# EDGAR Filing Document

**Accession Number:** 0000889331
**File Stem:** 0001628280-25-036551
**Filing Date:** 2025-7
**Character Count:** 55228
**Document Hash:** acbdf281858f8192baa50465f7db785e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001628280-25-036551.hdr.sgml**: 20250730

**ACCESSION NUMBER**: 0001628280-25-036551

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 40

**CONFORMED PERIOD OF REPORT**: 20250730

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20250730

**DATE AS OF CHANGE**: 20250730

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LITTELFUSE INC /DE
- **CENTRAL INDEX KEY:** 0000889331
- **STANDARD INDUSTRIAL CLASSIFICATION:** SWITCHGEAR & SWITCHBOARD APPARATUS [3613]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 363795742
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1227

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 000-20388
- **FILM NUMBER:** 251163924

**BUSINESS ADDRESS:**
- **STREET 1:** 6133 NORTH RIVER ROAD
- **STREET 2:** SUITE 500
- **CITY:** ROSEMONT
- **STATE:** IL
- **ZIP:** 60018
- **BUSINESS PHONE:** 773-628-1000

**MAIL ADDRESS:**
- **STREET 1:** 6133 NORTH RIVER ROAD
- **STREET 2:** SUITE 500
- **CITY:** ROSEMONT
- **STATE:** IL
- **ZIP:** 60018

?xml version='1.0' encoding='ASCII'? lfus-20250730

**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: **July 30, 2025** 

(Date of earliest event reported)

**LITTELFUSE, INC.** 

(Exact name of registrant as specified in its charter)

Delaware 0-20388 36-3795742 <br> (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 July 30, 2025, Littelfuse, Inc. (the "Company") issued a press release announcing the results of its operations for the quarter ended June 28, 2025. 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.

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| | |
|:---|:---|
| **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 <u>https://investor.littelfuse.com/events-and-presentations</u> 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.** |

---

---

| | |
|:---|:---|
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(d) | *Exhibits* |
|  | The following exhibit is furnished with this Form 8-K: |
|  | &nbsp;&nbsp;&nbsp;&nbsp;<u>[99.1 Press Release](q22025earningsreleaseex991.htm)[dated](q22025earningsreleaseex991.htm)[July](q22025earningsreleaseex991.htm)[30](q22025earningsreleaseex991.htm)[, 2025](q22025earningsreleaseex991.htm)</u> |
|  | &nbsp;&nbsp;&nbsp;&nbsp;<u>[99.2 Littelfuse Presentation dated July 30, 2025](q22025slide1.htm)</u> |
|  | &nbsp;&nbsp;&nbsp;&nbsp;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: July 30, 2025 | <u>By: /s/ Abhishek Khandelwal</u> |
|  | Abhishek Khandelwal<br>Executive Vice President and Chief Financial Officer |

---

## Exhibit 99.1

**Exhibit 99.1**

---

| | |
|:---|:---|
| ![lfuslogo2.jpg](lfuslogo2.jpg) | ![lfuselogo1.jpg](lfuselogo1.jpg) |
| | FOR IMMEDIATE RELEASE<br>David Kelley<br>224-727-2535<br>dkelley@littelfuse.com |

---

**<u>LITTELFUSE REPORTS SECOND QUARTER RESULTS FOR 2025</u>**

**Second Quarter 2025 Highlights:**

*(Year-over-year comparisons unless otherwise noted)*

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;*•* Net sales of $613 million, +9.8%; organic growth contributed +6.2%

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• GAAP diluted earnings per share of $2.30, +26%

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Adjusted diluted earnings per share of $2.85, +45%

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• GAAP Operating margin of 15.1%, +340 bps; Adjusted EBITDA margin of 21.4%, +280 bps

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• YTD Cash flow from operations of $148 million and free cash flow of $115 million; YTD cash conversion of 114%

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The Company's Board of Directors approved a 7% increase in the quarterly cash dividend from $0.70 to $0.75; this equates to an annualized dividend of $3.00 per share

CHICAGO, July 30, 2025 - <u>Littelfuse, Inc.</u> (NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today reported financial results for the second quarter ended June 28, 2025:

"Our Q2 results exceeded our expectations, driven by solid growth and operational execution across our businesses," said Greg Henderson, Littelfuse President and Chief Executive Officer. "We are leveraging our market leadership position and unique product portfolio as we help our customers solve their challenges around the safe and efficient transfer of electrical energy. We exited the quarter with strong bookings, and, into the third quarter, we are well positioned to drive continued growth while enhancing operational performance. We will remain focused on executing through a dynamic environment, and our strong balance sheet and cash generation will continue to support our thoughtful capital allocation strategy."

"We are executing on our strategic priorities outlined last quarter, with a goal of driving leading long-term shareholder returns. Our focus on better capitalizing on future growth opportunities, providing more complete solutions to a broader set of customers, and driving operational excellence is delivering stronger growth and improved profitability."

-more-

------

<u>Third Quarter of 2025\*</u>

Based on current market conditions, for the third quarter the company expects,

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Net sales in the range of $610 - $630 million, adjusted diluted EPS in the range of $2.65 – $2.85 and an adjusted effective tax rate of 25%

*\*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. Littelfuse is not able to forecast the excluded items in order to provide the most directly comparable GAAP financial measure without unreasonable efforts.*

<u>Dividend</u>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The company will pay a cash dividend on its common stock of $0.75 per share on September 4, 2025, to shareholders of record as of August 21, 2025

<u>Conference Call and Webcast Information</u>

Littelfuse will host a conference call on Wednesday, July 30, 2025, 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 is available in the Investor Relations section of the company's website at Littelfuse.com.

<u>About Littelfuse</u>

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 16,000 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.

-more

------

***<u>"Safe Harbor" Statement under the Private Securities Litigation Reform Act of 1995</u>***

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; economic conditions; 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; and other risks which may be detailed in the company's Securities and Exchange Commission 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 release 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 year ended December 28, 2024.

