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Littelfuse (LFUS) investor relations material
Littelfuse Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 net sales were $766.7M, up 22.7% YoY and 22% organically; adjusted diluted EPS reached a record $5.79, up 96%.
Broad demand, segment growth, margin expansion and strong cash generation supported results; record bookings and book-to-bill above 1.0 supported continued momentum.
A one-time $28.5M Elmos amendment fee reduced semiconductor net sales.
Financial highlights
Q3 GAAP operating income was $153.4M, net income was $115.4M and diluted EPS was $4.49; adjusted diluted EPS was $5.79.
Adjusted EBITDA was $225.9M and adjusted EBITDA margin was 28.4%, up 690 bps YoY; adjusted net sales excluding the fee were $795.2M.
Operating cash flow was $230.1M and free cash flow was $215.7M, up 57% and 64%; YTD cash flow was $456.6M and $409.2M, respectively.
Nine-month net sales were $2,162.5M, up 20.6%; net income was $279.9M and diluted EPS was $10.94.
Outlook and guidance
Q4 net sales guidance is $750M–$770M, representing 28% reported and 21% organic growth at midpoint; Basler contributes 6% and FX 1%.
Q4 adjusted diluted EPS guidance is $5.05–$5.25, up 91% YoY at midpoint; assumed adjusted effective tax rate is ~24%.
Long-term targets include 7%–9% organic growth, 24%–26% adjusted EBITDA margin, and 2030 revenue of $4.5B, adjusted EBITDA of $1.1B and annual free cash flow above $600M.
2026 outlook cited strength in industrial automation, construction, grid and utility, renewables, BESS and data centers; consumer electronics remained soft.
- Record FY1999 sales and EPS gains were driven by electronics demand and cost reductions.LFUS
Q4 1999 - Electronics drove FY00 growth as FY01 opened with expected market softness.LFUS
Q4 2000 - A severe downturn slashed earnings, while cost actions and cash generation positioned a recovery effort.LFUS
Q4 2001 - Fiscal 2002 sales reached $283.3 million as backlog climbed to $29.2 million.LFUS
Q4 2002 - FY2003 sales reached $339.410M as backlog climbed to $55.4M.LFUS
Q4 2003 - Electronic products led fiscal 2004 sales as financial-reporting controls came under remediation.LFUS
Q4 2004 - Telecom weakness cut earnings, while automotive and electrical records supported a 2006 recovery outlook.LFUS
Q4 2005 - Cost actions improved profitability despite a steep FY09 sales decline; H2 demand began recovering.LFUS
Q4 2009 - Q4 demand collapse and special charges drove a steep FY08 profit decline.LFUS
Q4 2008 - FY2010’s broad recovery lifted sales to $608M and operating margin to 17.7%.LFUS
Q4 2010
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