LFUS Q2 2026 Earnings Presentation

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Q2 2026 Earnings Release July 29, 2026

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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. 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. 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; the risk that expected benefits, synergies and growth prospects of the Basler acquisition may not be achieved in a timely manner, or at all; the risk that Basler’s business may not be successfully integrated with Littelfuse business and / or future acquisitions. 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 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 year ended December 27, 2025, 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 conversion, 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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4Littelfuse, Inc. © 2026 Overvoltage BROAD-BASED TECHNOLOGY EXPERTISE Our Value Proposition – Delivering a Complete Set of Solutions to Solve Customers’ Complex Challenges Protects against too much voltage, suppressing surges and spikes Unrivaled Ability to Provide Protection Across Electrical Ecosystem at a Global Scale Advanced Protection & Power Solutions Provides smart, integrated control by detecting, responding, and managing faults in real time Power Semis to Protective Relays MOVs to Semiconductor Protection Overcurrent Protects against too much current, stopping overheating and damage Fuses to Circuit Breakers

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5Littelfuse, Inc. © 2026 Q2 2026 FINANCIAL SUMMARY Delivered results ahead of expectations while advancing our strategic priorities to drive long-term outperformance 01 Q2 Adj. EBITDA Margin of 23.6%, +220 bps vs. PY , reflecting volume leverage and operational execution 02 Continued strong cash generation with Q2 FCF of $127 million, +75% vs. PY 03 Basler performing ahead of expectations, Full-Year Basler outlook increased to $135m-$140m Sales and $0.25-$0.30 EPS contribution 04 5Littelfuse, Inc. © 2026

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6Littelfuse, Inc. © 2026 Q2 2026 TOTAL COMPANY FINANCIAL PERFORMANCE  Revenue +20% reported and +14% organic vs. PY  Note +6% from Basler acquisition and +1% from FX  Adj. EBITDA Margin of 23.6%, +220 bps vs. PY  GAAP diluted EPS of $3.49, +52% vs. PY  Adj. EPS of $4.19, +47% vs. PY  Q2 Op cash flow $146m; FCF of $127m, +75% vs. PY  YTD FCF conversion of 118% GAAP EPS $3.49 $2.30 Adj. EPS $4.19 $2.85 Adj. EBITDA% 23.6% 21.4% $739 $613 Q2-26 Q2-25 Revenue See appendix for GAAP to non-GAAP reconciliation

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7Littelfuse, Inc. © 2026 Q2 2026 SALES & ADJ. EPS BRIDGE (in millions) See appendix for GAAP to non-GAAP reconciliation Yr/Yr Sales Bridge Yr/Yr Adj. EPS Bridge Note Other includes the unfavorable impact of 1H26 stock & variable compensation true-up, lower adjusted effective tax rate, higher share count, & impact of other non-operating expenses +35% Yr/Yr* Adj. EBITDA Conversion $613 Q2 2025 Organic Growth Basler FX Q2 2026 14% 6% 1% $739 $2.85 $1.84 $(0.50) $4.19 Q2 2025 Volume & Leverage Other Q2 2026

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8Littelfuse, Inc. © 2026 Q2 2026 ELECTRONICS SEGMENT FINANCIAL PERFORMANCE  Revenue +21% reported and +20% organic vs. PY  Passive products +26% organic  Semiconductors +15% organic  Strong Passive Products, Protection & Power Semiconductor growth  Q2 Adj. EBITDA margin 26.3%, +470 bps vs PY  Volume leverage, mix & operational execution  Announced the planned closure of the Allen, TX, power semiconductor facility  Estimated closure in 2027 Op Margin 21.4% 14.9% Adj. EBITDA% 26.3% 21.6% $406 $336 Q2-26 Q2-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

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9Littelfuse, Inc. © 2026 Q2 2026 TRANSPORTATION SEGMENT FINANCIAL PERFORMANCE  Revenue +2% reported and +1% organic vs. PY  +1% FX benefit  Passenger vehicle (2)% organic  Content gains offset by lower yr/yr global passenger vehicle production & sensor declines  Commercial vehicle +4% organic  Improved truck, construction and ag demand  Q2 Adj. EBITDA margin 18.6%, -190 bps vs PY  Improved passenger vehicle margin offset by lower commercial vehicle profitability Op Margin 14.1% 15.6% Adj. EBITDA% 18.6% 20.5% $182 $179 Q2-26 Q2-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

