LITTELFUSE INC /DE — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Littelfuse reported Q2 2026 net sales of $739M (+20% YoY; +14% organic), with GAAP diluted EPS of $3.49 (+52%) and adjusted diluted EPS of $4.19 (+47%). Adjusted EBITDA margin expanded 220 bps to 23.6%. The company increased full-year Basler acquisition outlook to $135M–$140M sales and $0.25–$0.30 EPS contribution. Q3 2026 guidance: $780M–$800M revenue (+26% YoY) and adjusted EPS $4.85–$5.05 (+68% YoY at midpoint). Free cash flow was $127M (+75% YoY); YTD FCF $193.5M (+68%). Dividend raised 7% to $0.80/share annualized at $3.20.
Why this rating
Strong organic growth (+14%), margin expansion (+220 bps), and raised Basler guidance signal execution. Relative to $5.6B market cap, organic sales growth and FCF generation are healthy. Q3 guidance +26% YoY is robust, though Basler's contribution (~6%) means core organic momentum is +20%. Operational gains offset transportation segment weakness. Not transformational but a meaningful beat-and-raise on a quality operator.
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