Littelfuse, Inc. · NASDAQ:LFUS
Littelfuse — Investor Day (May 2026)
101 slides from Littelfuse's investor day presentation, May 14, 2026
Slide 1: 2026 Investor Day
2026 Investor Day May 14 | New York City
Slide 2: Welcome and Opening Remarks
Welcome and Opening Remarks David Kelley VP, Investor Relations INVESTOR DAY 2026 2
Slide 3: 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 4: Who We Are Today: Littelfuse Snapshot
Who We Are Today: Littelfuse Snapshot (NASDAQ: LFUS) COMPANY OVERVIEW 2025 REVENUE BY END MARKET Transportation Energy and Industrial 1927 ~17,000 & Logistics (T&L) Infrastructure (EII) Founded Total Employees 9% 17% Passenger Vehicle Industrial Infrastructure Commercial Vehicle 21% 7% Energy Infras
Slide 5: Today's Agenda
Today’s Agenda 9:00 AM Welcome and Opening Remarks 10:15 AM Moving the World Forward in David Kelley | VP, Investor Relations Transportation & Logistics (T&L) Dave Ruppel | SVP & GM, T&L Market Shaping the Future of Global Electrification Accelerating Long-Term Growth Greg Henderson | President & CE
Slide 6: Shaping the Future of Global Electrification
Shaping the Future of Global Electrification Greg Henderson President & CEO INVESTOR DAY 2026 6
Slide 7: Differentiated and Timely Opportunity to Capitalize on Global Electrification Megatrend
Differentiated and Timely Opportunity to Capitalize on Global Electrification Megatrend GLOBAL ELECTRICITY DEMAND IS ACCELERATING 36,000 TWh by 2030 Driven by a Growing Need Across Our End Markets | 50% “DC Native” Demand by 2030 vs. 25% Today1 Energy & Industrial Computing, Communications & Transpo
Slide 8: We Are the Enablers – From Milliwatts to Megawatts
We Are the Enablers – From Milliwatts to Megawatts Providing Safe and Efficient Transfer of Electrical Energy Across the Power Spectrum Energy & Industrial Computing, Communications & Transportation & Logistics Infrastructure (EII) Diversified Industrials (CCDI) (T&L) HIGHER VOLTAGE Grid Transmissio
Slide 9: Value Proposition – Delivering a Complete Set of Solutions
Value Proposition – Delivering a Complete Set of Solutions to Solve Customers’ Complex Challenges Overcurrent Overvoltage Advanced Protection & Power Solutions Protects against too Protects against too Provides smart, integrated much current, much voltage, control by detecting, stopping overheating
Slide 10: Poised to Capitalize on Accelerating End-Market Growth
Poised to Capitalize on Accelerating End-Market Growth LITTELFUSE SAM IS GROWING MID-SINGLE DIGITS POSITIONING US FOR ACCELERATING GROWTH 2025 2030 Our 2030 Ambition ~$7B $22B ~$7B ~$8B $30B ~$9B $4.5BRevenue SAM1 SAM1 Energy and Industrial ~$8B Computing, Communications & ~$12B Transportation & $1.
