Every material Form 8-K Littelfuse has filed with the SEC since April 29, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Littelfuse reported third-quarter 2026 net sales of $767 million, up 22.7% from a year earlier, and GAAP diluted EPS of $4.49, up from $2.77. Sales were reduced by a one-time $28.5 million Dortmund contract amendment fee, and the company gave fourth-quarter guidance of $750 million to $770 million in net sales and adjusted diluted EPS of $5.05 to $5.25.
Q3 net sales of $766.7 million vs. $624.6 million a year earlier, including a $28.5 million one-time Dortmund contract amendment fee recorded as a reduction of semiconductor sales
GAAP diluted EPS of $4.49 vs. $2.77; adjusted diluted EPS of $5.79 vs. $2.95; GAAP operating margin of 20.0% vs. 15.6%
Q4 2026 guidance: net sales of $750 million to $770 million and adjusted diluted EPS of $5.05 to $5.25
Quarterly cash dividend of $0.80 per share, payable December 3, 2026, to holders of record as of November 19, 2026
Littelfuse said Deepak Nayar, Senior Vice President and General Manager of the Electronics business, will become Special Advisor to the CEO effective January 1, 2027, and Dr. Karim Hamed will take an expanded role leading the combined Electronics and Semiconductor businesses. Under a special advisor agreement, Mr. Nayar will receive monthly payments totaling $1,004,220 for the advisory term, and the company said he will retire at the end of 2027.
Nayar's Electronics role ends December 31, 2026; he becomes Special Advisor to the CEO effective January 1, 2027.
Dr. Karim Hamed, who joined Littelfuse in 2025 as SVP and General Manager of the Semiconductor business, takes the expanded SVP and General Manager role for the CCDI Market & Electronics Segment effective January 1, 2027.
Nayar's advisory payments total $1,004,220, made up of a $557,900 base salary and $446,320 in target annual incentive award.
During the advisory term, Nayar will not receive new annual incentive or long-term incentive awards, but his remaining long-term awards may vest upon his retirement.
Littelfuse expanded its board from eight to nine members and appointed Todd Kelsey, President and CEO of Plexus Corp., effective August 6, 2026. Kelsey was also named to the Compensation Committee and is considered independent under Nasdaq and Rule 10A-3 standards, and the filing does not report any financial results or guidance.
Board increased from eight to nine members; Kelsey appointed effective August 6, 2026
Kelsey also appointed to the Compensation Committee
Kelsey is President and CEO of Plexus Corp., a $4.5 billion technology enterprise with 20,000 employees
As a non-employee director, Kelsey will receive a pro-rated initial restricted stock unit award under the director compensation practices described in the March 12, 2026 proxy statement
Littelfuse reported second-quarter 2026 net sales of $739 million, up 20% from a year earlier, with GAAP diluted EPS of $3.49 versus $2.30 and adjusted diluted EPS of $4.19 versus $2.85. For the third quarter, the company expects net sales of $780 million to $800 million and adjusted diluted EPS of $4.85 to $5.05. The company also declared a quarterly dividend of $0.80 per share, up 7%.
Q2 net sales of $739 million, up 20%, with organic growth of 14% and Basler contributing 6%
GAAP operating income of $119.7 million, a 16.2% margin, versus $92.8 million a year earlier
Q3 guidance: net sales of $780 million to $800 million; adjusted diluted EPS of $4.85 to $5.05
Dividend of $0.80 per share, payable September 3, 2026, to holders of record as of August 20, 2026
Littelfuse reported first-quarter 2026 results with net sales up 19% to $657 million and GAAP diluted earnings per share of $2.96, compared with $1.75 a year earlier. The company also guided to second-quarter net sales of $690 million to $710 million and adjusted diluted EPS of $3.65 to $3.85, and it will hold an Investor Day on May 14, 2026.
Q1 2026 net sales of $657 million, up 19% year over year; organic growth was 9%
GAAP diluted EPS of $2.96 vs. $1.75; adjusted diluted EPS of $3.31 vs. $2.19
Q2 2026 guidance: net sales of $690 million to $710 million and adjusted diluted EPS of $3.65 to $3.85
Quarterly dividend of $0.75 per share payable June 4, 2026, to holders of record on May 21, 2026
At its April 22, 2026 annual meeting, Littelfuse stockholders elected all eight director nominees to serve until the 2027 meeting, approved the advisory vote on executive pay, and ratified Deloitte & Touche LLP as auditor for fiscal 2026. The Board also approved new forms of equity award agreements that treat death or disability as qualifying retirement for vesting purposes.
