| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 766.73 | 3.8% | 22.8% |
| Total Income | 766.73 | 3.8% | 22.8% |
| Expenditure | 613.37 | 0.9% | 16.3% |
| PBT | 150.21 | 28.3% | 58.6% |
| Net Profit | 115.38 | 29.1% | 66.0% |
| OPM | 20.00% | 3.80pp | 4.41pp |
| NPM | 15.05% | 2.95pp | 3.92pp |
| EPS | 4.54 | 28.6% | 62.1% |
Littelfuse Reports Q3 2026 Results with Record Net Sales and Strong Growth
28 Oct 2026 · 1d ago, 4:42 pm
Summary
Littelfuse announced strong third quarter 2026 results, driven by broad-based demand and disciplined execution, leading to record net sales of $767 million, a 23% increase year-over-year. The company achieved significant margin expansion, with adjusted EBITDA margin reaching 28.4%, and robust cash generation, with free cash flow up 64% to $216 million. Management expressed optimism for the fourth quarter, expecting approximately 28% year-over-year revenue growth, and remains focused on scaling high-growth opportunities and enhancing operational excellence.
Key Highlights
- 1
Littelfuse reported record net sales of $767 million for the third quarter of 2026, representing a 23% increase year-over-year.
- 2
Organic growth contributed significantly to the quarter, with a +22% increase in net sales.
- 3
Cash flow from operations reached $230 million, a 57% increase year-over-year, with free cash flow up 64% to $216 million.
- 4
GAAP diluted earnings per share saw a substantial increase of 62% to $4.49.
- 5
Adjusted diluted earnings per share surged by 96% to a record $5.79.
- 6
The GAAP operating margin improved by 440 basis points to 20.0%, and the adjusted EBITDA margin expanded by 690 basis points to 28.4%.
Management Comments
Greg Henderson
We delivered strong third quarter results reflecting broad-based demand strength, disciplined execution, and continued momentum across the portfolio. Our teams drove significant growth across our segments, while delivering meaningful margin expansion and robust cash generation as we continued to advance our strategic priorities. Looking ahead to the fourth quarter, we continue to see strong demand across our diverse market exposures, and we expect approximately +28% yr/yr revenue growth. We remain focused on scaling our high growth opportunities, partnering with our market leading customers, enhancing operational excellence, and deploying capital with discipline as we execute our long-term strategy.
Informational and educational content only. Not investment advice.