Form 8-K

8-K — LITTELFUSE INC /DE

Accession: 0001628280-26-067718

Filed: 2026-10-28

Period: 2026-10-28

CIK: 0000889331

SIC: 3613 (SWITCHGEAR & SWITCHBOARD APPARATUS)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — lfus-20261028.htm (Primary)

EX-99.1 (q32026earningsreleaseex991.htm)

EX-99.2 (q32026slide1.htm)

GRAPHIC (lfuselogo1.jpg)

GRAPHIC (lfuslogo2.jpg)

GRAPHIC (q32026slide1001.jpg)

GRAPHIC (q32026slide1002.jpg)

GRAPHIC (q32026slide1003.jpg)

GRAPHIC (q32026slide1004.jpg)

GRAPHIC (q32026slide1005.jpg)

GRAPHIC (q32026slide1006.jpg)

GRAPHIC (q32026slide1007.jpg)

GRAPHIC (q32026slide1008.jpg)

GRAPHIC (q32026slide1009.jpg)

GRAPHIC (q32026slide1010.jpg)

GRAPHIC (q32026slide1011.jpg)

GRAPHIC (q32026slide1012.jpg)

GRAPHIC (q32026slide1013.jpg)

GRAPHIC (q32026slide1014.jpg)

GRAPHIC (q32026slide1015.jpg)

GRAPHIC (q32026slide1016.jpg)

GRAPHIC (q32026slide1017.jpg)

GRAPHIC (q32026slide1018.jpg)

GRAPHIC (q32026slide1019.jpg)

GRAPHIC (q32026slide1020.jpg)

GRAPHIC (q32026slide1021.jpg)

GRAPHIC (q32026slide1022.jpg)

GRAPHIC (q32026slide1023.jpg)

GRAPHIC (q32026slide1024.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: lfus-20261028.htm · Sequence: 1

lfus-20261028

0000889331falseLITTELFUSE INC /DE00008893312026-10-282026-10-28

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20579

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report: October 28, 2026

(Date of earliest event reported)

LITTELFUSE, INC.

(Exact name of registrant as specified in its charter)

Delaware 0-20388 36-3795742

(State of other jurisdiction

of incorporation) (Commission

File Number) (IRS Employer

Identification No.)

6133 North River Road, Suite 500, Rosemont, IL 60018

(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (773) 628-1000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class Trading Symbol Name of exchange on which registered

Common Stock, par value $0.01 per share LFUS NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

The information contained within Item 2.02 of this Form 8-K and the Exhibits attached hereto shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.

On October 28, 2026, Littelfuse, Inc. (the “Company”) issued a press release announcing the results of its operations for the quarter ended September 26, 2026. A copy of the press release is attached as Exhibit 99.1 to this Form 8-K and incorporated by reference to this Item 2.02 as if fully set forth herein. A copy of the press release will also be available on the Company’s website.

Item 7.01 Regulation FD Disclosure

To supplement the information in the attached press release, the Company has also prepared a presentation, which will be available on the Company’s website at https://investor.littelfuse.com/events-and-presentations and is attached hereto as Exhibit 99.2 to this Current Report on Form 8-K.

The information contained in the press release and investor presentation attached to this Form 8-K includes forward-looking statements that are intended to be covered by the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include but are not limited to comments with respect to the objectives and strategies, financial condition, results of operations and business of the Company. These forward-looking statements involve numerous assumptions, inherent risks and uncertainties, both general and specific, and the risk that predictions and other forward-looking statements will not be achieved. The Company cautions you not to place undue reliance on these forward-looking statements as a number of important factors could cause actual future results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in such forward-looking statements.

A copy of the press release is also posted on the Company's website.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

The following exhibits are furnished with this Form 8-K:

99.1 Press Release dated October 28, 2026

99.2 Littelfuse Presentation dated October 28, 2026

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

Signature

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

Littelfuse, Inc.

Date: October 28, 2026

By: /s/ Abhishek Khandelwal

Abhishek Khandelwal

Executive Vice President and Chief Financial Officer

EX-99.1

Filename: q32026earningsreleaseex991.htm · Sequence: 2

Document

Exhibit 99.1

FOR IMMEDIATE RELEASE

David Kelley

224-727-2535

dkelley@littelfuse.com

Littelfuse Reports Third Quarter Results for 2026

Third Quarter Highlights:

(Year-over-year comparisons unless otherwise noted)

•Record net sales of $767 million, including a reduction of $28.5 million related to a one-time Dortmund contract amendment fee recorded as a reduction of semiconductor net sales

•Organic growth contributed +22%

•Cash flow from operations of $230 million, +57%; Free cash flow of $216 million, +64%

•YTD cash flow from operations of $457 million, +55%; YTD free cash flow of $409 million, +66%

•GAAP diluted earnings per share of $4.49, +62%

•Record adjusted diluted earnings per share of $5.79, +96%

•GAAP operating margin of 20.0%, +440 bps; Adjusted EBITDA margin of 28.4%, +690 bps

CHICAGO, October 28, 2026 - Littelfuse, Inc. (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today reported financial results for its third quarter ended September 26, 2026:

“We delivered strong third quarter results reflecting broad-based demand strength, disciplined execution, and

continued momentum across the portfolio,” said Greg Henderson, Littelfuse President and Chief Executive Officer.

“Our teams drove significant growth across our segments, while delivering meaningful margin expansion and robust

cash generation as we continued to advance our strategic priorities.”

“Looking ahead to the fourth quarter, we continue to see strong demand across our diverse market exposures, and

we expect approximately +28% yr/yr revenue growth. We remain focused on scaling our high growth opportunities,

partnering with our market leading customers, enhancing operational excellence, and deploying capital with

discipline as we execute our long-term strategy.”

Fourth Quarter of 2026*

Based on current market conditions, for the fourth quarter the Company expects:

•Net sales in the range of $750 - $770 million, adjusted diluted EPS in the range of $5.05 - $5.25 and an adjusted effective tax rate of approximately ~24%

-more-

Page 2

*Littelfuse provides guidance on a non-GAAP (adjusted) basis. GAAP items excluded from guidance may include the after-tax

impact of items including acquisition and integration costs, restructuring, impairment and other charges, certain purchase

accounting adjustments, non-operating foreign exchange adjustments and significant and unusual items. These items are

uncertain, depend on various factors, and could be material to results computed in accordance with GAAP. Accordingly,

Littelfuse is not able to forecast the excluded items in order to provide the most directly comparable GAAP financial measure

without unreasonable efforts.

Third Quarter 2026 Segment Performance Highlights

Electronics Segment

•Net sales for the third quarter 2026 increased to $426 million, including the previously disclosed $28.5

million (€24.6 million) one-time Dortmund contract amendment fee recorded as a reduction of

semiconductor net sales. Organic sales increased +27% driven by improved passive products (+30%

organic). Semiconductor products (+24% organic) also contributed to growth driven by increased protection

and power semiconductor volumes.

•Adjusted EBITDA margin for the third quarter 2026 increased to 33.1% (+910 bps) due to volume leverage,

operational execution, and favorable price and product mix.

Transportation Segment

•Net sales for the third quarter 2026 increased +7%, both reported and organic, to $183 million. Organic

sales growth benefited from improved commercial vehicle sales (+20% organic), which offset lower

passenger vehicle organic sales (-5%). Commercial vehicle sales growth benefited from improved truck,

data center, material handling, construction and agricultural equipment demand. Lower passenger vehicle

sales were impacted by lower global passenger car builds and auto sensor product declines.

