Littelfuse Q4 profit beats on Electronics segment strength

Littelfuse

28/01/2026 12:10

Overview

Electrical solutions provider's Q4 revenue grew 12%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company completed acquisition of Basler Electric

Outlook

Company expects Q1 2026 revenue growth of approximately 15% year-over-year

Littelfuse forecasts Q1 2026 net sales between $625 mln and $645 mln

Company anticipates Q1 2026 adjusted diluted EPS of $2.70 to $2.90

Result Drivers

ELECTRONICS SEGMENT - Strong growth in passive products and protection semiconductors drove Electronics segment sales, offsetting lower power semiconductor volumes

GOODWILL IMPAIRMENT - Recorded a non-cash goodwill impairment charge of $301 mln related to Semiconductor Products business due to weaker sales and profitability

BASLER ACQUISITION - Acquisition of Basler Electric contributed to Industrial segment growth and is expected to support future revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$593.93 mln
$583.86 mln (4 Analysts)
Q4 Adjusted EPS
Beat
$2.69
$2.53 (4 Analysts)
Q4 EPS
-$9.72
Q4 Net Income
-$242.14 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Littelfuse Inc is $313.66, about 5.9% above its January 27 closing price of $296.17

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nBw1RJRCla

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)