Littelfuse’s first quarter results were met with a positive market reaction, reflecting broad-based growth across several end markets. Management attributed the company’s performance to strong execution in its passive electronics and protection business, as well as continued resilience in the industrial segment. CEO Greg Henderson highlighted Littelfuse’s role in enabling safe and efficient electrical energy transfer, emphasizing customer demand for high-power and high-energy-density solutions. The company’s expertise in circuit protection and sensor technologies, particularly in grid storage and data center applications, was cited as a key factor behind the quarter’s results.
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Littelfuse (LFUS) Q1 CY2025 Highlights:
- Revenue: $554.3 million vs analyst estimates of $542.2 million (3.5% year-on-year growth, 2.2% beat)
- Adjusted EPS: $2.19 vs analyst estimates of $1.81 (21.1% beat)
- Adjusted EBITDA: $111.5 million vs analyst estimates of $97.65 million (20.1% margin, 14.2% beat)
- Revenue Guidance for Q2 CY2025 is $580 million at the midpoint, below analyst estimates of $585.1 million
- Adjusted EPS guidance for Q2 CY2025 is $2.25 at the midpoint, above analyst estimates of $2.18
- Operating Margin: 12.7%, up from 10.3% in the same quarter last year
- Market Capitalization: $5.52 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions Littelfuse’s Q1 Earnings Call
- Luke Junk (Baird) asked how Littelfuse’s tariff mitigation strategies would affect different geographies. CEO Greg Henderson and CFO Meenal Sethna detailed supply chain diversification and pricing actions to minimize earnings impact.
- Luke Junk (Baird) questioned the drivers behind improved electronics margins. Sethna explained that organic growth in passive and protection products led to strong operating leverage, with additional contributions from ongoing cost management.
- Luke Junk (Baird) inquired about Littelfuse’s data center exposure and AI-related opportunities. Henderson described growing partnerships with hyperscale customers and content expansion in high-voltage architectures as key contributors.
- Christopher Glynn (Oppenheimer) asked if the company is taking a list price or surcharge approach to tariffs. Sethna responded that both methods are used depending on customer needs.
- David Silver (CL King) queried whether long-term customer collaborations were being affected by macro uncertainty and tariffs. Henderson said strategic R&D partnerships remain intact, with no significant changes in customer investment or project timelines.
Catalysts in Upcoming Quarters
Our analyst team will be monitoring (1) Littelfuse’s ability to maintain momentum in data center and industrial markets, (2) the effectiveness of tariff mitigation strategies and supply chain adjustments, and (3) signs of demand stabilization or recovery in the transportation and personal electronics segments. Progress on strategic initiatives and clarity on the CFO transition will also serve as important markers for near-term execution.
Littelfuse currently trades at $222.47, up from $179.32 just before the earnings. Is there an opportunity in the stock?Find out in our full research report (it’s free).
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