Littelfuse, Inc. (NASDAQ:LFUS ) Q1 2025 Earnings Conference Call April 30, 2025 10:00 AM ET Company Participants David Kelley - Head of IR Greg Henderson - President and CEO Meenal Sethna - EVP and CFO Conference Call Participants Luke Junk - Baird Christopher Glynn - Oppenheimer David Williams - Benchmark David Silver - CL King Operator Good day, and welcome, everyone, to the First Quarter 2025 Littelfuse Earnings Call. Please note, this call is being recorded.
The headline numbers for Littelfuse (LFUS) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Littelfuse (LFUS) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $1.82 per share. This compares to earnings of $1.76 per share a year ago.
Littelfuse's growth depends heavily on macroeconomic conditions, and recent weakness in end-markets (e.g., consumer electronics, appliances) plus recession fears and tariffs have hampered revenue growth and share price performance. Despite short-term challenges, the company's essential components for circuit protection, sensing, and power control are well-positioned to benefit from key mega-trends such as electrification, EV adoption, renewable energy, and industrial. Roughly half of Littelfuse's revenue growth over the years has come from disciplined M&A, supported by a healthy balance sheet that gives it flexibility to act on attractive bolt-on opportunities.
Littelfuse (LFUS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Littelfuse, Inc. is a well-established electronics manufacturer with a diversified portfolio across Electronics, Transportation, and Industrial segments, showing steady revenue despite recent declines. The company maintains a strong financial position with solid cash flow, expanding margins, and strategic acquisitions, but faces headwinds in key markets. Valuation concerns arise due to earnings multiple compression and market uncertainties, suggesting a “Hold” rating until clearer signs of demand recovery or a better entry point.
Littelfuse, Inc. (NASDAQ:LFUS ) Q4 2024 Earnings Conference Call January 29, 2025 10:00 AM ET Company Participants David Kelley - Head of Investor Relations Dave Heinzmann - President, Chief Executive Officer & Director Meenal Sethna - Executive Vice President & Chief Financial Officer Greg Henderson - Board of Director & Incoming Chief Executive Officer Conference Call Participants Luke Junk - Baird Saree Boroditsky - Jefferies Christopher Glynn - Oppenheimer David Williams - The Benchmark Company William Kerwin - Morningstar David Silver - CL King Operator Good day everyone and welcome to the Littelfuse Fourth Quarter 2024 Earnings Conference Call. Today's call is being recorded.
The headline numbers for Littelfuse (LFUS) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Littelfuse (LFUS) came out with quarterly earnings of $2.04 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.02 per share a year ago.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Littelfuse (LFUS), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2024.
Investors with an interest in Electronics - Miscellaneous Components stocks have likely encountered both Littelfuse (LFUS) and BWX Technologies (BWXT). But which of these two stocks offers value investors a better bang for their buck right now?
LFUS acquires a 200mm wafer fab, enhancing its power semiconductor capabilities for industrial markets like energy storage, automation, and renewables.