Post-earnings recap
Reported
Wed, May 6, 2026
EPS actual
$3.31
EPS est.
$2.83
EPS surprise
+16.96%
1-day move
+4.46%
Littelfuse's strong earnings per share of $3.31 exceeded expectations, which likely contributed to the stock's 4.46% increase. However, the company did not provide revenue figures or future guidance, leaving some uncertainty. Investors may view the EPS beat positively, but the lack of additional context from management could lead to cautious sentiment moving forward.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $3.31 | $2.83 | +16.96% |
| Revenue | N/A | $638M | N/A |
No transcript is on record, and the analysis is based on numerical results only.
Littelfuse, Inc. is a leading manufacturer of electronic components, specializing in circuit protection and power management solutions. As part of the Information Technology sector, its products are essential in various applications, including automotive, industrial, and consumer electronics, making it a key player in the ongoing digital transformation.
Last quarter
In Q4 2025, Littelfuse reported an EPS of $2.69, exceeding expectations by 7.17%. The stock reacted positively, gaining 6.10% the following day.
Management promises and guidance
EPS beat streak
5Q
EPS beat rate
88%
Avg EPS surprise
+11.77%
Avg 1-day reaction
+2.68%
Analysts are generally optimistic, expecting Littelfuse to maintain its strong performance with an EPS of $2.83 and revenue of $638M.
Bull case
If Littelfuse beats expectations, it could signal robust demand for its products and strong market positioning, potentially driving the stock higher.
Bear case
Conversely, if the company misses estimates, it may raise concerns about slowing growth or market challenges, leading to a negative stock reaction.
Key metrics to watch
Earnings Per Share (EPS)
$2.83EPS is a critical indicator of the company's profitability and is closely watched by investors.
Revenue
$638MRevenue growth reflects the company's ability to expand its market share and meet customer demand.
The print will turn on these.
Q1
Will EPS exceed the consensus estimate of $2.83?
A beat on EPS could reinforce confidence in Littelfuse's growth trajectory and operational efficiency.
Q2
What are the revenue growth prospects in key markets?
Insights into revenue growth will indicate demand trends and the company's ability to capture market opportunities.
—
Est. EPS
$0.01
Est. Rev
$918M
Impl. Move
±9.1%
Why consensus could be wrong
The consensus may underestimate Littelfuse's ability to capitalize on emerging trends in electric vehicles and renewable energy, which could drive higher-than-expected revenue growth.
Supporting evidence
Recent strong performance in the automotive sector suggests robust demand for Littelfuse's products.
Options pricing indicates a significant move, suggesting traders expect more volatility than the consensus reflects.
Littelfuse's historical EPS beat rate of 88% indicates a strong track record of exceeding expectations.
Key risk
If revenue growth in automotive segments exceeds expectations, it could significantly alter market perceptions.
Pre-commit to what would confirm each case.
The market is debating whether Littelfuse can maintain its growth momentum amid competitive pressures and economic uncertainties.
Bull confirmed if
An EPS of $2.85 or higher, coupled with revenue exceeding $640M, would confirm strong operational performance.
Bear confirmed if
An EPS below $2.80 and revenue under $635M would raise concerns about growth sustainability.
What the market is pricing for the move.
Implied Move
±14.67%
Historical Avg
±4.2%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±15.6% while LFUS has averaged ±4.2% over the last 8 prints — setup is pricing rich.
ATM IV
1.0%
30d HV
42.3%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Semiconductors
Fade rate: X of Y (Z%)
This setup has occurred 30 times across Information Technology in the last 2 years. The average absolute 1-day move is 4.9%, with a raw directional average of +0.4% (modestly positive historical bias).
Smart-money positioning from the most recent 13F filings.
Institutional
103.12%
of float
Insider
1.61%
of float
Holders
794
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
2,523,051 sh · $1.1B
9.93%
7.4%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Littelfuse beats estimates, history suggests a potential stock increase of around +1.35%, confirming strong demand and operational strength.
In line / cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
A miss could lead to a decline, with historical patterns indicating an average drop of +0.07% in similar scenarios.
The lines on the call that would change the story.
Vanguard Portfolio Management LLC
1,504,081 sh · $653.9M
5.92%
-4.0%
Vanguard Capital Management LLC
1,141,062 sh · $496.1M
4.49%
1.3%
Van Lanschot Kempen Investment Management N.V.
933,511 sh · $405.8M
3.68%
-5.0%
State Street Corporation
794,167 sh · $345.3M
3.13%
3.0%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.