Littelfuse Non-GAAP EPS of $4.19 beats by $0.41, revenue of $739M beats by $36.24M
The key points are Littelfuse's strong performance and upward revision of future revenue forecasts. The Non-GAAP EPS is expected to be $4.19, exceeding estimates by $0.41, and revenue is also projected at $739M, surpassing expectations by $36.24M, meeting market expectations.
The earnings surprise and positive guidance provide a strong rationale for entry. Recently, the stock price appeared to be adjusting, dropping to $379.33, but it has rebounded to $442.0, demonstrating strong resilience. In particular, the upward revision of the third-quarter revenue outlook ($780M-$800M) and the announcement of a dividend increase ($0.80) on July 29 are expected to serve as positive momentum for the stock price.
If the stock price reaches the resistance level of $420.0, I will take profits, and if it falls below the support level of $370.0, I will cut losses. I will base this on the fact that the current stock price is trading above the support level.
A past similar case is LFUS, which recorded a return of 12.7% on 2026-07-31 at 03:27:37, accompanied by news of strong performance.
It achieved a remarkable success with an actual return (12.7%) that far exceeded the predicted return (2.1%). While it effectively captured the strong material of solid performance and the rebound trend above the support level, it is somewhat disappointing that the target return was set rather conservatively.
We will more actively utilize the volatility that occurs when strong momentum following earnings announcements is combined with upward guidance. It is necessary to practice flexibly adjusting target returns based on the quality of the news, rather than simply confirming support levels.