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Littelfuse, Inc. (LFUS)

NEUTRAL
TechnologyElectronic ComponentsUnited States

基本面

50

价格

$404.54

市值

$10.21B

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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Who this company fights with for the same customers

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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

General case被高估

公允价值

$320.23

当前价格

$404.54

安全边际

-26.3%

公允价值区间

$208.15 - $432.31

估算方法

Analyst price target:$488.75
Discounted cash flow (DCF):$194.61
Earnings multiple (P/E):Not enough data to compute it
Graham growth formula:Not enough data to compute it
Earnings power value (EPV):$23.04
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):$22.67
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$369.54
Revenue multiple:Not enough data to compute it
分析师共识:强力买入 (8B / 2H / 0S)
最近财报超预期:+8.58%

估值指标

市盈率(P/E)

-

ROE

-3.0%

市净率(P/B)

4.06

P/FCF

26.18

毛利率

38.3%

ROIC

1.6%

盈利能力雷达图

Value Creation (Economic Moat)

ROIC

1.6%

WACC

12.3%

ROIC − WACC

-10.6 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

基本面分析标准

通过(14)

  • Price CAGR 10.51%
  • Gross Margin 38.3%
  • P/FCF 26.18
  • 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 4.06
  • 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

5/9

信号混杂:部分领域需关注

score
criteria

盈利质量

-

低质量:需深入审查会计处理

股权稀释

-0.9%

正在回购股份,对股东友好

公司治理

管理团队

姓名职位年龄
Dr. Gregory N. Henderson Ph.D.CEO, President & Director56
Mr. Abhishek KhandelwalExecutive VP & CFO47
Mr. Deepak NayarSenior VP & GM of Electronics Business66
Mr. Peter KimSenior VP & GM of Industrial Business52
Mr. Jeffrey G. GorskiSenior VP, Chief Accounting Officer & Corporate Controller50
Mr. David Lee KelleyHead of Investor Relations-
Ms. Maggie ChuSenior VP & Chief Human Resources Officer56
Mr. Alexander ConradSenior VP & GM of Passenger Vehicle Business59
Mr. Eyal AltmanSenior VP and Chief Digital & Information Technology Officer-
Mr. David RuppelSenior VP and GM of Passenger Vehicle Business & Commercial Vehicle Products53

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

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

Recent headlines for LFUS, sourced from Markets Gazette.

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