Littelfuse (LFUS) reported third-quarter 2026 net sales of $766.7 million, up 22.7% from $624.6 million a year earlier. GAAP net income rose to $115.4 million from $69.5 million, while diluted earnings per share increased to $4.49 from $2.77.
The company said third-quarter sales included a $28.5 million one-time Dortmund contract amendment fee recorded as a reduction of semiconductor net sales. Littelfuse forecast fourth-quarter net sales of $750 million to $770 million.
- GAAP basic EPS was $4.54, compared with $2.80 in the prior-year quarter.
- GAAP operating income was $153.4 million, and operating margin was 20.0%.
- Electronics sales were $426.2 million, Transportation sales were $182.6 million, and Industrial sales were $157.8 million.
- Cash flow from operations was $230.1 million and free cash flow was $215.7 million.
- The company declared a quarterly cash dividend of $0.80 per share, payable December 3, 2026, to shareholders of record on November 19, 2026.
- Fourth-quarter guidance included adjusted diluted EPS of $5.05 to $5.25.
$LFUS Insider Trading Activity
$LFUS insiders have traded $LFUS stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $LFUS stock by insiders over the last 6 months:
- MAGGIE CHU (SVP, CHRO) has made 0 purchases and 4 sales selling 11,679 shares for an estimated $5,075,056.
- PETER SUNG-JIP KIM (SVP & GM Industrial Business) has made 0 purchases and 2 sales selling 10,171 shares for an estimated $4,944,833.
- DEEPAK NAYAR (SVP & GM Electronics Business) has made 0 purchases and 3 sales selling 5,911 shares for an estimated $2,640,916.
- ANTHONY GRILLO has made 0 purchases and 5 sales selling 3,000 shares for an estimated $1,355,867.
- GORDON HUNTER has made 0 purchases and 2 sales selling 2,035 shares for an estimated $981,810.
- DAVID RUPPEL (SVP & GM Transportation Bus.) sold 506 shares for an estimated $225,250
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 304 institutional investors add shares of $LFUS stock to their portfolio, and 243 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 321,681 shares (+inf%) to their portfolio in Q2 2026, for an estimated $146,471,009
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 316,657 shares (+inf%) to their portfolio in Q2 2026, for an estimated $144,183,431
- JANE STREET GROUP, LLC added 284,723 shares (+449.9%) to their portfolio in Q2 2026, for an estimated $129,642,923
- NEUBERGER BERMAN GROUP LLC removed 273,321 shares (-36.9%) from their portfolio in Q2 2026, for an estimated $124,451,250
- INVESCO LTD. added 251,621 shares (+176.8%) to their portfolio in Q2 2026, for an estimated $114,570,589
- D1 CAPITAL PARTNERS L.P. added 224,164 shares (+inf%) to their portfolio in Q2 2026, for an estimated $102,068,594
- SEGALL BRYANT & HAMILL, LLC added 204,018 shares (+inf%) to their portfolio in Q2 2026, for an estimated $92,895,515
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.
