Transportation Solutions Q2 SALES Reported Up 5% Organic Down 1% Q2 ADJUSTED OPERATING MARGIN Strong margin performance reflecting continued execution by our teams Adjusted EBITDA Margin 25.6% 25.9% 6 $2,314 $2,422 Q2 2025 Q2 2026 Q2 BUSINESS PERFORMANCE Y/Y Growth Rates Reported Organic Automotive $1,762 2% (4)% Commercial Transportation 433 21% 17% Sensors 227 2% (3)% Transportation Solutions $2,422 5% (1)% $ in Millions 21.4% 21.6% Q2 2025 Q2 2026 ▪ Automotive Sales as expected, with growth in Europe offset by market declines in North America and Asia ▪ Commercial Transportation Strong growth over market across all regions ▪ Sensors Sales reflect growth in Asia, offset by weakness in North America and Europe Organic Net Sales Growth (Decline), Adjusted Operating Margin, and Adjusted EBITDA Margin are non-GAAP financial measures; see Appendix for descriptions and reconciliations. Continue to outperform end markets with strong operational resiliency

Q2 Financial Summary 7 ($ in Millions, except per share amounts) Q2 FY25 Q2 FY26 Net Sales $ 4,143 $ 4,744 Operating Income $ 748 $ 954 Operating Margin 18.1% 20.1% Acquisition-Related Charges 12 8 Restructuring & Other Charges, Net 45 10 Amortization Expense 41 57 Adjusted Operating Income $ 846 $ 1,029 Adjusted Operating Margin 20.4% 21.7% Earnings Per Share* $ 0.04 $ 2.90 Acquisition-Related Charges 0.03 0.02 Restructuring & Other Charges, Net 0.11 0.04 Amortization Expense 0.11 0.15 Tax Items 1.91 (0.39) Adjusted EPS $ 2.21 $ 2.73 Adjusted Effective Tax Rate 22.2% 20.9% *Represents Diluted Earnings Per Share from Continuing Operations Adjusted Operating Income, Adjusted Operating Margin, Adjusted Earnings Per Share, and Adjusted Effective Tax Rate are non-GAAP financial measures; see Appendix for descriptions and reconciliations.

Q2 Financial Performance 8 20.4% 21.7% Q2 2025 Q2 2026 SALES ADJUSTED OPERATING MARGIN ADJUSTED EPS FREE CASH FLOW Delivered Growth of 15% in Sales and 24% in Adjusted EPS Y/Y; Increasing Dividend by 10% Y/Y $ in Billions $ in Billions Up 17% Y/Y $1.1 $1.3 YTD 2025 YTD 2026 Up 24% Y/Y $4.1 $4.7 Q2 2025 Q2 2026 130bps of margin expansion Organic Net Sales Growth, Adjusted Operating Margin, Adjusted Earnings Per Share, and Free Cash Flow are non-GAAP financial measures; see Appendix for descriptions and reconciliations. Sales up 15% reported and 7% organic Y/Y $2.21 $2.73 Q2 2025 Q2 2026 ADJUSTED OPERATING MARGIN

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Y/Y Q2 2026 10 Sales (in millions) Adjusted EPS Q2 2025 Results $4,143 $2.21 Operational Performance 417 0.42 FX Impact 184 0.06 Tax Rate Impact - 0.04 Q2 2026 Results $4,744 $2.73 Adjusted Earnings Per Share is a non-GAAP financial measure; see Appendix for description and reconciliation.

Y/Y Q3 2026 11 Sales (in millions) Adjusted EPS Q3 2025 Results $4,534 $2.41 Operational Performance 415 0.37 FX Impact 51 0.02 Tax Rate Impact - 0.03 Q3 2026 Guidance $5,000 $2.83 Adjusted Earnings Per Share is a non-GAAP financial measure; see Appendix for description and reconciliation.

Balance Sheet and Cash Flow Summary 12 ($ in Millions) Q2 2025 Q2 2026 Beginning Cash Balance $1,254 $1,251 Free Cash Flow 424 680 Dividends (193) (208) Share repurchases (306) (414) Net increase (decrease) in debt 1,349 (1) Acquisition of businesses, net of cash acquired 4 (200) Other 22 2 Ending Cash Balance $2,554 $1,110 Total Debt $5,614 $5,655 A/R $3,193 $3,454 Days Sales Outstanding* 69 66 Inventory $2,603 $2,995 Days on Hand* 85 89 Accounts Payable $1,843 $2,224 Days Outstanding* 62 67 Free Cash Flow and Working Capital Liquidity, Cash and Debt ($ in Millions) Q2 2025 Q2 2026 Cash from Operating Activities $653 $947 Capital expenditures, net (229) (267) Free Cash Flow $424 $680 Free Cash Flow is a non-GAAP financial measure, see Appendix for description and reconciliation * Calculated on a quarterly basis and adjusted to exclude the impact of acquisitions and divestitures

