Littelfuse: Evaluating Recent RevenueLittelfuse (LFUS -2.48%) generates revenue primarily by designing and manufacturing electronic components and circuit protection technologies for various transportation and industrial applications.
It outlined its strategic long-term objectives at a May 2026 investor event, and it reported about an 11% net income margin for the quarter ended March 28, 2026.
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Corning: Evaluating Recent RevenueCorning (GLW -6.16%) earns revenue largely by producing specialty glass, optical fiber, and ceramic substrates for telecommunications, displays, and vehicles.
While entering a multiyear commercial partnership to expand domestic manufacturing capacity in May 2026, it recorded an approximately 15% EBIT margin for the quarter ended March 31, 2026.
Why Revenue Matters for Retail InvestorsRevenue here refers to the data provider's standardized income-statement revenue line item, providing investors with a fundamental measure of the total money a business brings in before any expenses are deducted.
Quarterly Revenue for Littelfuse and CorningQuarter (Period End)Littelfuse RevenueCorning RevenueQ2 2024 (period ended June 2024)$558.5 million $3.3 billionQ3 2024 (period ended Sept. 2024)$567.4 million$3.4 billionQ4 2024 (period ended Dec. 2024)$529.5 million$3.5 billionQ1 2025 (period ended March 2025)$554.3 million$3.5 billionQ2 2025 (period ended June 2025)$613.4 million$3.9 billionQ3 2025 (period ended Sept. 2025)$624.6 million$4.1 billionQ4 2025 (period ended Dec. 2025)$593.9 million$4.2 billionQ1 2026 (period ended March 2026)$657.0 million$4.1 billionData source: Company filings. Data as of July 13, 2026.
Foolish TakeRevenue figures can give investors a snapshot of a company’s overall financial health, trajectory, and valuation. The data above can tell us a few things. The most obvious is that Corning is a much bigger business than Littelfuse. Indeed, it sports a $134 billion market cap, compared to Littelfuse’s $10.5 billion. Both companies are also growing their revenue: For the time period in question, Littelfuse’s revenue increased by 17.6%, while Corning’s increased by 24%. What’s remarkable about that is that Corning is showing more revenue growth despite being a much larger company.
Corning is benefiting from the current AI data center boom and boasts partnerships with Nvidia, Broadcom, Meta Platforms, and Amazon, in addition to its long-standing relationship with Apple to supply the glass for iPhones. That’s a pretty impressive moat that captures both ongoing stability and current market trends.
Yet Littelfuse posted a revenue gain in Q1, while Corning’s revenue declined. One quarter of reporting doesn’t make a trend, but interested investors may want to do a deeper dive into the companies’ quarterly results for specifics. If Littelfuse can accelerate its revenue growth and continue to close the gap with Corning, it could be a worthy investment, despite its smaller size.
Both Corning and Littelfuse could be affected by cyclicality in the technology, transportation, and industrials markets, which are affected by economic cycles, tariffs, oil prices, and other macroeconomic factors. Investors should consider both companies’ net income margins, which indicate how much of each dollar earned converts into profit after expenses, taxes, and interest. Ongoing and future partnerships will also be something to watch here, as they can give investors visibility into future revenue as well as overall market demand.
Sarah Sidlow has positions in Apple, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Amazon, Apple, Broadcom, Corning, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.
On July 21, 2026, Littelfuse Inc (LFUS) shares rose 3.2% today, bringing the current price to $414.54. The stock has experienced a 52-week range of $226.18 to $
CHICAGO--(BUSINESS WIRE)--Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, announced today that it will release financial results for its second quarter of fiscal 2026 before market open on Wednesday, July 29, 2026. The press release and slide presentation will be available in the Investor Relations section of the company's website, Littelfuse.com. The company will host a conference call on Wednesday, July 29, 202.
SummaryMany of our top performers in Technology were long-standing holdings that have recently added Data Centers as a new end market.An example is Littelfuse, an electronics component supplier specializing in power management fuses for electrical products.If the economy were to hit a speedbump, we would expect FirstCash to hold up well due to its business model.Century Communities continues to hit two of our three capital allocation signals by buying back stock at these discounted valuations while continuing to grow the dividend. Getty Images
The following segment was excerpted from the Heartland Value Plus Fund Q2 2026 Commentary.
Attribution Analysis & Portfolio Activity The Value Plus Fund (HRVIX) rose 19.25% in the second quarter, compared with the 17.19% return for the Russell 2000® Value
Investors face a compelling choice between the reliability of established components and the moonshot potential of next-generation energy storage. Deciding between Littelfuse (LFUS 5.21%) and QuantumScape (QS +0.42%) requires understanding their distinct roles in the global economy.
Littelfuse provides essential electronic parts that keep power systems safe and functional across several major global markets. QuantumScape is a pre-revenue developer aiming to commercialize solid-state batteries that could redefine electric vehicle performance. This comparison explores their financial fundamentals and market risks to help you determine which stock is the better buy today.
The case for LittelfuseLittelfuse operates as a diversified manufacturer within industrial stocks, producing everything from circuit protection fuses to power semiconductors. The company serves over 4,000 global customers, though Arrow Electronics accounted for around 10% of consolidated net sales in recent years. Customer concentration like this adds a layer of risk to the business because a loss of such a major distributor could significantly impact overall revenue.