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 year ended December 28, 2024, and in other filings and submissions with the SEC, each of which are 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

------

***<u>Non-GAAP Financial Measures</u>***

The information included in this press release and other materials filed with the SEC may include the non-GAAP financial measures including organic net sales (decline) growth, 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 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 our core financial performance and facilitate comparisons to historical results of operations, by excluding items that are not related directly to the underlying performance of our fundamental business operations or were not part of our 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 our definitions of these non-GAAP financial measures may differ from those terms as defined or used by other companies.

LFUS-F

###

**Littelfuse Inc.<br>6133 North River Road, Suite 500<br>Rosemont, Illinois 60018<br>p: (773) 628-1000<br>www.littelfuse.com**

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**LITTELFUSE, INC.**

**CONDENSED CONSOLIDATED BALANCE SHEETS**

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| | | |
|:---|:---|:---|
| **(in thousands, except share and per share data)** | **(Unaudited)**<br>**June 28,<br>2025** |<br>**December 28,<br>2024** |
| **ASSETS** | | |
| Current assets: |  |  |
| &nbsp;&nbsp;&nbsp;Cash and cash equivalents | $685184 | $724924 |
| &nbsp;&nbsp;&nbsp;Short-term investments | 298 | 976 |
| &nbsp;&nbsp;Trade receivables, less allowances of $73,121 and $69,990 at June 28, 2025 and December 28, 2024, respectively | 363574 | 294371 |
| &nbsp;&nbsp;&nbsp;Inventories | 412164 | 416273 |
| &nbsp;&nbsp;&nbsp;Prepaid income taxes and income taxes receivable | 9018 | 11749 |
| &nbsp;&nbsp;&nbsp;Prepaid expenses and other current assets | 71812 | 103716 |
| Total current assets | 1542050 | 1552009 |
| Net property, plant, and equipment | 516517 | 477068 |
| Intangible assets, net of amortization | 474177 | 482118 |
| Goodwill | 1359422 | 1228502 |
| Investments | 21602 | 23245 |
| Deferred income taxes | 6304 | 4899 |
| Right of use lease assets | 89161 | 72211 |
| Other long-term assets | 56648 | 51727 |
| Total assets | $4065881 | $3891779 |
| **LIABILITIES AND EQUITY** |  |  |
| Current liabilities: |  |  |
| &nbsp;&nbsp;&nbsp;Accounts payable | $181902 | $188359 |
| &nbsp;&nbsp;&nbsp;Accrued liabilities | 154531 | 148276 |
| &nbsp;&nbsp;&nbsp;Accrued income taxes | 25617 | 29658 |
| &nbsp;&nbsp;&nbsp;Current portion of long-term debt | 17692 | 67612 |
| Total current liabilities | 379742 | 433905 |
| Long-term debt, less current portion | 792524 | 788502 |
| Deferred income taxes | 103285 | 95532 |
| Accrued post-retirement benefits | 33179 | 29836 |
| Non-current lease liabilities | 75543 | 60559 |
| Other long-term liabilities | 82643 | 69833 |
| Total equity | 2598965 | 2413612 |
| Total liabilities and equity | $4065881 | $3891779 |

---

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**LITTELFUSE, INC.**

**CONDENSED CONSOLIDATED STATEMENTS OF NET INCOME**

&nbsp;&nbsp;&nbsp;&nbsp;**(Unaudited)**

---

| | | | | |
|:---|:---|:---|:---|:---|
| | **Three Months Ended** | **Three Months Ended** | **Six Months Ended** | **Six Months Ended** |
| **(in thousands, except per share data)** | **June 28,<br>2025** | **June 29,<br>2024** | **June 28,<br>2025** | **June 29,<br>2024** |
| Net sales | $613413 | $558489 | $1167720 | $1093874 |
| Cost of sales | 381359 | 351485 | 728410 | 699062 |
| Gross profit | 232054 | 207004 | 439310 | 394812 |
| Selling, general, and administrative expenses | 95517 | 93371 | 183225 | 179498 |
| Research and development expenses | 26401 | 27146 | 52449 | 54813 |
| Amortization of intangibles | 14852 | 15729 | 29183 | 31554 |
| Restructuring, impairment, and other charges | 2506 | 5252 | 11525 | 8489 |
| Total operating expenses | 139276 | 141498 | 276382 | 274354 |
| Operating income | 92778 | 65506 | 162928 | 120458 |
| Interest expense | 8568 | 9975 | 17443 | 19586 |
| Foreign exchange loss (gain) | 10448 | (315) | 15291 | (5357) |
| Other income, net | (4452) | (5298) | (7967) | (10619) |
| Income before income taxes | 78214 | 61144 | 138161 | 116848 |
| Income taxes | 20872 | 15678 | 37248 | 22930 |
| Net income | $57342 | $45466 | $100913 | $93918 |
| Earnings per share: |  |  |  |  |
| &nbsp;&nbsp;&nbsp;Basic | $2.32 | $1.83 | $4.08 | $3.78 |
| &nbsp;&nbsp;&nbsp;Diluted | $2.30 | $1.82 | $4.05 | $3.75 |
| Weighted-average shares and equivalent shares outstanding: |  |  |  |  |
| &nbsp;&nbsp;&nbsp;Basic | 24755 | 24822 | 24760 | 24867 |
| &nbsp;&nbsp;&nbsp;Diluted | 24905 | 25030 | 24938 | 25075 |
| Comprehensive income | $155255 | $24399 | $236423 | $42560 |

