LFUS Q2 Earnings Call Highlights Data Center Growth
Littelfuse's data center growth, industrial recovery and Basler acquisition drive momentum as management raises Q3 outlook on record bookings and demand.
Littelfuse, Inc. is an industrial technology manufacturing company, which engages in the business of designing, manufacturing, and selling electronic components, modules, and ...
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Est. EPS $4.95 · Revenue $791.57M · 2 analysts
Est. EPS $16.59 · Revenue $2.92B · 3 analysts
Est. EPS $4.69 · Revenue $768.00M · 1 analysts
Est. EPS $5.08 · Revenue $806.00M · 1 analysts
$3.00 per share
$3.00 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.4B | +8.9% | +12.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-71.7M | -171.6% | +19.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +38.0% | +5.6% | +7.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.6% | -78.3% | +5.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -3.0% | -165.7% | +5.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $366.1M | +25.5% | +98.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +15.3% | +15.2% | +76.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 39.0% | +1.2% | +301.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.69x | -24.7% | +5.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $4.0B | +1.7% | +4.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -2.90 vs 10.50 | -127.6% | 3.49 vs 4.95 | -29.5% |
| Revenue Surprise | $2.4B vs $2.4B | +0.4% | $738.8M vs $791.6M | -6.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Ruppel David | officer: SVP & GM Transportation Bus. | Common Stock | D | 168 | $457.57 |
| Aug 11, 2026 | Hamed Karim Wagdy | officer: SVP & GM Semiconductor Busines | Common Stock | D | 141 | $453.87 |
| Aug 6, 2026 | Kelsey Todd P. | director | Common Stock | A | 294 | — |
| Aug 6, 2026 | Kelsey Todd P. | director: | — | — | 0 | — |
| Jul 30, 2026 | PAEPER HOLLY Beth | director | Common Stock | A | 56 | $442.00 |
Operator : Good day, everyone, and welcome to the Littelfuse Second Quarter 2026 Earnings Conference Call. Today's call is being recorded. At this time, I will turn the call over to the Vice President of Investor Relations, David Kelley. Please proceed. David Kelley : Good morning, and welcome to the Littelfuse Second Quarter 2026 Earnings Conference Call. With me today are Greg Henderson, President and CEO; and Abhi Khandelwal, Executive Vice President and CFO. This morning, we reported results for our second quarter, and a copy of our earnings release and slide presentation is available in the Investor Relations section of our website. A webcast of today's conference call will also be available on our website. Please advance to Slide 2 for our disclaimers. Our discussions today will include forward-looking statements. These forward-looking statements may involve significant risks and uncertainties. Please review today's press release and our Forms 10-K and 10-Q for more detail about important risks that could cause actual results to differ materially from our expectations. We assume no obligation to update any of this forward-looking information. Also, our remarks today refer to non-GAAP financial measures. A reconciliation of these non-GAAP financial measures to the most comparable GAAP measure is provided in our earnings release available in the Investor Relations section of our website. I will now turn the call over to Greg. Gregory Henderson : Thank you, David, and thank you to everyone for joining us today. This morning, I will provide details on our second quarter results, including an update on performance across our end markets. I'll then discuss progress against our strategic priorities before turning it over to Abhi to review our financial results by segment. But before discussing the quarter in greater detail, I think it's important to step back and view our performance through the lens of the growth strategy we outlined at Investor Day in May. Our results reflect continued progress against the priorities we shared with investors. Across our markets, we are partnering with our customers to enable the adoption of higher power and more advanced electrical architectures. Our second quarter performance and the momentum we see into the second half of 2026 reinforce our confidence in our long-term growth and profitability framework. Now turning to the quarter. We delivered sales and adjusted earnings above our expectations with net sales of $739 million, up 20% year-over-year and 14% organically. We also delivered meaningful earnings growth as our teams executed well while leveraging continued demand momentum across several of our key growth markets. Looking at our end market exposures across the Littelfuse portfolio, we delivered strong second quarter growth across computing, communications and diversified industrial markets or CCDI. Within the market, data center remained a leading contributor to growth as we continue to leverage …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Gregory N. Henderson | Chief Executive Officer, President & Director | USD 2,785,713 | — | 1969 | Active |
Deepak Nayar | Senior Vice President & GM of Electronics Business | USD 1,312,578 | Male | 1959 | Active |
Abhishek Khandelwal | Executive Vice President & Chief Financial Officer | USD 1,096,824 | Male | 1978 | Active |
Peter Kim | Senior Vice President & GM of Industrial Business | USD 688,308 | Male | 1973 | Active |
Maggie Chu | Senior Vice President & Chief Human Resources Officer | USD 623,642 | Female | 1969 | Active |
David Ruppel | Senior VP and GM of Passenger Vehicle Business & Commercial Vehicle Products | — | Male | 1972 | Active |
Eyal Altman | Senior Vice President and Chief Digital & Information Technology Officer | — | Male | — | Active |
Prasad Reddy | Senior Vice President of Global Operations | — | Male | — | Active |
Anne-Marie Wieland D'Angelo | Chief Legal Officer & Corporate Secretary | — | Female | 1977 | Active |
David Lee Kelley | Head of Investor Relations | — | Male | — | Active |
Jeffrey G. Gorski | Senior Vice President, Chief Accounting Officer & Corporate Controller | — | Male | 1975 | Active |
Alexander Conrad | Senior Vice President & GM of Passenger Vehicle Business | — | Male | 1966 | Active |
Littelfuse's data center growth, industrial recovery and Basler acquisition drive momentum as management raises Q3 outlook on record bookings and demand.
Littelfuse, Inc. (NASDAQ: LFUS - Get Free Report) gapped up prior to trading on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $392.05, but opened at $419.06. Littelfuse shares last traded at $421.3730, with a volume of 60,879 shares traded. The technology company reported $4.19 EPS for the
Littelfuse NASDAQ: LFUS reported second-quarter results above its expectations, citing broad demand across data center, industrial, energy infrastructure and selected transportation markets. The company posted net sales of $739 million, up 20% from a year earlier and 14% on an organic basis, while adjusted diluted earnings per share rose 47% to $4.19.
Littelfuse, Inc. (LFUS) Q2 2026 Earnings Call Transcript
Littelfuse (LFUS) came out with quarterly earnings of $4.19 per share, beating the Zacks Consensus Estimate of $3.77 per share. This compares to earnings of $2.85 per share a year ago.