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← CockpitCompetitor Analysis › LFUS Littelfuse, Inc.Open in the cockpit ↗

Littelfuse, Inc.LFUSCompetitor analysis, valuation and peers

United States · USD·Information Technology›Electronic Production Equipment

Maker of circuit-protection components (fuses), sensors and semiconductors for automotive, industrial and electronics customers.

Momentum weak 20
Mkt cap
$9.04B
US dollars, full cap
Free float
99%
of shares outstanding
$/day
$121M
20-day average traded
Fwd P/E
16.3×
forward earnings
ROIC−WACC
+2.9 pp
WACC 11.9%
Hurdle
+5 pp
Req g minus delivered
Next earnings
88 days
2 Feb 2027
Close · USD$355.72
1D+2.1%
1W-9.5%
1M-16.4%
3M-21.9%
6M-22.2%
YTD+40.6%
1Y+45.2%
ATR %6.0%
Beta1.73
52w lowhigh28.9% off high

What Littelfuse does

Maker of circuit-protection components (fuses), sensors and semiconductors for automotive, industrial and electronics customers.

Sells small, low-cost components that protect or sense circuits, mostly through electronics distributors to a very large number of customers, so no one buyer dominates. Acquisitions such as IXYS in 2018, which added power semiconductors, have broadened the range beyond fuses.

Products and services

  • Circuit protection (fuses)
  • Automotive/industrial sensors
  • Power semiconductors

Customers

  • Automotive OEMs
  • Industrial and consumer electronics makers

Where it sits in the supply chain

  • Information Technology
  • Electronic production equipment
  • Circuit protection, sensors & power…

What could go right

  • EV/industrial electrification content growth
  • Data-center power-protection demand

What could go wrong

  • Auto production cyclicality
  • Semiconductor/component price competition

Moat: narrow (brand, customer qualification, installed base). Long-standing safety-certified fuse brand with deep design-in across auto/industrial platforms.

Headquarters: Chicago, Illinois, US · Founded: 1927 · Employees: 17,000

Named competitors

Littelfuse at a glance

Size Littelfuse (LFUS) is a United States Information Technology company (Electronic Production Equipment) with a market value of $9.04B, the 827th largest of 3,117 United States companies the cockpit tracks. Shares closed at $355.72 on 6 Nov 2026.

Performance Over six months the shares fell 22.2%, against -28.5% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 19 in its peer set.

Growth Revenue grew 18.7% over the last twelve months (peer median +25.8%); the operating margin is 17.7% (peer median 8.8%).

Valuation It trades at 16.3× forward earnings against a peer median of 20.4× (6th cheapest of 18).

Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 2.9 points above its cost of capital (11.9% WACC).

Short interest Short interest is 5.3% of the free float (15 Oct 2026).

Next results Next results expected around 2 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026LFUS 76Peer median 70
Six months, rebased to 100: Littelfuse against the median of its 20 peers (local-currency closes).

Littelfuse financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$2.76B$2.39B$2.19B$2.36B$2.51B
Revenue growth—+9%-7%-6%—
Gross profit$1.03B$843M$737M$837M$951M
EBITDA$625M$495M$415M$518M$632M
Net income$37.8M-$71.7M$100M$259M$373M
Free cash flow$527M$366M$292M$371M$315M
Capital expenditure$66.4M$67.6M$75.9M$86.2M$104M
Total debt$714M$886M$931M$934M$1.06B

Quarterly statements and history in the cockpit →

Littelfuse competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%+50%-60%-40%-20%0%82996223AEISSANM60123102856883752018000636688536PLXS0522LAGR-B603236011070002138LFUS6-month return →1-month return →
Up and to the right = strong over both horizons. Littelfuse is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×25×50×75×82996223AEISSANM60123102856883752018000636688536PLXSLAGR-B603236MDA011070002138LFUSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Littelfuse is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%AEISSANM001232028568837520180006366885360522LAGR-B011070002138001399LFUSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Littelfuse is the large dot.