In FY 2025, revenue reached nearly $2.4 billion, which reflected growth of approximately 8.9% compared to the previous year. However, the company reported a net loss of roughly $71.7 million, resulting in a negative net margin of nearly 3.0%. This performance was a notable shift from the positive net income and net margins recorded in the prior two fiscal years.
As of its December 2025 balance sheet, the debt-to-equity ratio was 0.4x, which compares total debt to shareholder equity. The current ratio was 2.7x, which measures a company's ability to cover its short-term obligations with assets. For the same period, free cash flow reached $366.1 million, representing the cash left over after the business paid for its operations and capital expenditures.
The case for QuantumScapeQuantumScape focuses on developing solid-state lithium-metal battery technology designed for faster charging and greater energy density. Its primary strategic partnership is with PowerCo, a subsidiary of Volkswagen, aimed at industrializing these cells for electric vehicles. In 2026, the company also entered a joint research agreement with Honda to expand its development ecosystem and reduce its historical reliance on a single partner.
As a company in the pre-revenue commercialization stage, QuantumScape reported revenue of $0.0 in FY 2025. The company recorded a net loss of approximately $435.1 million during that period, reflecting its heavy investment in research and development. These losses are expected for a firm attempting to scale a breakthrough technology that has not yet reached the mass-production phase.
According to its December 2025 balance sheet, the current ratio was nearly 15.9x, indicating a strong liquidity position to fund ongoing research. The debt-to-equity ratio was approximately 0.1x, suggesting very low debt relative to equity. For FY 2025, free cash flow was negative at roughly $278.8 million, which represents the cash spent on operations and capital equipment as the company builds its pilot production lines.
Risk profile comparisonLittelfuse faces intense global competition and pricing pressure from rivals that may have greater financial resources. The company is also exposed to geopolitical volatility, particularly in China, where it generates close to 24% of its revenue. Additionally, its growth strategy depends on successfully integrating acquisitions like Basler Electric, and any failure to realize synergies could lead to impairment charges or operational disruptions.
QuantumScape carries significant risks related to the technical challenges of scaling solid-state battery production with consistent quality and cost. The company remains highly dependent on the success of its collaborations with Volkswagen and Honda to bring its products to market. Furthermore, its history of operating losses and high capital requirements mean it may need to raise additional funds on terms that could be unfavorable to existing shareholders.
Valuation comparisonLittelfuse provides a traditional entry point based on established revenues, while QuantumScape carries a high Forward P/E and a P/S ratio that reflects its development stage.
MetricLittelfuseQuantumScapeSector BenchmarkForward P/E32.9x301.5x31.3xP/S ratio5.1xn/aSector benchmark uses the SPDR XLI sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
I'd go with Littelfuse, even though QuantumScape is working on something that could be a game changer someday. Clearly, QuantumScape’s solid-state batteries that outperform today's lithium-ion technology in electric vehicles (and beyond) are an exciting endeavor. The Eagle Line production facility is up and running, a few major automakers are paying for access to the technology, and the long-term vision is worth watching.
But QuantumScape is still pre-revenue in any meaningful sense, burning through cash every quarter, and years away from commercial scale. This is a bet on a technology licensing model that has yet to prove itself at scale. For most investors, that's a lot of uncertainty to carry.
Littelfuse, by contrast, is executing at a high level right now. It beat earnings estimates by a wide margin in the most recent quarter, raised its outlook, and is benefiting from strong demand across data centers, grid infrastructure, and electrification. Free cash flow is growing fast, and the company pays a dividend. When one company is firing on all cylinders and the other is still years from proving its technology, the choice isn't that hard.
Key Takeaways LFUS combines organic expansion with disciplined acquisitions to diversify its markets.LFUS is benefiting from demand across EVs, renewable energy, automation and grid infrastructure.Basler Electric buyout strengthened Littelfuse's reach in power distribution and utility automation. Littelfuse, Inc. (LFUS - Free Report) has emerged as one of the leading providers of circuit protection, power control and sensing technologies by combining steady organic expansion with disciplined acquisitions. This balanced growth strategy has helped the company diversify its end markets, strengthen its technology portfolio and capitalize on long-term electrification trends.
Healthy Organic Growth Boosts StabilityLittelfuse continues to benefit from the rising demand for electrical safety and power management solutions across electric vehicles, renewable energy, industrial automation, data centers and grid infrastructure. As electrical systems become increasingly sophisticated, customers require more circuit protection devices, sensors, relays and power semiconductor solutions. This enables Littelfuse to increase its product content per application, supporting organic revenue growth even in moderate production environments.
The company's diversified portfolio also reduces reliance on any single end market. Long-term secular drivers, including the expansion of AI-driven data centers, renewable energy investments and grid modernization, are expected to support healthy demand for Littelfuse's products over the coming years.
Innovation is another important growth catalyst. The company continues to introduce new products for high-voltage applications, battery safety, industrial automation and power distribution, strengthening its competitive position and supporting favorable pricing.