•Adjusted EBITDA margin for the third quarter 2026 increased to 19.6% (+280 bps) driven by commercial

vehicle volume leverage and operational execution.

Industrial Segment

•Net sales for the third quarter 2026 increased +65% to $158 million. Organic sales increased +27% driven

by improved data center, grid & utility infrastructure, HVAC, industrial automation, and construction

demand. The Basler Electric Company (“Basler”) acquisition contributed +38% to growth.

•Adjusted EBITDA margin for the third quarter 2026 increased to 25.2% (+450 bps) driven by improved

volume leverage, operational efficiencies, and favorable price and product mix.

Dividend

•The Company announced a quarterly cash dividend of $0.80 per share on its common stock. The dividend will be paid on December 3, 2026, to shareholders of record as of November 19, 2026.

Conference Call and Webcast Information

Littelfuse will host a conference call on Wednesday, October 28, 2026, at 8:00 a.m. Central Time to discuss the results. The call will be broadcast and available for replay at Littelfuse.com. A slide presentation will be available in the Investor Relations section of the Company’s website at Littelfuse.com.

-more-

Page 3

About Littelfuse

Littelfuse, Inc. (NASDAQ: LFUS) is a diversified, industrial technology manufacturing company empowering a sustainable, connected, and safer world. Across more than 20 countries, and with approximately 18,000 global associates, we partner with customers to design and deliver innovative, reliable solutions. Serving over 100,000 end customers, our products are found in a variety of industrial, transportation and electronics end markets – everywhere, every day. Learn more at Littelfuse.com.

“Safe Harbor” Statement under the Private Securities Litigation Reform Act of 1995

The statements in this press release that are not historical facts are intended to constitute "forward-looking statements" entitled to the safe-harbor provisions of the Private Securities Litigation Reform Act. Such statements are based on Littelfuse, Inc.’s (“Littelfuse” or the “Company”) current expectations and are subject to a number of factors and uncertainties, which could cause actual results to differ materially from those described in the forward-looking statements. These risks, uncertainties and other factors include, but are not limited to, risks and uncertainties relating to general economic conditions; product demand and market acceptance; the impact of competitive products and pricing; product quality problems or product recalls; capacity and supply difficulties or constraints; coal mining exposures reserves; cybersecurity matters; failure of an indemnification for environmental liability; changes in import and export duty and tariff rates; exchange rate fluctuations; commodity price fluctuations; the effect of the Company's accounting policies; labor disputes and shortages; restructuring costs in excess of expectations; pension plan asset returns less than assumed; uncertainties related to political or regulatory changes; integration of acquisitions may not be achieved in a timely manner, or at all; limited realization of the expected benefits from investment and strategic plans; the risk that expected benefits, synergies and growth prospects of our acquisitions may not be achieved in a timely manner, or at all; and other risks which may be detailed in the Company’s SEC filings. Should one or more of these risks or uncertainties materialize or should the underlying assumptions prove incorrect, actual results and outcomes may differ materially from those indicated or implied in the forward-looking statements. This presentation should be read in conjunction with information provided in the financial statements appearing in the Company's Annual Report on Form 10-K for the fiscal year ended December 27, 2025. Further discussion of the risk factors of the Company can be found under the caption “Risk Factors” in the Company's Annual Report on Form 10-K for the fiscal year ended December 27, 2025, and in other filings and submissions with the SEC, each of which is available free of charge on the Company’s investor relations website at investor.littelfuse.com and on the SEC’s website at www.sec.gov. These forward-looking statements are made as of the date hereof. The Company does not undertake any obligation to update, amend or clarify these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the availability of new information.

-more-

Page 4

Non-GAAP Financial Measures

The information included in this press release and other materials filed with the SEC may include non-GAAP financial measures including organic net sales (decline) growth, adjusted net sales, adjusted operating income, adjusted operating margin, adjusted EBITDA, adjusted EBITDA margin, adjusted diluted earnings per share, adjusted income taxes, adjusted effective tax rate, free cash flow, net debt, consolidated EBITDA, and consolidated net leverage ratio (as defined in the Credit Agreement). Many of these non-GAAP financial measures exclude the effect of certain expenses and income not related directly to the underlying performance of our fundamental business operations. A reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures is set forth in the attached schedules. The Company believes that organic net sales (decline) growth, adjusted net sales, adjusted operating income, adjusted operating margin, adjusted EBITDA, adjusted EBITDA margin, adjusted diluted earnings per share, adjusted income taxes, and adjusted effective tax rate provide useful information to investors regarding its operational performance because they enhance an investor’s overall understanding of the Company’s core financial performance and facilitate comparisons to historical results of operations, by excluding items that are not related directly to the underlying performance of its fundamental business operations or were not part of the Company’s business operations during a comparable period. The Company believes that free cash flow is a useful measure of its ability to generate cash. The Company believes that net debt, consolidated EBITDA, and consolidated net leverage ratio are useful measures of its credit position. The Company believes that all of these non-GAAP financial measures are commonly used by financial analysts and others in the industries in which we operate, and thus further provide useful information to investors. Management additionally uses these measures when assessing the performance of the business and for business planning purposes. Note that the Company’s definitions of these non-GAAP financial measures may differ from those terms as defined or used by other companies.

LFUS-F

###

Littelfuse Inc.

6133 North River Road, Suite 500

Rosemont, Illinois 60018

p: (773) 628-1000

www.littelfuse.com

Page 5

LITTELFUSE, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(Unaudited)

(in thousands, except share and per share data) September 26,

2026 December 27,

2025

ASSETS

Current assets:

Cash and cash equivalents $ 824,840 $ 563,391

Short-term investments 359 287

Trade receivables, less allowances of $95,619 and $77,073 at September 26, 2026 and December 27, 2025, respectively

438,145 363,215

Inventories 443,990 416,472

Prepaid income taxes and income taxes receivable 3,238 6,137

Prepaid expenses and other current assets 102,077 85,832

Total current assets 1,812,649 1,435,334

Net property, plant, and equipment 507,749 540,640

Intangible assets, net of amortization 538,141 594,907

Goodwill 1,204,660 1,211,411

Investments 11,815 20,010

Deferred income taxes 3,800 5,255

Right of use lease assets 85,276 86,263

Other long-term assets 61,492 62,976

Total assets $ 4,225,582 $ 3,956,796

LIABILITIES AND EQUITY

Current liabilities:

Accounts payable $ 260,080 $ 211,079

Accrued liabilities 271,608 199,271

Accrued income taxes 48,108 26,186

Current portion of long-term debt 100,000 96,233

Total current liabilities 679,796 532,769

Long-term debt, less current portion 529,934 706,394

Deferred income taxes 103,106 102,335

Accrued post-retirement benefits 40,713 38,733

Non-current lease liabilities 72,068 71,765

Other long-term liabilities 75,782 78,766

Total equity 2,724,183 2,426,034

Total liabilities and equity $ 4,225,582 $ 3,956,796

Page 6

LITTELFUSE, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(Unaudited)

