Littelfuse’s most recent quarter was met with a significant positive market response, reflecting investor confidence in the company’s ongoing strategic execution. Management attributed the strong year-over-year revenue growth to robust demand in high-growth markets such as data center, grid, and utility infrastructure, along with double-digit design win increases in these segments. CEO Greg Henderson highlighted the importance of operational excellence and several strategic initiatives that contributed to this outperformance, including improved sales alignment and a customer-centric approach that deepened relationships and expanded Littelfuse’s reach across technology portfolios.
Is now the time to buy LFUS? Find out in our full research report (it’s free for active Edge members).
Littelfuse (LFUS) Q4 CY2025 Highlights:
- Revenue: $593.9 million vs analyst estimates of $582.1 million (12.2% year-on-year growth, 2% beat)
- Adjusted EPS: $2.69 vs analyst estimates of $2.53 (6.2% beat)
- Adjusted EBITDA: $121.6 million vs analyst estimates of $119 million (20.5% margin, 2.2% beat)
- Revenue Guidance for Q1 CY2026 is $635 million at the midpoint, above analyst estimates of $613.4 million
- Adjusted EPS guidance for Q1 CY2026 is $2.80 at the midpoint, roughly in line with what analysts were expecting
- Operating Margin: -37.5%, down from -9.3% in the same quarter last year
- Market Capitalization: $8.27 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From Littelfuse’s Q4 Earnings Call
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Luke Junk (Baird) asked about incremental drivers in the data center market and the scaling of opportunities from doubled design wins. CEO Greg Henderson explained the company's focus on higher-voltage architectures and ongoing deepening of customer relationships, while CFO Abhishek Khandelwal noted that data center exposure now represents a double-digit percentage of revenue.
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Luke Junk (Baird) inquired about signs of recovery in the industrial sector. Henderson emphasized broad-based momentum across diversified and automation segments, citing strong Q4 bookings, while Khandelwal added that bookings were up 20% year-over-year, reflecting improving market sentiment.
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Luke Junk (Baird) questioned how the company manages metals inflation and its impact on guidance. Khandelwal outlined strategies involving supply chain optimization and price adjustments, aiming for price-cost neutrality over the full year, though recognizing timing differences between quarters.
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Christopher Glynn (Oppenheimer) asked about partnerships and standard-setting in the data center space. Henderson described active engagement with hyperscalers, chip designers, and original design manufacturers, as well as participation in standards bodies such as Open Compute and UL certification processes.
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Christopher Glynn (Oppenheimer) sought clarification on semiconductor portfolio focus and the impact of rationalization. Henderson detailed efforts to concentrate on high-value segments, with Khandelwal noting that any changes will be reflected in ongoing guidance updates, with more details expected at the upcoming investor day.
Catalysts in Upcoming Quarters
In future quarters, our analysts will be monitoring (1) the pace of revenue synergies and integration progress from the Basler Electric acquisition, (2) the trajectory of data center and grid infrastructure growth, particularly the impact of new design wins and product launches, and (3) the effectiveness of Littelfuse’s semiconductor portfolio realignment in improving margins and profitability. Execution on these fronts will be key markers for sustained performance.
Littelfuse currently trades at $331.84, up from $296.17 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it’s free).
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