Buyouts Expand Geographic FootprintAcquisitions remain a key component of Littelfuse's long-term growth strategy. Management primarily focuses on acquiring niche technology firms that complement existing capabilities, expand addressable markets and generate attractive returns on invested capital.
The company's acquisition strategy has gradually transformed Littelfuse from a traditional circuit protection supplier into a diversified industrial technology company with leading positions in sensors, relays, power semiconductors, industrial controls and electrical infrastructure. For example, the recent buyout of Basler Electric has strengthened its presence in power distribution, utility automation and grid infrastructure, expanding Littelfuse's exposure to one of the fastest-growing infrastructure markets.
Price PerformanceLittelfuse has surged 111.5% in the past year compared with the industry’s growth of 22.9%. It has outperformed peers like CTS Corporation (CTS - Free Report) but lagged nVent Electric plc (NVT - Free Report) . While CTS is up 53.2%, NVT soared 134.4% over this period.
One-Year Price Performance of LFUS
Image Source: Zacks Investment Research
End NoteLittelfuse is well-positioned to benefit from several long-term secular growth trends, including electrification, renewable energy, electric vehicles, industrial automation and AI-driven power infrastructure. A holistic growth strategy of investing in innovation while selectively acquiring complementary businesses provides multiple avenues for sustained revenue and earnings growth. Combined with a diversified business model, expanding technology portfolio and solid financial position, Littelfuse appears well equipped to create long-term shareholder value.
LFUS currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
With a favorable Zacks Rank and solid demand trends, Littelfuse appears primed for healthy long-term growth. Consequently, investors are likely to profit in the long run if they bet on this stock now.
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
Banco Macro S.A. (BMA - Free Report) : This banking products and services company has seen the Zacks Consensus Estimate for its current year earnings increasing 11.1% over the last 60 days.
Ternium S.A. (TX - Free Report) : This steel manufacturing company has seen the Zacks Consensus Estimate for its current year earnings increasing 17.1% over the last 60 days.
Delek US Holdings, Inc. (DK - Free Report) : This integrated downstream energy company has seen the Zacks Consensus Estimate for its current year earnings increasing 101.5% over the last 60 days.
Cognex Corporation (CGNX - Free Report) : This machine vision company has seen the Zacks Consensus Estimate for its current year earnings increasing 16% over the last 60 days.
Littelfuse, Inc. (LFUS - Free Report) : This electronics manufacturing company has seen the Zacks Consensus Estimate for its current year earnings increasing 14.4% over the last 60 days.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Littelfuse (LFUS - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for Littelfuse is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Littelfuse imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for LittelfuseThis circuit protection manufacturer is expected to earn $14.86 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Littelfuse. Over the past three months, the Zacks Consensus Estimate for the company has increased 14.4%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Littelfuse to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Littelfuse, Inc. (NASDAQ: LFUS - Get Free Report) has received a consensus rating of "Moderate Buy" from the five research firms that are covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, one has given a hold recommendation, two have given a buy recommendation and one has issued a
CHICAGO--(BUSINESS WIRE)--Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, announced today that it will release financial results for its first quarter of fiscal 2026 before market open on Wednesday, May 6, 2026. The press release and slide presentation will be available in the Investor Relations section of the company's website, Littelfuse.com. The company will host a conference call on Wednesday, May 6, 2026, at.
Littelfuse, Inc. (NASDAQ:LFUS – Get Free Report) has earned an average recommendation of “Moderate Buy” from the five ratings firms that are covering the firm, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, one has assigned a hold rating, two have issued a buy rating and one has issued a strong buy rating on the company. The average 1-year price target among brokerages that have covered the stock in the last year is $374.00.
A number of brokerages recently weighed in on LFUS. Zacks Research downgraded shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Friday, March 6th. Williams Trading set a $360.00 target price on shares of Littelfuse in a research report on Thursday, January 29th. Benchmark raised shares of Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 price objective for the company in a research report on Thursday, January 29th. Weiss Ratings cut shares of Littelfuse from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday. Finally, UBS Group set a $360.00 target price on shares of Littelfuse in a report on Thursday, January 29th.
Get Our Latest Report on LFUS
Insider Buying and Selling In other news, SVP Peter Sung-Jip Kim sold 5,488 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $326.35, for a total value of $1,791,008.80. Following the completion of the transaction, the senior vice president owned 10,175 shares of the company’s stock, valued at $3,320,611.25. This represents a 35.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CAO Jeffrey G. Gorski sold 3,500 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $330.32, for a total transaction of $1,156,120.00. Following the sale, the chief accounting officer directly owned 6,433 shares of the company’s stock, valued at $2,124,948.56. This represents a 35.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 49,012 shares of company stock valued at $16,227,764 over the last three months. Insiders own 1.00% of the company’s stock.