Three Months Ended Nine Months Ended

(in thousands, except per share data) September 26,

2026 September 27,

2025 September 26,

2026 September 27,

2025

Net sales $ 766,729 $ 624,640 $ 2,162,479 $ 1,792,360

Cost of sales 448,173 383,652 1,283,710 1,112,062

Gross profit 318,556 240,988 878,769 680,298

Selling, general, and administrative expenses 114,608 99,570 334,511 282,795

Research and development expenses 29,722 27,332 90,496 79,781

Amortization of intangibles 14,648 15,037 45,852 44,220

Restructuring, impairment, and other charges 6,222 1,633 33,665 13,158

Total operating expenses 165,200 143,572 504,524 419,954

Operating income 153,356 97,416 374,245 260,344

Interest expense 5,689 8,578 18,405 26,021

Foreign exchange loss (gain) 1,697 175 (876) 15,466

Other income, net (4,244) (6,053) (7,293) (14,020)

Income before income taxes 150,214 94,716 364,009 232,877

Income taxes 34,837 25,194 84,080 62,442

Net income $ 115,377 $ 69,522 $ 279,929 $ 170,435

Earnings per share:

Basic $ 4.54 $ 2.80 $ 11.08 $ 6.88

Diluted $ 4.49 $ 2.77 $ 10.94 $ 6.82

Weighted-average shares and equivalent shares outstanding:

Basic 25,401 24,837 25,260 24,786

Diluted 25,674 25,102 25,583 24,989

Comprehensive income $ 117,736 $ 65,985 $ 257,408 $ 302,408

Page 7

LITTELFUSE, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(Unaudited)

Nine Months Ended

(in thousands) September 26, 2026 September 27, 2025

OPERATING ACTIVITIES

Net income $ 279,929 $ 170,435

Adjustments to reconcile net income to net cash provided by operating activities: 144,825 131,627

Changes in operating assets and liabilities:

Trade receivables (77,483) (64,552)

Inventories (30,711) 33,567

Accounts payable 46,876 12,757

Accrued liabilities and income taxes 98,090 611

Prepaid expenses and other assets (4,893) 10,654

Net cash provided by operating activities 456,633 295,099

INVESTING ACTIVITIES

Acquisitions of businesses, net of cash acquired (1,663) (57,417)

Purchases of property, plant, and equipment (47,474) (48,697)

Net proceeds from sale of property, plant and equipment, and other 9,224 6,413

Net cash used in investing activities (39,913) (99,701)

FINANCING ACTIVITIES

Net payments of credit facility (166,250) (61,250)

Repurchases of common stock — (27,553)

Cash dividends paid (58,193) (53,311)

All other cash provided by financing activities 72,071 15,840

Net cash used in financing activities (152,372) (126,274)

Effect of exchange rate changes on cash, cash equivalents, and restricted cash (2,959) 20,868

Increase in cash, cash equivalents, and restricted cash 261,389 89,992

Cash, cash equivalents, and restricted cash at beginning of period 565,104 726,437

Cash, cash equivalents, and restricted cash at end of period $ 826,493 $ 816,429

Page 8

LITTELFUSE, INC.

NET SALES AND OPERATING INCOME BY SEGMENT

(Unaudited)

Third Quarter Year-to-Date

(in thousands) 2026 2025 %

Growth 2026 2025 %

Growth

Net sales

Electronics $ 426,239 $ 357,457 19.2 % $ 1,195,434 $ 1,000,372 19.5 %

Transportation 182,643 171,311 6.6 % 535,435 512,573 4.5 %

Industrial 157,847 95,872 64.6 % 431,610 279,415 54.5 %

Total net sales $ 766,729 $ 624,640 22.7 % $ 2,162,479 $ 1,792,360 20.6 %

Operating income

Electronics $ 102,350 $ 63,640 60.8 % $ 259,545 $ 160,267 61.9 %

Transportation 27,330 20,187 35.4 % 77,124 67,178 14.8 %

Industrial 33,345 16,918 97.1 % 81,580 48,855 67.0 %

Other (a) (9,669) (3,329) N.M. (44,004) (15,956) N.M.

Total operating income $ 153,356 $ 97,416 57.4 % $ 374,245 $ 260,344 43.8 %

Operating Margin 20.0 % 15.6 % 17.3 % 14.5 %

Interest expense 5,689 8,578 18,405 26,021

Foreign exchange loss (gain) 1,697 175 (876) 15,466

Other income, net (4,244) (6,053) (7,293) (14,020)

Income before income taxes $ 150,214 $ 94,716 58.6 % $ 364,009 $ 232,877 56.3 %

(a) "Other" typically includes non-GAAP adjustments such as acquisition-related and integration costs, purchase accounting inventory adjustments, and restructuring and impairment charges. See Supplemental Financial Information for details.

N.M. - Not meaningful

Third Quarter Year-to-Date

(in thousands) 2026 2025 %

Growth 2026 2025 %

Growth

Operating Margin

Electronics 24.0 % 17.8 % 6.2 % 21.7 % 16.0 % 5.7 %

Transportation 15.0 % 11.8 % 3.2 % 14.4 % 13.1 % 1.3 %

Industrial 21.1 % 17.6 % 3.5 % 18.9 % 17.5 % 1.4 %

Page 9

LITTELFUSE, INC.

SUPPLEMENTAL FINANCIAL INFORMATION

(In millions of USD except per share amounts - unaudited)

Non-GAAP EPS reconciliation

Q3-26 Q3-25 YTD-26 YTD-25

GAAP diluted EPS $ 4.49 $ 2.77 $ 10.94 $ 6.82

EPS impact of Non-GAAP adjustments (below) 1.30 0.18 2.35 1.17

Adjusted diluted EPS $ 5.79 $ 2.95 $ 13.29 $ 7.99

Non-GAAP adjustments - expense / (income)

Q3-26 Q3-25 YTD-26 YTD-25

One-time customer contract amendment fee (a) ("One-time amendment fee") $ 28.5 $ — $ 28.5 $ —

Acquisition-related and integration costs (b) 3.5 1.4 5.0 3.0

Purchase accounting inventory adjustments (c) — — 5.4 (0.5)

Restructuring, impairment and other charges (d) 6.2 1.6 33.6 13.2

Loss on sale of the Marine business (e) — 0.3 — 0.3

Non-GAAP adjustments to operating income 38.2 3.3 72.5 16.0

Other income, net (f) — — 2.7 —

Non-operating foreign exchange loss (gain) 1.7 0.2 (0.9) 15.5

Non-GAAP adjustments to income before income taxes 39.9 3.5 74.3 31.5

Income taxes (g) 6.6 (1.0) 14.2 2.2

Non-GAAP adjustments to net income $ 33.3 $ 4.5 $ 60.1 $ 29.3

Total EPS impact $ 1.30 $ 0.18 $ 2.35 $ 1.17

Page 10

Adjusted operating margin / Adjusted EBITDA reconciliation

Q3-26 Q3-25 YTD-26 YTD-25

Net income $ 115.4 $ 69.5 $ 279.9 $ 170.4

Add:

Income taxes 34.8 25.2 84.1 62.4

Interest expense 5.7 8.6 18.4 26.0

Foreign exchange loss (gain) 1.7 0.2 (0.9) 15.5

Other income, net (4.2) (6.1) (7.3) (14.0)

GAAP operating income $ 153.4 $ 97.4 $ 374.2 $ 260.3

Non-GAAP adjustments to operating income 38.2 3.3 72.5 16.0

Adjusted operating income $ 191.5 $ 100.7 $ 446.7 $ 276.3

Amortization of intangibles 14.6 15.0 45.9 44.2

Depreciation expense 19.8 18.6 58.6 56.4

Adjusted EBITDA $ 225.9 $ 134.3 $ 551.2 $ 376.9

Net sales $ 766.7 $ 624.6 $ 2,162.5 $ 1,792.4

One-time amendment fee

28.5 — 28.5 —

Adjusted net sales $ 795.2 $ 624.6 $ 2,191.0 $ 1,792.4

Net income as a percentage of net sales 15.1 % 11.1 % 12.9 % 9.5 %

Operating margin 20.0 % 15.6 % 17.3 % 14.5 %

Adjusted operating margin (1) 24.1 % 16.1 % 20.4 % 15.4 %

Adjusted EBITDA margin (1) 28.4 % 21.5 % 25.2 % 21.0 %

(1) Adjusted operating margin and adjusted EBITDA margin are calculated based on the adjusted net sales amount that removes the one-time customer contract amendment fee of $28.5 million to improve comparability in these margins with prior period financial results.

