Littelfuse, Inc. · NASDAQ:LFUS
Littelfuse — CL King Best Ideas Conference 2019
11 slides from Littelfuse's conference presentation, Sep 19, 2019
Slide 1: CL King Best Ideas Conference 2019
CL King Best Ideas Conference 2019 September 19, 2019 1
Slide 2: Disclaimers
DISCLAIMERS Important Information About Littelfuse, Inc. This presentation does not constitute or form part of, and should not be construed as, an offer or solicitation to purchase or sell securities of Littelfuse, Inc. and no investment decision should be made based upon the information provided he
Slide 3: Littelfuse – A Growth Company
LITTELFUSE – A GROWTH COMPANY • $1.6 billion(1) industrial technology company; NASDAQ: LFUS Who • Global leader in circuit protection We Are • Growing provider of leading power control and sensing technologies • 12,000 innovative employees worldwide • Deliver high-quality products to over 100,000 en
Slide 4: Littelfuse – An Attractive Growth Story
LITTELFUSE – AN ATTRACTIVE GROWTH STORY Secular Growth Best-In-Class Differentiators X Themes = Returns Global Presence and Double Digit Revenue Growth Brand Safety Deep Customer and 17-19% Adj. Operating Margins Distributor Relationships Resource Positioned in High-Growth Efficiency Double Digit Ad
Slide 5: Broad Range of End Markets Served
BROAD RANGE OF END MARKETS SERVED $10+ Billion* Addressable Market Opportunity TRANSPORTATION INDUSTRIAL ELECTRONICS • Passenger vehicle • LED lighting • Telecom • x-EV and related infrastructure • Motor drives • Data centers • Heavy truck • Renewable energy and storage • IT hardware & infrastructur
Slide 6: Compelling Investment Proposition
COMPELLING INVESTMENT PROPOSITION A PROVEN SOURCE OF VALUE CREATION ✓ Positioned within secular growth themes across diverse end markets ✓ Demonstrated ability to drive above market organic growth through the cycle ✓ Strong track record of strategic acquisitions & financial performance ✓ Global tech
Slide 7: Littelfuse – Expertise Applied | Answers Delivered
P/4 Littelfuse Expertise Applied | Answers Delivered
Slide 8: Appendix
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Slide 9: Littelfuse by the Numbers – FY 2018
LITTELFUSE BY THE NUMBERS – FY 2018 Revenue by Segment End Markets Served Financial Results ($ in millions) $114 Net Sales Adj. Operating $1.7 Margin (1) $480 Billion 18.3% $1,124 Free Adj. Cash Diluted Flow (1) (2) Electronics Automotive Industrial Transportation Industrial Electronics EPS (1) $257
Slide 10: 2012 to Q2 2019 TTM Non-GAAP Measures
2012 TO Q2 2019 TTM NON-GAAP MEASURES ($ in millions, except per share data) Non-GAAP EPS reconciliation 2012 Q2 2019 TTM GAAP diluted EPS $ 3.40 $ 6.62 EPS impact of Non-GAAP adjustments (below) 0.42 1.61 Adjusted diluted EPS $ 3.82 $ 8.23 Non-GAAP adjustments - (income)/expense 2012 Q2 2019 TTM Ac
Slide 11: 2018 Non-GAAP Measures
2018 NON-GAAP MEASURES ($ in millions, except per share data) Non-GAAP EPS reconciliation 2018 GAAP diluted EPS $ 6.52 EPS impact of Non-GAAP adjustments (below) 2.92 Adjusted diluted EPS $ 9.44 Non-GAAP adjustments - (income)/expense 2018 Acquisition related and integration costs $ 20.2 Restructuri