Slide 11: Sharpened Focus on Growth Opportunities
Evolution of Our Long-Term Strategic Priorities Sharpened Partnering Enhancing Focus on Growth with Market Operational Opportunities Leaders Excellence INVESTOR DAY 2026 11
Slide 12: Sharpened Focus on Three Key High-Growth Opportunities
Sharpened Focus on SHARPENED FOCUS Three Key High-Growth Opportunities (HGOs) CORE GROWTH HIGH-GROWTH OPPORTUNITIES Growing Mid-Single-Digits CAGR Growing +Double-Digits CAGR Above-Market Driven by Energy and Industrial Capabilities and Go-To-Market Infrastructure Market (EII) Grid & Utility Overcur
Slide 13: Our Strategic Approach to M&A
SHARPENED FOCUS Our Strategic Approach to M&A FOCUS ON ACCELERATING HIGH-GROWTH OPPORTUNITIES Strengthen Solutions Enhance Market Capabilities Exposure ▪ Expand solutions for ▪ Amplify exposure customers’ next-gen to HGOs: Grid & Utility architectures Infrastructure, Data ▪ Enhance technology Center
Slide 14: New Market-Oriented Sales Structure Enhances Partnerships
PARTNERING WITH New Market-Oriented Sales Structure Enhances Partnerships MARKET LEADERS CUSTOMER SEGMENTATION FUELING GROWTH ENABLERS ~2/3 of Revenue: Direct Customer Partnership ~1/3 of Revenue: Served via Distribution Channel Global Leading and Emerging Customers Broad Market Customers Strategic
Slide 15: Go-to-Market Strategy In-Action
PARTNERING WITH Go-to-Market Strategy In-Action MARKET LEADERS 2020 – 2025 Example 2025 – 2030 Opportunity Global EV and Clean Energy Leader Data Center HGO Littelfuse Solutions Are in Every Product for This Customer Significant Content Opportunity with Market Leaders >20% +2x CAGR 2025 Design (2020
Slide 16: Scaling Operational Excellence Across Our Organization
OPERATIONAL Scaling Operational Excellence Across Our Organization EXCELLENCE Elevating Our Driving Portfolio Scaling Business Operational and Footprint and AI Processes Mindset Optimization ▪ Leveraging best practices ▪ Sharpened customer focus ▪ Scalable resource allocation ▪ Programmatic SQDCI ▪
Slide 17: Why We Are Excited for the Future
Why We Are Excited for the Future Unparalleled Capabilities to Transformational Shift in Right Strategy to Capitalize Enable Transformation and Electrification of Our Markets on Our Opportunities Enhance Growth Driving Value for Stakeholders INVESTOR DAY 2026 17
Slide 18: Building a Brighter Global Future through Energy and Industrial Infrastructure (EII)
Building a Brighter Global Future through Energy and Industrial Infrastructure (EII) Peter Kim SVP & GM, EII Market INVESTOR DAY 2026 18
Slide 19: Key Messages
Key Messages Capturing accelerating global demand for energy expansion, 1 electrification, and industrial infrastructure through differentiated, mission-critical solutions Enabling the modernization of industrial markets through safe, 2 reliable, and efficient high-power systems Positioned as a syst
Slide 20: Energy & Industrial Infrastructure Market Snapshot
Energy & Industrial Infrastructure Market Snapshot KEY HIGHLIGHTS EII END MARKETS AS A % OF TOTAL 2025 REVENUE1 ~$600M1 2025 EII Revenue Industrial Infrastructure 9% 17% ▪ Industrial Automation Expanding Global Customer Base ▪ Mining, Oil & Gas Leading: 43% • Emerging: 24% • Broad: 33% (% of 2025 EI
Slide 21: Positioned to Grow Significantly Above Market
Positioned to Grow Significantly Above Market Serviceable Addressable Market1 ~6% +Double Digits Market Growth Rate1 LFUS Growth Rate1 (2025 – 2030) (2025 – 2030) 2025 ~$7B LEADING EII MARKET GROWTH DRIVERS 2030 ~$9B Grid & Utility Battery Energy Data Center Renewables Infrastructure Storage Systems
Slide 22: Our Right to Win – EII Sustainable Competitive Advantages
Our Right to Win – EII Sustainable Competitive Advantages ▪ Increased focus with leading OEM OEM customers supported by strong Relationships channel partnerships ▪ Solution selling with opportunity to expand system-level partnerships ▪ Complex, customized innovation Tailored driven by market-leading
Slide 23: Capitalizing on Our Growth Opportunities
Capitalizing on Our Growth Opportunities Industrial Energy Infrastructure Infrastructure INVESTOR DAY 2026 23