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We present non-GAAP performance and liquidity measures as we believe it is appropriate for investors to consider adjusted financial measures in addition to results in accordance with accounting principles generally accepted in the U.S. (“GAAP”). These non-GAAP financial measures provide supplemental information and should not be considered replacements for results in accordance with GAAP. Management uses non-GAAP financial measures internally for planning and forecasting purposes and in its decision-making processes related to the operations of our company. We believe these measures provide meaningful information to us and investors because they enhance the understanding of our operating performance, ability to generate cash, and the trends of our business. Additionally, we believe that investors benefit from having access to the same financial measures that management uses in evaluating our operations. The primary limitation of these measures is that they exclude the financial impact of items that would otherwise either increase or decrease our reported results. This limitation is best addressed by using these non-GAAP financial measures in combination with the most directly comparable GAAP financial measures in order to better understand the amounts, character, and impact of any increase or decrease in reported amounts. These non-GAAP financial measures may not be comparable to similarly-titled measures reported by other companies. The following provides additional information regarding our non-GAAP financial measures: ▪ Organic Net Sales Growth (Decline) – represents net sales growth (decline) (the most comparable GAAP financial measure) excluding the impact of foreign currency exchange rates, and acquisitions and divestitures that occurred in the preceding twelve months, if any. Organic Net Sales Growth (Decline) is a useful measure of our performance because it excludes items that are not completely under management’s control, such as the impact of changes in foreign currency exchange rates, and items that do not reflect the underlying growth of the company, such as acquisition and divestiture activity. This measure is a significant component in our incentive compensation plans. ▪ Adjusted Operating Income and Adjusted Operating Margin – represent operating income and operating margin, respectively, (the most comparable GAAP financial measures) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, and other income or charges, if any. We utilize these adjusted measures in combination with operating income and operating margin to assess segment level operating performance and to provide insight to management in evaluating segment operating plan execution and market conditions. Adjusted Operating Income is a significant component in our incentive compensation plans. ▪ Adjusted Income Tax (Expense) Benefit and Adjusted Effective Tax Rate – represent income tax (expense) benefit and effective tax rate, respectively, (the most comparable GAAP financial measures) after adjusting for the tax effect of special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any. ▪ Adjusted Income from Continuing Operations – represents income from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. Non-GAAP Financial Measures 14

▪ Adjusted Earnings Per Share – represents diluted earnings per share from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. This measure is a significant component in our incentive compensation plans. ▪ Adjusted EBITDA and Adjusted EBITDA Margin – represent net income and net income as a percentage of net sales, respectively, (the most comparable GAAP financial measures) before interest expense, interest income, income taxes, depreciation, and amortization, as adjusted for net other income (expense), income (loss) from discontinued operations, and special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, and other income or charges, if any. ▪ Free Cash Flow (FCF) – is a useful measure of our ability to generate cash. The difference between net cash provided by operating activities (the most comparable GAAP financial measure) and Free Cash Flow consists mainly of significant cash outflows and inflows that we believe are useful to identify. We believe Free Cash Flow provides useful information to investors as it provides insight into the primary cash flow metric used by management to monitor and evaluate cash flows generated from our operations. Free Cash Flow is defined as net cash provided by operating activities excluding voluntary pension contributions and the cash impact of special items, if any, minus net capital expenditures. Voluntary pension contributions are excluded from the GAAP financial measure because this activity is driven by economic financing decisions rather than operating activity. Certain special items, including cash paid (collected) pursuant to collateral requirements related to cross-currency swap contracts, are also excluded by management in evaluating Free Cash Flow. Net capital expenditures consist of capital expenditures less proceeds from the sale of property, plant, and equipment. These items are subtracted because they represent long-term commitments. In the calculation of Free Cash Flow, we subtract certain cash items that are ultimately within management’s and the Board of Directors’ discretion to direct and may imply that there is less or more cash available for our programs than the most comparable GAAP financial measure indicates. It should not be inferred that the entire Free Cash Flow amount is available for future discretionary expenditures, as our definition of Free Cash Flow does not consider certain non-discretionary expenditures, such as debt payments. In addition, we may have other discretionary expenditures, such as discretionary dividends, share repurchases, and business acquisitions, that are not considered in the calculation of Free Cash Flow. ▪ Free Cash Flow Conversion – represents Free Cash Flow as a percentage of Adjusted Income from Continuing Operations. We use Free Cash Flow Conversion as an indicator of our ability to convert earnings to cash. Non-GAAP Financial Measures (cont.) 15