Littelfuse competitors and peer comparison

Head to head with its named competitors (LFUS vs ST vs TEL vs ETN)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Littelfuse LFUS$9.04B-22%+19%18%16.3×15.3%
Sensata Technologies ST$5.72B-13%+4%16%9.9×5.2%
TE Connectivity TEL$59.5B+1%+15%22%15.1×8.2%
Eaton ETN$133B-15%+20%19%21.4×19.1%

How Littelfuse compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Littelfuse against its 20 peers (data as of 6 Nov 2026)
MeasureLFUSPeer medianRank in peer set
1-month return-16.4%-21.4%9th highest of 21
6-month return-22.2%-28.5%8th highest of 19
Distance from 52-week high-28.9%-51.6%4th highest of 21
Revenue growth (TTM)+18.7%+25.8%7th lowest of 21
Operating margin17.7%8.8%3rd highest of 21
Forward P/E16.3×20.4×6th cheapest of 18
Growth the price implies (Req g, 7 yrs)15.3%17.8%7th least demanding of 14
Growth delivered (Del g)+10.5%+14.2%6th lowest of 14
Hurdle (Req g minus delivered)+4.8 pp+12.9 pp7th least demanding of 14
ROIC minus cost of capital+2.9 pp+1.2 pp8th highest of 21
EV / EBITDA14.3×16.6×6th cheapest of 13
Net debt / EBITDA-0.2×-0.1×5th least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Littelfuse LFUSUnited States$9.04B-22%+19%18%16.3×15.3%+10.5%
Phison Electronics 8299.TWOTaiwan$10.0B-29%+157%31%3.7×n/an/a
MPI 6223.TWOTaiwan$10.2B-31%+38%30%37.2×n/an/a
Advanced Energy Industries AEISUnited States$7.98B-45%+32%17%11.7×17.8%+4.9%
Sanmina SANMUnited States$7.22B-46%+59%5%10.7×6.8%+3.2%
Universal Scientific Industrial (Shanghai) 601231.SSChina$6.50B-52%+4%3%19.6×n/an/a
Shenzhen Jlc Technology Group Co Lt 001232.SZChina$12.9Bn/a+28%15%n/a52.7%+28.4%
BYD Electronic 0285.HKHong Kong$6.15B-24%+4%1%19.5×-0.8%+18.8%
Guobo Electronics 688375.SSChina$5.61B-49%-12%13%83.0×39.7%+1.4%
AAC Technologies 2018.HKHong Kong$5.60B-4%+16%8%13.8×1.2%+12.4%
Guangdong Fenghua Advanced Technology (Holding) 000636.SZChina$5.42B+26%+36%8%45.0×28.6%+5.9%
3Peak 688536.SSChina$5.26B-5%+74%16%50.7×46.0%+30.6%
Plexus PLXSUnited States$5.12B-28%+23%5%17.9×n/an/a
Asmpt 0522.HKHong Kong$5.02B-47%+21%9%20.4×12.1%-1.3%
Lagercrantz LAGR-B.STSweden$4.72B-6%+17%15%30.8×20.6%+21.0%
Quectel Wireless Solutions 603236.SSChina$4.71B+50%+30%5%21.1×n/an/a
MDA Space MDA.TOCanada$4.65B-14%+38%5%28.1×n/an/a
LG Innotek 011070.KSSouth Korea$4.62B-54%+20%4%9.6×-0.3%+18.1%
Shenzhen Sunlord Electronics 002138.SZChina$4.55B+11%+20%16%24.4×14.5%+14.2%
HKC 001399.SZChina$18.2Bn/a+2%10%n/a30.7%+17.5%
JoulWatt Technology 688141.SSChina$4.44B-30%+50%-28%n/an/an/a

Questions

Who are Littelfuse's main competitors?
Named competitors: Sensata Technologies (ST), TE Connectivity (TEL), Eaton (ETN). The cockpit's measured peer set (industry) also includes Phison Electronics (8299.TWO), MPI (6223.TWO), Advanced Energy Industries (AEIS), Sanmina (SANM), Universal Scientific Industrial (Shanghai) (601231.SS), Shenzhen Jlc Technology Group Co Lt (001232.SZ).
Is Littelfuse expensive compared with its peers?
On forward p/e it trades at 16.3× against a peer median of 20.4×, 6th cheapest of 18 in its peer set. For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Littelfuse stock performed?
Over six months to 6 Nov 2026 the shares returned -22.2% against -28.5% for the median peer; over one year +45.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.