Slide 24: Capitalizing on Long-Term Growth and Modernization
Industrial Infrastructure Capitalizing on Long-Term Growth and Modernization Key Drivers of Market Growth Our Opportunity ▪ System-level solutions ~2x 1 Electrification of enabled through broad Industrial Systems technology offering Improving Energy ▪ Reduced customer CAPITAL SPEND IN Efficiency and
Slide 25: Customer Success Story: Next Generation of Industrialization
Customer Success Story Leading Solutions for Next Generation of Industrialization BACKGROUND OUR UNIQUE SOLUTION RESULTS As automation systems ▪ High-performance power semiconductors advance, industrial OEMs improve system reliability and efficiency Increase Asset Customer Value face rising demand f
Slide 26: Capitalizing on Significant Grid & Utility Infrastructure Investment
Energy Infrastructure High Growth Opportunity Capitalizing on Significant Grid & Utility Infrastructure Investment Key Drivers of Market Growth Our Opportunity ▪ Higher power requires Rapidly Expanding +$3T 1 more innovative Electricity Demand solutions Modernization of ▪ Our leading technology ESTI
Slide 27: Customer Success Story: Protection and Switching for BESS
Customer Success Story High Growth Opportunity Comprehensive Protection and Switching for BESS Architecture BACKGROUND OUR UNIQUE SOLUTION RESULTS As BESS system scaled to ▪ Coordinated, high-voltage DC fuses higher power levels, an enable seamless system-wide protection Reduce Unplanned Customer Va
Slide 28: Key Takeaways
Key Takeaways Capturing accelerating global demand for energy expansion, 1 electrification, and industrial infrastructure through differentiated, mission-critical solutions Enabling the modernization of industrial markets through safe, 2 reliable, and efficient high-power systems Positioned as a sys
Slide 29: Strengthening Our Leadership Position in CCDI
Strengthening Our Leadership Position in Computing, Communications, and Diversified Industrials (CCDI) Deepak Nayar SVP & GM, CCDI Market INVESTOR DAY 2026 29
Slide 30: Key Messages
Key Messages Capitalizing on megatrends in electrification, driven by outsized 1 growth from Data Centers and Aerospace & Defense Delivering differentiated, high-value solutions to solve more 2 complex customer challenges Expanding go-to-market model with increased emphasis on 3 growing with our key
Slide 31: Computing, Communications, and Diversified Industrials Market Snapshot
Computing, Communications, and Diversified Industrials Market Snapshot KEY HIGHLIGHTS CCDI END MARKETS AS A % OF TOTAL 2025 REVENUE ~$1,100M 2025 CCDI Revenue Data Center & Building Infrastructure 9% 17% Extensive Global Customer Base ▪ Data Center Leading: 33% • Emerging: 33% • Broad: 34% ▪ Buildin
Slide 32: Positioned to Grow in Attractive Addressable Market
Positioned to Grow in Attractive Addressable Market Serviceable Addressable Market1 ~8% +Double Digits Market Growth Rate1 LFUS Growth Rate1 (2025 – 2030) (2025 – 2030) 2025 ~$8B LEADING CCDI MARKET GROWTH DRIVERS 2030 ~$12B Data Center Diversified Industrials 1 Company estimate. INVESTOR DAY 2026 3
Slide 33: Our Right to Win – CCDI Sustainable Competitive Advantages
Our Right to Win – CCDI Sustainable Competitive Advantages ▪ Leadership position in passives and protection Product with complementary high-voltage semiconductor capabilities Portfolio ▪ Ability to win with portfolio breadth as our complementary products enable a more complete customer solution and
Slide 34: Capitalizing on Our Growth Opportunities
Capitalizing on Our Growth Opportunities Data Diversified Center Industrials INVESTOR DAY 2026 34
Slide 35: Market-Leading Protection from Grid to Chip
Data Center High Growth Opportunity Market-Leading Protection from Grid to Chip Backup Power / Generator A E Power Busway / Cable Engine system I Feeder / riser busway Fuel and exhaust system I Busways Control and monitoring Tap-off boxes Cooling and lubrication G Monitoring and sensing F E Onsite P
Slide 36: Higher Power Demands Accelerate Growth Opportunity
