Littelfuse, Inc. (LFUS)
割高ファンダメンタル
44
株価
$424.91
時価総額
$10.76B
パート1 · 企業の価値
概要
Littelfuse, Inc. designs, manufactures, and sells electronic components, modules, and subassemblies. It operates through three segments: Electronics, Transportation, and Industrial. Its Electronics segment offers fuses and fuse accessories, coefficient resettable fuses, switches and interconnect solutions, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing, and gas discharge tubes; and discrete transient voltage suppressor diodes, TVS diode arrays, protection and switching thyristors, silicon and silicon carbide metal-oxide-semiconductor field effect transistors and diodes, and insulated gate bipolar transistors. This segment serves data center computing and communications infrastructure, industrial controls, building controls, aerospace and defense, appliances, consumer electronics solutions, healthcare solutions, industrial equipment, energy storage, diversified industrials, grid and utility infrastructure, passenger vehicles, and commercial vehicles. Its Transportation segment provides blade, resettable, high-current, and high-voltage fuses; battery cable protectors; circuit breakers, and power distribution modules; and sensor products. This segment serves heavy-duty truck and bus, construction, agriculture, off-road and recreational vehicles, material handling, passenger and commercial vehicles, and marine markets. Its Industrial segment offers industrial fuses, protection relays, contactors, transformers, residual current devices and monitors, ground fault circuit interrupters, arc fault detection devices, solid state switches, and temperature sensors for use in renewable energy and energy storage systems, electric vehicle infrastructure, HVAC systems, industrial safety, non-residential construction, MRO, mining, and factory automation applications. It sells its products through distributors, direct sales force, and manufacturers' representatives. The company was founded in 1927 and is headquartered in Rosemont, Illinois.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 2026年9月19日 with claude-haiku-4-5 — shared with all users
Eaton's Bussmann series fuses and circuit-protection devices go head to head with Littelfuse in all three of its segments — electronics, transportation and industrial — and Littelfuse names Eaton as a competitor in each of them.
Mersen is the other large maker of industrial and semiconductor fuses for power distribution, competing directly with Littelfuse's industrial segment for the same electrical-infrastructure and renewable-energy customers.
Bourns, a privately held US manufacturer, sells overlapping lines of circuit-protection components — TVS diodes, resettable fuses, varistors — to the same electronics OEMs and distributors Littelfuse supplies.
Vishay competes in Littelfuse's electronics segment with discrete semiconductors and passive protection components sold to the same industrial, automotive and consumer electronics designers.
Sensata competes for the same automotive and commercial-vehicle platforms, supplying the sensors and electrical protection content that Littelfuse's transportation segment also bids for.
TE Connectivity bids against Littelfuse for transportation electrification content, bundling connectors, sensors and protection devices for the same vehicle manufacturers.
貸借対照表と流動性
売上高
$2.49B
直近12か月（2026/3/28まで）
純利益
$-40M
直近12か月（2026/3/28まで）
フリーキャッシュフロー
$366M
自己資本合計
$2.43B
負債合計
$1.53B
流動比率
2.61
利払い倍率
2.12
負債/EBITDA
1.23
一株当たり利益（EPS）
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$320.09
現在株価
$424.91
安全マージン
-32.7%
適正価値レンジ
$208.06 - $432.12
使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。
推定方法
バリュエーション指標
P/E レシオ
-
ROE
-3.0%
P/B レシオ
4.26
P/FCF
27.50
粗利益率
38.3%
ROIC
1.6%
収益性レーダー
価値創造（経済的モート）
ROIC
1.6%
WACC
12.3%
ROIC − WACC
-10.6 pp
ROICが資本コストを下回っています。投資した1ドルごとに企業は価値を破壊しています。
ファンダメンタル分析基準
合格（14）
- Price CAGR 10.78%
- Gross Margin 38.3%
- P/FCF 27.50
- Debt/Equity ratio
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Revenue Growth 5Y 10.5%
- Analyst Consensus 80% Buy
- Earnings Surprise avg 7.6%
- Share Dilution -0.9%
- Piotroski F-Score 5/9
不合格（9）
- EPS shows upward trend
- ROIC 1.6%
- P/B Ratio 4.26
- Operating Margin 2.8%
- Return on Tangible Assets
- Low reliance on intangibles
- DCF valuation (Overvalued)
- ROE -0.3%
- Net Margin Trend -1.6% vs 4.3%
データなし（4）
- Dividend Payout NaN%
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-スコア
まちまちのシグナル：一部の領域に注意が必要
利益の質
低品質：会計処理を調査してください
株式希薄化
株式を買い戻している。株主に友好的
機関投資家の保有
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| Dr. Gregory N. Henderson Ph.D. | CEO, President & Director | 56 |
| Mr. Abhishek Khandelwal | Executive VP & CFO | 47 |
| Mr. Deepak Nayar | Senior VP & GM of Electronics Business | 66 |
| Mr. Peter Kim | Senior VP & GM of Industrial Business | 52 |
| Mr. Jeffrey G. Gorski | Senior VP, Chief Accounting Officer & Corporate Controller | 50 |
| Mr. David Lee Kelley | Head of Investor Relations | - |
| Ms. Anne-Marie Wieland D'Angelo | Senior VP, Chief Legal Officer & Corporate Secretary | 48 |
| Ms. Maggie Chu | Senior VP & Chief Human Resources Officer | 56 |
| Mr. Alexander Conrad | Senior VP & GM of Passenger Vehicle Business | 59 |
| Mr. Eyal Altman | Senior VP and Chief Digital & Information Technology Officer | - |
監査リスク
9
取締役会リスク
3
報酬リスク
4
株主権利リスク
1
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容：テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
via SEC EDGAR
Latest News
Recent headlines for LFUS, sourced from Markets Gazette.