The strong beat-and-raise quarter with accelerating organic growth (14% in Q2 vs 9% in Q1) and margin expansion validates the execution thesis. The Q3 guidance midpoint of $4.95 adjusted EPS implies further acceleration. Monitor the Transportation segment margin compression (-190 bps) and the planned closure of the Allen, TX facility for potential headwinds, but the overall momentum supports a bullish near-term outlook.
Price Chart
Executive Summary
Littelfuse reported strong Q2 2026 results with net sales of $739M (+20% YoY) and adjusted diluted EPS of $4.19, beating consensus estimates of $3.78 by 10.7%. The company raised its quarterly dividend by 7% to $0.80/share and guided Q3 2026 revenue to $780-$800M and adjusted EPS to $4.85-$5.05, both well above prior-year levels, driven by broad-based demand and the Basler acquisition outperformance.
Key Financial Metrics
Key Facts
- Q2 2026 net sales of $739M, +20% YoY (+14% organic)
- Adjusted diluted EPS of $4.19, +47% YoY, beating $3.78 consensus by 10.7%
- Q3 2026 guidance: revenue $780-$800M, adjusted EPS $4.85-$5.05
- Adjusted EBITDA margin expanded 220 bps to 23.6%
- Free cash flow of $127M, +75% YoY
- Quarterly dividend increased 7% to $0.80/share
- Basler acquisition full-year outlook raised to $135-$140M sales
Financial Impact
Q2 revenue beat consensus by ~$36M (5.1%); EPS beat by $0.41 (10.7%); Q3 guidance midpoint implies ~26% YoY revenue growth and ~68% YoY adjusted EPS growth
Risk Factors
- Transportation segment adjusted EBITDA margin declined 190 bps YoY to 18.6%
- Restructuring, impairment, and other charges of $20M in Q2 (vs $2.5M in Q2 2025)
- Passenger vehicle organic sales declined 2% YoY; auto sensor products declined 12% organic
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-050382 |
| Document: lfus-20260729.htm | 0001628280-26-050382 |
| Document: q22026slide4.htm | 0001628280-26-050382 |
| Document: 0001628280-26-050382-index-headers.html | 0001628280-26-050382 |
| Document: 0001628280-26-050382-index.html | 0001628280-26-050382 |
| Document: 0001628280-26-050382.txt | 0001628280-26-050382 |
| 8-K Data (Synthetic) | 0001628280-26-050382 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | 8-K | $396.02 $422.43 | ▲ +6.67% | ▲ +4.11% | $457.78 (+15.60%) |
Aug 11, 2026 7w ago | 8-K | $453.87 $437.51 | ▼ −3.60% | ▼ −3.20% | $457.78 (+0.86%) |
Jul 29, 2026 9w ago | 8-K | $410.47 $461.16 | ▲ +12.35% | ▲ +6.82% | $457.78 (+11.53%) |
Jun 16, 2026 15w ago | Insider Cluster | $466.44 $463.69 | ▼ −0.59% | ▲ +0.45% | $457.78 (−1.86%) |
Jun 4, 2026 17w ago | Insider Cluster | $457.34 $472.14 | ▲ +3.24% | ▲ +2.67% | $457.78 (+0.10%) |
May 21, 2026 19w ago | Insider Cluster | $460.48 $463.46 | ▲ +0.65% | ▼ −1.01% | $457.78 (−0.59%) |
May 14, 2026 20w ago | 8-K | $459.21 $443.91 | ▼ −3.33% | ▼ −2.61% | $457.78 (−0.31%) |
May 6, 2026 21w ago | 8-K | $441.67 $456.23 | ▲ +3.30% | ▲ +2.17% | $457.78 (+3.65%) |
Mar 5, 2026 30w ago | 8-K | $302.28 $326.18 | ▲ +7.91% | ▲ +9.44% | $457.78 (+51.44%) |
US Market Status
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