---

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**LITTELFUSE, INC.**

**CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS**

**(Unaudited)**

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| | | |
|:---|:---|:---|
| | **Six Months Ended** | **Six Months Ended** |
| **(in thousands)** | **June 28, 2025** | **June 29, 2024** |
| **OPERATING ACTIVITIES** | | |
| Net income | $100913 | $93918 |
| Adjustments to reconcile net income to net cash provided by operating activities: | 86758 | 73161 |
| Changes in operating assets and liabilities: |  |  |
| &nbsp;&nbsp;&nbsp;Trade receivables | (52635) | (36474) |
| &nbsp;&nbsp;&nbsp;Inventories | 23316 | 16241 |
| &nbsp;&nbsp;&nbsp;Accounts payable | (7001) | 6819 |
| &nbsp;&nbsp;&nbsp;Accrued liabilities and income taxes | (14425) | (28829) |
| &nbsp;&nbsp;&nbsp;Prepaid expenses and other assets | 11299 | 1738 |
| Net cash provided by operating activities | 148225 | 126574 |
| **INVESTING ACTIVITIES** |  |  |
| Acquisitions of businesses, net of cash acquired | (57417) |  |
| Purchases of property, plant, and equipment | (32999) | (34674) |
| Net proceeds from sale of property, plant and equipment, and other | 712 | 7997 |
| Net cash used in investing activities | (89704) | (26677) |
| **FINANCING ACTIVITIES** |  |  |
| Net payments of credit facility | (57500) | (3750) |
| Repurchases of common stock | (27553) | (40862) |
| Cash dividends paid | (34677) | (32330) |
| All other cash provided by financing activities | (813) | (2348) |
| Net cash used in financing activities | (120543) | (79290) |
| Effect of exchange rate changes on cash, cash equivalents, and restricted cash | 22468 | (14434) |
| (Decrease) increase in cash, cash equivalents, and restricted cash | (39554) | 6173 |
| Cash, cash equivalents, and restricted cash at beginning of period | 726437 | 557123 |
| Cash, cash equivalents, and restricted cash at end of period | $686883 | $563296 |

---

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**LITTELFUSE, INC.**

&nbsp;&nbsp;&nbsp;&nbsp;**NET SALES AND OPERATING INCOME BY SEGMENT**

**(Unaudited)**

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| | **Second Quarter** | **Second Quarter** | **Second Quarter** | **Year-to-Date** | **Year-to-Date** | **Year-to-Date** |
| **(in thousands)** | **2025** | **2024** | **%<br>Growth** | **2025** | **2024** | **%<br>Growth** |
| Net sales |  |  |  |  |  |  |
| &nbsp;&nbsp;Electronics | $335666 | $305639 | 9.8% | $642915 | $596744 | 7.7% |
| &nbsp;&nbsp;Transportation | 179400 | 168964 | 6.2% | 341262 | 339331 | 0.6% |
| &nbsp;&nbsp;Industrial | 98347 | 83886 | 17.2% | 183543 | 157799 | 16.3% |
| Total net sales | $613413 | $558489 | 9.8% | $1167720 | $1093874 | 6.8% |
| Operating income |  |  |  |  |  |  |
| &nbsp;&nbsp;&nbsp;Electronics | $49861 | $46165 | 8.0% | $96627 | $83968 | 15.1% |
| &nbsp;&nbsp;&nbsp;Transportation | 28074 | 15234 | 84.3% | 46991 | 31440 | 49.5% |
| &nbsp;&nbsp;&nbsp;Industrial | 18863 | 9547 | 97.6% | 31937 | 14343 | 122.7% |
| Other(a) | (4020) | (5440) | N.M. | (12627) | (9293) | N.M. |
| Total operating income | $92778 | $65506 | 41.6% | $162928 | $120458 | 35.3% |
| &nbsp;&nbsp;&nbsp;*Operating Margin* | 15.1% | 11.7% |  | 14.0% | 11.0% |  |
| Interest expense | 8568 | 9975 |  | 17443 | 19586 |  |
| Foreign exchange loss (gain) | 10448 | (315) |  | 15291 | (5357) |  |
| Other income, net | (4452) | (5298) |  | (7967) | (10619) |  |
| Income before income taxes | $78214 | $61144 | 27.9% | $138161 | $116848 | 18.2% |

---

(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

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| | **Second Quarter** | **Second Quarter** | **Second Quarter** | **Year-to-Date** | **Year-to-Date** | **Year-to-Date** |
| **(in thousands)** | **2025** | **2024** | **%<br>(Decline)/Growth** | **2025** | **2024** | **%<br>Growth** |
| Operating Margin |  |  |  |  |  |  |
| Electronics | 14.9% | 15.1% | (0.2)% | 15.0% | 14.1% | 0.9% |
| Transportation | 15.6% | 9.0% | 6.6% | 13.8% | 9.3% | 4.5% |
| Industrial | 19.2% | 11.4% | 7.8% | 17.4% | 9.1% | 8.3% |

---

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**LITTELFUSE, INC.**

 **SUPPLEMENTAL FINANCIAL INFORMATION**

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

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Non-GAAP EPS reconciliation** | | | | |
| |<br>**Q2-25** |<br>**Q2-24** |<br>**YTD-25** |<br>**YTD-24** |
| GAAP diluted EPS | $2.30 | $1.82 | $4.05 | $3.75 |
| EPS impact of Non-GAAP adjustments (below) | 0.55 | 0.15 | 0.99 | (0.02) |
| Adjusted diluted EPS | $2.85 | $1.97 | $5.04 | $3.73 |

---

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Non-GAAP adjustments - (income) / expense** | | | | |
| |<br>**Q2-25** |<br>**Q2-24** |<br>**YTD-25** |<br>**YTD-24** |
| Acquisition-related and integration costs (a) | $1.5 | $0.8 | $1.6 | $1.8 |
| Purchase accounting inventory adjustments (b) |  |  | (0.5) |  |
| Restructuring, impairment and other charges (c) | 2.5 | 5.3 | 11.5 | 8.5 |
| Gain on sale of fixed assets (d) |  | (0.7) |  | (1.0) |
| Non-GAAP adjustments to operating income | 4.0 | 5.4 | 12.6 | 9.3 |
| Other income, net (e) |  | (0.5) |  | (0.3) |
| Non-operating foreign exchange loss (gain) | 10.4 | (0.3) | 15.3 | (5.4) |
| &nbsp;&nbsp;&nbsp;Non-GAAP adjustments to income before income taxes | 14.4 | 4.6 | 27.9 | 3.6 |
| Income taxes (f) | 0.8 | 0.7 | 3.2 | 4.1 |
| Non-GAAP adjustments to net income | $13.6 | $3.9 | $24.7 | $(0.5) |
| Total EPS impact | $0.55 | $0.15 | $0.99 | $(0.02) |

