Littelfuse jumps on Q1 earnings beat and stronger Q2 revenue, EPS outlook
Littelfuse shares rose after the company reported Q1 2026 results that beat expectations, with revenue of about $657 million and adjusted EPS of $3.31. The company also issued upbeat Q2 guidance, calling for $690–$710 million of sales and adjusted EPS of $3.65–$3.85.
1. What’s moving LFUS today
Littelfuse (LFUS) is higher today after posting a first-quarter 2026 earnings and revenue beat, alongside a stronger-than-expected outlook for the current quarter. The company reported net sales of $657.0 million (up about 19% year over year, including 9% organic growth) and adjusted diluted EPS of $3.31, helping drive buying interest in early trading. (stocktitan.net)
2. The key numbers investors are reacting to
For Q1 ended March 28, 2026, Littelfuse posted GAAP diluted EPS of $2.96 and adjusted diluted EPS of $3.31. Profitability also improved, with GAAP operating margin of 15.4% and adjusted EBITDA margin of 22.9%, signaling better operating leverage as volumes and mix improved. (stocktitan.net)
3. Guidance raised the confidence level
For Q2 2026, the company guided to net sales of $690 million to $710 million and adjusted diluted EPS of $3.65 to $3.85, implying continued year-over-year growth and margin resilience. Management pointed to a strong backlog, continued customer momentum, and contributions from the Basler acquisition as key supports for the outlook. (stocktitan.net)
4. Segment drivers: data center, grid/infrastructure, and Basler uplift
In Q1, Electronics segment sales rose 18% (15% organic) helped by strength in passive products and protection semiconductors, while Industrial segment sales rose 45% (including a large contribution from Basler) on demand tied to grid & utility infrastructure and data centers. Transportation sales increased 5%, with passenger vehicle growth aided by content expansion and pricing, partially offset by softer commercial vehicle trends and the previously disclosed marine business exit. (stocktitan.net)