Institutional Trading of Littelfuse A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in Littelfuse by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 2,969,874 shares of the technology company’s stock valued at $751,141,000 after purchasing an additional 44,826 shares during the period. Barrow Hanley Mewhinney & Strauss LLC lifted its holdings in shares of Littelfuse by 67.3% in the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 1,024,176 shares of the technology company’s stock worth $259,035,000 after purchasing an additional 412,160 shares in the last quarter. Van Lanschot Kempen Investment Management N.V. lifted its holdings in shares of Littelfuse by 3.9% in the 4th quarter. Van Lanschot Kempen Investment Management N.V. now owns 980,498 shares of the technology company’s stock worth $247,988,000 after purchasing an additional 37,203 shares in the last quarter. T. Rowe Price Investment Management Inc. lifted its holdings in shares of Littelfuse by 58.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 609,966 shares of the technology company’s stock worth $154,273,000 after purchasing an additional 225,445 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in Littelfuse by 5.3% during the 4th quarter. Dimensional Fund Advisors LP now owns 516,479 shares of the technology company’s stock valued at $130,635,000 after acquiring an additional 25,860 shares in the last quarter. Institutional investors and hedge funds own 96.14% of the company’s stock.
Littelfuse Stock Performance Shares of LFUS opened at $389.49 on Friday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.91 and a current ratio of 2.69. Littelfuse has a twelve month low of $150.07 and a twelve month high of $397.00. The firm’s 50 day moving average price is $349.58 and its two-hundred day moving average price is $295.58. The firm has a market cap of $9.80 billion, a P/E ratio of -134.31, a PEG ratio of 2.48 and a beta of 1.40.
Littelfuse (NASDAQ:LFUS – Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $2.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.51 by $0.18. Littelfuse had a negative net margin of 3.00% and a positive return on equity of 10.53%. The company had revenue of $593.93 million for the quarter, compared to the consensus estimate of $583.53 million. During the same period last year, the company earned $2.04 earnings per share. The firm’s revenue was up 12.2% compared to the same quarter last year. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. On average, analysts forecast that Littelfuse will post 9.49 EPS for the current fiscal year.
Littelfuse Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Thursday, February 19th were issued a $0.75 dividend. The ex-dividend date of this dividend was Thursday, February 19th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 0.8%. Littelfuse’s dividend payout ratio is -103.45%.
Littelfuse Company Profile (Get Free Report)
Littelfuse, Inc is a global manufacturer of circuit protection, power control, and sensing technologies. Founded in 1927 and headquartered in Chicago, Illinois, the company develops and produces a broad range of products designed to safeguard electrical and electronic systems across a variety of end markets. Littelfuse’s offerings include fuses, semiconductors, relays, and sensors, all engineered to protect against overcurrent, overvoltage, and thermal events in demanding applications.
The company’s product portfolio is organized into key segments such as Automotive, Industrial & Electronics, and Power & Sensor.
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Health care was the most significant detractor, led by weakness within life sciences tools and services, while consumer discretionary and IT also weighed on relative performance. Regal Rexnord Corp. performed strongly in the first quarter, primarily on account of a quarterly report that featured particularly strong orders owing to budding demand for data center products. Westlake Corp. outperformed in the first quarter due to the effects on global chemical markets from the conflict in Iran, which has had an extreme impact on supply.
CHICAGO--(BUSINESS WIRE)--Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today announced that Anne‑Marie D'Angelo will join the company as Chief Legal Officer and Corporate Secretary, effective May 1, 2026. Greg Henderson, President and Chief Executive Officer, commented, “We are pleased to welcome Anne‑Marie to the Littelfuse executive leadership team. She is a proven leader with an exceptional track record of.
Littelfuse, Inc. (NASDAQ:LFUS – Get Free Report) reached a new 52-week high during mid-day trading on Thursday . The stock traded as high as $403.74 and last traded at $394.55, with a volume of 197726 shares. The stock had previously closed at $396.49.
Wall Street Analysts Forecast Growth Several analysts have issued reports on LFUS shares. Robert W. Baird set a $360.00 price objective on Littelfuse in a report on Thursday, January 29th. Williams Trading set a $360.00 price objective on Littelfuse in a report on Thursday, January 29th. UBS Group set a $360.00 target price on shares of Littelfuse in a research note on Thursday, January 29th. Wall Street Zen downgraded shares of Littelfuse from a “strong-buy” rating to a “buy” rating in a research note on Saturday, February 21st. Finally, Benchmark raised shares of Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 target price on the stock in a research note on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $374.00.
Check Out Our Latest Analysis on LFUS
Littelfuse Stock Down 0.5% The company has a market cap of $9.93 billion, a price-to-earnings ratio of -136.05, a P/E/G ratio of 2.54 and a beta of 1.40. The company has a current ratio of 2.69, a quick ratio of 1.91 and a debt-to-equity ratio of 0.29. The business has a fifty day moving average price of $352.20 and a two-hundred day moving average price of $298.71.
Littelfuse (NASDAQ:LFUS – Get Free Report) last issued its earnings results on Wednesday, January 28th. The technology company reported $2.69 earnings per share for the quarter, beating analysts’ consensus estimates of $2.51 by $0.18. The company had revenue of $593.93 million for the quarter, compared to the consensus estimate of $583.53 million. Littelfuse had a positive return on equity of 10.53% and a negative net margin of 3.00%.The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.04 EPS. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. On average, equities analysts predict that Littelfuse, Inc. will post 12.99 earnings per share for the current year.
