Y/Y Q3 2025 10 Sales (in millions) Adjusted EPS Q3 2024 Results $3,979 $1.91 Operational Performance 487 0.33 FX Impact 68 0.05 Tax Rate Impact - (0.02) Q3 2025 Results $4,534 $2.27 Adjusted Earnings Per Share is a non-GAAP financial measure; see Appendix for description and reconciliation.

Y/Y Q4 2025 11 Sales (in millions) Adjusted EPS Q4 2024 Results $4,068 $1.95 Operational Performance 371 0.35 FX Impact 111 0.03 Tax Rate Impact - (0.06) Q4 2025 Guidance $4,550 $2.27 Adjusted Earnings Per Share is a non-GAAP financial measure; see Appendix for description and reconciliation.

Q3 Balance Sheet and Cash Flow Summary 12 ($ in Millions) Q3 2024 Q3 2025 Beginning Cash Balance $1,176 $2,554 Free Cash Flow 867 962 Dividends (199) (212) Share repurchases (416) (301) Net increase (decrease) in debt 17 (43) Acquisition of businesses, net of cash acquired - (2,307) Divestiture of business, net of cash retained by business sold 21 - Other 3 19 Ending Cash Balance $1,469 $672 Total Debt $4,202 $5,697 A/R $2,889 $3,431 Days Sales Outstanding* 65 68 Inventory $2,669 $2,832 Days on Hand* 89 85 Accounts Payable $1,662 $2,024 Days Outstanding* 58 62 Free Cash Flow and Working Capital Liquidity, Cash and Debt ($ in Millions) Q3 2024 Q3 2025 Cash from Operating Activities $1,006 $1,187 Capital expenditures, net (139) (225) Free Cash Flow $867 $962 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

EVERY CONNECTION COUNTS Appendix

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, 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, 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, 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, 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. Non-GAAP Financial Measures (cont.) 15

Segment Summary 16 Transportation Solutions $ 2,418 $ 2,351 $ 6,975 $ 7,151 Industrial Solutions 2,116 1,628 5,538 4,626 Total $ 4,534 $ 3,979 $ 12,513 $ 11,777 O perating O perating O perating O perating Margin Margin Margin Margin Transportation Solutions $ 462 19.1 % $ 506 21.5 % $ 1,353 19.4 % $ 1,470 20.6 % Industrial Solutions 395 18.7 249 15.3 942 17.0 675 14.6 Total $ 857 18.9 % $ 755 19.0 % $ 2,295 18.3 % $ 2,145 18.2 % Adjusted Adjusted Adjusted Adjusted O perating O perating O perating O perating Margin (1) Margin (1) Margin (1) Margin (1) Transportation Solutions $ 469 19.4 % $ 498 21.2 % $ 1,425 20.4 % $ 1,498 20.9 % Industrial Solutions 432 20.4 268 16.5 1,026 18.5 734 15.9 Total $ 901 19.9 % $ 766 19.3 % $ 2,451 19.6 % $ 2,232 19.0 % (1) Adjusted operating income and adjusted operating margin are non-GAAP financial measures. See description of non-GAAP financial measures. 2025 2024 ($ 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 2024 For the Q uarters Ended June 27, June 28, June 27, June 28, For the Nine Months Ended Net Sales O perating Income O perating Income 2025

Reconciliation of Net Sales Growth 17 Transportation Solutions (3) : Automotive $ 57 3.3 % $ 28 1.5 % $ 29 $ — Commercial transportation 14 3.9 10 2.7 4 — Sensors (4) (1.7) (9) (3.8) 5 — Total Transportation Solutions 67 2.8 29 1.1 38 — Industrial Solutions (3) : Automation and connected living 52 10.0 26 5.0 10 16 Aerospace, defense, and marine 29 8.4 21 6.2 8 — Digital data networks 277 84.2 269 81.9 8 — Energy 158 69.9 45 20.2 3 110 Medical (28) (13.4) (29) (13.5) 1 — Total Industrial Solutions 488 30.0 332 20.5 30 126 Total $ 555 13.9 % $ 361 9.1 % $ 68 $ 126 ($ in millions) Translation (2) Acquisitions Net Sales Growth (Decline) O rganic Net Sales Growth (Decline) (1) Change in Net Sales for the Q uarter Ended June 27, 2025 versus Net Sales for the Q uarter Ended June 28, 2024 Transportation Solutions (3) : Automotive $ (54) (1.0) % $ (21) (0.4) % $ (21) $ (12) Commercial transportation (57) (5.2) (51) (4.6) (6) — Sensors (65) (8.9) (64) (8.7) (1) — Total Transportation Solutions (176) (2.5) (136) (1.9) (28) (12) Industrial Solutions (3): Automation and connected living 79 5.3 13 0.9 (2) 68 Aerospace, defense, and marine 105 10.7 103 10.5 2 — Digital data networks 620 70.4 616 69.9 4 — Energy 214 32.2 77 11.6 (7) 144 Medical (106) (17.1) (107) (17.2) 1 — Total Industrial Solutions 912 19.7 702 15.2 (2) 212 Total $ 736 6.2 % $ 566 4.8 % $ (30) $ 200 (3) Industry end market information is presented consistently with our internal management reporting and may be periodically revised as management deems necessary. ($ in millions) Net Sales O rganic Net Sales Acquisitions/ Growth (Decline) Growth (Decline) (1) (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) (Divestiture) Change in Net Sales for the Nine Months Ended June 27, 2025 versus Net Sales for the Nine Months Ended June 28, 2024