Data Center High Growth Opportunity Higher Power Demands Accelerate Growth Opportunity Significant Data Center …and Increased Power Usage …Leading to High-Voltage Infrastructure Investment Driving High-Voltage Architecture Opportunities for Littelfuse ✓ Capabilities across the power spectrum with sy
Slide 37: Customer Success Story: Data Center Solutions from Grid to Chip
Customer Success Story High Growth Opportunity Providing Data Center Solutions from Grid to Chip BACKGROUND OUR UNIQUE SOLUTION RESULTS Leading hyperscaler ▪ Enabled various eco-system partners requires more advanced on infrastructure, rack, and board level Customer Value and comprehensive solutions
Slide 38: Trusted Brand with Strong Franchise Value
Diversified Industrials Trusted Brand with Strong Franchise Value Trusted brand and technology solution provider for the safe and efficient transfer of electrical energy Direct sales to accelerate growth in key focus areas including Aerospace & Defense and Medical Leveraging key, longstanding distri
Slide 39: Capitalizing on Significant A&D Growth Opportunity
Diversified Industrials – Aerospace & Defense (A&D) High Growth Opportunity Capitalizing on Significant A&D Growth Opportunity Key Drivers of Market Growth Our Opportunity ✓ Long history of Increasing Defense +15% 1 mission-critical Budget technology capabilities Commercialization ✓ Leveraging ongoi
Slide 40: Customer Success Story: Mission-Critical Solutions for Commercial Space Innovator
Customer Success Story High Growth Opportunity Mission-Critical Solutions for Commercial Space Innovator BACKGROUND OUR UNIQUE SOLUTION RESULTS Leading commercial space ▪ Established preferred supplier status Solution Solved for High customer has evolved through initial engagement in circuit Reliabi
Slide 41: Key Takeaways
Key Takeaways Capitalizing on megatrends in electrification, driven by outsized growth 1 from Data Centers and Aerospace & Defense Delivering differentiated, high-value solutions to solve more complex 2 customer challenges Expanding go-to-market model with increased emphasis on our key 3 customers t
Slide 42: Break
Break ~15 Minutes INVESTOR DAY 2026 42
Slide 43: Moving the World Forward in Transportation and Logistics (T&L)
Moving the World Forward in Transportation and Logistics (T&L) David Ruppel SVP & GM, T&L Market INVESTOR DAY 2026 43
Slide 44: Key Messages
Key Messages Optimizing our go-to-market approach to be more effective, 1 selective, and proactive with leading customers Enhancing and diversifying our market position through early, 2 deep, and technical partnerships with leading OEMs to drive above market growth Sharpening focus on megatrends and
Slide 45: Transportation & Logistics Market Snapshot
Transportation & Logistics Market Snapshot KEY HIGHLIGHTS T&L END MARKETS AS A % OF TOTAL 2025 REVENUE ~$700M 2025 T&L Revenue Passenger Vehicle 9% 17% ▪ OEMs and Tier 1 Suppliers Optimizing T&L Customer Base ▪ Global Exposure - North Leading: 27% • Emerging: 40% • Broad: 33% America, Europe, and Ch
Slide 46: Positioned to Diversify and Grow in Expansive Addressable Market
Positioned to Diversify and Grow in Expansive Addressable Market Serviceable Addressable Market1 ~1% +Mid-Single Digits Global Vehicle Production Growth Rate1 LFUS Growth Rate1 (2025 – 2030) (2025 – 2030) 2025 ~$7B 2030 ~$8B 1 Company estimate. INVESTOR DAY 2026 46
Slide 47: Our Right to Win – T&L Sustainable Competitive Advantages
Our Right to Win – T&L Sustainable Competitive Advantages ▪ Long history of co-innovation with leading global Customer Transportation customers Partnerships ▪ Operational excellence mindset driving enhanced focus on commercial vehicle opportunities with market leading customers ▪ Comprehensive and m
Slide 48: Capitalizing on Our Growth Opportunities
Capitalizing on Our Growth Opportunities Go-to-Market & Electrification Operational and Functional Mindset Safety Trends Optimization INVESTOR DAY 2026 48
Slide 49: Unlocking Outgrowth Opportunities through Global Electrification and Functional Safety Evolutions
Unlocking Outgrowth Opportunities through Global Electrification and Functional Safety Evolutions Background Our Opportunity ▪ Est. +1% Global Production Rate1 ▪ Enabling electrification growth opportunities at ▪ Electrification Evolution: Global scale through portfolio of market-leading 12V Transpo
