Littelfuse amends Dortmund fab deal, pays €24.6M

Littelfuse revises its Dortmund wafer fab agreements with Elmos and DoSemi, gaining contractual flexibility in return for a €24.6 million one-time fee booked in Q3 2026.

Rhea-AI Filing Summary

LITTELFUSE INC (LFUS) disclosed that on September 15, 2026 it entered into an Amended Share Purchase Agreement and Supply and Services Agreement with Dortmund Semiconductor GmbH, Elmos Semiconductor SE and its subsidiary Littelfuse Holding GmbH covering the previously acquired 200mm wafer fabrication facility in Dortmund, Germany.

The original purchase, lease and Supply and Services Agreement, announced June 28, 2023 and entered into on December 17, 2024, expanded Littelfuse’s semiconductor business and set a multi-year capacity sharing arrangement with Elmos with an initial term through 2029. The new amendment is intended to further support Littelfuse’s semiconductor strategy by enhancing strategic flexibility, accelerating and simplifying legacy contractual arrangements, and increasing the company’s ability to optimize the Dortmund asset over time.

The amendment releases cross-guarantees previously provided by Littelfuse entities, modifies certain transfer restrictions, and updates selected commercial terms in the existing supply relationship. In consideration for the amendment, Littelfuse will pay Elmos a one-time amendment fee of €24.6 million, which will be recorded in its third-quarter 2026 financial results.

Positive

• None.

Negative

• Littelfuse will incur a €24.6 million one-time amendment fee to Elmos, recorded in third-quarter 2026 results, creating a discrete non-recurring expense.

8-K Event Classification

Item 7.01 — Regulation FD Disclosure

1 item

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Key Figures

One-time amendment fee: €24.6 million Wafer fab size: 200mm Capacity sharing initial term: through 2029 +3 more

6 metrics

One-time amendment fee €24.6 million Consideration paid to Elmos for entering into the September 15, 2026 amendment; recorded in Q3 2026 results

Wafer fab size 200mm Diameter of the wafer fabrication facility in Dortmund, Germany acquired from Elmos

Capacity sharing initial term through 2029 Initial term of the multi-year capacity sharing arrangement with Elmos related to the Dortmund fab

Amendment date September 15, 2026 Date Littelfuse entered into the Amended Share Purchase Agreement and Supply and Services Agreement

Original acquisition announcement date June 28, 2023 Date Littelfuse announced the definitive purchase agreement for the Dortmund wafer fab

Lease and services agreement date December 17, 2024 Date Littelfuse entered into the Lease Agreement and initial Supply and Services Agreement for the Dortmund fab

Key Terms

200mm wafer fab, capacity sharing arrangement, cross-guarantees, Supply and Services Agreement

4 terms

200mm wafer fab technical

"to acquire a 200mm wafer fab facility located in Dortmund, Germany"

capacity sharing arrangement technical

"defined a multi-year capacity sharing arrangement with Elmos"

cross-guarantees financial

"provides for the release of cross-guarantees previously provided by Littelfuse entities"

Supply and Services Agreement financial

"entered into a Lease Agreement and Supply and Services Agreement"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did LITTELFUSE INC (LFUS) announce regarding its Dortmund wafer fab agreements?

Littelfuse reported an Amended Share Purchase Agreement and Supply and Services Agreement with Dortmund Semiconductor GmbH and Elmos covering the Dortmund 200mm wafer fab, aimed at enhancing strategic flexibility and simplifying legacy contractual arrangements.

How much will Littelfuse (LFUS) pay Elmos under the amended agreements?

Littelfuse will pay Elmos a one-time amendment fee of €24.6 million. The company stated that this fee will be recorded in its financial results for the third quarter of 2026.

How does the amendment affect Littelfuse’s existing Dortmund fab arrangements?

The amendment releases cross-guarantees previously provided by Littelfuse entities, modifies certain transfer restrictions, and updates selected commercial terms within the existing supply relationship related to the Dortmund 200mm wafer fab.

What is the strategic purpose of the new amendment for LFUS?

Littelfuse stated that the amendment is intended to further support its semiconductor strategy by enhancing strategic flexibility, accelerating and simplifying legacy contractual arrangements, and increasing its ability to optimize the Dortmund semiconductor asset over time.

What is the term of Littelfuse’s capacity sharing arrangement with Elmos for the Dortmund fab?

Littelfuse noted that, in connection with the original acquisition and agreements, a multi-year capacity sharing arrangement with Elmos was established with an initial term lasting through 2029.

When will the €24.6 million amendment fee impact Littelfuse’s (LFUS) financials?

The company disclosed that the €24.6 million one-time amendment fee payable to Elmos will be recorded in its third quarter 2026 financial results.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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0000889331falseLITTELFUSE INC /DE00008893312026-09-152026-09-15

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 (Date of earliest event reported): September 17, 2026 (September 15, 2026)

LITTELFUSE, INC.

(Exact name of registrant as specified in its charter)

Delaware			0-20388			36-3795742
(State of other jurisdiction of incorporation)			(Commission File Number)			(IRS Employer Identification No.)

6133 N. 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 LLC

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 7.01 Regulation FD Disclosure

On June 28, 2023, Littelfuse, Inc. (the “Corporation”) announced that its subsidiary, Littelfuse Holding GmbH (“LF Holding”), had entered into a definitive purchase agreement to acquire a 200mm wafer fab facility located in Dortmund, Germany from Elmos Semiconductor SE (“Elmos”), and, in connection with the closing of such acquisition, on December 17, 2024, entered into a Lease Agreement and Supply and Services Agreement, which expanded the Corporation’s business and defined a multi-year capacity sharing arrangement with Elmos to allow the Corporation to accelerate its technologies with an initial term lasting through 2029.

On September 15, 2026, the Corporation entered into an Amended Share Purchase Agreement and Supply and Services Agreement (the “Amendment”) among Dortmund Semiconductor GmbH (“DoSemi”), Elmos and LF Holding. The Amendment is intended to further support the Corporation’s semiconductor strategy by enhancing strategic flexibility, accelerating and simplifying certain legacy contractual arrangements and increasing the Corporation’s ability to optimize the DoSemi asset over time.

Among other matters, the Amendment provides for the release of cross-guarantees previously provided by Littelfuse entities, modifies certain transfer restrictions, and updates selected commercial terms related to the existing supply relationship. Collectively, these changes provide the Corporation with greater flexibility to evaluate future operational, strategic and capital allocation alternatives while continuing to support its broader semiconductor portfolio strategy and focus on high-value growth opportunities.

In consideration for entering into the Amendment, the Corporation will pay Elmos a one-time amendment fee of €24.6 million that will be recorded in the third quarter financial results for 2026.

The information contained in Item 7.01 of this Current Report on Form 8-K shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing by the Company under the Securities Act of 1933 or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

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: September 17, 2026			By: /s/ Anne-Marie D’Angelo
			Name: Anne-Marie D'Angelo
			Senior Vice President, Chief Legal Officer and Corporate Secretary

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