Electronics segment adjusted net sales reconciliation Q3-26

Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics

Net sales $ 238.8 $ 187.4 $ 426.2

Add:

One-time amendment fee — 28.5 28.5

Adjusted net sales $ 238.8 $ 215.9 $ 454.7

YTD-26

Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics

Net sales $ 639.3 $ 556.1 $ 1,195.4

Add:

One-time amendment fee — 28.5 28.5

Adjusted net sales $ 639.3 $ 584.6 $ 1,223.9

Electronics segment adjusted operating income reconciliation Q3-26 YTD-26

GAAP operating income $ 102.4 $ 259.5

Add:

One-time amendment fee 28.5 28.5

Adjusted operating income $ 130.9 $ 288.0

Page 11

Adjusted EBITDA by Segment Q3-26 Q3-25

Electronics Transportation Industrial Electronics Transportation Industrial

GAAP operating income $ 102.4 $ 27.3 $ 33.3 $ 63.6 $ 20.2 $ 16.9

Add:

One-time amendment fee

28.5 — — — — —

Add back amortization 7.6 2.7 4.3 10.2 3.4 1.4

Add back depreciation 12.0 5.6 2.2 12.0 5.1 1.5

Adjusted EBITDA $ 150.5 $ 35.6 $ 39.8 $ 85.8 $ 28.7 $ 19.8

Adjusted EBITDA Margin (1) 33.1 % 19.6 % 25.2 % 24.0 % 16.8 % 20.7 %

Adjusted Operating Margin (1) 28.8 %

Adjusted EBITDA by Segment YTD-26 YTD-25

Electronics Transportation Industrial Electronics Transportation Industrial

GAAP operating income $ 259.5 $ 77.1 $ 81.6 $ 160.3 $ 67.2 $ 48.9

Add:

One-time amendment fee 28.5 — — — — —

Add back amortization 24.3 8.9 12.7 30.1 10.2 3.9

Add back depreciation 35.9 16.2 6.5 35.9 15.9 4.6

Adjusted EBITDA $ 348.2 $ 102.2 $ 100.8 $ 226.3 $ 93.3 $ 57.3

Adjusted EBITDA Margin (1) 28.5 % 19.1 % 23.4 % 22.6 % 18.2 % 20.5 %

Adjusted Operating Margin (1) 23.5 %

Net sales reconciliation Q3-26 vs. Q3-25

Electronics Transportation Industrial Total

Net sales growth 19 % 7 % 65 % 23 %

Less:

One-time amendment fee (8) % — % — % (5) %

Acquisitions — % — % 38 % 6 %

FX impact — % — % — % — %

Organic net sales growth 27 % 7 % 27 % 22 %

Electronics segment net sales reconciliation Q3-26 vs. Q3-25

Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics

Net sales growth 30 % 8 % 19 %

Less:

One-time amendment fee — % (16) % (8) %

FX impact — % — % — %

Organic net sales growth 30 % 24 % 27 %

Page 12

Transportation segment net sales reconciliation Q3-26 vs. Q3-25

Commercial Vehicle Products Passenger Car Products (2) Auto Sensor Products (2) Total Transportation

Net sales growth (decline) 20 % (3) % (14) % 7 %

Less:

FX impact — % — % (1) % — %

Organic net sales growth (decline) 20 % (3) % (13) % 7 %

Net sales reconciliation YTD-26 vs. YTD-25

Electronics Transportation Industrial Total

Net sales growth 19 % 4 % 54 % 21 %

Less:

One-time amendment fee (3) % — % — % (1) %

Acquisitions — % — % 37 % 6 %

FX impact 1 % 1 % — % 1 %

Organic net sales growth 21 % 3 % 17 % 15 %

Electronics segment net sales reconciliation YTD-26 vs. YTD-25

Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics

Net sales growth 28 % 11 % 19 %

Less:

One-time amendment fee — % (6) % (3) %

FX impact 2 % 1 % 1 %

Organic net sales growth 26 % 16 % 21 %

Transportation segment net sales reconciliation YTD-26 vs. YTD-25

Commercial Vehicle Products Passenger Car Products (2) Auto Sensor Products (2) Total Transportation

Net sales growth (decline) 9 % 2 % (8) % 4 %

Less:

FX impact 1 % 1 % 3 % 1 %

Organic net sales growth (decline) 8 % 1 % (11) % 3 %

(2) Passenger vehicle business (PVB) includes passenger car and auto sensor products.

Page 13

Income tax reconciliation

Q3-26 Q3-25 YTD-26 YTD-25

Income taxes $ 34.8 $ 25.2 $ 84.1 $ 62.4

Effective rate 23.2 % 26.6 % 23.1 % 26.8 %

Non-GAAP adjustments - income taxes 6.6 (1.0) 14.2 2.2

Adjusted income taxes $ 41.4 $ 24.2 $ 98.3 $ 64.6

Adjusted effective rate 21.8 % 24.6 % 22.4 % 24.5 %

Free cash flow reconciliation

Q3-26 Q3-25 YTD-26 YTD-25

Net cash provided by operating activities $ 230.1 $ 146.9 $ 456.6 $ 295.1

Less: Purchases of property, plant, and equipment (14.5) (15.7) (47.5) (48.7)

Free cash flow $ 215.7 $ 131.2 $ 409.2 $ 246.4

Consolidated Total Debt

As of September 26, 2026

Consolidated total debt $ 629.9

Unamortized debt issuance costs 3.1

Finance lease liability 0.1

Consolidated funded indebtedness 633.1

Cash held in U.S. (up to $400 million) 195.8

Net debt $ 437.3

Consolidated EBITDA

Twelve Months Ended September 26, 2026

Net Income $ 37.7

Interest expense 26.7

Income taxes 96.9

Depreciation expense 77.1

Amortization expense 61.4

Non-cash additions:

Stock-based compensation expense 29.0

Purchase accounting inventory step-up charge 6.4

Unrealized loss on investments 1.7

Impairment charges 316.6

Other 18.0

Consolidated EBITDA (1) $ 671.5

Consolidated Net Leverage Ratio (as defined in the Credit Agreement) * 0.7x

* Our Credit Agreement and Private Placement Senior Notes with maturities ranging from 2027 to 2032, contain financial ratio covenants providing that if, as of the last day of each fiscal quarter, the Consolidated Net Leverage Ratio at such time for the then most recently concluded period of four consecutive fiscal quarters of the Company exceeds 3.50:1.00, an Event of Default (as defined in the Credit Agreement and Private Placement Senior Notes) is triggered.

The Credit Agreement was amended in Q1 2026 and now allows to add restructuring charges and business optimization expenses in addition to the prior credit agreement.

