<span item_type="fundamental" item_id="04c46213eeb1123dab7b84bca04b538d" counter_id="ST/US/LFUS" env="prod"></span><span item_type="announcement" item_id="576938269785392257" env="prod"></span><p>Revenue: As of FY2025 Q3, the actual value is USD 624.64 M, beating the estimate of USD 623.7 M.</p><p>EPS: As of FY2025 Q3, the actual value is USD 2.77.</p><p>EBIT: As of FY2025 Q3, the actual value is USD 105.99 M.</p><p></p><h3>Electronics Segment</h3><ul><li><strong>Net Sales</strong>: Increased by $53.3 million, or 17.5%, in Q3 2025 compared to Q3 2024, primarily due to higher volume from the electronics products business and $12.9 million from the Dortmund Fab acquisition.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li><li><strong>Operating Income</strong>: Increased by $14.7 million, or 30.2%, in Q3 2025 compared to Q3 2024, driven by volume leverage and favorable product mix.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li></ul><h3>Transportation Segment</h3><ul><li><strong>Net Sales</strong>: Decreased by $0.1 million in Q3 2025 compared to Q3 2024, with favorable changes in foreign exchange rates of $2.8 million.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li><li><strong>Operating Income</strong>: Decreased by $3.3 million, or 14.0%, in Q3 2025 compared to Q3 2024, due to higher operating expenses and lower gross margin from commercial vehicle and automotive sensor products.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li></ul><h3>Industrial Segment</h3><ul><li><strong>Net Sales</strong>: Increased by $4.1 million, or 4.4%, in Q3 2025 compared to Q3 2024, driven by higher net sales from industrial circuit protection products.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li><li><strong>Operating Income</strong>: Decreased by $0.8 million, or 4.5%, in Q3 2025 compared to Q3 2024, due to higher operating expenses.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li></ul><h3>Cash Flow</h3><ul><li><strong>Operating Cash Flow</strong>: Net cash provided by operating activities was $295.1 million for the nine months ended September 27, 2025, compared to $207.0 million for the same period in 2024, primarily due to higher cash earnings and reductions in working capital.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li></ul><h3>Future Outlook and Strategy</h3><ul><li><strong>Acquisition</strong>: On October 24, 2025, Littelfuse, Inc. agreed to acquire Basler Electric Company for approximately $350 million in cash, subject to certain adjustments after closing. The business will be reported in the Industrial segment.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li><li><strong>Strategic Focus</strong>: The company continues to focus on expanding its product offerings and market presence through strategic acquisitions and investments in technology and innovation.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/889331/000162828025047026/lfus-20250927.htm"></span></li></ul>

Littelfuse | 10-Q: FY2025 Q3 Revenue Beats Estimate at USD 624.64 M