The chart below shows how LFUS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LFUS sees a +0.24% change in stock price 10 days leading up to the earnings, and a +1.98% change 10 days following the report. On the earnings day itself, the stock moves by -0.29%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Electronics Demand Surge: Electronics segment book to bill reached its highest level since Q2 2022, indicating strong demand and order rates.
Strong Free Cash Flow: Full year 2024 generated $282 million in free cash flow, reflecting strong cash generation and operational efficiency.
Strong Cash Flow Position: Operating cash flow for Q4 was $161 million, contributing to a robust cash position of $725 million at year-end.
Industrial Products Sales Growth: Industrial Products segment sales increased 12% organically in Q4, driven by strong HVAC growth and solid data center momentum.
Adjusted EBITDA Performance: Adjusted EBITDA margins for the full year finished at 18.9%, demonstrating effective cost management and operational execution.
Negative
Q4 Revenue Decline: Revenue in Q4 was $530 million, down 1% year-over-year, indicating a decline in sales performance.
Negative Operating Margins: GAAP operating margins were negative 6.9%, impacted by $93 million in non-cash goodwill and intangible impairment charges, reflecting asset devaluation.
Sales Decline Analysis: Full year sales decreased by 7% to $2.2 billion, highlighting a significant drop in overall revenue compared to the previous year.
Electronics Segment Sales Decline: The Electronics segment saw a 4% organic sales decline in Q4 and a 12% decline for the year, indicating ongoing challenges in this market.
Transportation Sales Decline: The transportation product segment experienced a 7% decline in sales for both the quarter and the year, driven by lower global car sales and market weakness.
Earnings call transcript: Littelfuse Q4 2024 misses EPS forecast, stock rises
LFUS.O
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