Slide 1: Investor Presentation Fiscal Fourth Quarter 2026
Investor Presentation Fiscal Fourth 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 142 consecutive quarters of Non-GAAP profitability! 12.8% CAGR $Millions 4
Slide 5: Fourth Quarter FY2026 Revenue Mix
Fourth 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* FY25 Durable End Markets FY26 *Based on Microchip Internal estimates
Slide 7: Fiscal 4th Quarter 2026 Results (Non-GAAP)
Fiscal 4th Quarter 2026 Results (Non-GAAP) • GAAP Revenue of $1,311.2 million; up 10.6% QoQ and 35.1% YoY • Gross Margin of 61.6%; increased 112 BPS QoQ and 960 BPS YoY • Operating Margin of 30.6%; increased 209 BPS QoQ and 1660 BPS YoY • Diluted Earnings Per Share of $0.57; increased 29.5% QoQ and
Slide 8: Fiscal Year 2026 Results (Non-GAAP)
Fiscal Year 2026 Results (Non-GAAP) • GAAP Revenue of $4.713 billion; increased 7.1% YoY • Gross Margin: $2.756 billion; GM % of 58.5% increased 150 BPS YoY • Operating Margin: $1.238 billion; OM % of 26.3% increased 180 BPS YoY • Diluted Earnings Per Share of $1.64; increased 25.2% YoY • Total debt
Slide 9: Fiscal 1st Quarter 2027 Guidance (Non-GAAP)
Fiscal 1st Quarter 2027 Guidance (Non-GAAP)* Q4 FY26 Q1 FY27 Guide Long Term Actual @ mid-point Model (Through Cycles) GAAP Revenue ($Millions) $1,311.2 $1,455.5 Industry Gr. Plus Gross Margins 61.6% 62.8% 65.0% Operating Expenses 31.0% 29.0% 25.0% Operating Margins 30.6% 33.8% 40.0% Earnings per sh
Slide 10: Empowering Innovation In Diverse, Durable Markets
Empowering Innovation In Diverse, Durable Markets Consumer Industrial Space Sustainability Automotive Medical Data Center Defense Communication Infrastructure Aviation 10
Slide 11: 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 12: Five Strategic Pillars Driving Industry Plus Growth
Five Strategic Pillars Driving Industry Plus Growth FOUNDATION CORE NEW GROWTH PILLARS MICRO- CONNECTIVITY/ ANALOG COMPUTE AI/ML CONTROLLER NETWORKING Networking/Connectivity Mass Market Sustainability Edge Computing/IoT AI/ML Industry 4.0 & Automotive E-Mobility Data Centers Security Long-Term Mode
Slide 13: Single Pair Ethernet: MCHP Leadership Across Markets
Single Pair Ethernet: MCHP Leadership Across Markets $4B Automotive Industrial vehicles Robotics SAM Scalable Bandwidth Positioned Aerospace Building control Industrial control 10BASE-T1S 100/1000 Multi- Gigabit T1 Across BASE-T1 In-cabinet Microphones LED Lighting Comprehensive Connectivity Diverse
Slide 14: MCHP Connectivity Portfolio: Edge to Enterprise Infrastructure
MCHP Connectivity Portfolio: Edge to Enterprise Infrastructure
Slide 15: Automotive Modernization Opportunity
Automotive Modernization Opportunity Telematics PCIe & USB Bridge ASA SerDes Multi-Host T1 PCIe Switch PHY 100/1000T1 Multi-GigE 10M to 10G 10M to 1G T1 Ethernet + T1 PHY Multi-GigE Backbone PHY Ethernet Ethernet Edge Switch Zonal Switch PCIe Switch T1 T1S PHY End T1S Point PHY In-vehicle networking
Slide 16: Industrial Ethernet – Foundation of Industry 4.0
Industrial Ethernet – Foundation of Industry 4.0 Complete Connectivity Ecosystem Addressing Industry 4.0 Modernization 10BASE-T1S 100BASE-T1 1000BASE-T1 TSN capable (Edge) (Factory) (Backbone) (All Tiers) • Single-Pair Ethernet Solutions (all speed tiers) • EtherCAT® Technology Solutions • Industria
Slide 17: Integration Advantage Leadership
AI & Enterprise Datacenter Infrastructure Market Full-Stack Solutions Best-In-Class Performance Specs System-level Optimization • Connectivity • PCIe Gen6 64 GT/s Up to 160 Lanes • Chiplink tools Integration Leadership Advantage Technical Portfolio • Storage Controllers • Gen6 15-20% > Power Efficie
Slide 18: Consistent, Disciplined and Balanced Capital Return Strategy
Consistent, Disciplined and Balanced Capital Return Strategy ‒ Reduced debt 25 out of last 31 Debt Paydown quarters ‒ Current leverage ratio of 3.54x Adjusted Free $7.3 billion Cash Flow (FCF)* Generation Dividends Paid ‒ 94 consecutive quarters of FY2019 – Q4 FY2026 dividends paid ~$5.2 billion ~$1
Slide 19: Follow us @microchiptechnology
Follow us @microchiptechnology A Leading Provider of Smart, Connected and Secure Embedded Solutions