Littelfuse 2025 Q2 Earnings Strong Performance as Net Income Surges 26%

Littelfuse (LFUS) reported its fiscal 2025 Q2 earnings on July 30, 2025. The company exceeded expectations, with revenue of $613.4 million surpassing estimates by 6.8%. Adjusted EPS of $2.85 also beat forecasts by 22.2%. In addition to strong Q2 results, Littelfuse raised its guidance for Q3, projecting revenue at $620 million at the midpoint, higher than analyst expectations. The company continues to demonstrate robust growth and operational efficiency, positioning itself well for future success.

Revenue

Littelfuse's total revenue increased by 9.8% to $613.41 million in 2025 Q2, up from $558.49 million in 2024 Q2. Electronics led with $335.67 million, Industrial contributed $98.35 million, and Transportation added $179.40 million to the quarterly figures.

Earnings/Net Income

Littelfuse's EPS rose 26.8% to $2.32 in 2025 Q2 from $1.83 in 2024 Q2, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $57.34 million in 2025 Q2, marking 26.1% growth from $45.47 million in 2024 Q2. The EPS results were positive, reflecting a significant improvement.

Price Action

The stock price of Littelfuse edged up 2.15% during the latest trading day, jumped 12.01% during the most recent full trading week, and surged 15.40% month-to-date.

Post-Earnings Price Action Review

Investors implementing a strategy of purchasing Littelfuse shares following a positive quarterly revenue report saw moderate returns that underperformed the market. This approach yielded a compound annual growth rate of 7.02%, trailing the benchmark by 80.49 percentage points. Despite its low-risk profile, indicated by a maximum drawdown of 0.00% and a Sharpe ratio of 0.22, the strategy was characterized by significant volatility risk, with volatility recorded at 31.95%.

CEO Commentary

Gregory N. Henderson, CEO, highlighted Littelfuse's 10% Q2 revenue growth driven by strong demand in Electronics and Industrial segments. He expressed confidence in the company's leadership in electrical energy transfer and emphasized strategic priorities in enhancing customer solutions and operational excellence. Henderson noted meaningful pipeline traction, positioning Littelfuse for sustained growth and continued momentum.

Guidance

Littelfuse expects Q3 sales to range from $610 million to $630 million, anticipating 6% organic growth at the midpoint, with EPS projected between $2.65 and $2.85. The guidance incorporates a $0.31 unfavorable impact from stock and variable compensation and a $0.12 headwind from prior favorable adjustments. For the full year 2025, the company continues to expect total sales growth of 2% from acquisitions, with a neutral impact on EPS, and anticipates capital expenditures of $90 million to $95 million.

Additional News

Recently, Littelfuse announced a 7% increase in its quarterly cash dividend, raising it from $0.70 to $0.75 per share, reflecting a commitment to shareholder value and resulting in an annualized dividend of $3.00 per share. The company also highlighted its continued focus on strategic priorities aimed at long-term shareholder returns by leveraging growth opportunities and enhancing operational performance. Littelfuse remains dedicated to providing innovative solutions to a broader set of customers, ensuring robust growth and improved profitability in the coming quarters.