Q2 2025 Littelfuse Inc Earnings Call Transcript

Jul 30, 2025 / 01:00PM GMT

Release Date Price: €200 (-0.99%)

Transcript 10-Q8-K

Key Points

Positve

Littelfuse Inc (LFUS) reported a 10% revenue growth in the second quarter compared to the previous year, demonstrating broad-based strength across its businesses.
The company's Electronics segment benefited from improved demand for passive electronics and protection products, contributing to overall growth.
The Transportation segment showed broad-based growth, with passenger car sales increasing across North America, Europe, and China.
Littelfuse Inc (LFUS) achieved several new data center design wins in the second quarter, positioning the company for continued strong sales growth in this area.
The Industrial Products segment experienced a 17% organic sales growth, driven by strong performance in grid storage, renewable energy, data center, industrial safety, and HVAC markets.

Negative

The power semiconductor market remains soft, impacting the company's semiconductor products segment.
Despite strong performance, the Electronics segment's adjusted EBITDA margin was flat compared to the prior year, due to lower power semiconductor volumes.
The company faces ongoing soft end market conditions in the commercial vehicle sector, despite achieving market share gains.
Littelfuse Inc (LFUS) anticipates a $0.15 headwind in Q3 due to the timing of tariff collections and payments.
The company expects a $0.21 unfavorable impact from stock and variable compensation in the third quarter, affecting EPS.

Operator

Good day, everyone, and welcome to the Littelfuse second 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 Litter Second Quarter 2025 Earnings Conference Call. With me today are Greg Henderson, President and CEO; and Abhi Khandelwal, Executive Vice President and CFO, and -- this morning, we reported results for our second 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 risks that could cause actual

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