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10Littelfuse, Inc. © 2026 Q2 2026 INDUSTRIAL SEGMENT FINANCIAL PERFORMANCE  Revenue +52% reported and +16% organic vs. PY  Continued strong data center, industrial automation, and construction demand; HVAC recovery  Basler acquisition, +36% contribution  Driven by strong grid & utility and data center infrastructure demand  Q2 Adj. EBITDA margin 22.6%, +50 bps vs PY  Favorable volume leverage and mix driving margin expansion Op Margin 18.3% 19.2% Adj. EBITDA% 22.6% 22.1% $150 $98 Q2-26 Q2-25 Revenue (in millions) See appendix for GAAP to non-GAAP reconciliation

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11Littelfuse, Inc. © 2026 Q3 2026 GUIDANCE  Entered Q3 with momentum following record Q2 bookings  Focused on execution of strategic priorities  Q3 sales guidance: $780m - $800m  +7% sequential  +26% yr/yr; +21% organic  +6% yr/yr growth from the Basler acquisition  -1% yr/yr FX impact  Adj. EPS $4.85 - $5.05  +68% yr/yr at the midpoint  Expected adj. effective tax rate of 23% - 24% (in millions) $780 - $800 $739 $625 Q3-26 Guidance Q2-26 Q3-25 Revenue Adj. EPS $4.85 - $5.05 $4.19 $2.95 GAAP EPS $3.49 $2.77 See appendix for GAAP to non-GAAP reconciliation

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12Littelfuse, Inc. © 2026 $625 $790 Q3 2025 Organic Growth Basler FX Q3 2026 Q3 2026 SALES & ADJ. EPS GUIDANCE BRIDGE Note Q3 2026 represents guidance midpoints (in millions) See appendix for GAAP to non-GAAP reconciliation Yr/Yr Sales Bridge 21% 6% -1% Yr/Yr Adj. EPS Bridge +40% Yr/Yr* Adj. EBITDA Conversion Note Other includes the impact of higher stock & variable compensation, lower adjusted effective tax rate, higher share count, & impact of other non-operating expenses $2.95 $2.12 $(0.12) $4.95 Q3 2025 Volume & Leverage Other Q3 2026

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13Littelfuse, Inc. © 2026 FULL YEAR 2026 CONSIDERATIONS / EXPECTATIONS End Market 2026 Expectation Passenger Vehicle Content expansion and share gains amid soft underlying global automotive production Commercial Vehicle Continued gradual market recovery led by truck and construction Data Center & Building Infrastructure Continued strong data center momentum Diversified Industrials Continued broad-based demand strength Consumer Electronics Expected continued soft market demand Industrial Infrastructure Broad-based demand strength and HVAC recovery faster than expected Energy Infrastructure Continued strong renewable and grid & utility infrastructure demand 7% 19%9% End Market 21% 9% 17% Energy and Industrial Infrastructure (EII) Computing, Communications & Diversified Industrials (CCDI) Transportation & Logistics (T&L) 18% 2025 REVENUE BY END MARKET 2026 Key End Market Expectations

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15Littelfuse, Inc. © 2025 15 Littelfuse, Inc. © 2026 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) 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. (e) Reflected the tax impact associated with the non-GAAP adjustments including $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 Q2-26 Q2-25 YTD-26 YTD-25 GAAP diluted EPS $ 3.49 $ 2.30 $ 6.44 $ 4.05 EPS impact of Non-GAAP adjustments (below) 0.70 0.55 1.06 0.99 Adjusted diluted EPS $ 4.19 $ 2.85 $ 7.50 $ 5.04 Non-GAAP adjustments - expense / (income) (in millions) Q2-26 Q2-25 YTD-26 YTD-25 Acquisition-related and integration costs (a) $ 0.4 $ 1.5 $ 1.5 $ 1.6 Purchase accounting inventory adjustments (b) — — 5.4 (0.5) Restructuring, impairment and other charges (c) 20.0 2.5 27.4 11.5 Non-GAAP adjustments to operating income 20.4 4.0 34.3 12.6 Other income, net (d) — — 2.7 — Non-operating foreign exchange (gain) loss (0.2) 10.4 (2.6) 15.3 Non-GAAP adjustments to income before income taxes 20.2 14.4 34.5 27.9 Income taxes (e) 2.4 0.8 7.6 3.2 Non-GAAP adjustments to net income $ 17.8 $ 13.6 $ 26.9 $ 24.7 Total EPS impact $ 0.70 $ 0.55 $ 1.06 $ 0.99

