Littelfuse, Inc. (LFUS) Earnings Call Transcripts

Littelfuse, Inc.'s Latest Earnings Call - Q1 FY2026

Littelfuse, Inc. reported strong first quarter results for fiscal year 2026, with net sales of $657 million, representing a 19% year-over-year increase and exceeding expectations. Adjusted diluted earnings per share rose 51% to $3.31. Management raised guidance for the second quarter, expecting net sales between $690 million and $710 million, indicating continued growth momentum driven by strong demand across key markets, particularly data centers and grid infrastructure.

Reported metrics

Guidance from management

Management expects second quarter net sales between $690 million and $710 million, with adjusted diluted EPS in the range of $3.65 to $3.85. This guidance reflects continued strong demand across key markets.

What management said

And Chris, just to add to, our book-to-bill in the quarter was well above 1 as well. So again, supports what Greg is talking about, which is broad-based demand and broad-based momentum, supported by a book-to-bill.

Yes, absolutely, Chris. Good question. So look, I think -- as I think about the order momentum and kind of think about Q4 to Q1, we saw sequential improvement. And even within Q1, as I kind of look at the progression of the quarter, we saw sequential improvement as we went through the quarter. So again, book-to-bill north of 1, we saw bookings higher than 20% on a year-over-year basis. So continued momentum across th...

What analysts pressed on

Analysts expressed concerns regarding the mixed demand trends in the HVAC market, questioning the sustainability of growth in that segment. Additionally, there were inquiries about the impact of commodity cost pressures on margins moving forward.

Main topics on the call

• Revenue Growth — Littelfuse achieved net sales of $657 million, up 19% year-over-year, with 9% organic growth. Management noted, "We delivered a strong start to the year, with first quarter results exceeding our expectations."
• Margin Expansion — The adjusted EBITDA margin improved to 22.9%, up 280 basis points, attributed to strong volume leverage and operational execution. Management stated, "We are driving meaningful margin expansion across the portfolio."
• Acquisition Impact — The Basler acquisition contributed 6% to sales growth, with management noting that it "significantly strengthens our position in high-power applications."
• Transportation Market Performance — Sales in the Transportation Products segment increased 5%, driven by passenger vehicle content expansion. Management highlighted, "We see good momentum in our pipeline... strong growth in passenger and commercial vehicle...

Read the full Littelfuse, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 48 Littelfuse, Inc. earnings call transcripts on record, spanning January 29, 2020 to July 29, 2026. Based on this history, Littelfuse, Inc. reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LFUS

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

48

First call

January 29, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly