Every material Form 8-K Littelfuse filed with the SEC in 2026, 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
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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