.
Why it matters: Legal issues could change costs and operations. Bad outcomes may hurt profits.
Worry ifNo big legal costs or problems reported.
Less concerning ifBig legal costs or problems reported due to lawsuits.
Why it matters: Hitting this growth target shows strong demand. It also means the strategy is working.
Supportive ifQ3 revenue growth of 26% or more compared to the prior year.
Worry ifQ3 revenue growth falls below 20% year over year.
Why it matters: Reaching this EPS range shows strong profits. It also means good cost control.
Supportive ifAdjusted EPS in Q3 reported at $4.85 or higher.
Worry ifAdjusted EPS in Q3 reported below $4.70.
Why it matters: Strong cash flow supports ongoing investments and debt reduction efforts.
Supportive ifCash flow from operations exceeds $140 million in Q3.
Worry ifCash flow from operations drops below $120 million in Q3.
Why it matters: Updates on the acquisition will show how well Littelfuse grows its market.
Watch forGood news about Basler's integration shows it helps increase revenue.
Also watch forBasler's integration has bad news. It faces challenges and may contribute less.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$167 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $394 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,984 loss on $10,000 · 19.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.