Q2 2026 Littelfuse Inc Earnings Call Transcript

Jul 29, 2026 / 01:00 PM GMT

Release Date Price: €366 (+8.93%)

Transcript 10-Q8-K

Key Points

Positve

Littelfuse Inc (LFUS) reported a 20% increase in net sales for the second quarter, with 14% organic growth.
The company achieved a significant design win with a leading transportation customer, representing over $20 million in annual revenue opportunity.
Littelfuse Inc (LFUS) saw strong growth in its industrial segment, with a 52% year-over-year increase in sales, driven by industrial automation and construction demand.
The Bassler acquisition contributed approximately 6% to sales growth and is expected to contribute $135 million to $140 million in revenue for 2026.
The company reported record bookings and a book-to-bill ratio well above 1.0, indicating strong future demand.

Negative

Passenger vehicle organic sales declined by 2%, reflecting lower global production volumes.
The closure of the Allen, Texas Power Semiconductor manufacturing facility is expected to take until 2027 to realize cost savings.
Despite strong overall performance, the transportation product segment only saw a 2% year-over-year sales increase.
The company faces a 1% foreign exchange headwind impacting sales growth.
Littelfuse Inc (LFUS) is undergoing a multi-year process of power semiconductor rationalization, which may take time to optimize.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LFUS.OQ - Littelfuse Inc
Q2 2026 Littelfuse Inc Earnings Call
Jul 29, 2026 / 01:00PM GMT

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Presentation
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Demand strength and the contribution from Bachelor in the second quarter.

Across our industrial infrastructure verticals, growth was led by industrial automation and construction, while we benefited from faster-than-expected HVAC recovery.

In energy infrastructure, we continued to benefit from demand tied to grid modernization, utility investment and renewable energy deployment.

Notably, Bachelor continues to drive significant momentum in grid and utility infrastructure, a key strategic growth market for Littlefuse.

Finally, revenue across transportation and logistics end markets increased moderately year over year. In passenger vehicles, we delivered growth despite lower global production volumes, driven by

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