Littelfuse, Inc. (LFUS)

Littelfuse, Inc. (LFUS) is a diversified industrial technology company specializing in circuit protection, power control, and sensing, headquartered in Chicago, Illinois. Led by President and CEO Greg Henderson, Littelfuse’s strategic mission is to "empower a sustainable, connected, and safer world through innovative electrical energy transfer solutions." The company holds a dominant industry position as the global leader in circuit protection, with its products found in nearly every electronic device and vehicle. Littelfuse’s vision is to be the "Architecture of the Electrified World." By late 2025, LFUS stock has reached significant milestones, reporting 10% year-over-year revenue growth in Q3 driven by demand in data centers and renewable energy.

The business operations of Littelfuse are organized into Electronics, Transportation, and Industrial segments. In fiscal 2025, the company achieved an Adjusted EBITDA margin of 21.5% and a massive 145% year-to-date cash conversion rate. A major growth driver is the "Dortmund Fab" acquisition, which has bolstered its power semiconductor capabilities. The 2026 strategic roadmap focuses on "Full-System Solutions," moving from individual components to integrated power modules for the EV and Energy Storage markets. Littelfuse holds a "Safety Moat," as its products are often legally required for regulatory compliance in high-voltage applications. By late 2025, the company increased its dividend by 7%, marking its continued commitment to returning capital while investing in the $100+ billion addressable market for electrification components.