Slide 50: Customer Success Story: Safety Challenges with Global Automotive Leader
Customer Success Story Solving for Safety Challenges with Global Automotive Leader BACKGROUND OUR UNIQUE SOLUTION RESULTS Global automotive customer ▪ Designed and implemented differentiated identified specific challenges multi-technology circuit protection modules Customer Value across EV models: S
Slide 51: Optimization Mindset to Enhance Our Long-Term Profitable Growth
Optimization Mindset to Enhance Our Long-Term Profitable Growth Sharpened Focus Pivoting Portfolio Toward Highest Potential Right customers, applications, and opportunities Customers and Applications Driving to Scale Prioritize Opportunity funnel target shifted to driving more and Grow meaningful va
Slide 52: Customer Success Story: Commercial Vehicle Market Leader
Customer Success Story Driving Significant Momentum with Commercial Vehicle Market Leader BACKGROUND OUR UNIQUE SOLUTION RESULTS Leading commercial vehicle ▪ Architected an optimized system solution customer required scaled for an accessory control module Customer Value Accelerated Platform solution
Slide 53: Key Takeaways
Key Takeaways Optimizing our go-to-market approach to be more effective, selective, 1 and proactive with leading customers Enhancing and diversifying our market position through early, 2 deep, and technical partnerships with leading OEMs to drive above market growth Sharpening focus on megatrends an
Slide 54: Accelerating Long-Term Growth through Semiconductor Innovation
Accelerating Long-Term Growth through Semiconductor Innovation Dr. Karim Hamed SVP & GM, Semiconductor Products INVESTOR DAY 2026 54
Slide 55: Key Messages
Key Messages Leveraging our well aligned Semiconductor products to enable 1 growth across key focus end markets Enhancing our portfolio by delivering solutions that complement 2 Littelfuse’s broader technologies and capabilities Driving long-term growth and profitability improvement 3 through our Se
Slide 56: Semiconductor Products Business Snapshot
Semiconductor Products Business Snapshot KEY ENABLER OF OUR GROWTH STRATEGY 2025 REVENUE BY PRODUCT Overcurrent Overvoltage Advanced Protection & Power Solutions Protects against too much Protects against too much Provides smart, integrated Protection Power 1 current, stopping overheating voltage, s
Slide 57: Leveraging Technology Transitions in High-Growth Opportunities
Leveraging Technology Transitions in High-Growth Opportunities to Outpace Market Growth Large, Attractive SAM Capitalizing on High-Growth Opportunities Protection + Power Semi Double-Digits % CAGR1 (2025 – 2030) Grid & Utility Infrastructure Data Center ~$6B Diversified Industrials – Aerospace & Def
Slide 58: New, Focused Semiconductor Strategy
New, Focused Semiconductor Strategy Positioned to Deliver Consistent, Profitable Growth PROTECTION + POWER Market leader poised for DELIVERING Focused strategy to deliver continued growth LEADING sustainable, long-term profitable growth SOLUTIONS SAM expansion via innovation ACROSS Leveraging core c
Slide 59: Maintaining and Expanding Leading Position through Innovation
Protection Semiconductors Maintaining and Expanding Leading Position through Innovation Looking Ahead: Key Priorities ▪ Expand core end market positions benefiting from secular growth trends Building on Strong Foundation ▪ Accelerate penetration in new end markets where we have a significant ▪ Posit
Slide 60: Solving High-Value Protection Challenges
Customer Success Story Solving High-Value Protection Challenges through Core Competencies CUSTOMER PROBLEM OUR UNIQUE PROTECTION PLATFORM RESULTS HVDC enables higher High-Power, Software Configurable, system efficiency Solid-State Protection Module Customer Value Integrates 5X Functions Risk of cata
Slide 61: Executing on a More Focused, Customer-Centric Strategy