---

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Adjusted operating margin / Adjusted EBITDA reconciliation** | | | | |
| |<br>**Q2-25** |<br>**Q2-24** |<br>**YTD-25** |<br>**YTD-24** |
| Net income | $57.3 | $45.5 | $100.9 | $93.9 |
| &nbsp;&nbsp;&nbsp;Add: |  |  |  |  |
| &nbsp;&nbsp;&nbsp;Income taxes | 20.9 | 15.7 | 37.2 | 22.9 |
| &nbsp;&nbsp;&nbsp;Interest expense | 8.6 | 10.0 | 17.4 | 19.6 |
| &nbsp;&nbsp;&nbsp;Foreign exchange loss (gain) | 10.4 | (0.3) | 15.3 | (5.4) |
| &nbsp;&nbsp;&nbsp;Other income, net | (4.5) | (5.3) | (8.0) | (10.6) |
| GAAP operating income | $92.8 | $65.5 | $162.9 | $120.5 |
| &nbsp;&nbsp;Non-GAAP adjustments to operating income | 4.0 | 5.4 | 12.6 | 9.3 |
| Adjusted operating income | $96.8 | $70.9 | $175.5 | $129.8 |
| &nbsp;&nbsp;&nbsp;Amortization of intangibles | 14.9 | 15.7 | 29.2 | 31.6 |
| &nbsp;&nbsp;&nbsp;Depreciation expense | 19.4 | 17.1 | 37.8 | 33.7 |
| Adjusted EBITDA | $131.1 | $103.7 | $242.5 | $195.0 |
| Net sales | $613.4 | $558.5 | $1167.7 | $1093.9 |
| *Net income as a percentage of net sales* | *9.3 %* | *8.1 %* | *8.6 %* | *8.6 %* |
| *Operating margin* | *15.1 %* | *11.7 %* | *14.0 %* | *11.0 %* |
| *Adjusted operating margin* | *15.8 %* | *12.7 %* | *15.0 %* | *11.9 %* |
| *Adjusted EBITDA margin* | *21.4 %* | *18.6 %* | *20.8 %* | *17.8 %* |

---

------

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Adjusted EBITDA by Segment** | **Q2-25** | **Q2-25** | **Q2-25** | **Q2-24** | **Q2-24** | **Q2-24** |
|  | Electronics | Transportation | Industrial | Electronics | Transportation | Industrial |
| GAAP operating income | $49.9 | $28.1 | $18.8 | $46.2 | $15.2 | $9.5 |
| Add: |  |  |  |  |  |  |
| &nbsp;&nbsp;&nbsp;Add back amortization | 10.1 | 3.4 | 1.4 | 9.8 | 3.3 | 2.6 |
| &nbsp;&nbsp;&nbsp;Add back depreciation | 12.6 | 5.3 | 1.5 | 10.0 | 5.8 | 1.3 |
| Adjusted EBITDA | $72.6 | $36.8 | $21.7 | $66.0 | $24.3 | $13.4 |
| Adjusted EBITDA Margin | 21.6% | 20.5% | 22.1% | 21.6% | 14.4% | 16.0% |

---

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Adjusted EBITDA by Segment** | **YTD-25** | **YTD-25** | **YTD-25** | **YTD-24** | **YTD-24** | **YTD-24** |
|  | Electronics | Transportation | Industrial | Electronics | Transportation | Industrial |
| GAAP operating income | $96.6 | $47.0 | $31.9 | $84.0 | $31.4 | $14.3 |
| Add: |  |  |  |  |  |  |
| &nbsp;&nbsp;&nbsp;Add back amortization | 19.9 | 6.8 | 2.5 | 19.7 | 6.8 | 5.1 |
| &nbsp;&nbsp;&nbsp;Add back depreciation | 24.0 | 10.8 | 3.0 | 19.9 | 11.0 | 2.8 |
| Adjusted EBITDA | $140.5 | $64.6 | $37.4 | $123.6 | $49.2 | $22.2 |
| Adjusted EBITDA Margin | 21.8% | 18.9% | 20.4% | 20.7% | 14.5% | 14.1% |

---

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Net sales reconciliation** | **Q2-25 vs. Q2-24** | **Q2-25 vs. Q2-24** | **Q2-25 vs. Q2-24** | **Q2-25 vs. Q2-24** |
|  | Electronics | Transportation | Industrial | Total |
| Net sales growth | 10% | 6% | 17% | 10% |
| Less: |  |  |  |  |
| &nbsp;&nbsp;&nbsp;Acquisitions | 4% | —% | —% | 2% |
| &nbsp;&nbsp;&nbsp;FX impact | 1% | 2% | —% | 1% |
| Organic net sales growth | 4% | 4% | 17% | 6% |

---

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Net sales reconciliation** | **YTD-25 vs. YTD-24** | **YTD-25 vs. YTD-24** | **YTD-25 vs. YTD-24** | **YTD-25 vs. YTD-24** |
|  | Electronics | Transportation | Industrial | Total |
| Net sales growth | 8% | 1% | 16% | 7% |
| Less: |  |  |  |  |
| &nbsp;&nbsp;&nbsp;Acquisitions | 4% | —% | —% | 2% |
| &nbsp;&nbsp;&nbsp;FX impact | —% | 1% | (1)% | —% |
| Organic net sales growth | 4% | —% | 17% | 5% |

