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Littelfuse (LFUS) investor relations material

Littelfuse Jefferies Mining and Industrials Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies Mining and Industrials Conference 2025 summary3 Sep, 2025

Strategic priorities and market positioning

  • Sharpening strategy to focus on areas with the highest growth and value creation, especially in higher voltage and energy-dense applications.

  • Transitioning to a portfolio-based sales approach to better address customer needs and increase wallet share.

  • Operational execution improvements targeted, particularly by transferring best practices from Asian to Mexican facilities.

  • Data centers identified as a key growth market, leveraging all business segments and piloting unified sales strategies.

  • AI and automation being deployed in manufacturing to enhance efficiency and margin improvement.

Financial performance and margin outlook

  • Industrial segment delivered robust growth and margins, with continued investment planned.

  • Electronics segment margins currently below historical averages due to power semi weakness, but recovery is expected as volumes rebound.

  • Transportation segment margins improving through operational execution and customer base simplification.

  • Margin variability in industrial is being addressed through operational focus to reduce volatility.

  • Long-term incremental sales flow-through expected at 30–35%, supporting margin expansion as revenue recovers.

Capital deployment and M&A strategy

  • Strong balance sheet with net debt to EBITDA well below 2.5x, providing ample capacity for acquisitions.

  • Capital deployment priorities include organic investments, strategic M&A, dividends, and share buybacks.

  • M&A targets must deliver double-digit ROIC within three to five years, with a focus on strategic fit and value creation.

  • Investor Day planned for February to outline three-year financial projections and margin goals.

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Frequently asked questions

Littelfuse Inc designs and manufactures circuit protection, power control, and sensing technologies. Its products are used in automotive, industrial, and electronics applications to enhance safety and operational performance. The company serves global customers across a wide range of end markets through a combination of direct sales and distribution networks. The company is headquartered in Chicago, Illinois, and its shares are listed on the NASDAQ.

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