Power Semiconductors Executing on a More Focused, Customer-Centric Strategy Pivoting Portfolio Toward Sharpening Our Growth Focus Target Outcomes Focusing on areas where we have High-Value Applications a strong right to win, market share, and an attractive SAM More reliable partner 1 for our custome
Slide 62: Solving High-Value Power Challenges
Customer Success Story Solving High-Value Power Challenges through Core Competencies CUSTOMER PROBLEM OUR UNIQUE POWER PLATFORM RESULTS Data centers require Deployed High-Power Stack with uninterrupted power to Integrated Cooling Architecture Customer Value IT racks ▪ Seamless power transfer between
Slide 63: Key Takeaways
Key Takeaways Leveraging our well aligned Semiconductor products to enable 1 growth across key focus end markets Enhancing our portfolio by delivering solutions that complement 2 Littelfuse’s broader technologies and capabilities Driving long-term growth and profitability improvement through 3 our S
Slide 64: Delivering More Resilient Growth and Scaling Operational Excellence
Delivering More Resilient Growth and Scaling Operational Excellence to Drive Strong Shareholder Value Abhi Khandelwal EVP & CFO INVESTOR DAY 2026 64
Slide 65: Key Messages
Key Messages Enhancing organic growth opportunities in large and expanding 1 markets, augmented by strategic acquisitions Accelerating shareholder value creation through disciplined 2 capital allocation Elevating operational performance by combining a well-defined 3 operational playbook with renewed
Slide 66: 2025 Revenue Profile – Three Strong Segments
2025 Revenue Profile – Three Strong Segments Serving Diverse and Growing Set of End Markets Industrial Transportation Energy and & Logistics 9% Industrial 15% (T&L) 17% Infrastructure (EII) 21% 7% Reporting End Segment 54% Electronics Market 31% 19% Transportation 9% Computing, 18% Communications &
Slide 67: Littelfuse Value Creation Playbook (2025 – 2030)
Littelfuse Value Creation Playbook (2025 – 2030) Organic Inorganic Margin Value Growth Growth Expansion = Creation +7% – 9% +6% – 8% 24% – 26% >$25.00 EPS Organic Revenue CAGR Inorganic Revenue CAGR Adj. EBITDA Margin High-Teens EPS CAGR ▪ Above-Market ▪ Strategic M&A ▪ Scale and Leverage ▪ Best-in-
Slide 68: Sustainable Growth Driven by Organic Execution and Strategic M&A
Poised to Drive Sustainable Growth Driven by Organic Execution and Enhanced by Strategic M&A +7% – 9% +6% – 8% ORGANIC GROWTH INORGANIC GROWTH Core HGOs Strategic M&A Growing Above-Market Sharpened Focus on Executing Strategic and Disciplined Across Segments HGOs Across Markets Acquisitions in Targe
Slide 69: Our Focus on Operational Excellence
Our Focus on Operational Excellence Expected to Enhance Profitability as We Scale TOP PRIORITIES EXECUTION HIGHLIGHTS AND OPPORTUNITIES Leverage areas of best-in-class operating ▪ Transportation segment initiatives driving 1 structural margin enhancements practices across global footprint ▪ Identifi
Slide 70: Generating Strong FCF to Support Growth
Generating Strong FCF to Support Growth Free Cash Flow ($M) $400 HIGHLIGHTS $350 $371 $366 ▪ Maintaining 100%+ FCF conversion target (2021 – 2025 average FCF conversion: 100%+) $300 $315 $283 $292 ▪ A proven history of strong cash generation $250 ▪ Focusing on driving long-term cash returns of strat
Slide 71: Consistent, Strong Balance Sheet Management
Consistent, Strong Balance Sheet Management While Delivering Acquisitive Growth Capital Summary and Financial Highlights Net Debt to EBITDA ($M, As of 3/28/2026) Track Record of Maintaining Leverage within Targeted Range While Driving M&A Model Cash & Cash Equivalents $482 Total Assets $3,856 Target
Slide 72: Disciplined and Balanced Capital Deployment Strategy
Disciplined and Balanced Capital Deployment Strategy Targeted Use of Cash1 (2025 – 2030) FUTURE PRIORITIES Organic Investments 15% 15% ▪ Long-term revenue growth ▪ Enhanced productivity ▪ Targeting 3% – 4% CapEx as a % of Sales Strategic Acquisitions ▪ Strengthens technology positioning ▪ Enhances m
Slide 73: Our Approach to Strategic M&A
Our Approach to Strategic M&A – Sharpened Focus on Enhanced Growth, Profitability, and Returns FINANCIAL FILTERS Enhances Expands Margins Focuses on Long-Term and Strengthens Cash Returns Organic Growth Long-Term (Double-Digit ROIC) (Targeted 7% – 9%) Profitability Strengthen Solution Capabilities E
