CluenexLittelfuse LFUS
Littelfuse scores average on business quality (4.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Littelfuse does
Littelfuse manufactures circuit protection, power control, and sensor technologies, selling components to industrial, electronics, and automotive customers. The company relies on its global distribution network to drive demand across specialized electrical applications. Management is positioning the firm around high-growth tech momentum and policy-driven demand shifts.
- What it does best
Littelfuse delivers a gross margin of 39.3%, outperforming peer BDC at 37.6% through proprietary circuit protection IP and deep design-in relationships that lock in industrial customers.
- The main risk
Net income sits at negative $8.0M despite revenue growth, highlighting margin pressures that threaten profitability if operational costs outpace sales gains.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin of 16.5% and an FCF margin of 17.0% support a mixed profitability picture, complicated by a net margin of negative 0.3% and ROE of negative 32.0%.
Switching costs and proprietary IP protect its position, though a gross margin sector percentile of 22 shows it lags peers in pure pricing power.
Revenue grew 8.9% to $2.6B, marking a recovery from the 2024 dip to $2.2B but remaining below the 2022 peak of $2.5B.
Total debt of $803.0M is backed by $564.0M in cash, while interest coverage of 14.6x keeps debt servicing manageable; free cash flow reached $444.0M, signaling solid cash generation.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on LFUS
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Littelfuse scores average on the Cluenex quality check (4.8 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 3, 2026.
See LFUS today
- Today's verdict on LFUS, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Littelfuse (LFUS)”, https://cluenex.com/stocks/lfus/, data as of Oct 10, 2026.