Insiders Place Their Bets In other news, VP Ryan K. Stafford sold 16,839 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $325.25, for a total value of $5,476,884.75. Following the transaction, the vice president directly owned 28,591 shares of the company’s stock, valued at approximately $9,299,222.75. This represents a 37.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Jeffrey G. Gorski sold 3,500 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $330.32, for a total transaction of $1,156,120.00. Following the completion of the transaction, the chief accounting officer directly owned 6,433 shares in the company, valued at $2,124,948.56. This trade represents a 35.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 49,012 shares of company stock valued at $16,227,764 in the last three months. Company insiders own 1.00% of the company’s stock.
Hedge Funds Weigh In On Littelfuse A number of hedge funds have recently modified their holdings of the stock. Wellington Management Group LLP acquired a new position in Littelfuse in the fourth quarter worth approximately $114,166,000. Barrow Hanley Mewhinney & Strauss LLC increased its holdings in Littelfuse by 67.3% in the fourth quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 1,024,176 shares of the technology company’s stock worth $259,035,000 after buying an additional 412,160 shares during the last quarter. Norges Bank acquired a new position in Littelfuse in the fourth quarter worth approximately $73,575,000. T. Rowe Price Investment Management Inc. increased its holdings in Littelfuse by 58.6% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 609,966 shares of the technology company’s stock worth $154,273,000 after buying an additional 225,445 shares during the last quarter. Finally, Corient Private Wealth LLC increased its holdings in Littelfuse by 1,842.8% in the fourth quarter. Corient Private Wealth LLC now owns 193,583 shares of the technology company’s stock worth $48,961,000 after buying an additional 183,619 shares during the last quarter. 96.14% of the stock is owned by institutional investors and hedge funds.
About Littelfuse (Get Free Report)
Littelfuse, Inc is a global manufacturer of circuit protection, power control, and sensing technologies. Founded in 1927 and headquartered in Chicago, Illinois, the company develops and produces a broad range of products designed to safeguard electrical and electronic systems across a variety of end markets. Littelfuse’s offerings include fuses, semiconductors, relays, and sensors, all engineered to protect against overcurrent, overvoltage, and thermal events in demanding applications.
The company’s product portfolio is organized into key segments such as Automotive, Industrial & Electronics, and Power & Sensor.
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Launched on 11/08/2017, the John Hancock Multifactor Small Cap ETF (JHSC - Free Report) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Blend category of the market.
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Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.
Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns.
Fund Sponsor & IndexBecause the fund has amassed over $691.89 million, this makes it one of the average sized ETFs in the Style Box - Small Cap Blend. JHSC is managed by John Hancock. This particular fund seeks to match the performance of the JOHN HANCOCK DIMENSIONAL SMALL CAP INDEX before fees and expenses.
The John Hancock Dimensional Small Cap Index is designed to comprise a subset of securities in the U.S. Universe issued by companies whose market capitalizations are smaller than the 750th largest U.S. company but excluding the smallest 4% of U.S. companies at the time of reconstitution.
Cost & Other ExpensesFor ETF investors, expense ratios are an important factor when considering a fund's return; in the long-term, cheaper funds actually have the ability to outperform their more expensive cousins if all other things remain the same.
Annual operating expenses for JHSC are 0.42%, which makes it on par with most peer products in the space.
It's 12-month trailing dividend yield comes in at 1.03%.
Sector Exposure and Top HoldingsETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.
JHSC's heaviest allocation is in the Industrials sector, which is about 18.6% of the portfolio. Its Financials and Consumer Discretionary round out the top three.
When you look at individual holdings, Darling Ingredients Inc (DAR) accounts for about 0.58% of the fund's total assets, followed by Littelfuse Inc (LFUS) and Element Solutions Inc (ESI).
The top 10 holdings account for about 4.71% of total assets under management.
Performance and RiskSo far this year, JHSC has gained about 8.98%, and it's up approximately 28.25% in the last one year (as of 04/30/2026). During this past 52-week period, the fund has traded between $36.04 and $46.67.
The fund has a beta of 1.03 and standard deviation of 18.65% for the trailing three-year period. With about 493 holdings, it effectively diversifies company-specific risk .
AlternativesJohn Hancock Multifactor Small Cap ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.
Vanguard Small-Cap Index Fund ETF Shares (VB) tracks CRSP US Small Cap Index and the iShares Core S&P Small-Cap ETF (IJR) tracks S&P SmallCap 600 Index. Vanguard Small-Cap Index Fund ETF Shares has $75.35 billion in assets, iShares Core S&P Small-Cap ETF has $100.55 billion. VB has an expense ratio of 0.03% and IJR changes 0.06%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Blend
Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
CHICAGO--(BUSINESS WIRE)--Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today reported financial results for the first quarter ended March 28, 2026: “Our teams delivered a strong start to the year, with first quarter results exceeding our expectations,” said Greg Henderson, Littelfuse President and Chief Executive Officer. “We capitalized on solid market demand and executed well on our strategic priorities whil.
