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Littelfuse, Inc.

Q2 FY26Electronic Equipment, Instruments and Components

Littelfuse, Inc. Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹474

Market cap₹12.0K Cr

P/E27.6

Updated30 May 2026

Read4 min read

What the Q2 FY26 call signalled

2 of 4 strong

RevenueModerate growth

MarginMargins steady

CapexCapex planned

Order bookOrder book rising

The short version

- Littelfuse expects continued solid demand supported by strong backlog and customer traction into Q2 2026. - Littelfuse expects continued solid demand across key markets with Q2 net sales guidance of $690M to $710M, reflecting 14% growth vs.

From Littelfuse, Inc.'s Q2 FY26 earnings-call transcript · updated 30 May 2026.

Revenue & Sales Performance

Moderate growth

Littelfuse expects continued solid demand supported by strong backlog and customer traction into Q2 2026.
Q2 net sales guidance is $690 million to $710 million, representing 14% growth year-over-year with 8% organic growth and 6% from Basler acquisition.
The company anticipates broad-based demand strength across key markets, including data center, diversified industrials, transportation, and grid utility infrastructure.
Book-to-bill ratio remains well above 1.0 with bookings up over 20% year-over-year, indicating ongoing order momentum and sequential improvement within Q1.
Double-digit design win growth is expected in transportation and logistics for 2026.
Long-term growth is driven by electrification megatrends, grid modernization, data center expansion, and expanding customer partnerships.

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Profitability & Margins

Littelfuse expects continued solid demand across key markets with Q2 net sales guidance of $690M to $710M, reflecting 14% growth vs. prior year (8% organic growth, 6% from Basler acquisition).
Adjusted diluted EPS for Q2 is projected between $3.65 and $3.85.
Long-term flow-through on earnings is expected around 30%-35%, with quarterly variations (Q1 was 38%, Q2 guided at 31%).
Mid- to long-term margin improvement anticipated in the Electronics segment, particularly through product rationalization and footprint optimization in power semiconductors.
Data center and diversified industrial markets are key growth drivers with strong design win pipelines and broad-based demand.

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Capital Expenditure Plans

Capex planned

Some relevant strategic investments and focus areas include: - Integration of the Basler acquisition, which strengthens Littelfuse's position in high-power applications and grid infrastructure. - Investments in operational excellence and footprint optimization, especially in the power semiconductor business. - Product rationalization and factory consolidation efforts aimed at long-term profitability improvements. - Expanding design wins and pipeline growth in key markets like data centers, transportation, and diversified industrials.

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Fundraising & Capital Structure

Littelfuse currently has ample capacity for acquisitions given their balance sheet.
Their net leverage ratio is approximately 1x, indicating a strong and manageable debt position.
They plan to pursue acquisitions as part of their growth strategy and will provide clear targets for the next 5 years at their upcoming Investor Day.

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Order Book & Pipeline

Order book rising

Littelfuse exited Q1 2026 with a book-to-bill ratio well above 1.0, indicating strong order intake relative to shipments.
Bookings were up more than 20% year-over-year in Q1, showing significant momentum in new orders.
Sequential improvement in order momentum was observed from Q4 2025 to Q1 2026, with further improvement within Q1 itself.
The pipeline and order backlog remain strong, supported by high customer engagement and broad-based demand strength.
Continued order growth is expected, with strong backlog providing good visibility into the near term.

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Frequently Asked Questions

What were Littelfuse, Inc. Q2 FY26 results?

- Littelfuse expects continued solid demand supported by strong backlog and customer traction into Q2 2026. - Littelfuse expects continued solid demand across key markets with Q2 net sales guidance of $690M to $710M, reflecting 14% growth vs.

What is Littelfuse, Inc. share price analysis?

Littelfuse, Inc. currently shows a below-average growth signal. The stock trades at a P/E of 27.6 with a market cap of $11,977. Investors should review the full earnings analysis for detailed insights.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.