LITTELFUSE INC /DE — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Littelfuse reported Q3 2026 net sales of $767M (+23% YoY reported, +22% organic), including a $28.5M one-time Dortmund contract amendment fee (reduction to semiconductor sales). GAAP diluted EPS rose 62% to $4.49; adjusted EPS surged 96% to $5.79. Adjusted EBITDA margin expanded 690 bps to 28.4%. Operating cash flow reached $230M (+57% YoY); free cash flow $216M (+64%). Q4 2026 guidance: $750–$770M revenue (+28% YoY), adjusted EPS $5.05–$5.25 (+91% midpoint YoY).
Why this rating
Strong organic growth, margin expansion, and robust cash generation across all segments. Basler acquisition integration performing well. Q4 guidance signals sustained momentum. One-time fee is neutral. Meaningful but execution-dependent progress relative to $5.6B market cap.
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