Littelfuse (LFUS - Free Report) came out with quarterly earnings of $3.31 per share, beating the Zacks Consensus Estimate of $2.83 per share. This compares to earnings of $2.19 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +16.96%. A quarter ago, it was expected that this circuit protection manufacturer would post earnings of $2.51 per share when it actually produced earnings of $2.69, delivering a surprise of +7.17%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Littelfuse, which belongs to the Zacks Electronics - Miscellaneous Components industry, posted revenues of $656.97 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.46%. This compares to year-ago revenues of $554.31 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Littelfuse shares have added about 67.2% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Littelfuse?While Littelfuse has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Littelfuse was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.48 on $697 million in revenues for the coming quarter and $12.99 on $2.69 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Components is currently in the top 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Data I/O Corporation (DAIO - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 14.
This company is expected to post quarterly loss of $0.16 per share in its upcoming report, which represents a year-over-year change of -300%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Data I/O Corporation's revenues are expected to be $4.47 million, down 27.7% from the year-ago quarter.
Littelfuse (LFUS - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for Littelfuse basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Littelfuse imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for LittelfuseThis circuit protection manufacturer is expected to earn $13.56 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Littelfuse. Over the past three months, the Zacks Consensus Estimate for the company has increased 4.4%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Littelfuse to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Littelfuse (LFUS - Free Report) , a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Littelfuse currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for LFUS that show why this circuit protection manufacturer shows promise as a solid momentum pick.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For LFUS, shares are up 12.27% over the past week while the Zacks Electronics - Miscellaneous Components industry is flat over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 19.37% compares favorably with the industry's 2.05% performance as well.
Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Over the past quarter, shares of Littelfuse have risen 27.11%, and are up 131.33% in the last year. On the other hand, the S&P 500 has only moved 7.06% and 32.03%, respectively.
Investors should also pay attention to LFUS's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. LFUS is currently averaging 276,655 shares for the last 20 days.
Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with LFUS.
Over the past two months, 1 earnings estimate moved higher compared to none lower for the full year. This revision helped boost LFUS's consensus estimate, increasing from $12.99 to $13.56 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.
Bottom LineTaking into account all of these elements, it should come as no surprise that LFUS is a #1 (Strong Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Littelfuse on your short list.
CHICAGO--(BUSINESS WIRE)--Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, will host an Investor Day in New York City today, Thursday, May 14, 2026. Presentations are expected to begin at 9:00 a.m. ET and conclude at 12:00 p.m. ET. Greg Henderson, President and CEO, Abhi Khandelwal, Executive Vice President and CFO, and other members of the executive leadership team will present an in-depth review of the company's.
Investors might want to bet on Littelfuse (LFUS - Free Report) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.
The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this circuit protection manufacturer, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
For Littelfuse, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsFor the current quarter, the company is expected to earn $3.77 per share, which is a change of +32.3% from the year-ago reported number.
Over the last 30 days, the Zacks Consensus Estimate for Littelfuse has increased 8.33% because one estimate has moved higher compared to no negative revisions.
Current-Year Estimate RevisionsFor the full year, the company is expected to earn $14.86 per share, representing a year-over-year change of +39.1%.
There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, two estimates have moved up for Littelfuse versus no negative revisions. This has pushed the consensus estimate 14.4% higher.
Favorable Zacks RankThe promising estimate revisions have helped Littelfuse earn a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineWhile strong estimate revisions for Littelfuse have attracted decent investments and pushed the stock 10.5% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Littelfuse (LFUS - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Littelfuse currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if LFUS is a promising momentum pick, let's examine some Momentum Style elements to see if this circuit protection manufacturer holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For LFUS, shares are up 3.22% over the past week while the Zacks Electronics - Miscellaneous Components industry is up 1.94% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 22.46% compares favorably with the industry's 11.83% performance as well.
Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Over the past quarter, shares of Littelfuse have risen 38.17%, and are up 124.89% in the last year. In comparison, the S&P 500 has only moved 9.16% and 30.94%, respectively.
Investors should also take note of LFUS's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now LFUS is averaging 387,575 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with LFUS.
Over the past two months, 2 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost LFUS's consensus estimate, increasing from $12.99 to $14.86 in the past 60 days. Looking at the next fiscal year, 2 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineTaking into account all of these elements, it should come as no surprise that LFUS is a #1 (Strong Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Littelfuse on your short list.
Key Takeaways MCHP is riding AI demand with Gen 4 and Gen 5 data center products and a new PCIe Gen 6 switch.ROST posted strong first-quarter fiscal 2026 sales and comps growth and continues expanding stores.LFUS is expanding into adjacent markets across power, marine and automotive applications. U.S. stock markets closed at record highs in May, supported by a solid first-quarter 2026 earnings season, continuation of artificial intelligence (AI) trade and expectations of a near-term solution to the Middle East geopolitical conflicts.
Last month, the three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — rallied 3%, 5% and 8%, respectively. On May 29, the last trading day of the month, the indexes posted record intraday and closing highs.
Momentum Likely to Continue in JuneAI trade is gathering steam as days progress. Ai infrastructure trade is now expanding from chips to memory and storage devices as well as servers and racks. Moreover, agentic AI is expanding the scope of AI infrastructure providers in the physical layer.
Massive AI data center growth is benefiting several nuclear power generator and reactor makers, construction giants, cooling and water purifying companies and industrial manufactures.
On May 28, the U.S. government entered into a "memorandum of understanding" with Iran to extend the ceasefire for 60 days and continue negotiations on Iran's nuclear program. The negotiations also include the reopening the Strait of Hormuz with Iran removing their mines within 30 days and the United States gradually lifting the naval blockade.
