Littelfuse Posts Record Q3 Sales of $767M, Adjusted EPS $5.79, Guides Q4 to ~+28% Growth
LFUS sits 65% above its 52-week low of $233.36 on elevated volume (1.9× avg).
Summary
Littelfuse reported record Q3 sales of $766.7M (+22% organic) and adjusted EPS of $5.79 (+96%), then guided Q4 to $750-$770M (~+28% yr/yr) with adjusted EPS of $5.05-$5.25.
Key Events · Earnings and Guidance · LFUS
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Record Q3 Sales and EPS
Net sales of $766.7M rose 22.7% reported and 22% organic; adjusted diluted EPS jumped 96% to $5.79 from $2.95, and GAAP diluted EPS rose 62% to $4.49.
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Margin Expansion and Cash Generation
Adjusted EBITDA margin reached 28.4%, up 690 bps, while Q3 operating cash flow was $230.1M (+57%) and free cash flow $215.7M (+64%).
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Q4 Guidance Points to ~28% Growth
Management guided Q4 net sales to $750-$770M (~+28% yr/yr, +21% organic) and adjusted diluted EPS to $5.05-$5.25, about +91% at the midpoint.
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Dortmund Fee Distorts Semiconductor Sales
A one-time $28.5M (EUR24.6M) Dortmund contract amendment fee was recorded as a reduction of semiconductor net sales, a 5-point drag on total reported growth.
Analysis · LFUS · Manufacturing
Littelfuse delivered a blowout quarter: organic sales up 22% with adjusted EPS nearly doubling to $5.79 from $2.95, and adjusted EBITDA margin expanding 690 bps to 28.4%. The company also guided Q4 revenue to $750-$770 million, roughly 28% year-over-year growth, and raised the quarterly dividend to $0.80. For a $9.7B industrial with a 0.7x net leverage ratio and $216M of quarterly free cash flow, this is a broad-based demand story across electronics, industrial and commercial vehicle, not a one-off. The main blemish is a $28.5M one-time Dortmund contract amendment fee that cut reported semiconductor sales; excluding it, the underlying trends are stronger than the headline.
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At the time of this filing, LFUS was trading at $385.55 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $9.7B. The 52-week trading range was $233.36 to $500.57. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.