AI Earnings Predictions for Littelfuse Inc. (LFUS)

EX-99.1

2 q22026earningsreleaseex991.htm

EX-99.1

Document

Exhibit 99.1

FOR IMMEDIATE RELEASE

David Kelley

224-727-2535

dkelley@littelfuse.com

Littelfuse Reports Second Quarter Results for 2026

Second Quarter Highlights:

(Year-over-year comparisons unless otherwise noted)

•Net sales of $739 million, +20%; organic growth contributed +14%

•Cash flow from operations of $146 million; free cash flow of $127 million, +75%

•YTD Cash flow from operations of $226 million; free cash flow of $193 million, +68%

•GAAP diluted earnings per share of $3.49; Adjusted diluted earnings per share of $4.19

•GAAP operating margin of 16.2%, +110 bps; Adjusted EBITDA margin of 23.6%, +220 bps

•Cash dividend of $0.80 per share, annualized to $3.20 per share, +7%

CHICAGO, July 29, 2026 - Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today reported financial results for its second quarter ended June 27, 2026:

“We delivered strong second quarter results, with performance exceeding our expectations reflecting broad-based demand strength and disciplined execution across the portfolio,” said Greg Henderson, Littelfuse President and Chief Executive Officer. “We drove growth across our segments as our teams continued to make progress on our strategic priorities while leveraging our leadership position in safe and efficient electrical energy transfer. We remain focused on scaling our high growth opportunities, partnering with our market leading customers, enhancing operational excellence, and deploying capital with discipline as we execute our long‑term strategy.”

“Looking ahead to the third quarter, we expect approximately 26% total revenue growth versus the prior year, supported by record bookings, continued customer momentum, and contributions from the Basler acquisition. We continue to partner closely with our customers to drive the ongoing evolution to higher power and higher energy density solutions.”

Third Quarter of 2026*

Based on current market conditions, for the third quarter the company expects,

•Net sales in the range of $780 - $800 million, adjusted diluted EPS in the range of $4.85 – $5.05 and an adjusted effective tax rate of approximately 23% - 24%

-more-

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*Littelfuse provides guidance on a non-GAAP (adjusted) basis. GAAP items excluded from guidance may include the after-tax impact of items including acquisition and integration costs, restructuring, impairment and other charges, certain purchase accounting adjustments, non-operating foreign exchange adjustments and significant and unusual items. These items are uncertain, depend on various factors, and could be material to results computed in accordance with GAAP. Littelfuse is not able to forecast the excluded items in order to provide the most directly comparable GAAP financial measure without unreasonable efforts.

Second Quarter 2026 Segment Performance Highlights

Electronics Segment

•Net sales for the second quarter 2026 increased +21%. Organic sales increased +20% driven by improved passive products (+26% organic) sales. Semiconductor product (+15% organic) sales also contributed to growth driven by increased protection and power semiconductor volumes. Favorable FX contributed +1% to growth.

•Adjusted EBITDA margin for the second quarter 2026 increased to 26.3% (+470 bps) due to volume leverage, favorable mix, and operational execution in both passive products and semiconductor products.

Transportation Segment

•Net sales for the second quarter 2026 increased +2% as organic sales increased +1% while favorable FX contributed +1% to growth. Organic sales growth benefited from improved commercial vehicle sales (+4% organic), which offset lower passenger vehicle organic sales (-2%). Commercial vehicle sales growth benefited from improved truck, construction and agricultural equipment demand. Passenger vehicle sales were impacted by lower global passenger car builds and auto sensor product declines.

•Adjusted EBITDA margin for the second quarter 2026 decreased to 18.6% (-190 bps) driven by lower commercial vehicle profitability which more than offset passenger vehicle margin expansion.

Industrial Segment

•Net sales for the second quarter 2026 increased +52%. Organic sales increased +16% driven by improved data center, HVAC, industrial automation, and construction demand. The Basler acquisition contributed +36% to growth.

•Adjusted EBITDA margin for the second quarter 2026 increased to 22.6% (+50 bps) driven by favorable volume leverage and mix.

Dividend

•The company will pay a cash dividend of $0.80 per share on its common stock, a 7% increase from the prior quarter dividend of $0.75 per share. The dividend will be paid on September 3, 2026, to shareholders of record as of August 20, 2026.

Conference Call and Webcast Information

Littelfuse will host a conference call on Wednesday, July 29, 2026, at 8:00 a.m. Central Time to discuss the results. Th

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lfus-202601280000889331falseLITTELFUSE INC /DE00008893312026-01-282026-01-28

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20579

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report: January 28, 2026 (Date of earliest event reported)

LITTELFUSE, INC.

(Exact name of registrant as specified in its charter) Delaware0-2038836-3795742 (State of other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)

6133 North River Road, Suite 500, Rosemont, IL 60018 (Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (773) 628-1000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of Each ClassTrading SymbolName of exchange on which registered Common Stock, par value $0.01 per shareLFUSNASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02Results of Operations and Financial Condition

The information contained within Item 2.02 of this Form 8-K and the Exhibits attached hereto shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.

On January 28, 2026, Littelfuse, Inc. (the “Company”) issued a press release announcing the results of its operations for the quarter and full year ended December 27, 2025. A copy of the press release is attached as Exhibit 99.1 to this Form 8-K and incorporated by reference to this Item 2.02 as if fully set forth herein. A copy of the press release will also be available on the Company’s website.

Item 7.01Regulation FD Disclosure

To supplement the information in the attached press release, the Company has also prepared a presentation, which will be available on the Company’s website at https://investor.littelfuse.com/events-and-presentations and is attached hereto as Exhibit 99.2 to this Current Report on Form 8-K.

The information contained in the press release and investor presentation attached to this Form 8-K includes forward-looking statements that are intended to be covered by the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include but are not limited to comments with respect to the objectives and strategies, financial condition, results of operations and business of the Company. These forward-looking statements involve numerous assumptions, inherent risks and uncertainties, both general and specific, and the risk that predictions and other forward-looking statements will not be achieved. The Company cautions you not to place undue reliance on these forward-looking statements as a number of important factors could cause actual future results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in such forward-looking statements.

A copy of the press release is also posted on the Company’s website.

Item 9.01Financial Statements and Exhibits.

(d)Exhibits The following exhibits are furnished with this Form 8-K: 99.1 Press Release dated January 28, 2026

99.2 Littelfuse Presentation dated January 28, 2026

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

Signature

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

Littelfuse, Inc.

Date: January 28, 2026By: /s/ Abhishek Khandelwal Abhishek Khandelwal Executive Vice President and Chief Financial Officer