At this stage, we recommend five stocks with a favorable Zacks Rank that are expected to maintain their momentum in June, too. These are: Microchip Technology Inc. (MCHP - Free Report) , Ross Stores Inc. (ROST - Free Report) , MasTec Inc. (MTZ - Free Report) , Arrow Electronics Inc. (ARW - Free Report) and Littelfuse Inc. (LFUS - Free Report) .
Each of the stocks sports a Zacks Rank #1 (Strong Buy) at present and has a Zacks Momentum Score of A or B. You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our five picks in the past three months.
Image Source: Zacks Investment Research
Microchip Technology Inc.Microchip Technology benefits from growing AI investments. The company’s Gen 4 and Gen 5 data center products are witnessing strong sales growth. MCHP’s new products are expected to gain traction with the launch of the industry's first 3-nanometer-based PCIe Gen 6 switch that powers modern AI infrastructure.
These switches offer double bandwidth, lower latency, advanced security and high-density AI connectivity for next-generation cloud and data center performance. The success of the restructuring plan also bodes well for MCHP’s prospects. The company also entered the PCIe retimer market in the June 2026 quarter as a companion device for Gen6 switches, and disclosed an OEM design win that displaced a competitor.
MCHP has expanded connectivity, storage and compute offerings for AI and data center applications, as well as intelligent power modules for AI at the edge. These factors are expected to drive top-line growth in the long term.
Microchip Technology has an expected revenue and earnings growth rate of 31.5% and 84.2%, respectively, for the current year (ending March 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 17.5% in the last 30 days.
Ross Stores Inc.Ross Stores has been benefiting from the strong execution of its off-price retail model. ROST continues to benefit from solid demand for value-driven merchandise, delivering 21% sales growth and 17% comps growth in first-quarter fiscal 2026, supported by effective merchandising and marketing initiatives.
ROST is also progressing well on store-expansion plans, with long-term growth potential across both banners, targeting 2,900 Ross Dress for Less and 700 dd’s DISCOUNTS stores. For fiscal 2026, ROST expects comps growth of 6-7%, with earnings of $7.50-$7.74, up 13-17% year over year.
Solid financial flexibility, disciplined capital allocation and ongoing share repurchases highlight ROST’s commitment to shareholder returns, underscoring a robust business for continued growth.
Ross Stores has an expected revenue and earnings growth rate of 8.2% and 15.6%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 3.9% over the last seven days.
MasTec Inc.MasTec is a major beneficiary of the AI-powered data center boom. Emerging demand tied to AI and data centers is becoming a meaningful growth driver. MTZ highlighted increasing demand for fiber connectivity, low-latency networks and power infrastructure to support data centers.
MTZ is gaining traction in turnkey data center projects, leveraging its integrated capabilities across construction management, telecom, power and civil infrastructure. These projects require large-scale, multi-disciplinary execution, positioning MTZ to capture larger contract values and expand its addressable market over time.
MTZ is a leading solution provider for design, construction, and maintenance services in the wireless network space. High-speed wireless network connectivity is of utmost importance as both enterprises and households use more AI-driven products.
MasTec has an expected revenue and earnings growth rate of 22% and 35.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 3.5% over the last 30 days.
Arrow Electronics Inc.Arrow Electronics benefits from continued operational momentum across Global Components and ECS, with Q1’26 consolidated sales of $9.47 billion, up 39% year over year and above guidance.
ARW’s diverse customer portfolio of thousands of leading manufacturers and service providers, provides revenue stability and reduces concentration risk. Strong cash flow generation from its asset-light model supports share buybacks and strategic investments. For the second quarter of 2026, Arrow expects consolidated sales of $9.15 billion to $9.75 billion.
Arrow Electronics has an expected revenue and earnings growth rate of 15.6% and 63.1%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 32.2% over the last 30 days.
Littelfuse Inc.Littelfuse designs, manufactures, and sells electronic components, modules, and subassemblies. LFUS operates through three segments: Electronics, Transportation, and Industrial.
LFUS’ products are vital components in virtually every market that uses electrical energy, from consumer electronics to automobiles, commercial vehicles and industrial equipment. LFUS is also expanding into adjacent markets that complement their core business including power distribution centers for mining operations, generator controls and protection for marine applications, heavy-duty switches for commercial vehicles and electromechanical sensors used in the automotive industry.
Littelfuse has an expected revenue and earnings growth rate of 16.6% and 39.1%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 14.4% over the last 30 days.
On June 02, 2026, Littelfuse Inc LFUS shares rose 5.3% today, bringing the current price to $487.90. Over the past year, the stock has experienced significant price movement, ranging from a low of $201.19 to a high of $489.60.
