Littelfuse Inc. Common Stock (LFUS)

FairStock Score: 41/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Littelfuse as a conservative investor asking whether the business earns durable returns and whether the price offers a margin of safety. The company sells essential electronic components—fuses, sensors, circuit protection—into electronics, transportation, and industrial markets. Those products are often designed into equipment and carry safety or reliability requirements, which can create switching costs. But the financial record is uneven. In fiscal 2025, the year ended 2025-12-27, revenue was $2.4B but net income was -$71.7M and diluted EPS -$2.89, after fiscal 2024, the year ended 2024-12-28, net income of $100.2M and fiscal 2023, the year ended 2023-12-30, net income of $259.5M. That is why FairStock labels it a TURNAROUND: a loss in the latest year after earlier profits. More recently, fiscal Q1 2026, the quarter ended 2026-03-28, showed revenue of $657.0M, net income of $75.1M, and diluted EPS of $2.96, versus fiscal Q1 2025, the quarter ended 2025-03-29, revenue of $554.3M, net income of $43.6M, and EPS of $1.75—a real rebound. The balance sheet appears sound: debt-to-equity 0.27, Altman Z 5.75, Piotroski 8/9. Free cash flow is $444.4M, a 4.2% FCF yield. Still, at the 2026-10-13 close of $415.03, FairStock shows P/B 4.03, EV/EBITDA 42.91, ROE -0.31%, ROCE 6.70%, and FairStock Score 41/100. The P/E is -847 because earnings are negative. I would want normalized earnings and a lower price before calling this a bargain.

In plain English: Littelfuse makes electronic parts such as fuses, sensors, and circuit protection used in cars, factories, and electronics. The company lost money in its latest full year after earlier profits, but recent quarterly results show a rebound and it produces solid cash. At the recent price, the stock looks expensive compared with its current earnings and accounting value.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2026 10-Q (period ended 2026-03-28) · fiscal Q3 2025 10-Q (period ended 2025-09-27) · fiscal Q2 2025 10-Q (period ended 2025-06-28) · fiscal Q1 2025 10-Q (period ended 2025-03-29) · FY2025 10-K (period ended 2025-12-27) · FY2024 10-K (period ended 2024-12-28) · FY2023 10-K (period ended 2023-12-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer