Littelfuse, Inc. (LFUS)

Littelfuse, Inc. (LFUS) has experienced several notable events impacting its stock in the past six months. Littelfuse reported first-quarter results that exceeded expectations, driven by solid demand recovery in its Electronics Segment and robust growth in the Industrial Segment. The company hosted a conference call to discuss its second-quarter results. Littelfuse reported its third-quarter results for 2025 on October 29, 2025. Littelfuse announced an agreement to acquire Basler Electric Company for US$350 million, a move expected to enhance its positioning in high-growth industrial markets. Littelfuse went ex-dividend on November 20, 2025, with a $0.75 USD dividend per share payable on December 4, 2025, and had prior dividend declarations on July 30, 2025 ($0.750), and April 29, 2025 ($0.700). As of November 25, 2025, Littelfuse's stock price was $252.90, and Wall Street analysts have a "Moderate Buy" consensus rating for LFUS, with an average price target of $292.50.

The demand for Littelfuse's products and services, particularly within its Electronics segment, is subject to seasonality, reflecting broader trends in the electronics industry. The second half of the year typically represents the peak electronics sales season, as OEMs and EMS firms increase component purchases to support production ramps for consumer products. This surge in demand is often driven by major holidays like Christmas, gift-giving occasions, and new product launches.

Littelfuse, Inc., headquartered in Chicago, Illinois, is an American industrial technology manufacturing company that designs, manufactures, and sells electronic components, modules, and subassemblies globally. The company operates within the electronics manufacturing industry, focusing on providing innovative and reliable solutions for a sustainable, connected, and safer world. Its business is structured into three main segments: Electronics, Transportation, and Industrial. The Electronics segment offers a wide range of products serving diverse end markets. The Transportation segment focuses on circuit protection, power control, and sensing technologies. The Industrial segment provides industrial circuit protection, controls, and temperature sensors for various applications.

Littelfuse has a significant global presence with operations in more than 20 countries and over 40 sales, distribution, manufacturing, and engineering facilities across the Americas, Europe, and Asia. The company has manufacturing and R&D facilities spanning the globe. Key geographic presences include the U.S., China, Mexico, Germany, and the Philippines.

Littelfuse maintains a reputation as a diversified industrial technology manufacturing company focused on empowering a sustainable, connected, and safer world. The company emphasizes its commitment to innovation and technology, with a history dating back to 1927. Its purpose and strategy are guided by values of respect, customer focus, agility, and collaboration. The company's consistent reporting of financial results and strategic acquisitions like Basler Electric contribute to its ongoing market perception.

Littelfuse, Inc. (LFUS) is primarily owned by institutional investors, holding approximately 91.54% to 97.11% of the company's stock. Insiders own about 1.16% to 3.87%, and public companies and individual investors hold around 7.30% to 24.47%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and Kempen Capital Management N.v., among others.