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended June 27, 2025 18 Operating income: Transportation Solutions $ 462 $ — $ 7 $ 469 Industrial Solutions 395 30 7 432 Total $ 857 $ 30 $ 14 $ 901 Operating margin 18.9 % 19.9 % Income tax expense $ (208) $ (7) $ 1 $ (214) Effective tax rate 24.6 % 24.0 % Income from continuing operations $ 638 $ 23 $ 15 $ 676 Diluted earnings per share from continuing operations $ 2.14 $ 0.08 $ 0.05 $ 2.27 Related and O ther Adjusted Acquisition- Restructuring Adjustments (2) 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) (2) Charges, Net (1) ($ in millions, except per share data)

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended June 28, 2024 19 Operating income: Transportation Solutions $ 506 $ — $ (8) $ 498 Industrial Solutions 249 5 14 268 Total $ 755 $ 5 $ 6 $ 766 Operating margin 19.0 % 19.3 % Income tax expense $ (181) $ — $ 4 $ (177) Effective tax rate 24.0 % 23.1 % Income from continuing operations $ 573 $ 5 $ 10 $ 588 Diluted earnings per share from continuing operations $ 1.86 $ 0.02 $ 0.03 $ 1.91 U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (2) (2) See description of non-GAAP financial measures. ($ 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 Related and O ther Adjusted Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Nine Months Ended June 27, 2025 20 Operating income: Transportation Solutions $ 1,353 $ — $ 72 $ — $ 1,425 Industrial Solutions 942 47 37 — 1,026 Total $ 2,295 $ 47 $ 109 $ — $ 2,451 Operating margin 18.3 % 19.6 % Income tax expense $ (1,128) $ (10) $ (19) $ 587 $ (570) Effective tax rate 48.9 % 23.1 % Income from continuing operations $ 1,179 $ 37 $ 90 $ 587 $ 1,893 Diluted earnings per share from continuing operations $ 3.93 $ 0.12 $ 0.30 $ 1.96 $ 6.31 ($ 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. (2) Includes income tax expense of $574 million 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 as well as income tax expense of $13 million related to the revaluation of deferred tax assets as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction. (3) See description of non-GAAP financial measures. Related and O ther Adjusted U.S. GAAP Charges (1) Charges, Net (1) Tax Items (2) (Non-GAAP) (3) Adjustments Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Nine Months Ended June 28, 2024 21 Operating income: Transportation Solutions $ 1,470 $ — $ 25 $ 3 $ 1,498 Industrial Solutions 675 16 42 1 734 Total $ 2,145 $ 16 $ 67 $ 4 $ 2,232 Operating margin 18.2 % 19.0 % Income tax (expense) benefit $ 778 $ (2) $ (7) $ (1,254) $ (485) Effective tax rate (36.4) % 21.8 % Income from continuing operations $ 2,918 $ 14 $ 60 $ (1,250) $ 1,742 Diluted earnings per share from continuing operations $ 9.41 $ 0.05 $ 0.19 $ (4.03) $ 5.62 ($ 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. (2) Includes an $874 million net income tax benefit associated with a ten-year tax credit obtained by a Swiss subsidiary and a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland. Also includes a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes. (3) See description of non-GAAP financial measures. Related and O ther Adjusted U.S. GAAP Charges (1) Charges, Net (1) Tax Items (2) (Non-GAAP) (3) Adjustments Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended September 27, 2024 22 Operating income: Transportation Solutions $ 410 $ — $ 42 $ — $ 452 Industrial Solutions 241 5 57 — 303 Total $ 651 $ 5 $ 99 $ — $ 755 Operating margin 16.0 % 18.6 % Income tax expense $ (381) $ (1) $ (22) $ 238 $ (166) Effective tax rate 58.0 % 21.8 % Income from continuing operations $ 276 $ 4 $ 77 $ 238 $ 595 Diluted earnings per share from continuing operations $ 0.90 $ 0.01 $ 0.25 $ 0.78 $ 1.95 (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. (3) See description of non-GAAP financial measures. Related and O ther Adjusted U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (3) (2) Represents income tax expense related to an increase in the valuation allowance for deferred tax assets of a Swiss subsidiary. ($ in millions, except per share data) Tax Items (2) Acquisition- Restructuring Adjustments

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Year Ended September 27, 2024 23 Operating income: Transportation Solutions $ 1,880 $ — $ 67 $ 3 $ 1,950 Industrial Solutions 916 21 99 1 1,037 Total $ 2,796 $ 21 $ 166 $ 4 $ 2,987 Operating margin 17.6 % 18.9 % Income tax (expense) benefit $ 397 $ (3) $ (29) $ (1,016) $ (651) Effective tax rate (14.2) % 21.8 % Income from continuing operations $ 3,194 $ 18 $ 137 $ (1,012) $ 2,337 Diluted earnings per share from continuing operations $ 10.34 $ 0.06 $ 0.44 $ (3.28) $ 7.56 (3) See description of non-GAAP financial measures. ($ in millions, except per share data) Related and O ther Adjusted U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (3) Tax Items (2) (2) Includes a $636 million net income tax benefit associated with a $972 million ten-year tax credit obtained by a Swiss subsidiary reduced by a $336 million valuation allowance related to the amount of the tax credit not expected to be realized. Also includes a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland and a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes. (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. Acquisition- Restructuring Adjustments