NASDAQ$LFUS

Littelfuse Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Littelfuse reported Q1 2026 net sales of $657.0M (+18% YoY) with net income of $75.1M ($2.96 diluted EPS).

Littelfuse posted $657.0 million of net sales for the quarter ended March 28, 2026, up 18.5% from $554.3 million, including Basler and favorable FX. Net income was $75.1 million, or $2.96 per diluted share, versus $43.6 million and $1.76. Operating income was $101.2 million on electronics and industrial demand.

  • Littelfuse reported Q1 2026 net sales of $657.
  • Quarter ended 2026-03-28; filing date 2026-05-06.
  • Revenue of about $657.0M in the quarter.
  • Diluted EPS $2.96.
  • MD&A cites electronics cycle, auto electrification, and M&A synergy; no EPS guide in 10-Q.…

Headline financials

Total Revenue

$657M

Previous: $554M+18.5%
EPS (adj)

$2.96

Previous: $1.75+69.1%
Capital Expenditures

-$14.1M

Previous: -$23.1M+39.0%
Net Income

$75.1M

Previous: $43.6M+72.5%
Operating Income

$101M

Previous: $70.2M+44.2%
Gross Profit

$254M

Previous: $207M+22.6%

Revenue & EPS history

Littelfuse · Revenue · Quarterly

$657M

Q1 2026+18.5%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Littelfuse · $607M total across 3 segments · Q3 2023

  • Electronics
    $344M-13.5%
  • Transportation
    $177M-2.6%
  • Industrial
    $86.1M+8.3%

Forward guidance

MD&A cites electronics cycle, auto electrification, and M&A synergy; no EPS guide in 10-Q.

Tailwinds

  • Strong sales and EPS growth YoY.
  • Operating margin above 15%.
  • Basler acquisition contributes to industrial segment.

Headwinds

  • Inventory and channel fill risk.
  • Auto production cyclicality.
  • FX and tariff headwinds.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.5%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+3.2%

Avg return

30 days after

53%

34 / 64 earnings

Positive

+12.6%

Q1 2018

Best reaction

-13.2%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%+3.2%+3.5%
Q4 2025+5.9%+9.8%+19.0%
Q3 2025-3.9%-5.0%-2.5%
Q1 2025+3.5%+4.5%+12.5%
Q4 2024+5.0%+3.4%+3.6%
Q3 2024-1.3%-2.1%-3.5%
Q2 2024+2.7%-5.0%+3.7%
Q1 2024-1.1%+4.9%+8.4%
Q4 2023+1.1%+2.6%-0.4%
Q3 2023+4.7%+8.2%+8.1%
Q2 2023-13.2%-16.0%-12.3%
Q1 2023+8.1%+7.9%+5.3%
Q4 2022+5.9%+3.1%+6.3%
Q3 2022-5.3%-3.3%+12.6%
Q2 2022-6.5%-8.7%-16.7%
Q1 2022+10.3%+8.8%+17.7%
Q4 2021-5.1%-5.8%-6.6%
Q3 2021-5.7%-0.4%+6.5%
Q2 2021+9.0%+7.3%+16.5%
Q1 2021-1.2%-3.2%-5.1%
Q4 2020-3.1%+2.1%-2.0%
Q3 2020+1.8%+2.9%+23.4%
Q2 2020+3.3%+5.5%+6.8%
Q1 2020+1.6%-1.8%+13.7%
Q4 2019-2.0%-5.1%-14.5%
Q3 2019-7.1%-2.2%-4.0%
Q2 2019-12.7%-17.7%-17.4%
Q1 2019-3.7%-6.2%-18.8%
Q4 2018-4.7%-1.2%+4.3%
Q3 2018+10.4%+10.5%+13.2%
Q2 2018+1.3%+2.0%+3.1%
Q1 2018+12.6%+13.7%+15.7%
Q4 2017+6.9%+0.3%+1.1%
Q3 2017-12.1%-9.8%-3.6%
Q2 2017+2.7%+0.5%+2.8%
Q1 2017+11.0%+9.4%+10.3%
Q4 2016+2.2%+2.2%+3.6%
Q3 2016+0.5%+4.7%+8.0%
Q2 2016-4.4%-5.3%+3.1%
Q1 2016-5.7%
Q4 2015+5.6%
Q3 2015+9.2%
Q2 2015+0.9%
Q1 2015+0.4%
Q4 2014-8.8%
Q3 2014+5.9%
Q2 2014-2.9%
Q1 2014-3.0%
Q4 2013+1.7%
Q3 2013+6.0%
Q2 2013+1.3%
Q1 2013+1.9%
Q4 2012+3.0%
Q3 2012-0.5%
Q2 2012-0.8%
Q1 2012-1.6%
Q4 2010-0.4%
Q1 2011-0.4%
Q4 2011-0.4%
Q3 2011+4.8%
Q2 2011-2.3%
Q3 2010-1.3%
Q2 2010+9.8%
Q1 2010-9.3%

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