LFUS · Littelfuse, Inc.

This 8-K furnishes Littelfuse’s 2026 Investor Day presentation, which outlines its strategic posture and financial performance for fiscal 2025 (ended December 27, 2025). The company reported $2.4 billion in revenue, $499 million in EBITDA, and $366 million in free cash flow — all presented as standalone figures without year-over-year comparisons or margin percentages. The presentation emphasizes structural shifts in electrification, segmenting revenue across three core markets: Energy & Industrial Infrastructure (21%), Computing/Communications & Diversified Industrials (17%), and Transportation & Logistics (19%), with the remainder distributed among smaller end markets. Critically, Littelfuse frames its growth opportunity around a projected expansion of its Serviceable Addressable Market from $22 billion in 2025 to $30 billion by 2030, driven by double-digit compound annual growth in targeted high-growth opportunities — specifically Grid & Utility Infrastructure, Data Center, and Aerospace & Defense. These ambitions are underpinned by a sharpened strategic approach centered on three pillars: intensified focus on HGOs, deeper partnerships with market leaders, and scaling operational excellence via SQDCI (Safety, Quality, Delivery, Cost, Inventory) initiatives and AI-enabled productivity enhancements. While the presentation includes forward-looking statements and non-GAAP metrics — such as adjusted EBITDA margin and free cash flow conversion — no specific near-term financial guidance (e.g., for fiscal 2026) is disclosed, and all projections are qualified by extensive risk factor disclosures referencing the 2025 Form 10-K.