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LITTELFUSE INC /DE

LFUS · Industrials · FY2025 filings · · not refreshed in 35 days · Shallow moat ·

Doesn't clear the bar

Shallow moat
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The five investor questions

32

2021–2025 (latest 5 aligned FYs; v3 window cap 5): revenue $2.1B to $2.4B, increasing; diluted EPS 11.38 to -2.89, decreasing.

63

Median gross margin 38.0% over 10y, very stable.

34

Median ROIC 10.5%, above the 12% hurdle in 30% of years.

36

Net debt/EBITDA 1.4x, interest coverage 1x.

43

Owner earnings changed trend unclear over up to the ten most recent annual observations.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
No price data
$292M
Unavailable — insufficient owner-earnings data
Unavailable — insufficient growth-model data
$404.86
No price data

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. The recent FY revenue series does not trigger the three-consecutive-declines flag.

Among the current top-score group, the median current price is 239% above the zero-growth estimate across 48 of the current top 50 companies by Moat Score with both values.

Score records captured Jul 26, 2026.

Exactly which 50 companies?

FTNT, META, MEDP, IBEX, MSFT, GOOGL, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, VEEV, GRMN, SSD, MNST, DOCS, MCO, CPRT, NTAP, LRCX, NVDA, CORT, SFM, MPTI, ULTA, SN, RMD, ROL, PAYC, IRMD, INTU, DECK, MORN, LGCY, DAL, GWW, ISRG, MPWR, CTAS, LOPE, MRK, CMG, FAST, BKNG, ORLY

Missing a usable price or zero-growth estimate: ANF, BKNG.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

18 years of fundamentals

The business, in plain English

LITTELFUSE INC /DE booked $2.4B of revenue in FY2025 in the Industrials sector and kept 38.0% of it as gross profit — a solid-margin business by that measure. After every other cost, −3.0% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $430M (FY2009) to $2.4B (FY2025) — about 11.3% a year compounded over 16 years.

It earned 0.9% on invested capital in the latest filed year, FY2025. Across the full 17-year measurable filed record, median ROIC was 13.6%. Over the v3 recent window (10 measurable filed years), median ROIC was 10.5%. The Returns on Capital filter above scores it 34/100.

The balance sheet carried $803M of total debt in FY2025. Balance-Sheet Safety scores it 36/100.

Put together: Pricing Power is the strongest of the five filters (63/100) and Business Trend the weakest (32/100), which is how LFUS lands at 42/100 — a Shallow moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2008–FY2025 · 18 fiscal years, normalized from LFUS’s SEC filings

Sales, as filed$2.4B FY2025
$0$1B$2B2008201420202025
Revenue kept after cost of goods38.0% FY2025
0%20%40%2008201420202025
Standard ROIC or separately labeled Operating ROICROIC 0.9% FY2025
0%20%2008201420202025
Cash an owner could take out−$4.7M FY2025
$0$200M$400M2008201420202025

Gaps in a line mean that item isn’t in LFUS’s filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Flagship explainer

How LITTELFUSE INC /DE makes its money

Start with a dollar of revenue and follow what the filing says remains.

revenueBranching filed flows with values and percentages directly labeled. Missing filing concepts are omitted rather than estimated.Revenue$2.4B · 100%Cost of revenue$1.5B · 62%Gross profit$906M · 38%Operating income$37.5M · 2%Income before tax$3.6M · 0%Income tax$75.3M · 3%Net income−$71.7M · −3%As of 2025-12-27 · 2 SEC filing sourcesBuy Like Buffett · buylikebuffett.com

Honest partial: the filing did not provide a normalized tag for Research and development, Selling, general and administrative; those components are omitted, not plugged.

Table alternative
Filed lineValue% of revenueSource
$2.4B100%
Cost of revenue$1.5B62%
$906M38%
$37.5M2%
Income before tax$3.6M0%
Income tax$75.3M3%
−$71.7M−3%
Source: · event Dec 27, 2025 · retrieved Jul 26, 2026 · annual-row source set
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Flagship explainer

What LITTELFUSE INC /DE owns — and owes

LITTELFUSE INC /DE's filing tags don't support a full breakdown — here's what is filed:

Table alternative
Filed lineValue% of assetsSource
Total assets$4.0B100%
Cash and equivalents$563M14%
$803M20%
Stockholders’ equity$2.4B61%
Source: · event Dec 27, 2025 · retrieved Jul 26, 2026 · annual-row source set

Flagship explainer

What drives LITTELFUSE INC /DE’s return on equity?

ROE is five filed business factors multiplied together.

