Earnings summaries and quarterly performance for LITTELFUSE INC /DE.
Executive leadership at LITTELFUSE INC /DE.
Greg Henderson
Detailed
President and Chief Executive Officer
CEO
Abhi Khandelwal
Detailed
Executive Vice President and Chief Financial Officer
Deepak Nayar
Detailed
Senior Vice President and General Manager, Electronics Business
Karim Hamed
Detailed
Senior Vice President and General Manager, Semiconductor Business
Maggie Chu
Detailed
Senior Vice President and Chief Human Resources Officer
Ryan Stafford
Detailed
Executive Vice President, Mergers & Acquisitions, Chief Legal Officer and Corporate Secretary
Board of directors at LITTELFUSE INC /DE.
Research analysts who have asked questions during LITTELFUSE INC /DE earnings calls.
Christopher Glynn
Oppenheimer & Co. Inc.
5 questions for LFUS
Also covers: AIT, AME, AYI +15 more
David Williams
The Benchmark Company
5 questions for LFUS
Also covers: AOSL, AP, BDC +18 more
Luke Junk
Robert W. Baird & Co.
4 questions for LFUS
Also covers: ALSN, APH, BB +10 more
David Silver
CL King & Associates
2 questions for LFUS
Also covers: ABM, ASIX, CMP +11 more
Saree Boroditsky
Jefferies
2 questions for LFUS
Also covers: AOS, APH, CSL +15 more
Grant Smith
Jefferies Financial Group Inc.
1 question for LFUS
Also covers: ATSG
Luke Young
Robert W. Baird & Co.
1 question for LFUS
Also covers: MEI
Matthew Sheerin
Stifel
1 question for LFUS
Also covers: ARW, AVT, CDW +8 more
William Kerwin
Morningstar
1 question for LFUS
Also covers: MPWR
Recent press releases and 8-K filings for LFUS.
LFUS Announces Strong Q3 2025 Results and Basler Electric Acquisition
LFUS
Earnings
M&A
Guidance Update
- LFUS reported strong Q3 2025 financial results, with revenue growing 10% (6.5% organic) to $624.6 million and Adjusted EPS reaching $2.95, an increase of 9% year-over-year.
- The company demonstrated strong cash generation, with Q3 free cash flow of $131 million, a 102% increase year-over-year, and a year-to-date free cash flow conversion of 145%.
- LFUS announced the strategic acquisition of Basler Electric for approximately $350 million in an all-cash transaction, which is expected to close by the end of Q4 2025 and be accretive to Adjusted EPS in 2026.
- For Q4 2025, the company provided guidance for sales between $570 million and $590 million and Adjusted EPS between $2.40 and $2.60.
Oct 29, 2025, 1:00 PM
Littelfuse Reports Strong Q3 2025 Results, Acquires Basler Electric, and Provides Q4 Outlook
LFUS
Earnings
M&A
Guidance Update
- Littelfuse reported Q3 2025 revenue of $625 million, a 10% increase year-over-year, and adjusted diluted EPS of $2.95, up 9%. The company also generated $131 million in free cash flow.
- The company announced the acquisition of Basler Electric for approximately $350 million in an all-cash transaction, which is expected to close by the end of Q4 2025 and be accretive to adjusted EPS in 2026.
- For Q4 2025, Littelfuse forecasts sales between $570 million and $590 million and EPS in the range of $2.40 to $2.60. The company also highlighted significant growth in its data center business, with design wins up more than 50% year-to-date.
Oct 29, 2025, 1:00 PM
Littelfuse announces Q3 2025 results and Basler Electric acquisition
LFUS
Earnings
M&A
New Projects/Investments
- Littelfuse reported Q3 2025 revenue of $625 million, marking a 10% year-over-year increase (7% organically), with adjusted diluted earnings reaching $2.95, up 9%.
- The company announced the acquisition of Basler Electric for approximately $350 million in an all-cash transaction, which is anticipated to be accretive to adjusted EPS in 2026.
- Littelfuse provided Q4 2025 guidance, projecting sales between $570 million and $590 million and EPS in the range of $2.40 to $2.60.
- The company highlighted significant growth in data center revenue, with year-to-date design wins increasing by over 50% compared to the previous year.
Oct 29, 2025, 1:00 PM
Littelfuse Reports Strong Q3 2025 Results, Announces Acquisition, and Provides Q4 Guidance
LFUS
Earnings
Guidance Update
M&A
- Littelfuse reported Q3 2025 net sales of $625 million, a 10% increase year-over-year, and adjusted diluted earnings per share of $2.95, up 9% year-over-year.
- The company announced the upcoming acquisition of Basler Electric, which is expected to expand high-growth market opportunities and be accretive to adjusted EPS in 2026.
- For Q4 2025, Littelfuse expects net sales in the range of $570 - $590 million and adjusted diluted EPS between $2.40 – $2.60.
- A cash dividend of $0.75 per share will be paid on December 4, 2025.
