Littelfuse, Inc. has reported its financial results for the fourth quarter and full year 2025, showing significant growth in net sales and impressive operational achievements. In the fourth quarter of 2025, the company reported net sales of $594 million, marking a 12% increase compared to the same period in the previous year. Organic growth contributed 7% to this increase. Additionally, the company reported cash flow from operations of $139 million and free cash flow of $120 million.
For the full year 2025, Littelfuse reported net sales of $2,386 million, representing a 9% increase compared to the previous year. Organic growth contributed 6% to this increase. The company reported cash flow from operations of $434 million and free cash flow of $366 million.
In terms of earnings per share, the company reported a GAAP diluted loss per share of ($9.72) for the fourth quarter of 2025. However, adjusted diluted earnings per share stood at $2.69. For the full year 2025, the GAAP diluted loss per share was ($2.89), which included a non-cash goodwill impairment charge of $301 million related to the semiconductor products business within the electronics segment. The adjusted diluted earnings per share for the full year 2025 was reported at $10.68, indicating a 34% increase compared to the previous year.
The company's operating margin also showed improvement, with the adjusted EBITDA margin reaching 20.5% in the fourth quarter of 2025, marking a 480 basis point increase compared to the same period in the previous year. For the full year 2025, the adjusted EBITDA margin was 20.9%, reflecting a 260 basis point increase compared to the previous year.
Looking ahead to the first quarter of 2026, Littelfuse expects approximately 15% total revenue growth compared to the prior year. The company also provided guidance for the first quarter, with net sales projected to be in the range of $625 million to $645 million and adjusted diluted EPS in the range of $2.70 to $2.90, along with an adjusted effective tax rate of 24%.
Littelfuse's segment performance in the fourth quarter and full year 2025 demonstrated growth and operational improvements across its electronics, transportation, and industrial segments. Notably, the electronics segment reported a 21% increase in net sales for the fourth quarter of 2025, driven by improved passive products and semiconductor product sales.
The company also announced a cash dividend on its common stock of $0.75 per share, to be paid on March 5, 2026, to shareholders of record as of February 19, 2026.
Littelfuse's strong financial performance and strategic initiatives position it for continued growth and value creation, as indicated by its solid revenue growth, margin expansion, and commitment to delivering shareholder value. Today the company's shares have moved 1.18% to a price of $297.28. For the full picture, make sure to review LITTELFUSE INC /DE's 8-K report.
