LITTELFUSE INC /DE
LFUS · Industrials · FY2025 filings · · Shallow moat ·
Doesn't clear the bar
The five investor questions
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.
Median gross margin 38.0% over 10y, very stable.
Median ROIC 10.5%, above the 12% hurdle in 30% of years.
Net debt/EBITDA 1.4x, interest coverage 1x.
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.
- $292M
- Unavailable — insufficient owner-earnings data
- Unavailable — insufficient growth-model data
- $419.07
- 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 235% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.
Score records captured Sep 7, 2026.
Exactly which 50 companies?
FTNT, META, MEDP, IBEX, MSFT, GOOG, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, VEEV, RMD, GRMN, PCTY, EAT, UI, SSD, MNST, DOCS, LRCX, MCO, CPRT, NTAP, NVDA, CORT, SFM, MPTI, ULTA, SN, ROL, CTAS, PAYC, IRMD, INTU, DECK, MORN, JKHY, TPR, LGCY, DAL, GWW, ISRG, MPWR, LOPE
Missing a usable price or zero-growth estimate: ANF.
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.
Exact FY and FY-1 financing invested-capital inputs are required.
The explained ROIC gaps have filed inputs but no meaningful positive invested-capital denominator. Other gaps mean the item is not in the 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.
Visual explainers
The filing-backed explainer service is temporarily unavailable, so no partial or guessed chart is shown.
Moat Score history
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
- Normalizer upgraded unstamped (version unknown)tomoat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
- Methodology upgraded moat-index@2.0.0tomoat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
- Methodology upgraded moat-index@1.2.0tomoat-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.
Track record
How LITTELFUSE INC /DE’s moat rated in each of the years we can reconstruct from its filings — scored only on what was knowable at the time — and what its price and returns did afterward. The score never saw a price; the two are joined only in hindsight, for education, not as a signal.
How to read this: each dot is what the engine would have scored LFUS on that December 31; the line below is its total-return price path (dividends reinvested) in the years since.
Two tracks, one timeline: the score has its own 0–100 scale (top), the price its own 100-based scale (bottom) — never a shared axis. The price path is a total-return (dividends reinvested) index built from the same data the forward returns use; gaps in the score line are years with no reconstructed rating (see the table for why). The Table view carries every value.
What followed, in the years it rated Wide
In the 3 years LFUS rated Wide-moat (2012, 2013 and 2014), the median forward total return that followed — measured only after each year’s filings were public — was:
- 1 year 9% vs the S&P 500’s 12% (price basis) · median over 3 years
- 3 years 71% vs the S&P 500’s 31% (price basis) · median over 3 years
- 5 years 112% vs the S&P 500’s 58% (price basis) · median over 3 years
These are medians computed from the data, not a claim about any one year. The company figures are total returns (dividends reinvested); the S&P 500 is the price-only ^GSPC index, which excludes dividends and so understates the index — the gap flatters the company. A quality rating is not a return forecast, and past returns don’t predict future ones. Educational only, not investment advice.
Industrials context
#230 of 447 scored Industrials companies, ranked by Moat Score.
Nearest peers by Moat Score
- #228WLFC WILLIS LEASE FINANCE CORP41.9 out of 100, Shallow moatShallow moat
- #229CNTM ConnectM Technology Solutions, Inc.41.9 out of 100, Shallow moatShallow moat
- #231ATI ATI Inc.41.7 out of 100, Shallow moatShallow moat
- #232CHEF CHEFS’ WAREHOUSE, INC.41.7 out of 100, Shallow moatShallow 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 18 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.