Slide 1: Investor Presentation Fiscal Second Quarter 2026
Investor Presentation Fiscal Second 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, enhance
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 140 consecutive quarters of Non-GAAP profitability! 13.0% CAGR $Millions 4
Slide 5: Second Quarter FY2026 Revenue Mix
Second 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 cycle
Slide 6: Revenue By End Market
Revenue By End Market FY24 Durable End Markets FY25 Microchip Proprietary and Confidential
Slide 7: Fiscal 2nd Quarter 2026 Results (Non-GAAP)
Fiscal 2nd Quarter 2026 Results (Non-GAAP) • GAAP Revenue of $1,140.4 million; up 6.0% QoQ anddown2.0% YoY • Gross Margin of 56.7%; increased by 236 basis points QoQ • Operating Margin of 24.3%; increased by 364 basis points QoQ • Diluted Earnings Per Share of $0.35; increased by 29.6% QoQ • Net deb
Slide 8: Fiscal 3rd Quarter 2026 Guidance (Non-GAAP)
Fiscal 3rd Quarter 2026 Guidance (Non-GAAP)* Q2 FY26 Q3 FY26 Guide Long Term Actual @ mid-point Model (Through Cycles) GAAP Revenue ($Millions) $1,140.4 $1,129.0 Industry Gr. Plus Gross Margins 56.7% 58.2% 65.0% Operating Expenses 32.4% 32.5% 25.0% Operating Margins 24.3% 25.7% 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: AI & Enterprise Datacenter Infrastructure Market
AI & Enterprise Datacenter Infrastructure Market Full-Stack Solutions Best-In-Class Performance Specs System-level Optimization Integration Leadership Advantage • Connectivity • PCIe Gen6 64 GT/s Up to 160 Lanes • Chiplink tools Technical Portfolio Breadth • Storage controllers • Gen6 15-20% > Power
Slide 13: 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 14: 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 15: 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 16: 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 Customized T1S Endpoints In-cabinet Microphones LED Lighting Diverse LAN8660 LAN8661 LAN8662 Appli
Slide 17: Consistent, Disciplined and Balanced Capital Return Strategy
Consistent, Disciplined and Balanced Capital Return Strategy ‒ Reduced debt 24 out of last 29 Debt Paydown quarters ‒ Current leverage ratio of 4.69x Adjusted Free $7.4 billion Cash Flow (FCF)* Generation Dividends Paid ‒ 92 consecutive quarters of FY2019 – Q2 FY2026 dividends paid ~$4.7 billion ~$1
Slide 18: Follow us @microchiptechnology
Follow us @microchiptechnology A Leading Provider of Smart, Connected and Secure Embedded Solutions