Filing Flows › Littelfuse (LFUS) › Q3 2026 › vs Q3 2025
Littelfuse (LFUS) Q3 2026 vs Q3 2025 (year over year)
Littelfuse's revenue rose $142M (+23%) from $625M in Q3 2025 to $767M in Q3 2026. The biggest changes: Industrial Products +$62.0M (+65%); Electronics – Passive Products and Sensors +$55.4M (+30%); Commercial Vehicle Products +$15.8M (+20%). Gross margin 41.5% against 38.6% (+3.0 pts).
Littelfuse, Q3 2026: revenue $767M (+23% year over year), operating margin 20.0%, net earnings $115M, operating cash flow $230M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 41.5% | 38.6% | +3.0 pts |
| Operating margin | 20.0% | 15.6% | +4.4 pts |
| Net margin | 15.0% | 11.1% | +3.9 pts |
| Free cash flow margin | 28.1% | 21.0% | +7.1 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Electronics – Passive Products and Sensors | $239M | $183M | $55.4M | +30% |
| Electronics – Semiconductor | $187M | $174M | $13.4M | +8% |
| Industrial Products | $158M | $95.9M | $62.0M | +65% |
| Commercial Vehicle Products | $96.0M | $80.3M | $15.8M | +20% |
| Passenger Car Products | $73.3M | $75.6M | −$2.3M | -3% |
| Automotive Sensors | $13.3M | $15.4M | −$2.1M | -14% |
| Revenue | $767M | $625M | $142M | +23% |
| Gross profit | $319M | $241M | $77.6M | +32% |
| Cost of revenue | $448M | $384M | $64.5M | +17% |
| Operating profit | $153M | $97.4M | $55.9M | +57% |
| Operating expenses | $165M | $144M | $21.6M | +15% |
| Pre-tax earnings | $150M | $94.7M | $55.5M | +59% |
| Other expense, net | $3.1M | $2.7M | $442K | +16% |
| Research & development | $29.7M | $27.3M | $2.4M | +9% |
| SG&A | $115M | $99.6M | $15.0M | +15% |
| Other operating costs | $20.9M | $16.7M | $4.2M | +25% |
| Net earnings | $115M | $69.5M | $45.9M | +66% |
| Income tax | $34.8M | $25.2M | $9.6M | +38% |
| Depreciation & amortization | $34.5M | $524M | −$489M | -93% |
| Share-based compensation | $8.5M | $8.3M | $228K | +3% |
| Working capital & other | $71.8M | −$455M | $527M | — |
| Operating cash flow | $230M | $147M | $83.3M | +57% |
| Free cash flow (company-reported) | $216M | $131M | $84.5M | +64% |
| Purchases of property, plant, and equipment | $14.5M | $15.7M | −$1.2M | -8% |
Questions
How much did Littelfuse's revenue grow year over year in Q3 2026?
Littelfuse's revenue rose $142M (+23%) from $625M in Q3 2025 to $767M in Q3 2026.
What drove Littelfuse's revenue change in Q3 2026?
Industrial Products +$62.0M (+65%); Electronics – Passive Products and Sensors +$55.4M (+30%); Commercial Vehicle Products +$15.8M (+20%).