---

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Income tax reconciliation** | | | | |
| |<br>**Q2-25** |<br>**Q2-24** |<br>**YTD-25** |<br>**YTD-24** |
| Income taxes | $20.9 | $15.7 | $37.2 | $22.9 |
| Effective rate | 26.7% | 25.6% | 27.0% | 19.6% |
| Non-GAAP adjustments - income taxes | 0.8 | 0.7 | 3.2 | 4.1 |
| Adjusted income taxes | $21.7 | $16.4 | $40.4 | $27.0 |
| Adjusted effective rate | 23.4% | 25.0% | 24.4% | 22.4% |
| **Free cash flow reconciliation** |  |  |  |  |
|  | **Q2-25** | **Q2-24** | **YTD-25** | **YTD-24** |
| Net cash provided by operating activities | $82.5 | $69.4 | $148.2 | $126.6 |
| Less: Purchases of property, plant and equipment | (9.9) | (19.1) | (33.0) | (34.7) |
| Free cash flow | $72.6 | $50.3 | $115.2 | $91.9 |

---

------

---

| | |
|:---|:---|
| **Consolidated Total Debt** | **As of June 28, 2025** |
| Consolidated Total Debt | $810.2 |
| &nbsp;&nbsp;Unamortized debt issuance costs | 2.3 |
| &nbsp;&nbsp;Finance lease liability | 0.2 |
| Consolidated funded indebtedness | 812.7 |
| &nbsp;&nbsp;Cash held in U.S. (up to $400 million) | 265.1 |
| Net debt | $547.6 |
| **Consolidated EBITDA** | **Twelve Months Ended June 28, 2025** |
| Net Income | $106.9 |
| Interest expense | 36.6 |
| Income taxes | 66.0 |
| Depreciation | 72.4 |
| Amortization | 59.8 |
| Non-cash additions: |  |
| &nbsp;&nbsp;&nbsp;Stock-based compensation expense | 22.6 |
| &nbsp;&nbsp;&nbsp;Unrealized loss on investments | 0.7 |
| &nbsp;&nbsp;&nbsp;Impairment charges | 92.7 |
| &nbsp;&nbsp;&nbsp;Other | 25.3 |
| **Consolidated EBITDA (1)** | $483.0 |
| **Consolidated Net Leverage Ratio (as defined in the Credit Agreement) \*** | 1.1x |

---

\* Our Credit Agreement and Private Placement Note with maturities ranging from 2025 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 and Private Placement Senior Notes were amended in Q2 2022 and now allow for the addition of acquisition and integration costs up to 15% of Consolidated EBITDA and the netting of up to $400M of Available Cash (Cash held by US Subsidiaries).

(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.

(a) reflected in selling, general and administrative expenses ("SG&A").

(b) reflected in cost of sales.

(c) reflected in restructuring, impairment and other charges.

(d) 2024 amount reflected a gain of $0.7 million ($1.0 million year-to-date) recorded for the sale of two buildings within the Transportation segment.

(e) Q2 2024 included a reversal of $0.5 million for an asset retirement obligation charge related the disposal of a business in 2019. 2024 year-to-date amount reflected $0.2 million increase in coal mining reserves.

(f) reflected the tax impact associated with the non-GAAP adjustments.

###

## Exhibit 99.2

![](q22025slide1001.jpg)

Q2 2025 Earnings Release July 30, 2025

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![](q22025slide1002.jpg)

2Littelfuse, Inc.© 2025 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 investor.littelfuse.com. This website also provides additional information about Littelfuse. "Safe Harbor" Statement Under the Private Securities Litigation Reform Act of 1995. 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, 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; economic conditions; 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; and other risks which may be detailed in the company's Securities and Exchange Commission 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 year ended December 28, 2024. 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 year ended December 28, 2024, and in other filings and submissions with the SEC, each of which are available free of charge on the company's investor relations website at investor.littelfuse.com and on the SEC's website at http://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 growth, adjusted operating margin, adjusted EBITDA margin, adjusted diluted earnings per share, adjusted effective tax rate, free cash flow, 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 are 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 enhancing 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.

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![](q22025slide1003.jpg)

3Littelfuse, Inc.© 2025 STRATEGIC PRIORITIES Enhance our Focus to Capitalize on Future Growth Opportunities Provide More Complete Solutions for a Broader Set of Customers Drive Further Operational Excellence to Amplify Long-Term Performance  More structured evaluation of secular growth opportunities  Better leverage teams & technology leadership  Expand higher voltage & energy density application opportunities  More collaborative approach across businesses  Further align technology capabilities and sales structure  Enhance customer support for next gen product development  Better leverage operating practices across businesses  Further optimize operating structure for scale  Enhance long-term profitability 01 02 03

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![](q22025slide1004.jpg)

4Littelfuse, Inc.© 2025 WHY LITTELFUSE WINS Enabling Long-Term Growth Opportunities Core Market Leadership  Market leaders in enabling safe and efficient electrical energy transfer  Global scale and engineering expertise  Customer partnerships with leading innovators across broad end market exposures Broad Multi-Technology Product Offering  Core circuit protection leadership augmented by high value-add power semiconductor, switching and sensing capabilities  Meaningful brand equity across product lines  Providing more complete solutions for a broad set of customers Trusted and Essential Expertise  Seasoned global teams embedded with our customers  Solving increasingly challenging specifications to enable secular growth trends  Driving improved power efficiency and safety  Partnering with customers to architect next-gen solutions OUR VALUE PROPOSITION

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![](q22025slide1005.jpg)

5Littelfuse, Inc.© 2025 GLOBAL FOOTPRINT, FLEXIBLE OPERATING MODEL Global footprint strategically positioned to support customers in-region – Balanced revenue exposure – Strategically positioned close to customers and supply chains – Local teams in local markets Flexible operating model – History of footprint diversification – Asset-light manufacturing (2024 CapEx % of sales ~3.5%) – Ability to quickly flex cost structure; playbook for uncertain environment Strong tariff mitigation playbook for a dynamic environment – Working with customers to flex logistics and sourcing options – Implementing pricing actions when necessary 2024 Revenue Mix by Region China, 15% Mexico, 60% Europe, 5% All Other, 20% 2024 US Sales Sourcing by Region\* \*Company estimate Note: MX ~90% tariff exempt Littelfuse Global Operating Footprint US, 37% China, 23% Europe, 21% ROW, 19%

