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Littelfuse, Inc. (LFUS) Analyst/Investor Day Transcript

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Littelfuse, Inc. (LFUS) Analyst/Investor Day May 14, 2026 9:00 AM EDT

Company Participants

David Kelley – Head of Investor Relations
Gregory Henderson – CEO, President & Director
Peter Kim – Senior VP & GM of Industrial Business
Deepak Nayar – Senior VP & GM of Electronics Business
David Ruppel – Senior VP and GM of Passenger Vehicle Business & Commercial Vehicle Products
Karim Hamed – Senior VP & GM of Semiconductor Business – Electronics Segment
Abhishek Khandelwal – Executive VP & CFO

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Conference Call Participants

Christopher Glynn – Oppenheimer & Co. Inc., Research Division
Luke Junk – Robert W. Baird & Co. Incorporated, Research Division
David Williams – Needham & Company, LLC, Research Division

Presentation

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David Kelley
Head of Investor Relations

All right. Good morning, everyone. Thanks for joining us this morning for the 2026 Littelfuse Investor Day. We’re super excited to have everyone spend the morning with us and through lunchtime here in beautiful New York City.

For those of you that don’t know me, my name is David Kelley. I’m the Vice President of Investor Relations here at Littelfuse. We haven’t met before. We would love to spend some time with you today. And for those of you on the webcast, by the way, thank you for joining us as well. My e-mail address is on the website, so would love to speak with you as well. A lot of familiar faces and a lot of new faces in the crowd this morning. So looking forward to starting the conversation or for many of you continuing the conversation here.

Before we get rolling, I wanted to pull up the disclaimer slides for you to read here. These are, of course, available on our website where the presentation is also available. They’re also filed with a presentation with the SEC as well.

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