(1) Represents Consolidated EBITDA as defined in our Credit Agreement and Private Placement Senior Notes and is calculated using the most recently concluded period of four consecutive quarters.

Note: Total will not always foot due to rounding.

Page 14

(a) Reflected as a reduction in net sales of $28.5 million for a one-time customer contract amendment fee in the Electronics-Semiconductor business. The Amendment is intended to further support the Company’s semiconductor strategy by enhancing strategic flexibility, accelerating and simplifying certain legacy contractual arrangements and increasing the Company’s ability to optimize the Dortmund Semiconductor GmbH asset over time.

(b) Reflected in selling, general and administrative expenses.

(d) Reflected in restructuring, impairment and other charges.

(e) 2025 amount reflected $0.3 million loss related to the sale of the Marine business within the Transportation segment.

(f) 2026 included the reversal of an indemnification receivable of $2.7 million related to lapses in the statute of limitations for previously unrecognized tax benefits recognized in the first quarter of 2026.

(g) Reflected the tax impact associated with the non-GAAP adjustments including a one-time tax benefit of $3.3 million associated with the dissolution of one of the Company's affiliates in the third quarter of 2026 and $2.7 million of tax benefits due to lapses in the statute of limitations for previously unrecognized tax benefits recognized in the first quarter of 2026.

###

EX-99.2

Filename: q32026slide1.htm · Sequence: 3

q32026slide1

Q3 2026 Earnings Release October 28, 2026

2Littelfuse, Inc. © 2026 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. (“Littelfuse” or the “Company”) 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 (the “SEC”), which can be found at investor.littelfuse.com. This website also provides additional information about Littelfuse. The statements in this presentation that are not historical facts are intended to constitute “forward-looking statements” entitled to the safe-harbor provisions of the Private Securities Litigation Reform Act. Such statements are based on Littelfuse’s current expectations and are subject to a number of factors and uncertainties, which could cause actual results to differ materially from those described in the forward-looking statements. These risks, uncertainties and other factors include, but are not limited to, risks and uncertainties relating to general economic conditions; product demand and market acceptance; the impact of competitive products and pricing; product quality problems or product recalls; capacity and supply difficulties or constraints; coal mining exposures reserves; cybersecurity matters; failure of an indemnification for environmental liability; changes in import and export duty and tariff rates; exchange rate fluctuations; commodity price fluctuations; the effect of the Company's accounting policies; labor disputes and shortages; restructuring costs in excess of expectations; pension plan asset returns less than assumed; uncertainties related to political or regulatory changes; integration of acquisitions may not be achieved in a timely manner, or at all; limited realization of the expected benefits from investment and strategic plans; the risk that expected benefits, synergies and growth prospects of our acquisitions may not be achieved in a timely manner, or at all; and other risks which may be detailed in the Company’s SEC filings. Should one or more of these risks or uncertainties materialize or should the underlying assumptions prove incorrect, actual results and outcomes may differ materially from those indicated or implied in the forward- looking statements. This presentation should be read in conjunction with information provided in the financial statements appearing in the Company's Annual Report on Form 10-K for the fiscal year ended December 27, 2025. Further discussion of the risk factors of the Company can be found under the caption “Risk Factors” in the Company's Annual Report on Form 10-K for the fiscal year ended December 27, 2025, and in other filings and submissions with the SEC, each of which is available free of charge on the Company’s investor relations website at investor.littelfuse.com and on the SEC’s website at www.sec.gov. These forward-looking statements are made as of the date hereof. The Company does not undertake any obligation to update, amend or clarify these forward- looking statements to reflect events or circumstances after the date hereof or to reflect the availability of new information. Non-GAAP Financial Measures. The information included in this presentation includes the non-GAAP financial measures of organic net sales (decline) growth, adjusted net sales, adjusted operating income, adjusted operating margin, adjusted EBITDA, adjusted EBITDA margin, adjusted diluted earnings per share, adjusted income taxes, adjusted effective tax rate, free cash flow conversion, net debt, consolidated EBITDA, and consolidated net leverage ratio (as defined in the credit agreement). A reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures is set forth in the appendix. The Company believes that these non-GAAP financial measures provide useful information to investors regarding its operational performance, ability to generate cash and its credit position and enhance an investor’s overall understanding of its core financial performance. The Company believes that free cash flow is a useful measure of its ability to generate cash. The Company believes that these non-GAAP financial measures are commonly used by financial analysts and provide useful information to analysts. Management uses these measures when assessing the performance of the business and for business planning purposes. Note that the definitions of these non-GAAP financial measures may differ from those terms as defined or used by other companies.

6Littelfuse, Inc. © 2026 Q3 2026 TOTAL COMPANY FINANCIAL PERFORMANCE  Revenue of $767m, +23% reported and +22% organic vs. PY  Includes a -5% impact related to a one-time Dortmund contract amendment fee of $28.5m  +6% from Basler acquisition; FX neutral  Adj. EBITDA Margin of 28.4%, +690 bps vs. PY  GAAP diluted EPS of $4.49, +62% vs. PY  Adj. EPS of $5.79, +96% vs. PY  Q3 Op cash flow $230m; FCF of $216m, +64% vs. PY  YTD FCF conversion of 146% GAAP EPS $4.49 $2.77 Adj. EPS $5.79 $2.95 Adj. EBITDA% 28.4%^ 21.5% $767 * $625 Q3-26 Q3-25 Revenue See appendix for GAAP to non-GAAP reconciliation *Note includes the previously disclosed $28.5 million (€24.6 million) one-time Dortmund contract amendment fee recorded as a reduction of semiconductor net sales ^Note adjusted EBITDA margin is calculated based on the adjusted net sales amount that removes the previously disclosed $28.5 million (€24.6 million) one-time Dortmund contract amendment fee to improve comparability in these margins with prior period financial results.

7Littelfuse, Inc. © 2026 Q3 2026 SALES & ADJ. EPS BRIDGE (in millions) See appendix for GAAP to non-GAAP reconciliation Adjusted EBITDA Conversion is calculated as the year-over-year change in Adjusted EBITDA divided by the year-over-year change in adjusted net sales. See the appendix for GAAP to non-GAAP reconciliations of Adjusted EBITDA and adjusted net sales Other includes the unfavorable impact of 3Q26 stock & variable compensation true-up, lower adjusted effective tax rate, higher share count, & impact of other non-operating expenses *Note includes the previously disclosed $28.5 million (€24.6 million) one-time Dortmund contract amendment fee recorded as a reduction of semiconductor net sales ^Adjusted operating margin and adjusted EBITDA margin are calculated based on the adjusted net sales amount that removes the one-time Dortmund contract amendment fee of $28.5 million to improve comparability in these margins with prior period financial results

8Littelfuse, Inc. © 2026 Q3 2026 ELECTRONICS SEGMENT FINANCIAL PERFORMANCE  Revenue of $426m, +27% organic vs. PY  Passive products +30% organic  Semiconductors +24% organic  Reported sales include a $28.5m one-time Dortmund contract amendment fee  Fee recorded as a reduction of semiconductor net sales  Strong growth in passive products, protection and power semiconductor volumes  Q3 Adj. EBITDA margin 33.1%, +910 bps vs. PY  Volume leverage, operational execution, and favorable price and product mix Op Margin 24.0% 17.8% Adj. EBITDA% 33.1%^ 24.0% $426 * $357 Q3-26 Q3-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation *Note includes the previously disclosed $28.5 million (€24.6 million) one-time Dortmund contract amendment fee recorded as a reduction of semiconductor net sales ^Note adjusted EBITDA margin is calculated based on the adjusted net sales amount that removes the previously disclosed $28.5 million (€24.6 million) one-time Dortmund contract amendment fee to improve comparability in these margins with prior period financial results