The Board approved new RSU and performance share award agreements for executive officers on April 22, 2026, with death or disability counted as retirement for vesting.
Holly B. Paeper received the most support among directors at 22,950,832 for votes; Anthony Grillo received 1,656,928 against votes, the most of any nominee.
Advisory vote on named executive officer compensation: 21,230,481 for and 1,779,546 against.
Deloitte & Touche LLP was ratified as independent auditor for the fiscal year ending December 26, 2026, with 23,790,648 votes for.
Littelfuse entered into an amended and restated credit agreement on March 12, 2026. The $800 million senior unsecured revolving facility replaces the prior $700 million revolver, pays off the unsecured term loan, and extends maturity to March 12, 2031. The filing is a financing update that gives the company more borrowing capacity and a longer runway, with covenants that include interest coverage and net leverage ratios.
Revolving commitment increased from $700 million to $800 million
Unsecured term loan credit facility paid off and deleted
Maturity extended to March 12, 2031
Company may increase facility or add term loans in minimum $25 million increments if no default and covenants are met
Littelfuse increased its board from eight to nine members and appointed Holly B. Paeper as a director effective March 4, 2026. Paeper is President, Commercial HVAC Business at Trane Technologies, which the filing says bought about $19.0 million of Littelfuse products since December 29, 2024, so shareholders should note this related-party relationship.
Board expanded from eight to nine members; Paeper appointed effective March 4, 2026 to fill the new seat
Paeper also appointed to the Technology Committee
Paeper is President, Commercial HVAC Business at Trane Technologies, which the filing says is a customer
Littelfuse sold products totaling approximately $19.0 million to Trane and its affiliates since December 29, 2024
Littelfuse reported fourth-quarter 2025 net sales of $594 million, up 12%, but a $301 million non-cash goodwill impairment on its Semiconductor Products business produced a GAAP net loss of $242 million. Adjusted diluted EPS rose to $2.69 from $1.53, and the company guided first-quarter 2026 net sales to $625 million to $645 million, with adjusted EPS of $2.70 to $2.90.
Q4 2025 net sales were $594 million, up 12%; organic growth contributed 7%.
GAAP diluted loss per share was $9.72 for Q4 2025, versus a loss of $2.09 a year earlier, including the $301 million goodwill impairment.
Adjusted diluted EPS was $2.69 for Q4 2025, compared with $1.53 a year earlier; full-year 2025 adjusted EPS was $10.68, up 34%.
First-quarter 2026 guidance: net sales of $625 million to $645 million and adjusted diluted EPS of $2.70 to $2.90; the company also declared a $0.75 per share dividend payable March 5, 2026.
Littelfuse agreed on January 7, 2026 that Ryan K. Stafford, Executive Vice President, Mergers & Acquisitions, Chief Legal Officer and Corporate Secretary, will separate from the company effective April 30, 2026. His severance includes a lump sum cash payment, accelerated vesting of 50% of restricted stock units granted January 23, 2025, and a prorated 2026 bonus. The filing does not give a successor or the dollar value of the severance.
Separation effective April 30, 2026, under a Letter Agreement dated January 7, 2026
Lump sum cash payment due on or before the 60th day after the Separation Date
Accelerated vesting of 50% of restricted stock units granted January 23, 2025
Prorated 2026 bonus under the Annual Incentive Plan and benefits continuation for limited periods
Littelfuse reported third-quarter 2025 results for the quarter ended September 27, 2025, with net sales of $625 million, up 10% from a year earlier, and GAAP diluted EPS of $2.77, up 19%. The company also guided fourth-quarter net sales to $570 million to $590 million and adjusted diluted EPS to $2.40 to $2.60, and it noted an upcoming acquisition of Basler Electric.
