Littelfuse (LFUS) Earnings: Q3 Fiscal 2026 Results and Next Report Date

The quarter ended September 26, 2026 and Littelfuse published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Littelfuse reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Q3 2026 net sales are after a one-time $28.5 million (24.6 million euro) contract amendment fee paid to Elmos Semiconductor over the Dortmund fab, which Littelfuse recorded as a reduction of semiconductor net sales. Littelfuse's adjusted net sales add it back, to $795.2 million.
• Littelfuse acquired Basler Electric on December 11, 2025; it is reported in the Industrial segment and added 38% to that segment's Q3 growth.
• Q4 2025 GAAP EPS was a loss of $9.72 per share because of a $301 million non-cash goodwill impairment on the Semiconductor Products business.

Source: Littelfuse Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 26, 2026. Figures as reported; checked against the release on November 10, 2026.

How Littelfuse splits revenue in its own release, under its own labels, for Q3 fiscal 2026 against Q3 fiscal 2025. Indented lines are parts of the line above them.

• Littelfuse's Electronics revenue was $426 million in Q3 fiscal 2026, up 19% from $358 million in Q3 fiscal 2025, 56% of total revenue.
• Littelfuse's Transportation revenue was $183 million in Q3 fiscal 2026, up 7% from $171 million in Q3 fiscal 2025, 24% of total revenue.
• Littelfuse's Industrial revenue was $158 million in Q3 fiscal 2026, up 65% from $95.9 million in Q3 fiscal 2025, 21% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Littelfuse gives guidance on an adjusted (non-GAAP) basis only.

In its Q3 fiscal 2026 release, Littelfuse said:

“Net sales in the range of $750-$770 million, adjusted diluted EPS in the range of $5.05-$5.25 and an adjusted effective tax rate of approximately ~24%”

“Looking ahead to the fourth quarter, we continue to see strong demand across our diverse market exposures, and we expect approximately +28% yr/yr revenue growth.”

Source: Littelfuse Q3 2026 release, Oct 28, 2026.

This is the company's own guidance as of Oct 28, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the LFUS forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release. The Q4 fiscal 2025 loss includes a $301 million goodwill impairment.

Littelfuse's next report is expected around January 27, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 fiscal 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 fiscal 2026 (this page), reported Oct 28, 2026

Littelfuse reports three segments. In Q3 2026 Electronics had net sales of $426.2 million of the $766.7 million total, Transportation $182.6 million and Industrial $157.8 million. Total net sales rose 22.7%, and organic growth was 22%, after adding back a one-time amendment fee and removing the Basler acquisition. (Littelfuse Q3 2026 release, Oct 28, 2026)

Electronics splits into Passive Products and Sensors ($238.8 million, up 30% organic) and Semiconductor ($187.4 million, up 24% organic on higher protection and power semiconductor volumes). Semiconductor sales were reduced by a $28.5 million one-time fee Littelfuse agreed to pay Elmos Semiconductor on September 15, 2026 for amending agreements around the Dortmund Semiconductor fab, which the 10-Q says gives Littelfuse more flexibility over that asset. (Littelfuse Q3 2026 release, Oct 28, 2026; Littelfuse Form 10-Q, Q3 2026, Oct 28, 2026)

Transportation grew 7% as commercial vehicle products rose 20% organic on truck, data center, material handling, construction and agricultural demand, while passenger car products fell 3% and auto sensor products 14% on lower global car builds. Industrial grew 65%: 27% organic, from data center, grid and utility, HVAC and automation demand, and 38% from Basler Electric, a maker of electrical control and protection products bought for $361.7 million. (Littelfuse Q3 2026 release, Oct 28, 2026; Littelfuse Form 10-Q, Q3 2026, Oct 28, 2026)

By customer location, the United States accounted for $289.2 million of Q3 net sales and China $197.5 million. In fiscal 2025 about 65% of Littelfuse's net sales went to customers outside the U.S., including about 24% to China, and distributor Arrow Electronics was 9.5% of net sales. (Littelfuse Form 10-Q, Q3 2026, Oct 28, 2026; Littelfuse Form 10-K, fiscal 2025, Feb 19, 2026)

Littelfuse's GAAP diluted EPS was $4.49 in Q3 2026, up 62% from $2.77, and adjusted diluted EPS was a record $5.79, up 96% from $2.95. The $1.30 gap is mostly the $28.5 million amendment fee, plus $6.2 million of restructuring, impairment and other charges, $3.5 million of acquisition and integration costs and a $1.7 million non-operating foreign exchange loss, net of $6.6 million of tax. (Littelfuse Q3 2026 release, Oct 28, 2026)

GAAP operating margin was 20.0%, up 440 basis points, and adjusted EBITDA margin was 28.4%, up 690 basis points, measured on adjusted net sales of $795.2 million. Electronics posted the highest segment adjusted EBITDA margin, 33.1%, which Littelfuse attributed to volume leverage, execution and favorable price and product mix. (Littelfuse Q3 2026 release, Oct 28, 2026)

The effective tax rate was 23.2%, against 26.6%, and the adjusted rate was 21.8%. Diluted shares were 25.7 million, against 25.1 million; Littelfuse made no share repurchases in the first nine months of 2026, against $27.6 million a year earlier, and declared a quarterly dividend of $0.80 a share. (Littelfuse Q3 2026 release, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Littelfuse guides one quarter ahead, on an adjusted basis only. For Q4 2026 it expects net sales of $750 million to $770 million, adjusted diluted EPS of $5.05 to $5.25 and an adjusted effective tax rate of about 24%. Its CEO put the expected revenue growth at approximately 28% from a year earlier. (Littelfuse Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover Littelfuse, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Littelfuse's own release and filings put weight on for Q3 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning LFUS is on is LFUS a buy or a sell?, what analysts expect next is on the LFUS forecast, and what the company does is on the Littelfuse (LFUS) stock page.

Every number on this page can be traced to a document Littelfuse published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.