LITTELFUSE INC /DE(LFUS)Stock Analysis
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Rank #966 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LFUS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for LITTELFUSE INC /DE (LFUS), a Technology sector company. 13F Pro's AI-powered ranking engine scores LFUS at 58.7/100 on a 32-signal composite quality model, placing it at rank #966 of 2,879 stocks — the top half of the AI-ranked universe. LFUS scores in the top quartile across balance sheet strength (75.9). Areas of concern include institutional flow (23.0) and earnings quality (33.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), LITTELFUSE INC /DE reports quarterly revenue of $657.0M, net income of $75.1M, free cash flow of $66.2M. Top institutional holders of LFUS by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LFUS trades on the Nasdaq exchange and files with the SEC under CIK 889331. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LFUS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LITTELFUSE INC /DE directly from SEC EDGAR. LITTELFUSE INC /DE's 13F Pro composite quality score has ranged between 8 and 59 since 2026, currently 58.7 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.
Revenue
Q1 2026
$657.0M
Net Income
Q1 2026
$75.1M
Free Cash Flow
Q1 2026
$66.2M
D/E Ratio
Q1 2026
0.29
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-7.3% YoYNet Income
-61.4% YoYOperating Income
-56.0% YoYEPS (Diluted)
-61.3% YoYTotal Assets
-2.6% YoYTotal Debt
+4.3% YoYOp. Cash Flow
-19.6% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.19B -7.3% | $2.36B -6.0% | $2.51B +20.9% | $2.08B +43.9% | $1.45B -3.9% | $1.50B |
| Net Income | $100.2M -61.4% | $259.5M -30.5% | $373.3M +31.5% | $283.8M +118.3% | $130.0M | — |
| Operating Income | $158.8M -56.0% | $360.9M -27.9% | $500.8M +29.9% | $385.6M +137.5% | $162.4M -15.8% | $192.8M |
| EPS (Diluted) | $4.00 -61.3% | $10.34 -30.8% | $14.94 +31.3% | $11.38 +115.1% | $5.29 -5.5% | $5.60 |
| Total Assets | $3.89B -2.6% | $4.00B +2.3% | $3.90B +23.9% | $3.15B +14.7% | $2.75B +7.3% | $2.56B |
| Total Debt | $923.7M +4.3% | $886.0M -22.0% | $1.14B +71.7% | $661.9M -3.7% | $687.0M -0.3% | $689.2M |
| Operating Cash Flow | $367.6M -19.6% | $457.4M +9.0% | $419.7M +12.4% | $373.3M +44.7% | $258.0M +5.2% | $245.3M |
AI Insight: LFUS Financial Trends
Q1 2026 revenue hit a table-high $657M and operating income reached $101M, but back-to-back Q4 write-downs mask underlying recovery momentum.
• Revenue grew from $558M in Q2 2024 to $657M in Q1 2026, a 17.7% rise over seven quarters.
• Operating income improved from $66M in Q2 2024 to $101M in Q1 2026, with Q4 impairment charges distorting both year-end periods.
• Total debt declined from $936M in Q3 2024 to $732M in Q1 2026, reducing leverage meaningfully.
• Net income swung to -$242M in Q4 2025 and -$52M in Q4 2024, signaling recurring year-end non-cash charges.
⚠ Q4 net losses of -$52M (2024) and -$242M (2025) suggest escalating impairment charges — magnitude nearly quintupled year-over-year.
⚠ Equity slipped to $2,426M after Q4 2025 losses despite a Q1 2026 partial recovery to $2,514M — trend worth monitoring.
⚠ Operating cash flow of $80M in Q1 2026 remains solid; sustaining this alongside rising debt service will be key.
AI Insight: LFUS Ratio Trends
LFUS Q1 2026 operating margins rebounded to 15.4% and ROIC hit 12.5%, but a massive Q4 2025 write-down drags the TTM picture deeply negative.
• Excluding one-off quarters, operating margin trended from 11.7% in Q2 2024 to 15.4% in Q1 2026, signaling underlying improvement.
• ROIC expanded from 7.7% in Q2 2024 to 12.5% in Q1 2026, with sequential gains in five of six non-impaired quarters.
• Leverage declined steadily: D/E fell from 0.38 in Q2 2024 to 0.29 in Q1 2026, the lowest level in the observed period.
• Q4 2025 operating margin collapsed to -37.5% and net margin to -40.8%, driving TTM ROE and ROA deeply negative at -1.6% and -1.0%.
⚠ Recurring Q4 impairment charges — Q4 2024 and Q4 2025 both produced severe losses — warrant scrutiny for structural write-down risk.
⚠ TTM metrics (OpMargin 2.8%, ROE -1.6%) remain severely distorted; confirmation that Q4 charges are non-recurring is critical.
⚠ D/E declining to 0.29 in Q1 2026 is a positive inflection; monitor whether balance sheet discipline holds through future impairment cycles.
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Available Research
13F Pro tracks comprehensive data for LITTELFUSE INC /DE including:
Top Institutional Holders of LFUS
BlackRock, Inc.
$797.1M2,349,035 shVANGUARD PORTFOLIO MANAGEMENT LLC
$531.8M1,567,077 shVANGUARD CAPITAL MANAGEMENT LLC
$382.2M1,126,270 shVAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
$333.5M982,714 shSTATE STREET CORP
$261.6M770,900 shNeuberger Berman Group LLC
$251.5M741,183 shMAIRS & POWER INC
$245.9M724,710 shDIMENSIONAL FUND ADVISORS LP
$170.6M502,809 shGEODE CAPITAL MANAGEMENT, LLC
$166.4M490,372 shWELLINGTON MANAGEMENT GROUP LLP
$162.0M477,529 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $797.1M | 2,349,035 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $531.8M | 1,567,077 |
| VANGUARD CAPITAL MANAGEMENT LLC | $382.2M | 1,126,270 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $333.5M | 982,714 |
| STATE STREET CORP | $261.6M | 770,900 |
| Neuberger Berman Group LLC | $251.5M | 741,183 |
| MAIRS & POWER INC | $245.9M | 724,710 |
| DIMENSIONAL FUND ADVISORS LP | $170.6M | 502,809 |
| GEODE CAPITAL MANAGEMENT, LLC | $166.4M | 490,372 |
| WELLINGTON MANAGEMENT GROUP LLP | $162.0M | 477,529 |
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Popular Research
Is LFUS a good stock to buy?
13F Pro's AI-powered analysis of LITTELFUSE INC /DE (LFUS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LFUS are available on the LFUS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LFUS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LFUS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LITTELFUSE INC /DE's investment landscape.