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Jun 28, 2025
Littelfuse Q2 2025 Earnings Report
Littelfuse reported strong financial results for the second quarter of 2025, exceeding expectations with solid growth and operational execution across its businesses.
Key Takeaways
Littelfuse delivered a robust performance in Q2 2025, with net sales increasing by 9.8% year-over-year to $613.4 million and diluted EPS reaching $2.30. The company saw significant growth in its Industrial segment and strong operational execution, leading to a substantial increase in operating income and net income.
Net sales for Q2 2025 increased by 9.8% year-over-year to $613.4 million, exceeding expectations.
Diluted EPS for the quarter was $2.30, with adjusted diluted EPS at $2.85, demonstrating strong profitability.
Operating income surged by 41.6% to $92.8 million, and net income increased by 26.1% to $57.3 million compared to the prior year.
The Industrial segment led revenue growth with a 17.2% increase, while the Transportation segment showed an impressive 84.3% increase in operating income.
Revenue by Segment
Forward Guidance
Littelfuse provides guidance for the third quarter of 2025 on a non-GAAP (adjusted) basis, expecting continued growth and enhanced operational performance.
Positive Outlook
- Strong bookings exiting Q2 2025 position the company for continued growth into Q3.
- Focus on better capitalizing on future growth opportunities.
- Aim to provide more complete solutions to a broader set of customers.
- Commitment to driving operational excellence for stronger growth and improved profitability.
- Strong balance sheet and cash generation will support thoughtful capital allocation strategy.
Challenges Ahead
- Guidance is provided on a non-GAAP basis, excluding certain GAAP items that could be material.
- Uncertainty regarding the after-tax impact of acquisition and integration costs.
- Potential for restructuring, impairment, and other charges to impact GAAP results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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