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16Littelfuse, Inc. © 2025 16 Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Adjusted operating margin / Adjusted EBITDA reconciliation (in millions) Q2-26 Q2-25 YTD-26 YTD-25 Net income $ 89.4 $ 57.3 $ 164.6 $ 100.9 Add: Income taxes 27.7 20.9 49.2 37.2 Interest expense 5.7 8.6 12.7 17.4 Foreign exchange (gain) loss (0.2) 10.4 (2.6) 15.3 Other income, net (2.9) (4.5) (3.0) (8.0) GAAP operating income $ 119.7 $ 92.8 $ 220.9 $ 162.9 Non-GAAP adjustments to operating income 20.4 4.0 34.3 12.6 Adjusted operating income $ 140.1 $ 96.8 $ 255.2 $ 175.5 Amortization of intangibles 14.7 14.9 31.2 29.2 Depreciation expense 19.9 19.4 38.8 37.8 Adjusted EBITDA $ 174.7 $ 131.1 $ 325.2 $ 242.5 Net sales $ 738.8 $ 613.4 $ 1,395.8 $ 1,167.7 Net income as a percentage of net sales 12.1 % 9.3 % 11.8 % 8.6 % Operating margin 16.2 % 15.1 % 15.8 % 14.0 % Adjusted operating margin 19.0 % 15.8 % 18.3 % 15.0 % Adjusted EBITDA margin 23.6 % 21.4 % 23.3 % 20.8 %

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17Littelfuse, Inc. © 2025 17 Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Adjusted EBITDA by Segment (in millions) Q2-26 Q2-25 Electronics Transportation Industrial Electronics Transportation Industrial GAAP operating income $ 86.9 $ 25.7 $ 27.5 $ 49.9 $ 28.1 $ 18.8 Add: Add back amortization 7.6 2.8 4.3 10.1 3.4 1.4 Add back depreciation 12.2 5.5 2.2 12.6 5.3 1.5 Adjusted EBITDA $ 106.7 $ 34.0 $ 34.0 $ 72.6 $ 36.8 $ 21.7 Adjusted EBITDA Margin 26.3 % 18.6 % 22.6 % 21.6 % 20.5 % 22.1 % Net sales (in thousands) Q2-26 Q2-25 Electronics Transportation Industrial Electronics Transportation Industrial Electronics – Passive Products and Sensors $ 213,379 $ — $ — $ 168,699 $ — $ — Electronics – Semiconductor 193,041 — — 166,967 — — Commercial Vehicle Products — 90,617 — — 86,260 — Passenger Car Products — 76,500 — — 76,151 — Automotive Sensors — 15,294 — — 16,989 — Industrial Products — — 149,950 — — 98,347 Total $ 406,420 $ 182,411 $ 149,950 $ 335,666 $ 179,400 $ 98,347

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18Littelfuse, Inc. © 2025 18 Littelfuse, 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 $ 157.2 $ 49.8 $ 48.2 $ 96.6 $ 47.0 $ 31.9 Add: Add back amortization 16.6 6.1 8.5 19.9 6.8 2.5 Add back depreciation 24.0 10.5 4.3 24.0 10.8 3.0 Adjusted EBITDA $ 197.8 $ 66.4 $ 61.0 $ 140.5 $ 64.6 $ 37.4 Adjusted EBITDA Margin 25.7 % 18.8 % 22.3 % 21.8 % 18.9 % 20.4 % Net sales (in thousands) YTD-26 YTD-25 Electronics Transportation Industrial Electronics Transportation Industrial Electronics – Passive Products and Sensors $ 400,502 $ — $ — $ 317,659 $ — $ — Electronics – Semiconductor 368,693 — — 325,256 — — Commercial Vehicle Products — 169,498 — — 164,029 — Passenger Car Products — 152,740 — — 145,186 — Automotive Sensors — 30,554 — — 32,047 — Industrial Products — — 273,763 — — 183,543 Total $ 769,195 $ 352,792 $ 273,763 $ 642,915 $ 341,262 $ 183,543

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19Littelfuse, Inc. © 2025 19 Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D (1) Passenger vehicle business (PVB) includes passenger car and auto sensor products. Net sales reconciliation Q2-26 vs. Q2-25 Electronics Transportation Industrial Total Net sales growth 21 % 2 % 52 % 20 % Less: Acquisitions — % — % 36 % 6 % FX impact 1 % 1 % — % 1 % Organic net sales growth 20 % 1 % 16 % 14 % Electronics segment net sales reconciliation Q2-26 vs. Q2-25 Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics Net sales growth 26 % 16 % 21 % Less: FX impact 1 % 1 % 1 % Organic net sales growth 26 % 15 % 20 % Transportation segment net sales reconciliation Q2-26 vs. Q2-25 Commercial Vehicle Products Passenger Car Products (1) Auto Sensor Products (1) Total Transportation Net sales growth (decline) 5 % 1 % (10)% 2 % Less: FX impact 1 % 1 % 2 % 1 % Organic net sales growth (decline) 4 % — % (12)% 1 %