Q3 2025 net sales $625 million (+10%), with organic growth of +6.5%; GAAP operating margin 15.6%
Littelfuse agreed on October 24, 2025 to acquire all membership interests of Basler Electric Company from Basler Holdings, LLC for approximately $350 million in cash, subject to post-closing adjustments. The company expects the deal to be accretive to adjusted diluted EPS in 2026 and to close by the end of the fourth quarter of 2025, subject to regulatory approvals, which means shareholders will see the cash outlay and integration effects over the coming quarters.
Purchase price is approximately $350 million in cash; net of the present value of expected tax benefits of approximately $30 million, the net transaction value is approximately $320 million.
The transaction represents approximately 13.5x Basler's forecasted full-year 2025 adjusted EBITDA; Basler is expected to generate 2025 revenue of $125 million.
Littelfuse expects the acquisition to be accretive to adjusted diluted EPS in 2026 and expects closing by the end of the fourth quarter of 2025.
Basler, based in Highland, Illinois, has about 700 employees and will be reported in Littelfuse's Industrial Segment.
Littelfuse said Chad Marak will leave his role as Senior Vice President and General Manager, Semiconductor Business, effective August 11, 2025, and Dr. Karim Hamed will succeed him on the same date. Marak is entitled to severance under the company's Executive Severance Policy, subject to signing a separation and release agreement.
Chad Marak's departure as Senior Vice President and General Manager, Semiconductor Business is effective August 11, 2025.
Dr. Karim Hamed, formerly Corporate Vice President at Analog Devices, takes the role effective August 11, 2025.
Marak's severance is subject to his execution and non-revocation of a Separation and Release Agreement.
The role sits within the Company's Electronics Segment; the filing gives no financial results or guidance.
Littelfuse reported second-quarter 2025 net sales of $613 million, up 9.8% from a year earlier, with organic growth of 6.2%. GAAP diluted EPS was $2.30, up 26%, and adjusted diluted EPS was $2.85, up 45%. The company guided third-quarter net sales of $610 million to $630 million and adjusted diluted EPS of $2.65 to $2.85, and its board approved a 7% increase in the quarterly dividend to $0.75 per share.
Q2 net sales of $613 million, up 9.8%; organic growth of 6.2%
GAAP diluted EPS of $2.30 versus $1.82 a year earlier; adjusted diluted EPS of $2.85 versus $1.97
Q3 2025 guidance: net sales of $610 million to $630 million and adjusted diluted EPS of $2.65 to $2.85
Quarterly dividend raised 7% to $0.75 per share, payable September 4, 2025, to holders of record on August 21, 2025
Littelfuse said Abhishek Khandelwal, previously CFO of IDEX Corporation, will become Executive Vice President and Chief Financial Officer effective June 18, 2025. Meenal Sethna, the current CFO, will step down from that role on the same date but will remain with the company to support the transition. The filing matters to shareholders because it installs a new principal financial officer and sets his pay and severance terms.
Khandelwal served as Senior Vice President and CFO of IDEX Corporation from November 2023 and was CFO of Multi-Color Corporation from January 2022 through November 2023.
Offer letter sets a $650,000 base salary, an 85% target bonus, and a $250,000 cash sign-on bonus.
Sign-on equity includes performance share units and restricted stock units, each with an approximate value of $1,000,000, based on the June 18, 2025 closing price.
Severance multiple of 1.5 under the Executive Severance Policy and change of control agreement, which runs through December 31, 2026.
Littelfuse reported first-quarter 2025 net sales of $554 million, up 3.5% from a year earlier, and adjusted diluted EPS of $2.19, up from $1.76. GAAP diluted EPS fell to $1.75 from $1.93, as restructuring, impairment and other charges rose to $9.0 million from $3.2 million. For the second quarter, the company guided to net sales of $565 million to $595 million and adjusted diluted EPS of $2.10 to $2.40.
Q1 net sales $554 million, up 3.5%; organic growth 2.9%
GAAP diluted EPS $1.75 vs. $1.93 a year earlier; adjusted diluted EPS $2.19 vs. $1.76
Q2 2025 guidance: net sales $565 million to $595 million; adjusted diluted EPS $2.10 to $2.40
Quarterly dividend of $0.70 per share, payable June 5, 2025, to holders of record May 22, 2025
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