DuPont return on equity factor treeReturn on equity branches into tax burden, interest burden, operating margin, asset turnover, and the equity multiplier.Return on equity−3%Tax burden−1988%net income ÷ pretax incomeInterest burden10%pretax ÷ operating incomeOperating margin2%operating income ÷ revenueAsset turnover0.61×revenue ÷ average assetsEquity multiplier1.62×average assets ÷ average equityAs of 2025-12-27 · 2 SEC filing sourcesBuy Like Buffett · buylikebuffett.com
DuPont source inputs
InputValueFiscal yearSource
−$71.7MFY2025
Income before tax$3.6MFY2025
Operating income$37.5MFY2025
$2.4BFY2025
Ending assets$4.0BFY2025
Beginning assets$3.9BFY2024
$2.4BFY2025
$2.4BFY2024
Source:
  • SEC filingFiling detailsAccession 0001628280-26-009585
· event Dec 27, 2025 · retrieved Jul 26, 2026 · annual-row source set
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Flagship explainer

Where LITTELFUSE INC /DE's cash went

LITTELFUSE INC /DE’s filing does not supply enough provenance-matched cash-flow lines for a truthful flow chart — here’s what is filed:

Table alternative
Filed lineValue% of cash from operationsSource
Cash from operations$434M100%
Depreciation and amortization$135M31%
Source: · event Dec 27, 2025 · retrieved Jul 26, 2026 · annual-row source set

Curated 19-manager tier

Who reported holding LITTELFUSE INC /DE

Delayed public 13F reports for 2026-Q2—not live positions, trades, or recommendations.

0 holding0 exited1 not holding1/19 resolved18 not retrieved

Named manager positions and quarter-over-quarter changes
ManagerReported positionQuarter-over-quarterFiling accession
Markel / Markel-GaynerNo position reportedNo position reported
Abrams CapitalNot retrievedComparison not retrievedFiling not retrieved
Akre CapitalNot retrievedComparison not retrievedFiling not retrieved
Baupost GroupNot retrievedComparison not retrievedFiling not retrieved
Berkshire HathawayNot retrievedComparison not retrievedFiling not retrieved
Brave Warrior AdvisorsNot retrievedComparison not retrievedFiling not retrieved
Dodge & CoxNot retrievedComparison not retrievedFiling not retrieved
First EagleNot retrievedComparison not retrievedFiling not retrieved
FundsmithNot retrievedComparison not retrievedFiling not retrieved
Gardner Russo & QuinnNot retrievedComparison not retrievedFiling not retrieved
Gates Foundation TrustNot retrievedComparison not retrievedFiling not retrieved
Mairs & PowerNot retrievedComparison not retrievedFiling not retrieved
Oakmark / Harris AssociatesNot retrievedComparison not retrievedFiling not retrieved
Pershing SquareNot retrievedComparison not retrievedFiling not retrieved
Polen CapitalNot retrievedComparison not retrievedFiling not retrieved
Sequoia / Ruane CunniffNot retrievedComparison not retrievedFiling not retrieved
Southeastern Asset ManagementNot retrievedComparison not retrievedFiling not retrieved
Tweedy, BrowneNot retrievedComparison not retrievedFiling not retrieved
Yacktman Asset ManagementNot retrievedComparison not retrievedFiling not retrieved

Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.

Source: · event Jun 30, 2026 · retrieved Jul 26, 2026

Flagship explainer

What LITTELFUSE INC /DE insiders reported

We could not retrieve insider activity for this rendering; no zero-activity claim is shown.

Unavailable: Form 4 activity could not be retrieved for this rendering.

Moat Score history

16 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale41.7 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026Jul 26, 2026

Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

  1. Normalizer upgraded unstamped (version unknown)moat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
  2. Methodology upgraded moat-index@2.0.0moat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
  3. Methodology upgraded moat-index@1.2.0moat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for LFUS.

Industrials context

#231 of 446 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #229WLFC WILLIS LEASE FINANCE CORP41.9Shallow moat
  2. #230CNTM ConnectM Technology Solutions, Inc.41.9Shallow moat
  3. #232ATI ATI INC41.7Shallow moat
  4. #233CHEF CHEFS’ WAREHOUSE, INC.41.7Shallow moat

Compare LFUS with its nearest peers →All Industrials companies on the Index →

Common questions about LFUS

Does LITTELFUSE INC /DE have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores LITTELFUSE INC /DE (LFUS) 41.7 out of 100 — a Shallow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 32, pricing power 63, returns on capital 34, balance-sheet safety 36, capital allocation 43.
How has LFUS's Moat Score changed over time?
The record logs 16 readings since Jul 17, 2026; the latest reads 41.7 out of 100 (shallow moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.

Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell LFUS. See the disclaimer.