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![](q22025slide1006.jpg)

6Littelfuse, Inc.© 2025 Q2 2025 FINANCIAL SUMMARY Strong second quarter performance as sales and EPS exceeded the high end of our guide 01 Q2 upside driven by stronger volumes and leverage, as well as solid operational execution02 We exited Q2 with our strongest bookings since 1H 202203 We are executing on our strategic priorities with a goal to scale our business for long-term growth and outperformance04

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![](q22025slide1007.jpg)

7Littelfuse, Inc.© 2025 Q2 2025 TOTAL COMPANY  Revenue +10% reported and +6% organic vs. PY  Note +2% Dortmund acq. contribution and +1% from FX  Adj. EBITDA Margin of 21.4%  +280 bps y/y reflecting strong volume leverage and operational performance  GAAP EPS of $2.30, +26% vs. PY  Adj. EPS of $2.85, +45% vs. PY  Q2 Op cash flow $82m; Free cash flow $73m, +44% vs PY  YTD FCF conversion of 114% FINANCIAL PERFORMANCE GAAP EPS $1.82 $2.30 Adj. EPS $1.97 $2.85 Adj. EBITDA% 18.6% 21.4% $558 $613 Q2-24 Q2-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

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![](q22025slide1008.jpg)

8Littelfuse, Inc.© 2025 CASH GENERATION & CAPITAL DEPLOYMENT Well-positioned business model & execution drive robust long-term cash generation – Prioritizing growth investments – Disciplined approach to working capital management – Targeting 100+% conversion in FCF – Strong and flexible balance sheet supports capital deployment strategy History of thoughtful capital allocation – Organic investments & strategic acquisitions – Maintaining an attractive dividend – Strategic share repurchases Q2 2025 capital deployment – returned $17m to shareholders – $17m dividend payment See appendix for GAAP to non-GAAP reconciliation

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![](q22025slide1009.jpg)

9Littelfuse, Inc.© 2025 Q2 2025 ELECTRONICS SEGMENT  Revenue +10% reported and +4% organic vs. PY  Passive products +14% organic  Semiconductors (-5%) organic  +4% Dortmund acq. contribution & +1% from FX  Q2 Adj. EBITDA margin 21.6%, Flat vs PY  Passive Products & Protection volume leverage offset by continued soft Power Semiconductor volume  Improved Passive & Protection Product orders, signs of stabilizing Power Semiconductor orders FINANCIAL PERFORMANCE Op Margin 15.1% 14.9% Adj. EBITDA% 21.6% 21.6% $306 $336 Q2-24 Q2-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

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![](q22025slide1010.jpg)

10Littelfuse, Inc.© 2025 Q2 2025 TRANSPORTATION SEGMENT  Revenue +6% reported and +4% organic vs. PY  +2% FX benefit  Passenger vehicle +3% organic  Global car build growth, share gains  Commercial vehicle +5% organic  Market share gains amid soft end market conditions  Q2 Adj. EBITDA margin 20.5%, +610 bps vs PY  Volume, leverage, and operational initiatives FINANCIAL PERFORMANCE Op Margin 9.0% 15.6% Adj. EBITDA% 14.4% 20.5% $169 $179 Q2-24 Q2-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

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![](q22025slide1011.jpg)

11Littelfuse, Inc.© 2025 Q2 2025 INDUSTRIAL SEGMENT  Revenue +17% reported and +17% organic vs. PY  Strong grid storage, renewables, data center, industrial safety and HVAC growth  Q2 Adj. EBITDA margin 22.1%, +610 bps vs PY  Strong volume, leverage and continued operational improvement across our footprint FINANCIAL PERFORMANCE Op Margin 11.4% 19.2% Adj. EBITDA% 16.0% 22.1% $84 $98 Q2-24 Q2-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

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![](q22025slide1012.jpg)

12Littelfuse, Inc.© 2025 Q3 2025 GUIDANCE  Entered Q3 with a strong backlog  Well positioned to deliver continued growth  Focus on driving further operational excellence  Q3 sales guidance: $610m - $630m  +1% sequential, +9% vs PY  +2% yr/yr growth from Dortmund acquisition  +1% yr/yr from favorable FX  Adj. EPS $2.65 - $2.85  Expected adj. effective tax rate ~25%  Includes ~($0.08) headwind from FX and commodities (in millions) $567 $613 $610 - $630 Q3-24 Q2-25 Q3-25 Guidance Revenue Adj. EPS $2.71 $2.85 $2.65 - $2.85 GAAP EPS $2.32 $2.30 - See appendix for GAAP to non-GAAP reconciliation

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![](q22025slide1013.jpg)

13Littelfuse, Inc.© 2025 Q3 2025 SALES & ADJ. EPS GUIDANCE BRIDGE Note Q3 2025 represents guidance midpoints (in millions) See appendix for GAAP to non-GAAP reconciliation Yr/Yr Sales Bridge 6% 2% 1% Yr/Yr Adj. EPS Bridge +38% Yr/Yr\* Adj. EBITDA Conversion \*Excludes acquisitions, divestitures & FX Note Other includes impact of mark-to-market comparable, higher adj. effective tax rate

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![](q22025slide1014.jpg)

14Littelfuse, Inc.© 2025 FULL YEAR 2025 CONSIDERATIONS / EXPECTATIONS  FY Dortmund acquisition impact… +2% growth to Company sales, Neutral EPS impact  F/X & Commodities +1% tailwind to sales; ~+$0.14 benefit to EPS, +20 bps margin benefit at current rates  Other Assumptions – $58m amortization expense – $35m interest expense, expect to offset ~2/3 with interest income from cash investment strategies – Adj. effective tax rate 23-25%  Expect ~100% free cash flow conversion – Projecting ~$90-95m in capital expenditures Focused on Executing on Strategic Priorities to Drive Growth and Long-Term Shareholder Value

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![](q22025slide1015.jpg)

15Littelfuse, Inc.© 2025 APPENDIX

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![](q22025slide1016.jpg)

