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Littelfuse (LFUS) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 28, 2026 · Littelfuse (LFUS) Q3 2026 earnings results →

Q3 2026 Revenue up 23% year over year to $767M · 15¢ of every $1 of revenue kept as net profit · operating margin 20.0%

Littelfuse made $767M in Q3 2026 (+23% Y/Y): Electronics – Passive Products and Sensors $239M, Electronics – Semiconductor $187M, Industrial Products $158M. Operating margin 20.0%, net earnings $115M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 28, 2026.

Revenue$767M
Year over year+23%
Operating margin20.0%
Net earnings$115M
Operating cash flow$230M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $766.7M in Q3 2026, up 23% year over year and up 4% from the previous quarter. Electronics – Passive Products and Sensors was the largest line at 31% of revenue. Industrial Products added $62.0M year over year (up 65%), 44% of the total change. Automotive Sensors declined 14%.

Gross margin was 41.5%, up 3.0 points from Q3 2025. Operating profit was $153.4M, a 20.0% margin (up 4.4 points year over year). Of the extra revenue versus Q3 2025, 39% reached operating profit, above the 16% margin then. Operating expenses grew 15% against revenue growth of 23%. The fastest-growing cost line was Other operating costs (+25%). Net earnings were $115.4M, up 66% year over year. The effective tax rate was 23.2%.

Operating cash flow was $230.2M (up 57% year over year), 199% of net earnings. Non-cash charges added back $34.5M of depreciation and amortization and $8.5M of share-based compensation. Working capital and other items added $71.8M. After purchases of property, plant, and equipment ($14.5M), free cash flow as the company reports it was $215.7M.

Quarterly history

Littelfuse revenue by quarterLittelfuse revenue by quarter$554MQ1 2025$613MQ2 2025$625MQ3 2025$594MQ4 2025$657MQ1 2026$739MQ2 2026$767MQ3 2026
Littelfuse net earnings by quarterLittelfuse net earnings by quarter$43.6MQ1 2025$57.3MQ2 2025$69.5MQ3 2025−$242MQ4 2025$75.1MQ1 2026$89.4MQ2 2026$115MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 28, 2026$767M+23%20.0%$115M$230M
Q2 202610-QJul 29, 2026$739M+20%16.2%$89.4M$146M
Q1 202610-QMay 6, 2026$657M+18%15.4%$75.1M$80.3M
Q4 202510-KFeb 19, 2026$594M+12%-37.5%−$242M$139M
Q3 202510-QOct 29, 2025$625M+10%15.6%$69.5M$147M
Q2 202510-QJul 30, 2025$613M+10%15.1%$57.3M$82.5M
Q1 202510-QApr 30, 2025$554M+4%12.7%$43.6M$65.8M

Charts

Littelfuse: revenue growth, year over year and quarter over quarterLittelfuse: revenue growth, year over year and quarter over quarterY/YQ/Q+4%Q1 2025+10%+11%Q2 2025+10%+2%Q3 2025+12%-5%Q4 2025+18%+11%Q1 2026+20%+12%Q2 2026+23%+4%Q3 2026
Latest (Q3 2026): Y/Y +23%, Q/Q +4%.
Littelfuse: where the cash came from (+) and went (−), TTM to Q3 2026Littelfuse: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$595MAcquisitions−$352MDividends−$76.9MNet borrowing (+) / repaid (−)−$70.0MCapital spending−$66.4MOther financing−$28.5MCash drawn (+) / kept (−)−$10.1MAsset & business sales$8.6MExchange rates−$791KOther investing$689K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Littelfuse: profit against cash, quarter by quarterLittelfuse: profit against cash, quarter by quarterNet incomeOperating cash flow−$51.8M$161MQ4 2024$43.6M$65.8MQ1 2025$57.3M$82.5MQ2 2025$69.5M$147MQ3 2025−$242M$139MQ4 2025$75.1M$80.3MQ1 2026$89.4M$146MQ2 2026$115M$230MQ3 2026
Latest (Q3 2026): Net income $115M, Operating cash flow $230M.
Littelfuse: diluted shares by fiscal yearLittelfuse: diluted shares by fiscal year25MFY202025MFY202225MFY202225MFY202325MFY202425MFY2025
+0.9% since FY2020: more shares outstanding (issuance, stock pay).
Littelfuse: long-term debt falling due (FY2025)Littelfuse: long-term debt falling due (FY2025)$96.2M2026$371M2027$112M2028$125M2030$100MLater
Cash $563M, short-term investments $287K, long-term debt $803M at 2025-12-27.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About Littelfuse

Littelfuse, Inc., was incorporated under the laws of the State of Delaware in 1991. References herein to the “Company,” “we,” “our” or “Littelfuse” refer to Littelfuse, Inc. and its subsidiaries. References herein to “2025”, “fiscal 2025” or “fiscal year 2025” refer to the fiscal year ended December 27, 2025. References herein to “2024”, “fiscal 2024” or “fiscal year 2024” refer to the fiscal year ended December 28, 2024. References herein to “2023”, “fiscal 2023” or “fiscal year 2023” refer to the fiscal year ended December 30, 2023. The Company operates on a 52-53 week fiscal year (4-4-5 basis) ending on the Saturday closest to December 31.

In its own words, from its 10-K, filed Feb 19, 2026.

Littelfuse against its Switchgear & Switchboard Apparatus peers

The largest companies of the same SEC industry, each at its latest quarter.

CompanyQuarterRevenueY/YOp. margin
LFUS LittelfuseQ3 2026$767M+23%20.0%
POWL Powell IndustriesQ3 FY26$312M+9%20.6%

Source: Littelfuse 10-Q on SEC EDGAR · CIK 889331 · Switchgear & Switchboard Apparatus

Guidance and outlook

Littelfuse: what its forward-looking statements are about (10-Q filed 2026-07-29)Littelfuse: what its forward-looking statements are about (10-Q filed 2026-07-29)Supply chain2Legal & regulation1Financing1
4 statements; tone -0.25 (−1 all cautious, +1 all confident); 1 hedged.
Littelfuse: outlook statements against the filing beforeLittelfuse: outlook statements against the filing beforeCautious1

13F: who owns LFUS and who is buying

Largest holders of LFUS (13F)Largest holders of LFUS (13F)BlackRock$1.1BVanguard Group$751MVanguard Portfolio Management LLC$685MVanguard Capital Management LLC$520MVan Lanschot Kempen Investment Ma…$425MState Street$362MMairs & Power$274MGeode Capital Management, LLC$266MMorgan Stanley$215MNeuberger Berman Group LLC$213M
Funds' net buying of LFUS by quarter (13F)Funds' net buying of LFUS by quarter (13F)$13.4M2024-09−$66.2M2024-12$224M2025-03−$157M2025-06−$33.4M2025-09$242M2025-12$164M2026-03−$142M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on LFUS

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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