Littelfuse (LFUS)
Information Technology · Diversified electronics components and circuit protection / power semiconductors
Littelfuse is a scaled global manufacturer of mission-critical passive electronics and power semiconductor protection solutions serving data centers, EVs, aerospace, and industrial infrastructure as customers transition to higher power and energy density architectures.
What Littelfuse does
Littelfuse is a diversified industrial technology manufacturing company founded in 1927 that designs, manufactures, and markets passive electronics, protection components, and power semiconductor solutions. Operating across three segments—Electronics, Transportation, and Industrial—the company serves global OEMs and end-markets including data centers, aerospace and defense, automotive, and renewable energy. With approximately 17,000 employees across 20+ countries, Littelfuse leverages its broad multi-technology portfolio of fuses, circuit protection devices, semiconductor components (including silicon carbide MOSFETs and TVS diodes), and sensing solutions to address critical system safety and energy efficiency challenges.
Themes: ["Circuit protection and overcurrent detection","Power semiconductors / wide bandgap semiconductors","EV power management and battery protection","Data center infrastructure and power delivery","Aerospace and defense electronics","Industrial controls and grid infrastructure","Renewable energy and battery storage"]
Fundamentals
- Price$410.56 as of 2026-07-09 close
- Market cap$10.7B as of 2026-07-10
- 1-year return+73.0% as of 2026-07-09 close
- Net margin-1.6% as of 2026-07-10
- Gross margin+38.3% as of 2026-07-10
- ROE-1.6% as of 2026-07-10
- Debt / equity0.25 as of 2026-07-10
- Revenue growth (YoY)+12.6% as of 2026-07-10
- Revenue CAGR (3y)+12.7% SEC XBRL
- Beta1.50 as of 2026-07-10
Dividend: yield +0.7%; 4-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Unprofitable operation with negative net margin of -1.61%, indicating ongoing losses despite revenue growth","High debt levels with long-term debt of $531 million and current portion of $100 million as of Q1 2026, requiring active debt management","Exposure to cyclical end-markets including automotive and industrial equipment, which face demand volatility; heavy reliance on data center and EV markets that may be subject to rapid technology shifts"]
Competitors & peers
- Eaton (ETN)
- Schaffner Holding (SAHN)
- TE Connectivity (TEL)
- Amphenol (APH)
- Vishay Intertechnology (VSH)
- ON Semiconductor (ON)
- Infineon Technologies (IFNNY)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.