16Littelfuse, Inc.© 2025 16Littelfuse, Inc.© 2025 SUPPLEMENTAL FINANCIAL INFORMATION 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. (d) 2024 amount reflected a gain of $0.7 million ($1.0 million year-to-date) recorded for the sale of two buildings within the Transportation segment. (e) Q2 2024 included a reversal of $0.5 million for an asset retirement obligation charge related the disposal of a business in 2019. 2024 year-to-date amount reflected $0.2 million increase in coal mining reserves. (f) reflected the tax impact associated with the non-GAAP adjustments. Non-GAAP EPS reconciliation Q2-25 Q2-24 YTD-25 YTD-24 GAAP diluted EPS $2.30 $1.82 $4.05 $3.75 EPS impact of Non-GAAP adjustments (below) 0.55 0.15 0.99 (0.02) Adjusted diluted EPS $2.85 $1.97 $5.04 $3.73 Non-GAAP adjustments - (income) / expense (in millions) Q2-25 Q2-24 YTD-25 YTD-24 Acquisition-related and integration costs (a) $1.5 $0.8 $1.6 $1.8 Purchase accounting inventory adjustments (b) — — (0.5) — Restructuring, impairment and other charges (c) 2.5 5.3 11.5 8.5 Gain on sale of fixed assets (d) — (0.7) — (1.0) Non-GAAP adjustments to operating income 4.0 5.4 12.6 9.3 Other income, net (e) — (0.5) — (0.3) Non-operating foreign exchange loss (gain) 10.4 (0.3) 15.3 (5.4) Non-GAAP adjustments to income before income taxes 14.4 4.6 27.9 3.6 Income taxes (f) 0.8 0.7 3.2 4.1 Non-GAAP adjustments to net income $13.6 $3.9 $24.7 $(0.5) Total EPS impact $0.55 $0.15 $0.99 $(0.02)

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![](q22025slide1017.jpg)

17Littelfuse, Inc.© 2025 17Littelfuse, Inc.© 2025 SUPPLEMENTAL FINANCIAL INFORMATION CONT'D Adjusted operating margin / Adjusted EBITDA reconciliation (in milions) Q2-25 Q2-24 YTD-25 YTD-24 Net income $57.3 $45.5 $100.9 $93.9 Add: Income taxes 20.9 15.7 37.2 22.9 Interest expense 8.6 10.0 17.4 19.6 Foreign exchange loss (gain) 10.4 (0.3) 15.3 (5.4) Other income, net (4.5) (5.3) (8.0) (10.6) GAAP operating income $92.8 $65.5 $162.9 $120.5 Non-GAAP adjustments to operating income 4.0 5.4 12.6 9.3 Adjusted operating income $96.8 $70.9 $175.5 $129.8 Amortization of intangibles 14.9 15.7 29.2 31.6 Depreciation expense 19.4 17.1 37.8 33.7 Adjusted EBITDA $131.1 $103.7 $242.5 $195.0 Net sales $613.4 $558.5 $1,167.7 $1,093.9 Net income as a percentage of net sales 9.3 % 8.1 % 8.6 % 8.6 % Operating margin 15.1 % 11.7 % 14.0 % 11.0 % Adjusted operating margin 15.8 % 12.7 % 15.0 % 11.9 % Adjusted EBITDA margin 21.4 % 18.6 % 20.8 % 17.8 %

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![](q22025slide1018.jpg)

18Littelfuse, Inc.© 2025 18Littelfuse, Inc.© 2025 SUPPLEMENTAL FINANCIAL INFORMATION CONT'D Adjusted EBITDA by Segment (in millions) Q2-25 Q2-24 Electronics Transportation Industrial Electronics Transportation Industrial GAAP operating income $49.9 $28.1 $18.8 $46.2 $15.2 $9.5 Add: Add back amortization 10.1 3.4 1.4 9.8 3.3 2.6 Add back depreciation 12.6 5.3 1.5 10.0 5.8 1.3 Adjusted EBITDA $72.6 $36.8 $21.7 $66.0 $24.3 $13.4 Adjusted EBITDA Margin 21.6 % 20.5 % 22.1 % 21.6 % 14.4 % 16.0 % Net sales (in thousands) Q2-25 Q2-24 Electronics Transportation Industrial Electronics Transportation Industrial Electronics – Semiconductor $166,967 $— $— $159,564 $— $— Electronics – Passive Products and Sensors 168,699 — — 146,075 — — Commercial Vehicle Products — 86,260 — — 80,759 — Passenger Car Products — 76,151 — — 69,036 — Automotive Sensors — 16,989 — — 19,169 — Industrial Products — — 98,347 — — 83,886 Total $335,666 $179,400 $98,347 $305,639 $168,964 $83,886

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![](q22025slide1019.jpg)

19Littelfuse, Inc.© 2025 19Littelfuse, Inc.© 2025 SUPPLEMENTAL FINANCIAL INFORMATION CONT'D Adjusted EBITDA by Segment (in millions) YTD-25 YTD-24 Electronics Transportation Industrial Electronics Transportation Industrial GAAP operating income $96.6 $47.0 $31.9 $84.0 $31.4 $14.3 Add: Add back amortization 19.9 6.8 2.5 19.7 6.8 5.1 Add back depreciation 24.0 10.8 3.0 19.9 11.0 2.8 Adjusted EBITDA $140.5 $64.6 $37.4 $123.6 $49.2 $22.2 Adjusted EBITDA Margin 21.8 % 18.9 % 20.4 % 20.7 % 14.5 % 14.1 % Net sales (in thousands) YTD-25 YTD-24 Electronics Transportation Industrial Electronics Transportation Industrial Electronics – Semiconductor $325,256 $— $— $317,435 $— $— Electronics – Passive Products and Sensors 317,659 — — 279,309 — — Commercial Vehicle Products — 164,029 — — 160,273 — Passenger Car Products — 145,186 — — 139,298 — Automotive Sensors — 32,047 — — 39,760 — Industrial Products — — 183,543 157,799 Total $642,915 $341,262 $183,543 $596,744 $339,331 $157,799