GF Value™ verdict: Currently priced at $487.90, which is 76.6% above the GF Value™ of $276.26, indicating significant overvaluation.GF Score™: 82/100 (Strong), suggesting solid fundamentals and potential for performance.Most notable signal: Insiders have sold $8.3M worth of stock in the last 3 months, indicating a lack of buying interest from those close to the company. Is LFUS Overvalued or Undervalued? According to the GF Value™, Littelfuse Inc LFUS is currently overvalued, trading at $487.90, which is considerably higher than the estimated fair value of $276.26. This indicates a 76.6% overvaluation, presenting a significant margin of safety for potential investors. The GF Valuation label categorizes LFUS as "Significantly Overvalued," suggesting that the current price may not be sustainable in the long term. The risk here lies in the possibility of a price correction as the market adjusts to align with the intrinsic value.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the considerable gap between the market price and the calculated intrinsic value, investors may want to exercise caution before entering a position in Littelfuse.
How Does LFUS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 33.1x 24.4x The current P/E ratio of 33.1x is significantly above the 5-year median P/E of 24.4x, indicating that the stock is trading at a premium compared to its historical valuation. This trend agrees with the GF Value™ verdict, further emphasizing the overvaluation of LFUS shares in the present market environment.
What Does LFUS's GF Score™ Tell Us? Metric Rating GF Score™ 82/100 Financial Strength 8/10 Profitability 7/10 Growth 8/10 Valuation 3/10 Momentum 9/10 Littelfuse's GF Score™ of 82/100 indicates strong fundamentals across several key areas. The company scores well in Financial Strength (8/10) and Growth (8/10), signaling robust operational stability and potential for future expansion. However, the Valuation rank of 3/10 highlights a significant concern regarding its current overvaluation, which contrasts with the strong scores in other areas. The Momentum rank of 9/10 suggests that the stock has been performing well in the short term, but this should be tempered with caution given the overall valuation concerns.
What Are Insiders Doing with LFUS Stock? In the past three months, insiders at Littelfuse have sold $8.3 million worth of stock, with no reported purchases. This pattern of selling may suggest a lack of confidence among insiders regarding the stock's future performance or potential overvaluation. Typically, insider selling can be a bearish signal, indicating that those with the most knowledge about the company may not see favorable prospects ahead.
What This Means for Investors Based on the GF Value™, Littelfuse Inc LFUS is currently overvalued. The significant disparity between the market price and the intrinsic value suggests caution for potential investors considering entering a position in the stock.
For the complete analysis, visit the Littelfuse Inc LFUS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is LFUS's GF Score™?
The GF Score™ for Littelfuse is 82/100, which indicates strong fundamentals and potential for long-term returns.
Is LFUS overvalued or undervalued?
Littelfuse is currently overvalued according to the GF Value™, trading at 76.6% above its estimated fair value.
What is LFUS's P/E ratio?
The current P/E ratio for LFUS is 33.1x, which is significantly higher than its 5-year median P/E of 24.4x, indicating a premium valuation compared to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
UFP Technologies, Inc. (Nasdaq: UFPT), a contract development and manufacturing organization specializing in single-use and single-patient medical devices, today announced the appointment of Ryan Stafford as General Counsel and Senior Vice President of Human Resources, effective June 4, 2026. Stafford succeeds Chris Litterio, who is retiring after having played a pivotal role in the company’s growth.
Stafford brings nearly three decades of experience as a senior legal and human resources leader at high-growth, publicly traded companies, leading Legal and Human Resources and overseeing M&A as well as helping guide corporate growth through both acquisition execution and organizational development. All of these capabilities are directly aligned with UFP Technologies’ continued growth strategy.
Most recently, Stafford served as Executive Vice President, Chief Legal Officer, Corporate Secretary, and head of Mergers & Acquisitions at Littelfuse, Inc. (Nasdaq: LFUS), a global manufacturer of electrical protection components. He joined Littelfuse in 2007 as General Counsel and Vice President of Human Resources, later advancing to Senior Vice President and Chief Legal and Human Resources from 2014 to 2021. In 2021, he was named Executive Vice President, Mergers & Acquisitions and Chief Legal Officer, where he led the company’s acquisition strategy.
Prior to Littelfuse, Stafford held senior legal and operational roles at Tyco International Ltd., including Vice President & General Counsel for Tyco Engineered Products & Services and Vice President of China Operations for the segment. He began his legal career as an associate at Sulloway & Hollis, a New Hampshire law firm.
“We are thrilled to welcome Ryan Stafford to UFP Technologies,” said Mitch Rock, Chief Executive Officer of UFP Technologies. “Ryan brings exceptional depth of experience supporting growth-oriented public companies and a proven ability to lead acquisitions. His strategic perspective, legal expertise, and track record of building high-performing teams will be invaluable as we continue to scale the business.
“I am excited to join UFP Technologies at such a dynamic moment in its evolution,” said Stafford. “The company has built an outstanding reputation as a trusted partner to leading medical device manufacturers, and I look forward to supporting its continued through strategic acquisitions and by strengthening the organization to scale with that growth.”
Stafford earned a Bachelor of Arts in History and German from Bowdoin College and a Juris Doctor from the University of Maine School of Law.
About UFP Technologies, Inc.
UFP Technologies is a trusted contract development and manufacturing organization specializing in comprehensive solutions for medical devices, sterile packaging and other highly engineered custom products. The company’s single-use and single-patient devices and components are used across a wide range of medical products in segments including robotic assisted surgery, patient beds, infection control, cardiovascular, orthopedics and spine and wound care. For more information, visit ufpt.com.
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