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# Littelfuse Adjusted EPS Jumps 96% To A Record $5.79 On Data Center And Grid Demand
- URL: https://www.bullished.co/littelfuse-adjusted-eps-jumps-96-to-a-record-5-79-on-data-center-and-grid-demand-47bbacc6/
- Published: 2026-10-28T11:23:22.000Z
- Updated: 2026-10-28T14:42:07.000Z
- Description: The circuit-protection maker guided fourth-quarter sales to $750 million to $770 million and adjusted EPS to $5.05 to $5.25.
- Author: Matteo Parrino
- Tags: Earnings, LFUS, Industry: Industrials

[Littelfuse](https://www.bullished.co/tag/lfus/), which makes fuses, relays, sensors and power semiconductors, posted record third-quarter net sales of [$767 million](https://www.sec.gov/Archives/edgar/data/0000889331/000162828026067718/q32026earningsreleaseex991.htm?ref=bullished.co) and record adjusted earnings per share of $5.79, up 96% from a year earlier, the company said Wednesday in an [8-K](https://www.sec.gov/Archives/edgar/data/0000889331/000162828026067718/lfus-20261028.htm?ref=bullished.co). Sales came in after a $28.5 million one-time Dortmund contract amendment fee was booked as a reduction of semiconductor sales.

## Profit outran sales

Organic growth contributed 22% to the quarter. GAAP diluted earnings per share were $4.49, up 62%, and adjusted EBITDA margin reached 28.4%, up 690 basis points (6.9 percentage points). The company calculates that margin on adjusted net sales that exclude the amendment fee.

Third-quarter operating cash flow was $230 million, up 57%, and free cash flow was $216 million, up 64%. For the first nine months, free cash flow was $409 million, up 66%.

CEO Greg Henderson said the company delivered "broad-based demand strength."

## Industrial leads the segments

Industrial sales jumped 65% to $158 million. Organic growth was 27%, driven by data center, grid and utility infrastructure, HVAC, industrial automation and construction demand, and the Basler Electric acquisition added 38 points.

Electronics sales rose to $426 million, including the fee, with organic growth of 27%; passive products grew 30% organically and semiconductors 24%. Transportation grew 7% to $183 million, as commercial vehicle sales rose 20% organically and passenger vehicle sales fell 5%.

Littelfuse's business spans Electronics, Transportation and Industrial segments, sold through distributors, a direct sales force and manufacturers' representatives.

## Fourth-quarter guidance and dividend

For the fourth quarter, the company expects net sales of $750 million to $770 million and adjusted EPS of $5.05 to $5.25, with an adjusted tax rate of about 24%. Henderson said the company expects approximately "+28% yr/yr revenue growth." The company's slides put the figure at 21% organic, with Basler adding 6%.

Littelfuse declared a quarterly dividend of $0.80 per share, payable December 3 to holders of record on November 19\. A call to discuss results was set for 8:00 a.m. Central Time Wednesday.

Littelfuse's slides say it entered the fourth quarter with momentum after record third-quarter bookings.

Learn

- [Item 2.02: results of operations →](https://www.bullished.co/learn/8-k-items-explained/#item-202-results-of-operations)  
From 8-K Items Explained: What Every Item Code From 1.01 To 9.01 Tells You, With Examples

### Sources

- [8-K Filing — LITTELFUSE INC /DE (LFUS)](https://www.sec.gov/Archives/edgar/data/0000889331/000162828026067718/lfus-20261028.htm?ref=bullished.co) — SEC EDGAR
- [Exhibit q32026earningsreleaseex991.htm — LITTELFUSE INC /DE 8-K exhibit](https://www.sec.gov/Archives/edgar/data/0000889331/000162828026067718/q32026earningsreleaseex991.htm?ref=bullished.co) — SEC EDGAR
- [Exhibit q32026slide1.htm — LITTELFUSE INC /DE 8-K exhibit](https://www.sec.gov/Archives/edgar/data/0000889331/000162828026067718/q32026slide1.htm?ref=bullished.co) — SEC EDGAR

### More on Littelfuse

- [Littelfuse's Data Center Boom Is Still Low-Voltage, CEO Says — The Higher-Voltage Ramp Is Ahead](https://www.bullished.co/littelfuses-data-center-boom-is-still-low-voltage-ceo-says-the-higher-voltage-ramp-is-20e86ac0/)
- [Littelfuse Books A $28.5 Million One-Time Dortmund Fee, Says It Opens Power Chip Options](https://www.bullished.co/littelfuse-books-a-28-5-million-one-time-dortmund-fee-says-it-opens-power-chip-options-11adab80/)

[All Littelfuse (LFUS) coverage →](https://www.bullished.co/tag/lfus/)