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![](q22025slide1020.jpg)

20Littelfuse, Inc.© 2025 20Littelfuse, Inc.© 2025 SUPPLEMENTAL FINANCIAL INFORMATION CONT'D (1) Passenger vehicle business (PVB) includes passenger car and auto sensor products. Net sales reconciliation Q2-25 vs. Q2-24 Electronics Transportation Industrial Total Net sales growth 10 % 6 % 17 % 10 % Less: Acquisitions 4 % — % — % 2 % FX impact 1 % 2 % — % 1 % Organic net sales growth 4 % 4 % 17 % 6 % Electronics segment net sales reconciliation Q2-25 vs. Q2-24 Electronics - Semiconductor Electronics - Passive Products and Sensors Total Electronics Net sales growth 5 % 15 % 10 % Less: Acquisitions 8 % — % 4 % FX impact 1 % 1 % 1 % Organic net sales growth (5)% 14 % 4 % Transportation segment net sales reconciliation Q2-25 vs. Q2-24 Commercial Vehicle Products Passenger Car Products (1) Auto Sensor Products (1) Total Transportation Net sales growth 7 % 10 % (11)% 6 % Less: FX impact 2 % 2 % 3 % 2 % Organic net sales growth 5 % 8 % (14)% 4 %

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![](q22025slide1021.jpg)

21Littelfuse, Inc.© 2025 21Littelfuse, Inc.© 2025 SUPPLEMENTAL FINANCIAL INFORMATION CONT'D (1) Passenger vehicle business (PVB) includes passenger car and auto sensor products. Net sales reconciliation YTD-25 vs. YTD-24 Electronics Transportation Industrial Total Net sales growth 8 % 1 % 16 % 7 % Less: Acquisitions 4 % — % — % 2 % FX impact — % 1 % (1)% — % Organic net sales growth 4 % — % 17 % 5 % Electronics segment net sales reconciliation YTD-25 vs. YTD-24 Electronics - Semiconductor Electronics - Passive Products and Sensors Total Electronics Net sales growth 2 % 14 % 8 % Less: Acquisitions 7 % — % 4 % FX impact — % — % — % Organic net sales growth (5)% 14 % 4 % Transportation segment net sales reconciliation YTD-25 vs. YTD-24 Commercial Vehicle Products Passenger Car Products (1) Auto Sensor Products (1) Total Transportation Net sales growth 2 % 4 % (19)% 1 % Less: FX impact — % — % 1 % 1 % Organic net sales growth 2 % 4 % (20)% — %

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22Littelfuse, Inc.© 2025 22Littelfuse, Inc.© 2025 SUPPLEMENTAL FINANCIAL INFORMATION CONT'D Income tax reconciliation Q2-25 Q2-24 YTD-25 YTD-24 Income taxes $20.9 $15.7 $37.2 $22.9 Effective rate 26.7 % 25.6 % 27.0 % 19.6 % Non-GAAP adjustments - income taxes 0.8 0.7 3.2 4.1 Adjusted income taxes $21.7 $16.4 $40.4 $27.0 Adjusted effective rate 23.4 % 25.0 % 24.4 % 22.4 % Free cash flow reconciliation Q2-25 Q2-24 YTD-25 YTD-24 Net cash provided by operating activities $82.5 $69.4 $148.2 $126.6 Less: Purchases of property, plant and equipment (9.9) (19.1) (33.0) (34.7) Free cash flow $72.6 $50.3 $115.2 $91.9 Free cash flow conversion Q2-25 Q2-24 YTD-25 YTD-24 Net income $57.3 $45.5 $100.9 $93.9 Free cash flow 72.6 50.3 115.2 91.9 Free cash flow conversion 127 % 111 % 114 % 98 %

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23Littelfuse, Inc.© 2025 23Littelfuse, Inc.© 2025 SUPPLEMENTAL FINANCIAL INFORMATION CONT'D \* Our Credit Agreement and Private Placement Note with maturities ranging from 2025 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 and Private Placement Senior Notes were amended in Q2 2022 and now allow for the addition of acquisition and integration costs up to 15% of Consolidated EBITDA and the netting of up to $400M of Available Cash (Cash held by US Subsidiaries). (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 June 28, 2025 Consolidated Total Debt $810.2 Unamortized debt issuance costs 2.3 Finance lease liability 0.2 Consolidated funded indebtedness 812.7 Cash held in U.S. (up to $400 million) 265.1 Net debt $547.6 Consolidated EBITDA (in millions) Twelve Months Ended June 28, 2025 Net Income $106.9 Interest expense 36.6 Income taxes 66.0 Depreciation 72.4 Amortization 59.8 Non-cash additions: Stock-based compensation expense 22.6 Unrealized loss on investments 0.7 Impairment charges 92.7 Other 25.3 Consolidated EBITDA (1) $483.0 Consolidated Net Leverage Ratio (as defined in the Credit Agreement) \* 1.1x

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24Littelfuse, Inc.© 2025 24Littelfuse, Inc.© 2025 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 restructuring, impairment and other charges. (c) 2024 amount reflected a gain of $0.5 million recorded for the sale of a land use right within the Electronics segment. (d) reflected the tax impact associated with the non-GAAP adjustments. Non-GAAP EPS reconciliation Q3-24 GAAP diluted EPS $2.32 EPS impact of Non-GAAP adjustments (below) 0.39 Adjusted diluted EPS $2.71 Non-GAAP adjustments - (income) / expense Q3-24 Acquisition-related and integration costs (a) $1.0 Restructuring, impairment and other charges (b) 1.8 Gain on sale of fixed assets (c) (0.5) Non-GAAP adjustments to operating income 2.3 Non-operating foreign exchange loss 9.6 Non-GAAP adjustments to income before income taxes 11.9 Income taxes (d) 2.1 Non-GAAP adjustments to net income $9.8 Total EPS impact $0.39

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