LITTELFUSE INC /DE SEC Filings

Littelfuse, Inc. executive Hamed Karim Wagdy, SVP & GM Semiconductor Business, reported a code F transaction involving company common stock. On 2026-08-11, 141 shares were delivered or withheld at $453.87 per share to cover exercise price or tax liability related to restricted stock unit vesting, leaving 2,821 shares held directly. The price reflects the closing share price on the relevant trading date.

Kelsey Todd P. reported acquisition or exercise transactions in this Form 4 filing.

Littelfuse Inc. reported an equity compensation grant to director Todd P. Kelsey. He received 294 shares of common stock in the form of restricted stock units under the Amended and Restated Littelfuse, Inc. Long-Term Incentive Plan. The award was reported at $0.00 per share and will vest in full on the first anniversary of the grant date. Following this grant, Kelsey holds 294 common shares directly.

Littelfuse, Inc. (LFUS) reported that Kelsey Todd P. has become a reporting person, identified as a director of the company. This initial ownership statement reports no securities transactions or holdings at the time of filing and references an Exhibit 24 Power of Attorney.

Littelfuse, Inc. expanded its Board of Directors from eight to nine members and appointed Todd Kelsey as a new independent director effective August 6, 2026. He was also appointed to the Board’s Compensation Committee and will serve until a successor is duly elected and qualified or earlier departure.

The Board determined that Kelsey is an independent director under Nasdaq listing standards and for purposes of Rule 10A-3 under the Exchange Act, and that he is not involved in related-party transactions requiring disclosure under Item 404(a) of Regulation S-K. Kelsey is President and Chief Executive Officer of Plexus Corp., a $4.5 billion global technology enterprise with approximately 20,000 employees at 27 sites in seven countries. As a non-employee director, he will receive compensation and an initial pro-rated restricted stock unit award consistent with Littelfuse’s existing non-employee director compensation program.

Littelfuse Inc director Holly Beth Paeper acquired 56.0000 shares of Littelfuse common stock on 2026-07-30 through a grant related to a deferred compensation plan at $442.0000 per share. After this award, she directly holds 692.0000 shares of common stock.

Littelfuse, Inc. reported significantly higher results for the quarter ended June 27, 2026. Net sales were $738,781 versus $613,413 a year earlier, while net income rose to $89,405 from $57,342, with diluted EPS of $3.49 compared with $2.30.

Growth was broad-based: Electronics segment sales reached $406,420, Transportation $182,411, and Industrial $149,950. For the first six months of 2026, net sales were $1,395,750 and net income $164,552, up from $1,167,720 and $100,913 in the prior-year period.

Operating cash flow strengthened to $226,474 for the first half, supporting balance sheet changes as total debt declined to $629,660 from $802,627 at December 27, 2025 and cash and cash equivalents increased to $628,224. Results reflect ongoing integration of the Basler Electric and Dortmund Fab acquisitions and higher 2026 restructuring and impairment charges of $27,443 related to manufacturing and organizational realignments.

Littelfuse, Inc. reported strong second-quarter 2026 results. Net sales were $738.8 million, up 20% year over year with 14% organic growth. GAAP operating income rose to $119.7 million, and GAAP diluted EPS increased to $3.49, while adjusted EPS reached $4.19. Management stated performance exceeded its expectations, supported by broad-based demand and execution.

By segment, Electronics revenue grew 21% (about 20% organic) with adjusted EBITDA margin of 26.3%. Transportation revenue rose 2% (1% organic), and Industrial grew 52%, including 16% organic and a 36% contribution from the Basler acquisition. Companywide adjusted EBITDA was $174.7 million, for a 23.6% margin, up 220 basis points.

Cash generation was notable: Q2 operating cash flow was $146.2 million and free cash flow $127.3 million, up 75% year over year, with year-to-date free cash flow conversion of 118%. Net debt stood at $493.8 million and the consolidated net leverage ratio at 0.8x, well below the 3.5x covenant. For Q3 2026, the company guides net sales of $780–$800 million (about 26% growth, ~21% organic) and adjusted diluted EPS of $4.85–$5.05, with an adjusted tax rate of 23%–24%. A quarterly dividend of $0.80 per share, 7% above the prior quarter, is payable September 3, 2026.

Littelfuse, Inc. has a planned sale of restricted or control common stock under a Form 144 notice. The filer indicates an intention to sell 1,172 shares of Littelfuse common stock through Merrill on the NASDAQ, with an aggregate market value of $472,293.89 as of the notice. The proposed sale date is July 17, 2026. Shares outstanding for the class are listed as 25,288,904, which is a baseline figure, not the amount being sold.

The shares to be sold were acquired via stock option exercises, including 404 shares from an option exercise dated September 28, 2023 and 768 shares from an option exercise dated April 25, 2024, both for cash consideration.

Littelfuse Executive VP and CFO Abhishek Khandelwal reported a routine tax-related share disposition linked to vesting of restricted stock units. A total of 1,122 shares of Common Stock were withheld at a price of $479.82 per share to cover tax obligations, leaving him with 8,835 shares held directly. This was not an open-market sale and does not reflect a discretionary trade in the company’s stock.