Post-earnings recap
Reported
Wed, Jul 29, 2026
EPS actual
$4.19
EPS est.
$3.77
EPS surprise
+11.14%
1-day move
+4.70%
Littelfuse, Inc. is a leading provider of electronic components, primarily focusing on circuit protection and power control solutions. Operating in the Information Technology sector, Littelfuse plays a crucial role in various industries, including automotive and industrial, as demand for reliable electronic components continues to grow.
Last quarter
In Q1 2026, Littelfuse reported an EPS of $3.31, exceeding expectations by nearly 17%. The stock reacted positively, gaining over 4% the following day.
EPS beat streak
5Q
EPS beat rate
88%
Avg EPS surprise
+11.77%
Avg 1-day reaction
+2.68%
Overall expectations for Littelfuse's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can maintain its positive momentum.
Bull case
If Littelfuse continues to beat EPS estimates as it has in recent quarters, it could signal strong operational performance and increased investor confidence.
Bear case
Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a negative market reaction.
The print will turn on these.
Q1
What will be the EPS for Q2-2026?
Given Littelfuse's strong performance in previous quarters, the EPS figure will be critical in determining if the company can sustain its growth trajectory.
Q2
How is Littelfuse managing supply chain challenges?
With ongoing supply chain issues affecting many sectors, insights into how Littelfuse is handling these challenges will be important for assessing future performance.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±3.5%
Why consensus could be wrong
The Street may be underestimating Littelfuse's ability to navigate supply chain challenges effectively, which could lead to better-than-expected EPS results.
Supporting evidence
Littelfuse has consistently beaten EPS estimates in recent quarters, suggesting strong operational management.
The options market is pricing a significant move, indicating that investors are anticipating volatility, which may reflect underlying confidence.
The company's historical performance shows a high EPS beat rate of 88%, suggesting a potential for continued positive surprises.
Key risk
If EPS comes in below $2.80, it could undermine confidence in the company's growth strategy.
Pre-commit to what would confirm each case.
This quarter's performance is under scrutiny as investors look for signs of continued growth amidst potential economic headwinds.
Bull confirmed if
An EPS of $3.50 or higher would confirm the bull case, indicating strong operational performance.
Bear confirmed if
An EPS below $2.80 would confirm the bear case, raising concerns about growth sustainability.
What the market is pricing for the move.
Implied Move
±6.83%
Historical Avg
±4.2%
The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement.
Options are pricing ±6.8% while LFUS has averaged ±4.2% over the last 8 prints — setup is pricing rich.
ATM IV
0.6%
30d HV
39.0%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Information Technology
Fade rate: 4 of 9 (44%)
This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative 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 expectations, history suggests a potential stock increase of around 2.3%, confirming strong operational performance.
In line / cautious
If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement as investors reassess growth prospects.
Miss
If the company misses expectations, history suggests a modest decline of about 0.07%, indicating a negative market reaction.
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.