Q4 2022 EARNINGS RELEASE 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 herein. Littelfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found at investor.littelfuse.com. This website also provides additional information ...

Financial Data and Key Metrics Changes - Revenue for Q3 2022 was $659 million, representing a 22% increase year-over-year and an 8% organic growth despite foreign exchange headwinds [32][34] - GAAP operating margins were 18.5%, while adjusted operating margins were 21%, with adjusted EBITDA margins nearly at 26% [33] - GAAP-diluted earnings per share was $3.02, and adjusted diluted EPS was $4.28, up 8% from the previous year [34] Business Line Data and Key Metrics Changes - Electronics segment achieved 7% organic growth with operating margins nearly at 29% and EBITDA margins over 33% [37] - Transportation segment saw a 5% organic growth in commercial vehicles and a 3% increase in passenger vehicles, with operating margins at 7.1% and EBITDA margins over 13% [38] - Industrial segment reported an 18% organic sales growth in Q3, with operating margins exceeding 15% and EBITDA margins over 18% [40] Market Data and Key Metrics Changes - Demand remains solid across various markets, particularly in sustainability, connectivity, and safety applications [13] - Softer demand was noted in consumer-oriented end-markets, particularly in appliances and personal life products, with broader softening in China [14] - Inventory levels in electronics distribution partners were above target ranges, with book-to-bill ratios below one [14][15] Company Strategy and Development Direction - The company is investing for growth through both organic means and acquisitions, focusing on sustainability, connectivity, and safety [9][10] - The strategy includes increasing product content and market share in high-growth markets and geographies [10] - The company aims to achieve a greenhouse gas reduction of 38% by 2035 and has set diversity goals for leadership positions [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand environment for core areas despite potential economic slowdowns [61] - The company anticipates continued long-term market outperformance in electrification and electronification themes [16] - Management acknowledged ongoing inflationary pressures but remains optimistic about maintaining pricing power [58][116] Other Important Information - The company generated a record $313 million in operating cash flow and $236 million in free cash flow, up 29% year-over-year [35] - The company ended the quarter with $474 million in cash and a net debt to EBITDA leverage at the low end of its target range [36] - The C&K acquisition is expected to enhance the company's product offerings and is being integrated into the electronics business [104][106] Q&A Session Summary Question: Inventory correction and book-to-bill ratio - Management noted that while point-of-sale data remains robust, there is a mixed bag in book-to-bill ratios, particularly in passive products [53][54] Question: Pricing environment and ASPs - Management indicated that while some input costs are decreasing, others continue to rise, and pricing adjustments have been sticky [57][58] Question: Demand environment outlook - Management expressed confidence in core areas, noting that consumer-facing segments have already seen a slowdown [61][62] Question: Impact of semiconductor supply chain improvements - Management acknowledged that improvements in semiconductor supply could help ease inventory digestion but noted it would not have a major immediate impact [66] Question: EBIT margins in the Electronics segment - Management confirmed that while margins have been strong, they expect long-term margins to stabilize around 20% [101] Question: C&K acquisition impact - Management highlighted that the C&K acquisition is expected to be accretive in the long term, with plans to align its margins with company targets [108][109] Question: Softness in China - Management attributed softness in China to consumer-facing products and general economic conditions, although passenger car demand remains strong [111][112]

1 INVESTOR PRESENTATION AUGUST 2022 Littelfuse® Expertise Applied | Answers Delivered 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 herein. Littelfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found at i ...

Littelfuse, Inc. (NASDAQ:LFUS) Q2 2022 Earnings Conference Call August 3, 2022 10:00 AM ET Company Participants Trisha Tuntland - Head of IR David Heinzmann - President & CEO Meenal Sethna - EVP & CFO Conference Call Participants Nikolay Todorov - Longbow Research Matthew Sheerin - Stifel Luke Junk - Baird Joshua Buchalter - Cowen David Kelley - Jefferies David Silver - CL King Operator Good day, everyone, and welcome to the Littelfuse, Inc. Second Quarter 2022 Conference Call. Today's call is being recorde ...

1 Q2 2022 EARNINGS RELEASE August 2, 2022 Littelfuse Expertise Applied | Answers Delivered 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 herein. Littelfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found ...

Littelfuse, Inc. (NASDAQ:LFUS) Q1 2022 Earnings Conference Call May 4, 2022 10:00 AM ET Company Participants Dave Heinzmann – President and Chief Executive Officer Meenal Sethna – Executive Vice President and Chief Financial Officer Trisha Tuntland – Head of Investor Relations Conference Call Participants Luke Junk – Baird Nikolay Todorov – Longbow Research Josh Buchalter – Cowen David Kelley – Jefferies Matt Sheerin – Stifel Operator Good day everyone, and welcome to the Littelfuse First Quarter 2022 Earni ...

1 Q1 2022 EARNINGS RELEASE May 3, 2022 Littelfuse Expertise Applied | Answers Delivered 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 herein. Littelfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found at ...

Littelfuse, Inc. (NASDAQ:LFUS) Q4 2021 Earnings Conference Call February 2, 2022 10:00 AM ET Company Participants Trisha Tuntland - Head of Investor Relations Dave Heinzmann - President and Chief Executive Officer Meenal Sethna - Executive Vice President and Chief Financial Officer Conference Call Participants Karl Ackerman - Cowen Matt Sheerin - Stifel Luke Junk - Baird Nik Todorov - Longbow Research Christopher Glynn - Oppenheimer David Kelley - Jefferies David Silver - CL King Operator Good day, everyone ...

1 Q4 / FULL YEAR 2021 EARNINGS RELEASE February 1, 2022 Littelfuse® Expertise Applied | Answers Delivered 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 herein. Littelfuse strongly urges you to review its filings with the Securities and Exchange Commission, whi ...

Littelfuse, Inc. (NASDAQ:LFUS) Q3 2021 Earnings Conference Call October 27, 2021 10:00 AM ET Company Participants Trisha Tuntland - Head of Investor Relations David Heinzmann - President and Chief Executive Officer Meenal Sethna - Executive Vice President and Chief Financial Officer Conference Call Participants Luke Junk - Robert W. Baird & Co. Karl Ackerman - Cowen and Company, LLC Christopher Glynn - Oppenheimer & Co. Inc. Nikolay Todorov - Longbow Research LLC Matthew Sheerin - Stifel, Nicolaus & Company ...