Littelfuse (LFUS) reported second-quarter 2026 net sales of $739 million, up 20% year over year, with organic growth contributing 14%. Net income was $89.4 million, compared with $57.3 million a year earlier, and GAAP diluted earnings per share were $3.49.
The company said cash flow from operations was $146 million and free cash flow was $127 million in the quarter. Littelfuse also announced a cash dividend of $0.80 per share, up 7% from the prior quarter dividend.
- Second-quarter net sales were $738.8 million, compared with $613.4 million a year earlier.
- GAAP operating margin was 16.2%, up 110 basis points year over year.
- Electronics net sales increased 21%, Transportation net sales increased 2%, and Industrial net sales increased 52%.
- The company expects third-quarter net sales of $780 million to $800 million.
- The dividend is payable September 3, 2026, to shareholders of record as of August 20, 2026.
$LFUS Insider Trading Activity
$LFUS insiders have traded $LFUS stock on the open market 48 times in the past 6 months. Of those trades, 0 have been purchases and 48 have been sales.
Here’s a breakdown of recent trading of $LFUS stock by insiders over the last 6 months:
- PETER SUNG-JIP KIM (SVP & GM Industrial Business) has made 0 purchases and 6 sales selling 15,659 shares for an estimated $6,735,818.
- MAGGIE CHU (SVP, CHRO) has made 0 purchases and 7 sales selling 14,555 shares for an estimated $6,068,269.
- DEEPAK NAYAR (SVP & GM Electronics Business) has made 0 purchases and 9 sales selling 14,786 shares for an estimated $5,494,661.
- RYAN K STAFFORD (Executive VP, CLO & Corp Sec) has made 0 purchases and 3 sales selling 16,839 shares for an estimated $5,476,873.
- ANTHONY GRILLO has made 0 purchases and 8 sales selling 8,000 shares for an estimated $3,087,086.
- JEFFREY G GORSKI (SVP & Chief Accounting Officer) has made 0 purchases and 6 sales selling 6,000 shares for an estimated $2,023,362.
- GORDON HUNTER has made 0 purchases and 5 sales selling 2,946 shares for an estimated $1,316,769.
- KRISTINA A. CERNIGLIA sold 2,343 shares for an estimated $863,114
- DAVID RUPPEL (SVP & GM Transportation Bus.) has made 0 purchases and 3 sales selling 2,001 shares for an estimated $705,401.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LFUS Hedge Fund Activity
We have seen 229 institutional investors add shares of $LFUS stock to their portfolio, and 198 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 567,010 shares (-55.4%) from their portfolio in Q1 2026, for an estimated $192,414,843
- ALLIANCEBERNSTEIN L.P. added 289,941 shares (+917.5%) to their portfolio in Q1 2026, for an estimated $98,391,478
- CORIENT PRIVATE WEALTH LLC removed 184,015 shares (-95.1%) from their portfolio in Q1 2026, for an estimated $62,445,490
- ANALOG CENTURY MANAGEMENT LP added 153,997 shares (+inf%) to their portfolio in Q1 2026, for an estimated $52,258,881
- SOUTHPOINT CAPITAL ADVISORS LP added 150,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $50,902,500
- ACK ASSET MANAGEMENT LLC added 135,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $45,812,250
- VULCAN VALUE PARTNERS, LLC removed 114,105 shares (-59.4%) from their portfolio in Q1 2026, for an estimated $38,721,531
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