Slide 74: M&A Spotlight – Basler Acquisition
M&A Spotlight – Basler Acquisition Dec 2025 HIGHLIGHTS AND UPDATE ✓ Enhances high-growth industrial Capital Deployed ~$350M exposure ✓ Leverages longstanding customer 2026E Revenue Contribution $130M – $135M relationships with market leaders Strategic and Financial Rationale ✓ Q1 performance exceede
Slide 75: Our 2030 Ambition
Our 2030 Ambition $4.5B $1.1B $600M Revenue Adj. EBITDA Free Cash Flow Note: Company estimates for 2030. INVESTOR DAY 2026 75
Slide 76: Annual Revenue Growth Bridge
Annual Revenue Growth Bridge ($B) DRIVERS AND ASSUMPTIONS +7% – 9% Organic +6% – 8% ▪ Core market growth driven by content expansion across segments and ~$4.5B +8% – 10% (-1% – 2%) go-to-market contribution ▪ HGOs led by Grid & Utility Infrastructure, Data Center, and Aerospace & Defense ▪ Product r
Slide 77: Adjusted EBITDA Bridge
Adjusted EBITDA Bridge ($B) Based on Revenue Growth and Adj. EBITDA Margin Outlook Midpoints DRIVERS AND ASSUMPTIONS ~$200M ~$1.1B ▪ Core + HGO conversion in-line with historic ~$50M levels (30% – 35%) ~$400M ▪ Optimization to drive structural profitability $X.x enhancements; ~$50M identified ▪ Stra
Slide 78: Key Takeaways
Key Takeaways Enhancing organic growth opportunities in large and 1 expanding markets, augmented by targeted acquisitions Enhancing shareholder value creation through disciplined 2 capital allocation Elevating operational performance by combining a well-defined 3 operational playbook with renewed op
Slide 79: Closing Remarks: Leader in Safe and Efficient Electrical Energy Transfer
Closing Remarks: Leader in Safe and Efficient Electrical Energy Transfer Greg Henderson President & CEO INVESTOR DAY 2026 79
Slide 80: Why We Are Excited for the Future
Why We Are Excited for the Future Unparalleled Capabilities to Transformational Shift in Right Strategy to Capitalize Enable Transformation and Electrification of Our Markets on Our Opportunities Enhance Growth Driving Value for Stakeholders INVESTOR DAY 2026 80
Slide 81: Q&A
Q&A All Presenters INVESTOR DAY 2026 81
Slide 82: Appendix
Appendix Non-GAAP to GAAP Reconciliation Tables INVESTOR DAY 2026 82
Slide 83: Supplemental Financial Information
Supplemental Financial Information Non-GAAP EPS reconciliation Note: Total will not always foot due to rounding. (a) reflected in selling, general and administrative expenses (“SG&A”). Q4-25 Q4-24 YTD-25 YTD-24 (b) reflected in cost of sales. GAAP diluted EPS $ (9.72) $ (2.09) $ (2.89) $ 4.00 (c) re
Slide 84: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d Adjusted operating margin / Adjusted EBITDA reconciliation (in millions) Q4-25 Q4-24 YTD-25 YTD-24 Net (loss) income $ (242.1) $ (51.8) $ (71.7) $ 100.2 Add: Income taxes 12.9 9.1 75.3 51.7 Interest expense 8.3 9.4 34.3 38.7 Foreign exchange loss (gain) 1.1
Slide 85: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d Adjusted EBITDA by Segment (in millions) YTD-25 YTD-24 Electronics Transportation Industrial Electronics Transportation Industrial GAAP operating income $ 220.1 $ 84.8 $ 59.0 $ 169.9 $ 58.6 $ 42.3 Add: Add back amortization 40.4 13.5 5.9 39.4 13.5 9.2 Add ba
Slide 86: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d Income tax reconciliation Q4-25 Q4-24 YTD-25 YTD-24 Income taxes $ 12.9 $ 9.1 $ 75.3 $ 51.7 Effective rate (5.6)% (21.3)% 2,088.2% 34.0% Non-GAAP adjustments - income taxes 2.4 (1.5) 4.6 4.7 Adjusted income taxes $ 15.3 $ 7.6 $ 79.9 $ 56.4 Adjusted effective
Slide 87: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d * Our Credit Agreement and Private Placement Note with maturities ranging Consolidated Total Debt (in millions) As of March 28, 2026 from 2027 to 2031, contain financial ratio covenants providing that if, as of Consolidated total debt $ 631.5 the last day of
Slide 88: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d Adjusted operating margin / Adjusted EBITDA reconciliation (in millions) YTD-25 Net loss $ (71.7) Add: Income taxes 75.3 Interest expense 34.3 Foreign exchange loss 16.6 Other income, net (17.0) GAAP operating income $ 37.5 Non-GAAP adjustments to operating