Oct 29, 2025, 11:02 AM
Littelfuse Reports Strong Third Quarter 2025 Results and Provides Fourth Quarter Guidance
LFUS
Earnings
Guidance Update
M&A
- Littelfuse reported net sales of $625 million for the third quarter of 2025, a 10% increase year-over-year, with adjusted diluted earnings per share of $2.95, up 9%.
- The company provided fourth quarter 2025 guidance, expecting net sales between $570 million and $590 million and adjusted diluted EPS in the range of $2.40 to $2.60.
- Littelfuse announced the upcoming acquisition of Basler Electric, which is expected to expand high-growth market opportunities and enhance high-power technology capabilities.
- A cash dividend of $0.75 per share will be paid on December 4, 2025.
Oct 29, 2025, 11:00 AM
Littelfuse to acquire Basler Electric
LFUS
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Littelfuse, Inc. has entered into a definitive agreement to acquire Basler Electric Company for a cash consideration of approximately $350 million.
- The net transaction value is approximately $320 million, adjusting for the present value of expected tax benefits of about $30 million.
- Basler is projected to generate $125 million in revenue for full-year 2025 with a high-teens adjusted EBITDA margin.
- The acquisition is expected to be accretive to adjusted diluted EPS in 2026 and is anticipated to close by the end of the fourth quarter of 2025.
- This strategic acquisition enhances Littelfuse's positioning in high-growth industrial markets, including grid and utility infrastructure, power generation, and data centers.
Oct 28, 2025, 8:26 PM
Littelfuse to Acquire Basler Electric
LFUS
M&A
New Projects/Investments
- Littelfuse, Inc. has entered into a definitive agreement to acquire Basler Electric Company for a cash consideration of approximately $350 million.
- The net transaction value is approximately $320 million, after adjusting for expected tax benefits of approximately $30 million.
- Basler is expected to generate $125 million in revenue for full-year 2025 with a high-teens adjusted EBITDA margin. The transaction represents approximately 13.5x Basler's forecasted full year 2025 adjusted EBITDA.
- The acquisition is expected to be accretive to Littelfuse's Adjusted EPS in 2026 and is anticipated to close by the end of the fourth quarter of 2025.
- This acquisition expands Littelfuse's presence in high-growth industrial markets, including grid & utility infrastructure, power generation, and data centers.
Oct 28, 2025, 8:15 PM
Littelfuse Inc. /DE discusses strategic priorities, growth opportunities, and capital deployment at Jefferies conference
LFUS
CFO Change
New Projects/Investments
Revenue Acceleration/Inflection
- Littelfuse's new CFO, Abby Kennewell, who joined in mid-June, highlighted the company's focus on sharpening its strategy, optimizing its commercial organization for portfolio selling, and enhancing operational execution.
- The company is capitalizing on growth opportunities in higher voltage and energy-dense applications, such as automotive electrification and data centers, with bookings exiting Q2 2025 being the highest since the first half of 2022.
- Operational improvements are underway, particularly in Mexican facilities and the transportation segment, aiming to enhance profitability, while the electronics segment's margins, currently around 15%, are expected to improve as the power semiconductor business recovers.
- Littelfuse maintains a strong balance sheet with free cash flow conversion of 114% quarter-to-date, supporting organic investments, M&A (targeting double-digit ROIC and leverage up to 2.5x net debt to EBITDA), dividends, and strategic share buybacks.
- The company plans an investor day in February to provide detailed three-year financial projections and quantify margin opportunities.
Sep 3, 2025, 2:34 PM
Littelfuse New CEO Outlines Strategic Portfolio Integration
LFUS
Management Change
M&A
- New CEO Dr. Greg Henderson has been appointed, leveraging his prior board experience and leadership roles at ADI to champion a comprehensive strategy focused on portfolio integration and market expansion.
- Company leadership is actively advancing a strategy that emphasizes pricing modernization, sales structure realignment, and operational improvements to stimulate growth across diverse end markets.
- There is notable progress in key segments, with recovery in passive and protection semiconductors and margin improvements in transportation and industrial areas, driven in part by strategic acquisitions like Carling Technologies.
May 5, 2025, 1:46 PM
Littelfuse Q1 2025 Earnings Results & Leadership Updates
LFUS
Earnings
CFO Change
CEO Change
Share Buyback
Revenue Acceleration/Inflection
- Revenue reached $554 million (up 4% YoY with 3% organic growth) with GAAP diluted earnings of $1.75 and adjusted EPS of $2.19 (up 24%)
- Operational efficiency was demonstrated with $66 million in operating cash flow and $43 million in free cash flow, achieving near 100% free cash flow conversion
- The quarter delivered $45 million returned to shareholders via dividends and share buybacks
- Leadership updates featured an ongoing CFO transition plan alongside the appointment of new CEO Dr. Greg Henderson, underscoring a strategic focus on future growth
- Management emphasized a diversified supply chain and effective tariff mitigation, expecting minimal tariff impact on Q2 earnings supported by a strong backlog and book-to-bill performance
Apr 30, 2025, 2:01 PM
Quarterly earnings call transcripts for LITTELFUSE INC /DE.
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