Results of Operations and Financial Condition · Regulation FD Disclosure
Item 2.02 Results of Operations and Financial Condition The information contained within Item 2.02 of this Form 8-K and the Exhibits attached hereto shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, except as shall be express…
Filed Oct 28, 2026Accepted Oct 28, 2026, 7:06 AM EDTCIK 889331Accession 0001628280-26-067718
Littelfuse, Inc. (NASDAQ: LFUS) is a diversified, industrial technology manufacturing company empowering a sustainable, connected, and safer world. Across more than 20 countries, and with approximately 18,000 global associates, we partner with customers to design and deliver innovative, reliable solutions. Serving over 100,000 end customers, our products are found in a variety of industrial, transportation and electronics end markets - everywhere, every day. Learn more at Littelfuse.com.
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Item 2.02Item 2.02 - Results of Operations
Item 2.02 Results of Operations and Financial Condition
The information contained within Item 2.02 of this Form 8-K and the Exhibits attached hereto shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.
On October 28, 2026, Littelfuse, Inc. (the “Company”) issued a press release announcing the results of its operations for the quarter ended September 26, 2026. A copy of the press release is attached as Exhibit 99.1 to this Form 8-K and incorporated by reference to this Item 2.02 as if fully set forth herein. A copy of the press release will also be available on the Company’s website.
Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01 Regulation FD Disclosure
To supplement the information in the attached press release, the Company has also prepared a presentation, which will be available on the Company’s website at https://investor.littelfuse.com/events-and-presentations and is attached hereto as Exhibit 99.2 to this Current Report on Form 8-K.
The information contained in the press release and investor presentation attached to this Form 8-K includes forward-looking statements that are intended to be covered by the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include but are not limited to comments with respect to the objectives and strategies, financial condition, results of operations and business of the Company. These forward-looking statements involve numerous assumptions, inherent risks and uncertainties, both general and specific, and the risk that predictions and other forward-looking statements will not be achieved. The Company cautions you not to place undue reliance on these forward-looking statements as a number of important factors could cause actual future results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in such forward-looking statements.
A copy of the press release is also posted on the Company's website.
Exhibit 99.1
FOR IMMEDIATE RELEASE
David Kelley
224-727-2535
dkelley@littelfuse.com
Littelfuse Reports Third Quarter Results for 2026
Third Quarter Highlights:
(Year-over-year comparisons unless otherwise noted)
• Record net sales of $767 million, including a reduction of $28.5 million related to a one-time Dortmund contract amendment fee recorded as a reduction of semiconductor net sales
• Organic growth contributed +22%
• Cash flow from operations of $230 million, +57%; Free cash flow of $216 million, +64%
• YTD cash flow from operations of $457 million, +55%; YTD free cash flow of $409 million, +66%
• GAAP diluted earnings per share of $4.49, +62%
• Record adjusted diluted earnings per share of $5.79, +96%
• GAAP operating margin of 20.0%, +440 bps; Adjusted EBITDA margin of 28.4%, +690 bps
CHICAGO, October 28, 2026 - Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today reported financial results for its third quarter ended September 26, 2026:
“We delivered strong third quarter results reflecting broad-based demand strength, disciplined execution, and
continued momentum acro…