Slide 1: Investor Presentation Fiscal First Quarter 2026
Investor Presentation Fiscal First Quarter 2026 A Leading Provider of Smart, Connected and Secure Embedded Solutions
Slide 2: Safe Harbor
SAFE HARBOR Forward Looking Statement Safe Harbor: During the course of this presentation, we will make projections or other forward-looking statements regarding the future financial performance of the company (including our guidance) or future events, including our strategy, growth drivers, industr
Slide 3: Corporate Overview
Corporate Overview Leading Total Systems Solutions Provider • High-performance standard and specialized • Wireless and Wired Connectivity solutions Mixed-Signal Microcontroller, Digital Signal • FPGA solutions Controller and Microprocessor solutions • Non-volatile EEPROM and Flash Memory • Mixed-Sig
Slide 4: Net Sales Growth
Net Sales Growth 139 consecutive quarters of Non-GAAP profitability! 13.0% CAGR $Millions 4
Slide 5: First Quarter FY2026 Revenue Mix
First Quarter FY2026 Revenue Mix Net Sales by Product Line Net Sales by Geography Net Sales by Channel • Organic growth efforts focused on TSS and Megatrends • Synergistic product portfolio empowers disruptive growth trends • Diversified product portfolio with long process technology and life cycles
Slide 6: Revenue By End Market
Revenue By End Market FY24 Durable End Markets FY25 Microchip Proprietary and Confidential
Slide 7: Fiscal 1st Quarter 2026 Results (Non-GAAP)
Fiscal 1st Quarter 2026 Results (Non-GAAP) • GAAP Revenue of $1,075.5 million; up 10.8% QoQ and down13.4% YoY • Gross Margin of 54.3%; increased by ~240 basis points QoQ • Operating Margin of 20.7%; increased by ~670 basis points QoQ • Diluted Earnings Per Share of $0.27; increased by 145.5% QoQ • N
Slide 8: Fiscal 2nd Quarter 2026 Guidance (Non-GAAP)
Fiscal 2nd Quarter 2026 Guidance (Non-GAAP)* Q1 FY26 Q2 FY26 Guide Long Term Actual @ mid-point Model (Through Cycles) GAAP Revenue ($Millions) $1,075.5 $1,130.0 Industry Gr. Plus Gross Margins 54.3% 56.0% 65.0% Operating Expenses 33.7% 32.6% 25.0% Operating Margins 20.7% 23.4% 40.0% Earnings per sh
Slide 9: Empowering Innovation In Diverse, Durable Markets
Empowering Innovation In Diverse, Durable Markets Consumer Industrial Space Sustainability Automotive Medical Data Center Defense Communication Infrastructure Aviation 9
Slide 10: Portfolio of Hardware, Software and Services
Providing Total System Solutions Portfolio of Hardware, Software and Services Power Management RFICs MMICs DC-DC Converters Encryption Supervisors & Ref. & High Voltage Precision LDOs, Battery Mgt. Digital Security I/Os Voltage Discretes & Modules Potentiometer Reference Motor Sensors Drivers Amplif
Slide 11: Strategic Focus and In-Depth Knowledge
Strategic Focus and In-Depth Knowledge Megatrends End Markets Communications Data Center & Computing Consumer Appliance Industrial Aerospace & Defense Automotive 11 © 2024 Microchip Technology Inc. and its subsidiaries
Slide 12: Aerospace and Defense Market
Aerospace and Defense Market Microchip is a Leading Supplier of Semiconductor Devices to the Aerospace and Defense (A&D) Industry > 71K > 60 Years High-Reliability products of space innovation and for A&D market heritage* > 100 > 1000 Microchip components on A&D customers worldwide NASA’s Perseveran
Slide 13: Aerospace & Defense Megatrends
Aerospace & Defense Megatrends Commercialization of Space Electrification of Aircraft National Security Comm. Constallations, Earth Observation, Advanced Air Mobility (AAM) Information/Communications Proliferation Research, Exploration More Electric Aircraft (MEA) Hypersonics & Missile Defense Space
Slide 14: Addresses a Wide Range of End Markets
Addresses a Wide Range of End Markets Industrial Automotive Consumer Scalable Compute Diverse End Markets Defense Aviation Communications 2k DMIPs 5k DMIPs 26K DMIPs 64bit Embedded Processing TAM ~$5 Billion* Scalable Radiation Performance Satellites Spacecraft Rovers/Landers Multiple Mission Profil
Slide 15: 10BASE-T1S addressing a Wide Range of End Markets
10BASE-T1S addressing a Wide Range of End Markets Scalable Interfaces Industrial Automotive Defense Diverse End PHY MACPHY TRX Markets MII, RMII SPI OA3p First to Market! Significant Growth Opportunity Pre-Programmed MCUs In-cabinet Microphones LED Lighting Diverse LAN8660 LAN8661 LAN8662 Applicatio
Slide 16: Consistent, Disciplined and Balanced Capital Return Strategy
Consistent, Disciplined and Balanced Capital Return Strategy ‒ Reduced debt 23 out of last 28 Debt Paydown quarters ‒ Current leverage ratio of 4.22x Adjusted Free $7.3 billion Cash Flow (FCF)* Generation Dividends Paid ‒ 91 consecutive quarters of FY2019 – Q1 FY2026 dividends paid ~$4.4 billion ~$1
Slide 17: Follow us @microchiptechnology
Follow us @microchiptechnology A Leading Provider of Smart, Connected and Secure Embedded Solutions