Segment Summary 16 Transportation Solutions $ 2,422 $ 2,314 $ 4,889 $ 4,557 Industrial Solutions 2,322 1,829 4,524 3,422 Total $ 4,744 $ 4,143 $ 9,413 $ 7,979 O perating O perating O perating O perating Margin Margin Margin Margin Transportation Solutions $ 503 20.8 % $ 445 19.2 % $ 1,004 20.5 % $ 891 19.6 % Industrial Solutions 451 19.4 303 16.6 913 20.2 547 16.0 Total $ 954 20.1 % $ 748 18.1 % $ 1,917 20.4 % $ 1,438 18.0 % Adjusted Adjusted Adjusted Adjusted O perating O perating O perating O perating Margin (1) Margin (1) Margin (1) Margin (1) Transportation Solutions $ 522 21.6 % $ 495 21.4 % $ 1,045 21.4 % $ 990 21.7 % Industrial Solutions 507 21.8 351 19.2 1,020 22.5 640 18.7 Total $ 1,029 21.7 % $ 846 20.4 % $ 2,065 21.9 % $ 1,630 20.4 % (1) Adjusted operating income and adjusted operating margin are non-GAAP financial measures. See description of non-GAAP financial measures. 2026 2025 ($ in millions) Adjusted O perating Income (1) Adjusted O perating Adjusted O perating Income (1) Net Sales Net Sales Net Sales Income (1) Adjusted O perating Income (1) Income O perating O perating Income 2025 For the Q uarters Ended March 27, March 28, March 27, March 28, For the Six Months Ended Net Sales O perating Income O perating Income 2026

Reconciliation of Net Sales Growth 17 Transportation Solutions: Automotive $ 27 1.6 % $ (67) (3.8) % $ 94 $ — Commercial transportation 76 21.3 62 17.1 14 — Sensors 5 2.3 (7) (3.0) 12 — Total Transportation Solutions 108 4.7 (12) (0.5) 120 — Industrial Solutions: Digital data networks 232 48.1 222 46.1 10 — Automation and connected living 67 13.1 42 8.2 25 — Aerospace, defense, and marine 34 9.1 21 5.4 13 — Energy 166 59.5 31 11.2 15 120 Medical (6) (3.3) (7) (3.5) 1 — Total Industrial Solutions 493 27.0 309 16.9 64 120 Total $ 601 14.5 % $ 297 7.2 % $ 184 $ 120 ($ in millions) Translation (2) Acquisition Net Sales Growth (Decline) O rganic Net Sales Growth (Decline) (1) Change in Net Sales for the Q uarter Ended March 27, 2026 versus Net Sales for the Q uarter Ended March 28, 2025 Transportation Solutions: Automotive $ 190 5.5 % $ 45 1.3 % $ 145 $ — Commercial transportation 134 20.0 113 16.7 21 — Sensors 8 1.9 (12) (2.7) 20 — Total Transportation Solutions 332 7.3 146 3.2 186 — Industrial Solutions: Digital data networks 526 58.8 510 57.0 16 — Automation and connected living 137 13.8 97 9.8 39 1 Aerospace, defense, and marine 81 11.4 57 8.0 24 — Energy 356 71.9 63 12.7 22 271 Medical 2 0.6 1 0.4 1 — Total Industrial Solutions 1,102 32.2 728 21.3 102 272 Total $ 1,434 18.0 % $ 874 11.0 % $ 288 $ 272 (1) Organic net sales growth (decline) is a non-GAAP financial measure. See description of non-GAAP financial measures. (2) Represents the change in net sales resulting from changes in foreign currency exchange rates. Translation (2) Acquisitions Change in Net Sales for the Six Months Ended March 27, 2026 versus Net Sales for the Six Months Ended March 28, 2025 ($ in millions) Net Sales O rganic Net Sales Growth Growth (Decline) (1)

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended March 27, 2026 18 Operating income: Transportation Solutions $ 503 $ — $ 1 $ 18 $ — $ 522 Industrial Solutions 451 8 9 39 — 507 Total $ 954 $ 8 $ 10 $ 57 $ — $ 1,029 Operating margin 20.1 % 21.7 % Income tax expense $ (87) $ (2) $ 2 $ (12) $ (114) $ (213) Effective tax rate 9.2 % 20.9 % Income from continuing operations $ 855 $ 6 $ 12 $ 45 $ (114) $ 804 Diluted earnings per share from continuing operations $ 2.90 $ 0.02 $ 0.04 $ 0.15 $ (0.39) $ 2.73 (3) See description of non-GAAP financial measures. (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. U.S. GAAP Charges (1) (Non-GAAP) (3) Charges, Net (1) ($ in millions, except per share data) Tax Items (2) (2) Represents a net income tax benefit related primarily to the settlement of prior period tax matters. Expense (1) Adjustments Related and O ther Adjusted Acquisition- Restructuring Amortization

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended March 28, 2025 19 Operating income: Transportation Solutions $ 445 $ — $ 33 $ 17 $ — $ 495 Industrial Solutions 303 12 12 24 — 351 Total $ 748 $ 12 $ 45 $ 41 $ — $ 846 Operating margin 18.1 % 20.4 % Income tax expense $ (742) $ (2) $ (11) $ (8) $ 574 $ (189) Effective tax rate 98.3 % 22.2 % Income from continuing operations $ 13 $ 10 $ 34 $ 33 $ 574 $ 664 Diluted earnings per share from continuing operations $ 0.04 $ 0.03 $ 0.11 $ 0.11 $ 1.91 $ 2.21 (2) Represents income tax expense related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024. Charges (1) Charges, Net (1) Expense (1) ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. Adjustments (3) See description of non-GAAP financial measures. Adjusted Tax Items (2) (Non-GAAP) (3) Related and O ther Amortization Acquisition- Restructuring U.S. GAAP