Littelfuse

Q3 FY2026 EarningsQ3 FY26 adjusted diluted EPS of $5.79 significantly beat the $4.98 consensus (+16.2%), driven by robust organic growth and margin expansion. While reported revenue of $767M slightly missed the $795M consensus, it included a $28.5M one-time semiconductor contract amendment fee; adjusting for this, sales of $795.2M were perfectly in line with expectations. Organic revenue surged 22% YoY, led by a 27% increase in Electronics and Industrial segments, while Q4 FY26 revenue guidance of $750M-$770M suggests sustained momentum despite macro headwinds in passenger vehicles.