Littelfuse, Inc. (LFUS)
被高估基本面
44
价格
$424.91
市值
$10.76B
第一部分 · 这家公司值多少
概览
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.
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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.
资产负债表与流动性
营收
$2.49B
最近12个月（截至2026/3/28）
净利润
$-40M
最近12个月（截至2026/3/28）
自由现金流
$366M
股东权益合计
$2.43B
负债合计
$1.53B
流动比率
2.61
利息覆盖率
2.12
债务/EBITDA
1.23
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$320.09
当前价格
$424.91
安全边际
-32.7%
公允价值区间
$208.06 - $432.12
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
-
ROE
-3.0%
市净率（P/B）
4.26
P/FCF
27.50
毛利率
38.3%
ROIC
1.6%
盈利能力雷达图
价值创造（经济护城河）
ROIC
1.6%
WACC
12.3%
ROIC − WACC
-10.6 pp
ROIC 低于资本成本：公司每投入一美元都在毁灭价值。
基本面分析标准
通过（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
未通过（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%
不可用（4）
- Dividend Payout NaN%
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-评分
信号混杂：部分领域需关注
盈利质量
低质量：需深入审查会计处理
股权稀释
正在回购股份，对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 | - |
审计风险
9
董事会风险
3
薪酬风险
4
股东权利风险
1
第二部分 · 价格与买入时机
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损益历史
via SEC EDGAR
Latest News
Recent headlines for LFUS, sourced from Markets Gazette.