NASDAQ · LFUS
Littelfuse, Inc.
Technology · Hardware, Equipment & Parts
$404.08▲ 4.37% ($16.93)at close
As of 4:00 PM ET
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 31.4% revenue growth a year for 10 years. Our scenarios assume 3.1–5.4%.
That's 9.0× its past 4-year pace.
Value per share
Base case
$85.38
Price used $404.08 is 4.7× this
USD · TTM ending Sep 26, 2026 · Price Oct 29, 8:00 PM UTC
Revenue each value needs
Revenue today $2.8B. The price needs $42.3B by 2036. Base case: $4.2B. At its recent pace: $3.9B. Bear to Bull: $3.7B to $4.7B.
Revenue today $2.8B. The price needs $42.3B by 2036. Base case: $4.2B. At its recent pace: $3.9B. Bear to Bull: $3.7B to $4.7B.
Revenue in 2036
today $2.8B
+$38.1Bmore than the Base case · 10.1×
Value per share · Base case
$85.38
Price $404.08
4.7× this
- 10-yr revenue CAGR
- 4.3%
- Ending operating margin
- 5.5%
- Discount rate
- 10.8%
USD · TTM ending Sep 26, 2026 · Price Oct 29, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 60.05% over the last year. Revenue grew 18.72% over the trailing twelve months. Operating margin moved from 9.08% to 5.49%. Free cash flow grew 38.22% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 32nd percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 5.49%. Revenue grew 18.72% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
Littelfuse, Inc. is an industrial technology manufacturing company, which engages in the business of designing, manufacturing, and selling electronic components, modules, and subassemblies to empower the long-term secular growth themes of sustainability, connectivity, and safety.
Market multiples
Stock splits
Every 1 shares became 2
Profitability & growth
Analyst consensus
7
Buy
4
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Jan 27, 2027
Q4 FY26 · EPS est $5.16 · Revenue est $760.1M
Same quarter, year over year
FY26 YTD +66.3%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q3 combined $13.29 vs $7.99 · all 3 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
FY25
FY24
FY23
—
—
—
—
Fiscal year totals
- FY25
- $10.68
- +25.9%
- FY24
- $8.48
- —
Q3 FY26
Reported Oct 28, 2026 · Latest
HoverTap a cell to inspect
Actual
$5.79
Estimate
$4.97
Year over year
+96.3%
Vs prior quarter
+38.2%
Institutional Sentiment
Littelfuse, Inc. · LFUS
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.