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20Littelfuse, Inc. © 2025 20 Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D (1) 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 20 % 3 % 49 % 20 % Less: Acquisitions — % — % 38 % 6 % FX impact 2 % 2 % — % 2 % Organic net sales growth 18 % 1 % 11 % 12 % Electronics segment net sales reconciliation YTD-26 vs. YTD-25 Electronics - Passive Products and Sensors Electronics - Semiconductor Total Electronics Net sales growth 26 % 13 % 20 % Less: FX impact 2 % 2 % 2 % Organic net sales growth 24 % 11 % 18 % Transportation segment net sales reconciliation YTD-26 vs. YTD-25 Commercial Vehicle Products Passenger Car Products (1) Auto Sensor Products (1) Total Transportation Net sales growth (decline) 3 % 5 % (5)% 3 % Less: FX impact 2 % 2 % 5 % 2 % Organic net sales growth (decline) 2 % 3 % (10)% 1 %

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21Littelfuse, Inc. © 2025 21 Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D Income tax reconciliation (in millions) Q2-26 Q2-25 YTD-26 YTD-25 Income taxes $ 27.7 $ 20.9 $ 49.2 $ 37.2 Effective rate 23.6 % 26.7 % 23.0 % 27.0 % Non-GAAP adjustments - income taxes 2.4 0.8 7.6 3.2 Adjusted income taxes $ 30.1 $ 21.7 $ 56.9 $ 40.4 Adjusted effective rate 21.9 % 23.4 % 22.9 % 24.4 % Free cash flow reconciliation Q2-26 Q2-25 YTD-26 YTD-25 Net cash provided by operating activities $ 146.2 $ 82.5 $ 226.5 $ 148.2 Less: Purchases of property, plant, and equipment (18.9) (9.9) (33.0) (33.0) Free cash flow $ 127.3 $ 72.6 $ 193.5 $ 115.2 Free cash flow conversion Q2-26 Q2-25 YTD-26 YTD-25 Net income $ 89.4 $ 57.3 $ 164.6 $ 100.9 Free cash flow 127.3 72.6 193.5 115.2 Free cash flow conversion 142 % 127 % 118 % 114 %

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22Littelfuse, Inc. © 2025 22 Littelfuse, Inc. © 2026 SUPPLEMENTAL FINANCIAL INFORMATION CONT’D * Our Credit Agreement and Private Placement Note with maturities ranging from 2027 to 2031, 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 June 27, 2026 Consolidated total debt $ 629.7 Unamortized debt issuance costs 3.3 Finance lease liability 0.1 Consolidated funded indebtedness 633.1 Cash held in U.S. (up to $400 million) 139.3 Net debt $ 493.8 Consolidated EBITDA (in millions) Twelve Months Ended June 27, 2026 Net Loss $ (8.2) Interest expense 29.6 Income taxes 87.3 Depreciation expense 75.9 Amortization expense 61.8 Non-cash additions: Stock-based compensation expense 28.8 Purchase accounting inventory step-up charge 6.4 Unrealized loss on investments 1.7 Impairment charges 315.1 Other 25.5 Consolidated EBITDA (1) $ 623.9 Consolidated Net Leverage Ratio (as defined in the Credit Agreement) * 0.8x

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23Littelfuse, Inc. © 2025 23 Littelfuse, 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 restructuring, impairment and other charges. (c) Reflected the tax impact associated with the non-GAAP adjustments. Non-GAAP EPS reconciliation Q3-25 GAAP diluted EPS $ 2.77 EPS impact of Non-GAAP adjustments (below) 0.18 Adjusted diluted EPS $ 2.95 Non-GAAP adjustments - (income) / expense Q3-25 Acquisition-related and integration costs (a) $ 1.4 Restructuring, impairment and other charges (b) 1.6 Loss on sale of the Marine business 0.3 Non-GAAP adjustments to operating income 3.3 Non-operating foreign exchange loss 0.2 Non-GAAP adjustments to income before income taxes 3.5 Income taxes (c) (1.0) Non-GAAP adjustments to net income $ 4.5 Total EPS impact $ 0.18

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