9Littelfuse, Inc. © 2026 Q3 2026 TRANSPORTATION SEGMENT FINANCIAL PERFORMANCE  Revenue of $183m, +7% reported and +7% organic vs. PY  Commercial vehicle +20% organic  Improved truck, data center, material handling, construction, and agricultural equipment demand  Passenger vehicle (5)% organic  Content gains more than offset by lower yr/yr global passenger vehicle production & sensor declines  Q3 Adj. EBITDA margin 19.6%, +280 bps vs PY  Improved commercial vehicle volume leverage and operational execution Op Margin 15.0% 11.8% Adj. EBITDA% 19.6% 16.8% $183 $171 Q3-26 Q3-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

10Littelfuse, Inc. © 2026 Q3 2026 INDUSTRIAL SEGMENT FINANCIAL PERFORMANCE  Revenue of $158m, +65% reported and +27% organic vs. PY  Continued strong data center, BESS, industrial automation, and construction demand  Basler acquisition, +38% contribution  Driven by strong grid & utility and data center infrastructure demand  Q3 Adj. EBITDA margin 25.2%, +450 bps vs PY  Favorable volume leverage, operational efficiencies, price, and product mix Op Margin 21.1% 17.6% Adj. EBITDA% 25.2% 20.7% $158 $96 Q3-26 Q3-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

11Littelfuse, Inc. © 2026 Q4 2026 GUIDANCE  Entered Q4 with momentum following record Q3 bookings  Focused on execution of strategic priorities  Q4 sales guidance: $750m - $770m  +28% yr/yr; +21% organic  +6% yr/yr growth from the Basler acquisition  +1% yr/yr FX impact  Adj. EPS $5.05 - $5.25  +91% yr/yr at the midpoint  Expected adj. effective tax rate of ~24% (in millions) $750 - $770 $767* $594 Q4-26 Guidance Q3-26 Q4-25 Revenue Adj. EPS $5.05- $5.25 $5.79 $2.69 GAAP EPS $4.49 ($9.72) See appendix for GAAP to non-GAAP reconciliation *Note includes the previously disclosed $28.5 million (€24.6 million) one-time Dortmund contract amendment fee recorded as a reduction of semiconductor net sales

12Littelfuse, Inc. © 2026 Q4 2026 SALES & ADJ. EPS GUIDANCE BRIDGE Note Q4 2026 represents guidance midpoints (in millions) See appendix for GAAP to non-GAAP reconciliation Note Other includes the impact of higher stock & variable compensation, higher adjusted effective tax rate, higher share count, & impact of other non-operating expenses

15Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION Note: Total will not always foot due to rounding. (a) Reflected as a reduction in net sales of $28.5 million for a one-time customer contract amendment fee in the Electronics-Semiconductor business. The Amendment is intended to further support the Company’s semiconductor strategy by enhancing strategic flexibility, accelerating and simplifying certain legacy contractual arrangements and increasing the Company’s ability to optimize the Dortmund Semiconductor GmbH asset over time. (b) Reflected in selling, general and administrative expenses. (c) Reflected in cost of sales. (d) Reflected in restructuring, impairment and other charges. (e) 2025 amount reflected $0.3 million loss related to the sale of the Marine business within the Transportation segment. (f) 2026 included the reversal of an indemnification receivable of $2.7 million related to lapses in the statute of limitations for previously unrecognized tax benefits recognized in the first quarter of 2026. (g) Reflected the tax impact associated with the non-GAAP adjustments including a one-time tax benefit of $3.3 million associated with the dissolution of one of the Company's affiliates in the third quarter of 2026 and $2.7 million of tax benefits due to lapses in the statute of limitations for previously unrecognized tax benefits recognized in the first quarter of 2026. Non-GAAP EPS reconciliation Q3-26 Q3-25 YTD-26 YTD-25 GAAP diluted EPS $ 4.49 $ 2.77 $ 10.94 $ 6.82 EPS impact of Non-GAAP adjustments (below) 1.30 0.18 2.35 1.17 Adjusted diluted EPS $ 5.79 $ 2.95 $ 13.29 $ 7.99 Non-GAAP adjustments - expense / (income) Q3-26 Q3-25 YTD-26 YTD-25 One-time customer contract amendment fee (a) ("One-time amendment fee") $ 28.5 $ — $ 28.5 $ — Acquisition-related and integration costs (b) 3.5 1.4 5.0 3.0 Purchase accounting inventory adjustments (c) — — 5.4 (0.5) Restructuring, impairment and other charges (d) 6.2 1.6 33.6 13.2 Loss on sale of the Marine business (e) — 0.3 — 0.3 Non-GAAP adjustments to operating income 38.2 3.3 72.5 16.0 Other income, net (f) — — 2.7 — Non-operating foreign exchange loss (gain) 1.7 0.2 (0.9) 15.5 Non-GAAP adjustments to income before income taxes 39.9 3.5 74.3 31.5 Income taxes (g) 6.6 (1.0) 14.2 2.2 Non-GAAP adjustments to net income $ 33.3 $ 4.5 $ 60.1 $ 29.3 Total EPS impact $ 1.30 $ 0.18 $ 2.35 $ 1.17

16Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Adjusted operating margin / Adjusted EBITDA reconciliation (in millions) Q3-26 Q3-25 YTD-26 YTD-25 Net income $ 115.4 $ 69.5 $ 279.9 $ 170.4 Add: Income taxes 34.8 25.2 84.1 62.4 Interest expense 5.7 8.6 18.4 26.0 Foreign exchange loss (gain) 1.7 0.2 (0.9) 15.5 Other income, net (4.2) (6.1) (7.3) (14.0) GAAP operating income $ 153.4 $ 97.4 $ 374.2 $ 260.3 Non-GAAP adjustments to operating income 38.2 3.3 72.5 16.0 Adjusted operating income $ 191.5 $ 100.7 $ 446.7 $ 276.3 Amortization of intangibles 14.6 15.0 45.9 44.2 Depreciation expense 19.8 18.6 58.6 56.4 Adjusted EBITDA $ 225.9 $ 134.3 $ 551.2 $ 376.9 Net sales $ 766.7 $ 624.6 $ 2,162.5 $ 1,792.4 One-time amendment fee 28.5 — 28.5 — Adjusted net sales $ 795.2 $ 624.6 $ 2,191.0 $ 1,792.4 Net income as a percentage of net sales 15.1 % 11.1 % 12.9 % 9.5 % Operating margin 20.0 % 15.6 % 17.3 % 14.5 % Adjusted operating margin (1) 24.1 % 16.1 % 20.4 % 15.4 % Adjusted EBITDA margin (1) 28.4 % 21.5 % 25.2 % 21.0 % Note: Total will not always foot due to rounding. (1) Adjusted operating margin and adjusted EBITDA margin are calculated based on the adjusted net sales amount that removes the one-time customer contract amendment fee of $28.5 million to improve comparability in these margins with prior period financial results.

17Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Electronics segment adjusted net sales reconciliation Q3-26 Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics Net sales $ 238.8 $ 187.4 $ 426.2 Add: One-time amendment fee — 28.5 28.5 Adjusted net sales $ 238.8 $ 215.9 $ 454.7 YTD-26 Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics Net sales $ 639.3 $ 556.1 $ 1,195.4 Add: One-time amendment fee — 28.5 28.5 Adjusted net sales $ 639.3 $ 584.6 $ 1,223.9 Electronics segment adjusted operating income reconciliation Q3-26 YTD-26 GAAP operating income $ 102.4 $ 259.5 Add: One-time amendment fee 28.5 28.5 Adjusted operating income $ 130.9 $ 288.0

18Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Adjusted EBITDA by Segment (in millions) Q3-26 Q3-25 Electronics Transportation Industrial Electronics Transportation Industrial GAAP operating income $ 102.4 $ 27.3 $ 33.3 $ 63.6 $ 20.2 $ 16.9 Add: One-time amendment fee 28.5 — — — — — Add back amortization 7.6 2.7 4.3 10.2 3.4 1.4 Add back depreciation 12.0 5.6 2.2 12.0 5.1 1.5 Adjusted EBITDA $ 150.5 $ 35.6 $ 39.8 $ 85.8 $ 28.7 $ 19.8 Adjusted EBITDA Margin (1) 33.1 % 19.6 % 25.2 % 24.0 % 16.8 % 20.7 % Adjusted Operating Margin (1) 28.8 % Net sales (in thousands) Q3-26 Q3-25 Electronics Transportation Industrial Electronics Transportation Industrial Electronics – Passive Products and Sensors $ 238,796 $ — $ — $ 183,384 $ — $ — Electronics – Semiconductor 187,443 — — 174,073 — — Commercial Vehicle Products — 96,040 — — 80,272 — Passenger Car Products — 73,319 — — 75,636 — Automotive Sensors — 13,284 — — 15,403 — Industrial Products — — 157,847 — — 95,872 Total $ 426,239 $ 182,643 $ 157,847 $ 357,457 $ 171,311 $ 95,872 Note: Total will not always foot due to rounding. (1) Adjusted operating margin and adjusted EBITDA margin are calculated based on the adjusted net sales amount that removes the one-time customer contract amendment fee of $28.5 million to improve comparability in these margins with prior period financial results.

19Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Adjusted EBITDA by Segment (in millions) YTD-26 YTD-25 Electronics Transportation Industrial Electronics Transportation Industrial GAAP operating income $ 259.5 $ 77.1 $ 81.6 $ 160.3 $ 67.2 $ 48.9 Add: One-time amendment fee 28.5 — — — — — Add back amortization 24.2 8.9 12.7 30.1 10.2 3.9 Add back depreciation 36.0 16.2 6.5 35.9 15.9 4.6 Adjusted EBITDA $ 348.2 $ 102.2 $ 100.8 $ 226.3 $ 93.3 $ 57.3 Adjusted EBITDA Margin (1) 28.5 % 19.1 % 23.4 % 22.6 % 18.2 % 20.5 % Adjusted Operating Margin (1) 23.5 % Net sales (in thousands) YTD-26 YTD-25 Electronics Transportation Industrial Electronics Transportation Industrial Electronics – Passive Products and Sensors $ 639,298 $ — $ — $ 501,043 $ — $ — Electronics – Semiconductor 556,136 — — 499,329 — — Commercial Vehicle Products — 265,538 — — 244,301 — Passenger Car Products — 226,059 — — 220,822 — Automotive Sensors — 43,838 — — 47,450 — Industrial Products — — 431,610 — — 279,415 Total $ 1,195,434 $ 535,435 $ 431,610 $ 1,000,372 $ 512,573 $ 279,415 Note: Total will not always foot due to rounding. (1) Adjusted operating margin and adjusted EBITDA margin are calculated based on the adjusted net sales amount that removes the one-time customer contract amendment fee of $28.5 million to improve comparability in these margins with prior period financial results.

20Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D (2) Passenger vehicle business (PVB) includes passenger car and auto sensor products. Net sales reconciliation Q3-26 vs. Q3-25 Electronics Transportation Industrial Total Net sales growth 19 % 7 % 65 % 23 % Less: One-time amendment fee (8)% — % — % (5)% Acquisitions — % — % 38 % 6 % FX impact — % — % — % — % Organic net sales growth 27 % 7 % 27 % 22 % Electronics segment net sales reconciliation Q3-26 vs. Q3-25 Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics Net sales growth 30 % 8 % 19 % Less: One-time amendment fee — % (16)% (8)% FX impact — % — % — % Organic net sales growth 30 % 24 % 27 % Transportation segment net sales reconciliation Q3-26 vs. Q3-25 Commercial Vehicle Products Passenger Car Products (2) Auto Sensor Products (2) Total Transportation Net sales growth (decline) 20 % (3)% (14)% 7 % Less: FX impact — % — % (1)% — % Organic net sales growth (decline) 20 % (3)% (13)% 7 %

21Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D (2) Passenger vehicle business (PVB) includes passenger car and auto sensor products. Net sales reconciliation YTD-26 vs. YTD-25 Electronics Transportation Industrial Total Net sales growth 19 % 4 % 54 % 21 % Less: One-time amendment fee (3)% — % — % (1)% Acquisitions — % — % 37 % 6 % FX impact 1 % 1 % — % 1 % Organic net sales growth 21 % 3 % 17 % 15 % Electronics segment net sales reconciliation YTD-26 vs. YTD-25 Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics Net sales growth 28 % 11 % 19 % Less: One-time amendment fee — % (6)% (3)% FX impact 2 % 1 % 1 % Organic net sales growth 26 % 16 % 21 % Transportation segment net sales reconciliation YTD-26 vs. YTD-25 Commercial Vehicle Products Passenger Car Products (2) Auto Sensor Products (2) Total Transportation Net sales growth (decline) 9 % 2 % (8)% 4 % Less: FX impact 1 % 1 % 3 % 1 % Organic net sales growth (decline) 8 % 1 % (11)% 3 %

22Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Income tax reconciliation (in millions) Q3-26 Q3-25 YTD-26 YTD-25 Income taxes $ 34.8 $ 25.2 $ 84.1 $ 62.4 Effective rate 23.2 % 26.6 % 23.1 % 26.8 % Non-GAAP adjustments - income taxes 6.6 (1.0) 14.2 2.2 Adjusted income taxes $ 41.4 $ 24.2 $ 98.3 $ 64.6 Adjusted effective rate 21.8 % 24.6 % 22.4 % 24.5 % Free cash flow reconciliation Q3-26 Q3-25 YTD-26 YTD-25 Net cash provided by operating activities $ 230.1 $ 146.9 $ 456.6 $ 295.1 Less: Purchases of property, plant, and equipment (14.5) (15.7) (47.5) (48.7) Free cash flow $ 215.7 $ 131.2 $ 409.2 $ 246.4 Free cash flow conversion Q3-26 Q3-25 YTD-26 YTD-25 Net income $ 115.4 $ 69.5 $ 279.9 $ 170.4 Free cash flow 215.7 131.2 409.2 246.4 Free cash flow conversion 187 % 189 % 146 % 145 %

23Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D * Our Credit Agreement and Private Placement Senior Notes with maturities ranging from 2027 to 2032, contain financial ratio covenants providing that if, as of the last day of each fiscal quarter, the Consolidated Net Leverage Ratio at such time for the then most recently concluded period of four consecutive fiscal quarters of the Company exceeds 3.50:1.00, an Event of Default (as defined in the Credit Agreement and Private Placement Senior Notes) is triggered. The Credit Agreement was amended in Q1 2026 and now allows to add restructuring charges and business optimization expenses in addition to the prior credit agreement. (1) Represents Consolidated EBITDA as defined in our Credit Agreement and Private Placement Senior Notes and is calculated using the most recently concluded period of four consecutive quarters. Consolidated Total Debt (in millions) As of September 26, 2026 Consolidated total debt $ 629.9 Unamortized debt issuance costs 3.1 Finance lease liability 0.1 Consolidated funded indebtedness 633.1 Cash held in U.S. (up to $400 million) 195.8 Net debt $ 437.3 Consolidated EBITDA (in millions) Twelve Months Ended September 26, 2026 Net Income $ 37.7 Interest expense 26.7 Income taxes 96.9 Depreciation expense 77.1 Amortization expense 61.4 Non-cash additions: Stock-based compensation expense 29.0 Purchase accounting inventory step-up charge 6.4 Unrealized loss on investments 1.7 Impairment charges 316.6 Other 18.0 Consolidated EBITDA (1) $ 671.5 Consolidated Net Leverage Ratio (as defined in the Credit Agreement) * 0.7x

24Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Note: Total will not always foot due to rounding. (a) Reflected in selling, general and administrative expenses ("SG&A"). (b) Reflected in cost of sales. (c) Reflected in restructuring, impairment and other charges. In the fourth quarter of 2025, the Company recorded a $301.2 million non-cash goodwill impairment charge related to the Electronics-Semiconductor reporting unit within the Electronics segment. The Company recognized impairment charges of $0.5 million and $0.4 million related to certain machinery and equipment in the commercial vehicle business within the Transportation segment and the electronics products business within the Electronics segment, respectively. (d) 2025 included $0.6 million increase in coal mining reserves. (e) Reflected the tax impact associated with the non-GAAP adjustments. Non-GAAP EPS reconciliation Q4-25 GAAP (loss per share) / diluted EPS $ (9.72) EPS impact of Non-GAAP adjustments (below) 12.41 Adjusted diluted EPS $ 2.69 Non-GAAP adjustments - (income) / expense Q4-25 Acquisition-related and integration costs (a) $ 2.4 Purchase accounting inventory adjustments (b) 1.1 Restructuring, impairment and other charges (c) 306.9 Non-GAAP adjustments to operating income 310.4 Other income, net (d) 0.6 Non-operating foreign exchange loss 1.1 Non-GAAP adjustments to income before income taxes 312.2 Income taxes (e) 2.4 Non-GAAP adjustments to net income $ 309.8 Total EPS impact $ 12.41

GRAPHIC

Filename: lfuselogo1.jpg · Sequence: 7

Binary file (12232 bytes)

Download lfuselogo1.jpg

GRAPHIC

Filename: lfuslogo2.jpg · Sequence: 8

Binary file (16916 bytes)

Download lfuslogo2.jpg

GRAPHIC

Filename: q32026slide1001.jpg · Sequence: 9

Binary file (135012 bytes)

Download q32026slide1001.jpg

GRAPHIC

Filename: q32026slide1002.jpg · Sequence: 10

Binary file (269446 bytes)

Download q32026slide1002.jpg

GRAPHIC

Filename: q32026slide1003.jpg · Sequence: 11

Binary file (78597 bytes)

Download q32026slide1003.jpg

GRAPHIC

Filename: q32026slide1004.jpg · Sequence: 12

Binary file (115260 bytes)

Download q32026slide1004.jpg

GRAPHIC

Filename: q32026slide1005.jpg · Sequence: 13

Binary file (115402 bytes)

Download q32026slide1005.jpg

GRAPHIC

Filename: q32026slide1006.jpg · Sequence: 14

Binary file (94218 bytes)

Download q32026slide1006.jpg

GRAPHIC

Filename: q32026slide1007.jpg · Sequence: 15

Binary file (80858 bytes)

Download q32026slide1007.jpg

GRAPHIC

Filename: q32026slide1008.jpg · Sequence: 16

Binary file (96767 bytes)

Download q32026slide1008.jpg

GRAPHIC

Filename: q32026slide1009.jpg · Sequence: 17

Binary file (80128 bytes)

Download q32026slide1009.jpg

GRAPHIC

Filename: q32026slide1010.jpg · Sequence: 18

Binary file (73696 bytes)

Download q32026slide1010.jpg

GRAPHIC

Filename: q32026slide1011.jpg · Sequence: 19

Binary file (72803 bytes)

Download q32026slide1011.jpg

GRAPHIC

Filename: q32026slide1012.jpg · Sequence: 20

Binary file (61413 bytes)

Download q32026slide1012.jpg

GRAPHIC

Filename: q32026slide1013.jpg · Sequence: 21

Binary file (98044 bytes)

Download q32026slide1013.jpg

GRAPHIC

Filename: q32026slide1014.jpg · Sequence: 22

Binary file (79847 bytes)

Download q32026slide1014.jpg

GRAPHIC

Filename: q32026slide1015.jpg · Sequence: 23

Binary file (174493 bytes)

Download q32026slide1015.jpg

GRAPHIC

Filename: q32026slide1016.jpg · Sequence: 24

Binary file (137339 bytes)

Download q32026slide1016.jpg

GRAPHIC

Filename: q32026slide1017.jpg · Sequence: 25

Binary file (99399 bytes)

Download q32026slide1017.jpg

GRAPHIC

Filename: q32026slide1018.jpg · Sequence: 26

Binary file (136397 bytes)

Download q32026slide1018.jpg

GRAPHIC

Filename: q32026slide1019.jpg · Sequence: 27

Binary file (138357 bytes)

Download q32026slide1019.jpg

GRAPHIC

Filename: q32026slide1020.jpg · Sequence: 28

Binary file (128941 bytes)

Download q32026slide1020.jpg

GRAPHIC

Filename: q32026slide1021.jpg · Sequence: 29

Binary file (123494 bytes)

Download q32026slide1021.jpg

GRAPHIC

Filename: q32026slide1022.jpg · Sequence: 30

Binary file (108885 bytes)

Download q32026slide1022.jpg

GRAPHIC

Filename: q32026slide1023.jpg · Sequence: 31

Binary file (151136 bytes)

Download q32026slide1023.jpg

GRAPHIC

Filename: q32026slide1024.jpg · Sequence: 32

Binary file (127544 bytes)

Download q32026slide1024.jpg

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 34

v3.26.3

Document and Entity Information

Oct. 28, 2026

Cover [Abstract]

Document Type

8-K

Document Period End Date

Oct. 28, 2026

Entity Registrant Name

LITTELFUSE INC /DE

Entity Central Index Key

0000889331

Amendment Flag

false

Entity Incorporation, State or Country Code

Entity File Number

0-20388

Entity Tax Identification Number

36-3795742

Entity Address, Address Line One

6133 North River Road

Entity Address, Address Line Two

Suite 500

Entity Address, City or Town

Rosemont

Entity Address, State or Province

Entity Address, Postal Zip Code

60018

City Area Code

773

Local Phone Number

628-1000

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Title of 12(b) Security

Common Stock, par value $0.01 per share

Trading Symbol

LFUS

Security Exchange Name

NASDAQ

Entity Emerging Growth Company

false

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Cover page.

+ References

No definition available.

+ Details

Name:

dei_CoverAbstract

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 2 such as Street or Suite number

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine2

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration