Littelfuse (NASDAQ:LFUS) Updates Q3 2025 Earnings Guidance

Key Points

• Littelfuse has updated its Q3 2025 earnings guidance, projecting earnings per share (EPS) of 2.650-2.850, exceeding the consensus estimate of 2.495.
• The company reported quarterly earnings of $2.85 EPS, significantly surpassing the expected $2.35, and experienced a 9.8% increase in revenue year-over-year.
• Littelfuse announced a dividend increase, with a new quarterly dividend of $0.75 per share, representing a 1.16% yield on an annualized basis.

Littelfuse (NASDAQ:LFUS - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Wednesday morning. The company provided EPS guidance of 2.650-2.850 for the period, compared to the consensus EPS estimate of 2.495. The company issued revenue guidance of $610.0 million-$630.0 million, compared to the consensus revenue estimate of $586.9 million.

Littelfuse Stock Down 3.9%

Shares of LFUS stock traded down $9.93 during trading hours on Friday, reaching $247.40. The company had a trading volume of 29,502 shares, compared to its average volume of 216,340. The company has a market cap of $6.12 billion, a price-to-earnings ratio of 51.53, a price-to-earnings-growth ratio of 2.37 and a beta of 1.39. The company has a debt-to-equity ratio of 0.30, a current ratio of 4.06 and a quick ratio of 2.75. Littelfuse has a 12 month low of $142.10 and a 12 month high of $275.56. The business has a fifty day simple moving average of $225.83 and a 200-day simple moving average of $214.47.

Littelfuse (NASDAQ:LFUS - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The technology company reported $2.85 earnings per share for the quarter, beating the consensus estimate of $2.35 by $0.50. The business had revenue of $613.41 million for the quarter, compared to analysts' expectations of $571.04 million. Littelfuse had a return on equity of 9.74% and a net margin of 5.30%. The business's revenue was up 9.8% on a year-over-year basis. During the same period last year, the business earned $1.97 EPS. On average, research analysts expect that Littelfuse will post 9.49 earnings per share for the current fiscal year.

Littelfuse Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Stockholders of record on Thursday, August 21st will be given a dividend of $0.75 per share. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.00 annualized dividend and a dividend yield of 1.2%. This is a boost from Littelfuse's previous quarterly dividend of $0.70. Littelfuse's payout ratio is 64.81%.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the stock. Benchmark reissued a "hold" rating on shares of Littelfuse in a research report on Wednesday, May 28th. Baird R W lowered Littelfuse from a "strong-buy" rating to a "hold" rating in a report on Tuesday, April 15th. Robert W. Baird raised their target price on Littelfuse from $182.00 to $194.00 and gave the stock a "neutral" rating in a research report on Thursday, May 1st. Oppenheimer cut their price target on Littelfuse from $310.00 to $275.00 and set an "outperform" rating for the company in a research note on Thursday, May 1st. Finally, Wall Street Zen raised Littelfuse from a "hold" rating to a "buy" rating in a report on Friday, June 27th. Four research analysts have rated the stock with a hold rating and three have given a buy rating to the company's stock. According to data from MarketBeat, Littelfuse has a consensus rating of "Hold" and an average price target of $252.25.

Insider Transactions at Littelfuse

In other news, SVP Deepak Nayar sold 1,477 shares of the firm's stock in a transaction on Monday, May 5th. The stock was sold at an average price of $197.50, for a total value of $291,707.50. Following the completion of the transaction, the senior vice president directly owned 5,975 shares of the company's stock, valued at $1,180,062.50. This trade represents a 19.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 2.50% of the stock is owned by insiders.

Institutional Trading of Littelfuse

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Royal Bank of Canada lifted its holdings in Littelfuse by 3.6% during the 1st quarter. Royal Bank of Canada now owns 32,206 shares of the technology company's stock worth $6,337,000 after purchasing an additional 1,107 shares in the last quarter. Advisors Asset Management Inc. increased its position in shares of Littelfuse by 42.0% during the first quarter. Advisors Asset Management Inc. now owns 311 shares of the technology company's stock valued at $61,000 after buying an additional 92 shares during the period. AQR Capital Management LLC increased its position in shares of Littelfuse by 93.6% during the first quarter. AQR Capital Management LLC now owns 20,073 shares of the technology company's stock valued at $3,892,000 after buying an additional 9,706 shares during the period. Finally, Geneos Wealth Management Inc. lifted its holdings in shares of Littelfuse by 104.3% in the first quarter. Geneos Wealth Management Inc. now owns 333 shares of the technology company's stock worth $66,000 after buying an additional 170 shares in the last quarter. 96.14% of the stock is currently owned by institutional investors.

Littelfuse Company Profile

Littelfuse, Inc designs, manufactures, and sells electronic components, modules, and subassemblies in the Americas, Asia-Pacific, and Europe. The company operates through Electronic, Transportation, and Industrial segments. The Electronics segment offers fuses and fuse accessories, positive temperature coefficient resettable fuses, electromechanical switches and interconnect solutions, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing products, and gas discharge tubes; and discrete transient voltage suppressor (TVS) diodes, TVS diode arrays, protection and switching thyristors, metal-oxide-semiconductor field-effect transistors and diodes, and insulated gate bipolar transistors.