Littelfuse (NASDAQ: LFUS) sets 2030 revenue, EBITDA and FCF goals
Littelfuse, Inc. furnished an Investor Day presentation outlining its strategy around global electrification, segment growth plans, and detailed non-GAAP financial metrics. For 2025, the company reports net sales of $2.39 billion, adjusted EBITDA of $498.6 million, and free cash flow of $366.1 million, with a consolidated net leverage ratio of 1.0x.
The company’s 2030 ambition targets $4.5 billion in revenue, $1.1 billion in adjusted EBITDA, and over $600 million in annual free cash flow, implying 8%–10% annual revenue growth driven by core markets and high‑growth opportunities in grid and utility infrastructure, data centers, and aerospace & defense. Littelfuse also highlights disciplined M&A, including the Basler acquisition, and a focus on operational excellence, portfolio rationalization, and capital allocation to support margin expansion to a 24%–26% adjusted EBITDA margin by 2030.
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Insights
Investor Day sets aggressive 2030 growth and margin framework.
Littelfuse presents a long-term plan built on electrification trends in energy infrastructure, data centers, transportation, and industrials. Management targets revenue rising from $2.39B in 2025 to $4.5B by 2030, with adjusted EBITDA moving from $498.6M toward $1.1B.
The plan assumes organic revenue CAGR of 7%–9% plus 6%–8% from acquisitions, with 2030 adjusted EBITDA margins of 24%–26% versus 2025’s 20.9%. Execution depends on scaling high‑growth opportunities such as grid and utility infrastructure, data centers, and aerospace & defense, while rationalizing lower‑value products.
Financially, 2025 results combine a GAAP net loss of $71.7M driven by a $301.2M goodwill impairment with solid adjusted performance and free cash flow of $366.1M. Net leverage of 1.0x and expected free cash flow above $600M by 2030 provide capacity for continued M&A and shareholder returns, subject to delivering on growth and margin initiatives described for the EII, CCDI, T&L, and Semiconductor businesses.
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FAQ
What long-term financial targets did Littelfuse (LFUS) present for 2030?
How did Littelfuse (LFUS) perform financially in 2025 according to the Investor Day deck?
What caused Littelfuse’s GAAP net loss in 2025 despite strong adjusted results?
How leveraged is Littelfuse (LFUS) based on the Investor Day financials?
What are the key growth markets Littelfuse is targeting through 2030?
How did the Basler acquisition factor into Littelfuse’s growth and margin outlook?
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(I.R.S. Employer Identification No.)
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Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
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Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
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Pre-commencement communication pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
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Pre-commencement communication pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
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NASDAQ Global Select Market
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Item 7.01.
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Regulation FD Disclosure.
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Item 9.01
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Financial Statements and Exhibits.
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Exhibit Number
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Description
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99.1
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Investor Presentation, dated May 14, 2026.
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104
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Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document.
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Date: May 14, 2026
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LITTELFUSE, INC.
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By:
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/s/ Anne-Marie D’Angelo
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Name:
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Anne-Marie D’Angelo
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Title:
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Senior Vice President, Chief Legal Officer and Corporate Secretary
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