Littelfuse Q2 Sales Surge 20%, Guides Q3 Above Street; Raises Dividend 7%
LFUS sits 73% above its 52-week low of $227.73 on elevated volume (3.0× avg).
Summary
Littelfuse reported Q2 2026 results well ahead of expectations, with 20% revenue growth and adjusted EPS of $4.19. The company issued Q3 guidance above consensus and raised its dividend by 7%.
Key Events · Earnings and Guidance · LFUS
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Q2 Revenue +20%, Adjusted EPS $4.19
Net sales of $739 million grew 20% year-over-year, with organic growth of 14%. Adjusted diluted EPS of $4.19 beat the year-ago $2.85 by 47%.
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Q3 Guidance Raised Significantly
Management guided Q3 net sales to $780–$800 million and adjusted EPS to $4.85–$5.05, representing ~26% revenue growth and ~68% EPS growth at the midpoint versus Q3 2025.
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Dividend Increased 7% to $0.80/Share
The quarterly cash dividend was raised from $0.75 to $0.80 per share, payable September 3, 2026 to shareholders of record August 20, 2026.
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Free Cash Flow Surges 75% to $127M
Q2 free cash flow of $127 million was up 75% year-over-year, driven by strong operating cash flow of $146 million.
Analysis · LFUS · Manufacturing
A strong beat-and-raise quarter underscores Littelfuse's momentum. Broad-based demand drove a 20% jump in Q2 revenue to $739 million, while adjusted EPS of $4.19 crushed the prior-year's $2.85. Looking ahead, management guided Q3 revenue to $780–$800 million and adjusted EPS to $4.85–$5.05, well above the year-ago $2.95. Financial strength is further highlighted by a 7% dividend hike to $0.80 per share and free cash flow surging 75% to $127 million. The only blemish is a $20 million restructuring charge tied to a planned facility closure, but the market will focus on the accelerating organic growth and margin expansion.
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In the 30 days to Oct 2, 2026, 29.5% of the 1629 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.59%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, LFUS was trading at $392.99 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $9.9B. The 52-week trading range was $227.73 to $500.57. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.