1 Q3 2021 EARNINGS RELEASE October 26, 2021 级 Littelfuse® Expertise Applied | Answers Delivered DISCLAIMERS Important Information About Interfuse, 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 Interfuse, Inc. and no investment decision should be made based upon the information provided herein. Interfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be fou ...

Financial Data and Key Metrics Changes - The company reported record revenues of $523 million for Q2 2021, representing a 13% sequential growth and an 11% increase excluding the Hartland acquisition [23][7] - Adjusted operating margins were 19.5%, up 240 basis points sequentially, while GAAP operating margins were 18.4% [24] - Adjusted diluted EPS was $3.41, reflecting a 28% sequential increase [24][25] - Operating cash flow for the quarter was $76 million, with free cash flow at $58 million [27] Performance by Business Segment - **Electronics Product Segment**: Sales reached $325 million, growing 14% sequentially, with operating margins of 22.8%, up 340 basis points [30] - **Automotive Product Segment**: Sales were $133 million, up 4%, with operating margins at 14.4%, down 140 basis points sequentially [30] - **Industrial Products Segment**: Sales grew 33% sequentially to $65 million, with operating margins of 12.9%, up 570 basis points [32] Market Data and Key Metrics Changes - Strong demand was noted across electronics, transportation, and industrial end markets, with ongoing supply chain disruptions affecting lead times [8][10] - The automotive segment is experiencing content gains driven by electric vehicles and a favorable mix of higher-end vehicles, despite ongoing material shortages [12][14] Company Strategy and Industry Competition - The company is focused on adding capacity, driving productivity improvements, and managing supply chain constraints while executing its five-year strategy [9][10] - The management emphasized the importance of maintaining strong customer relationships and leveraging technical expertise to secure design wins across various markets [17][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by rising input costs, which are now impacting margins by 350 to 400 basis points [25] - The outlook for Q3 2021 anticipates sales in the range of $510 million to $524 million, with expectations of a modest decline in automotive sales due to supply chain issues [33][34] - The company expects full-year adjusted operating margins to remain in the targeted range of 17% to 19% [36] Other Important Information - A 10% increase in the quarterly dividend rate to $0.53 was announced, aligning with the company's capital allocation objectives [28] - The company continues to navigate supply chain-related complications and has initiated pricing actions to mitigate cost increases [25][26] Q&A Session Summary Question: Overall tightness in the electronic supply chain and pricing strategy - Management noted that while there are supply constraints, they are working to pass along increased costs to customers and have had reasonable success in doing so [42][45] Question: Automotive content growth and production capabilities - Management expects continued growth in automotive content driven by electrification trends and higher-end vehicle production, although there may be a shift back to lower-content vehicles in the future [46][48] Question: Channel inventory levels and distribution dynamics - Distribution partners are unable to build inventory due to robust sell-through, while some OEMs are attempting to build inventory [53][55] Question: Pricing dynamics in automotive contracts - Most automotive contracts are long-term, making it challenging to pass through price increases quickly, but negotiations for new contracts are yielding more favorable conditions [58][60] Question: Automotive outgrowth and inventory trends - Management indicated that automotive outgrowth is currently above long-term expectations, driven by strong demand for electric vehicles and higher-optioned vehicles [68][69] Question: Stock split considerations - The company has discussed the potential for a stock split with the Board, but it is not currently a priority as the investor base is primarily long-term [112][113]

1 Q2 2021 EARNINGS RELEASE July 28, 2021 级 Littelfuse® Expertise Applied | Answers Delivered DISCLAIMERS Important Information About Interfuse, 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 Interfuse, Inc. and no investment decision should be made based upon the information provided herein. Interfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found ...

Company Overview - Littelfuse is an industrial technology company with $1.45 billion in revenue[4] - The company has 12,000 employees worldwide[4] - Littelfuse delivers solutions to over 100,000 customers in over 15 countries[4] - The company has driven best-in-class shareholder returns with a 21% CAGR[4] Growth Strategy (2021-2025) - The company aims for double-digit revenue growth[7, 9] - Organic revenue growth is projected at 5-7%[9] - Revenue growth from acquisitions is targeted at 5-7%[9] Financial Targets (2021-2025) - The company targets EPS growth exceeding revenue growth[9] - Operating margins are projected at 17-19%[9] - EBITDA margins are projected at 21-23%[9] - Capital expenditures are expected to be 4-5% of revenue[9] - The company aims for a high-teens ROIC % over 5 years[9] - The company plans to return 40% of free cash flow to shareholders[9]

1 STIFEL CROSS SECTOR INSIGHT CONFERENCE June 8, 2021 Littelfuse® Expertise Applied | Answers Delivered DISCLAIMERS Important Information About Interfuse, 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 Interfuse, Inc. and no investment decision should be made based upon the information provided herein. Interfuse strongly urges you to review its filings with the Securities and Exchange Commission, which ca ...

1 INVESTOR PRESENTATION MAY 2021 Littelfuse® Expertise Applied | Answers Delivered DISCLAIMERS Important Information About Interfuse, 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 Interfuse, Inc. and no investment decision should be made based upon the information provided herein. Interfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found at investo ...

Littelfuse, Inc. (NASDAQ:LFUS) Q1 2021 Earnings Conference Call April 28, 2021 10:00 AM ET Company Participants Trisha Tuntland - Head of IR Dave Heinzmann - President and CEO Meenal Sethna - EVP and CFO Conference Call Participants Nick Todorov - Longbow Karl Ackerman - Cowen Matthew Sheerin - Stifel Christopher Glynn - Oppenheimer David Williams - Loop Capital Luke Junk - Baird David Kelley - Jefferies David Silver - CL King Operator Good day everyone and welcome to the Littelfuse First Quarter 2021 Earni ...

1 Q1 2021 EARNINGS RELEASE April 28, 2021 44 Littelfuse® Expertise Applied | Answers Delivered DISCLAIMERS Important Information About Interfuse, 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 Interfuse, Inc. and no investment decision should be made based upon the information provided herein. Interfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be foun ...

1 BAIRD VEHICLE TECHNOLOGY & MOBILITY CONFERENCE March 10, 2021 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 Commiss ...

Table of Contents United States Securities and Exchange Commission Washington, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 (Mark one) for the fiscal year ended December 26, 2020 Or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to Commission file number 0-20388 LITTELFUSE, INC. (Exact name of registrant as specified in its charter) Delaware 36-3795742 (State or other jur ...