Q3 2025 Littelfuse Inc Earnings Call Transcript

Oct 29, 2025 / 01:00PM GMT

Release Date Price: €218 (-3.54%)

Transcript 10-Q8-K

Key Points

Positve

Littelfuse Inc (LFUS) reported a 10% revenue growth in the third quarter, driven by strong performance in the Electronics segment.
The company exceeded the high end of its earnings guidance range, showcasing strong operational execution.
The acquisition of Basler Electric is expected to enhance Littelfuse's capabilities in high-growth power generation and distribution markets.
Littelfuse's design wins are up double digits year-to-date, indicating strong future revenue opportunities.
The company has realigned its sales structure to better serve its customer base, which is expected to enhance customer engagement and market leadership.

Negative

The Transportation Products segment experienced flat sales year-over-year, with a 2% organic sales decrease.
The Industrial Products segment faced softer HVAC demand and continued soft construction volume, impacting growth.
Power semiconductor demand remains soft, affecting the overall performance of the semiconductor products.
The company anticipates a $0.40 headwind from stock and variable compensation in the fourth quarter.
Adjusted EBITDA margin for the Industrial Products segment decreased by 310 basis points due to unfavorable mix and higher compensation costs.

Operator

Good day, everyone, and welcome to the Littelfuse third quarter 2025 earnings conference call. Today's call is being recorded.

At this time, I will turn the call over to the Head of Investor Relations, David Kelly. Please proceed.

David Kelley

Littelfuse Inc - Head of Investor Relations

Good morning, and welcome to the Littelfuse third quarter 2025 earnings conference call. With me today are Greg Henderson, President and CEO; and Abhi Khandelwal, Executive Vice President and CFO. This morning, we reported results for our third quarter, and a copy of our earnings release and slide presentation is available on the Investor Relations section of our website. A webcast of today's conference call will also be available on our website.

Please advance to slide 2 for our disclaimers. Our discussions today will include forward-looking statements. These forward-looking statements may involve significant risks and uncertainties. Please review today's press release and our Forms 10-K and 10-Q for more detail about important risks that could cause actual

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