Vulcan Value Partners Sees Littelfuse Positioned for Long-Term Growth and Margin Expansion

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Summary · why it matters

Vulcan Value Partners highlighted Littelfuse as a material contributor in its second-quarter 2026 investor letter, citing strong quarterly results and a rapidly growing data center business. The firm noted that Littelfuse's revenues rose 19% and operating margins improved by over 300 basis points, with the data center segment now representing a double-digit percentage of revenue. Vulcan expects the industrial technology company to continue delivering attractive top-line growth and margin expansion over the next several years. Littelfuse shares closed at $442.00 on July 30, 2026, with a one-month return of 5.62% and a 52-week gain of 79.26%, giving it a market capitalization of $11.23 billion.

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Littelfuse Inc
LFUS
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Strong quarterly results with 19% revenue growth and margin expansion highlighted by Vulcan Value Partners.