Littelfuse’s third-quarter results fell short of guidance because of a one-time Dortmund contract amendment fee of $28.5 million, with sales rising 23% year over year to $767 million. Non-GAAP operating margin expanded 520 basis points year over year to 21.3%.
Secular trends toward renewable energy and electric vehicles should boost demand for Littelfuse’s products.
Littelfuse aims for acquisitions to fund half of its long-term growth. It may be forced to overpay for targets in a consolidating market or miss out on adjacent market opportunities.
|
Metric
|
LFUS
|
TEL
|
APH
|
|---|---|---|---|
Price/Earnings (Normalized) | 31.41 | 19.76 | 33.74 |
Price/Book Value | 3.85 | 4.66 | 12.14 |
Price/Sales | 3.78 | 3.25 | 6.57 |
Price/Cash Flow | 19.69 | 13.00 | 27.86 |
|
Metric
|
LFUS
|
TEL
|
APH
|
|---|---|---|---|
Quick Ratio | 1.86 | 1.07 | 1.30 |
Current Ratio | 2.67 | 1.88 | 1.94 |
Interest Coverage | 6.05 | 31.19 | 12.15 |
|
Metric
|
LFUS
|
TEL
|
APH
|
|---|---|---|---|
Return on Assets (Normalized) | 13.59% | — | 16.29% |
Return on Equity (Normalized) | 21.22% | — | 44.32% |
Return on Invested Capital (Normalized) | 16.89% | — | 22.90% |
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