Slide 89: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d Free cash flow reconciliation YTD-2021 YTD-2022 YTD-2023 YTD-2024 YTD-2025 Net cash provided by operating activities $ 373.3 $ 419.7 $ 457.4 $ 367.6 $ 433.8 Less: Purchases of property, plant and equipment (90.6) (104.3) (86.2) (75.9) (67.6) Free cash flow $
Slide 90: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d Consolidated Total Debt As of December 27, 2025 * Our Credit Agreement and Private Placement Note with maturities ranging from 2025 to 2032, contain financial ratio covenants providing that if, as of Consolidated Total Debt $ 802.6 the last day of each fisca
Slide 91: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d As of December 28, (1) As reported is based on Q4 and FY 2024 result published on January 28, 2025. Actual is based on the final 10-K report. Consolidated Total Debt 2024 Consolidated Total Debt $ 856.1 * Our Credit Agreement and Private Placement Note with
Slide 92: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d * Our Credit Agreement and Private Placement Note with maturities ranging Consolidated Total Debt As of December 30, 2023 from 2023 to 2032, contain financial ratio covenants providing that if, as of Consolidated Total Debt $ 871.9 the last day of each fisca
Slide 93: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d * Our Credit Agreement and Private Placement Note with maturities ranging Consolidated Total Debt As of December 31, 2022 from 2023 to 2032, contain financial ratio covenants providing that if, as of Consolidated Total Debt $ 1,001.5 the last day of each fis
Slide 94: Supplemental Financial Information Cont'd
Supplemental Financial Information Cont’d * Our Private Placement Senior Notes, with maturities ranging from 2022 Consolidated Total Debt As of January 1, 2022 to 2030, contain a financial ratio covenant providing that if, as of the last Consolidated total gross debt $ 615.0 day of each fiscal quart
Slide 95: Appendix: Speaker Bios
Appendix Speaker Bios INVESTOR DAY 2026 95
Slide 96: Greg Henderson
GREG HENDERSON President and Chief Executive Officer, Member of Board of Directors Dr. Henderson was appointed President and Chief Executive officer effective February 10, 2025. From 2017 to 2024, Dr. Henderson served as the Senior Vice President of the Automotive & Energy, Communications, and Aeros
Slide 97: Abhi Khandelwal
ABHI KHANDELWAL Executive Vice President and Chief Financial Officer Mr. Khandelwal joined Littelfuse in 2025 as Executive Vice President and Chief Financial Officer. Prior to joining Littelfuse, he served as Senior Vice President and Chief Financial Officer of IDEX Corporation, an industrial design
Slide 98: Peter Kim
PETER KIM Senior Vice President and General Manager, EII Market Mr. Kim joined Littelfuse in 2003 as Manager, Global Procurement. He then held various positions of increasing responsibility at Littelfuse including Director, Global Procurement; Director, Electronics Product Management; Vice President
Slide 99: Deepak Nayar
DEEPAK NAYAR Senior Vice President and General Manager, CCDI Market Mr. Nayar joined Littelfuse in 2005 as Business Line Director of the Electronics Business Unit. He then held various positions of increasing responsibility at Littelfuse including Vice President, Global Sales, Electronics Business U
Slide 100: Dave Ruppel
DAVE RUPPEL Senior Vice President and General Manager, T&L Market Mr. Ruppel joined Littelfuse in his current position in 2024. Prior to joining Littelfuse, Mr. Ruppel served as President at IDEX Optical Technologies from 2021 to 2024, and previously served in leadership roles at Montevideo Technolo
Slide 101: Karim Hamed
KARIM HAMED Senior Vice President and General Manager, Semiconductor Business Dr. Hamed joined Littelfuse in 2025. Prior to joining, he was most recently at Analog Devices where he served as Corporate Vice President, Industrial and Healthcare Business Group. Previously, he served as Vice President,