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3Q 2020 Financial Performance Overview

3Q 2020 Year-Over-Year Sales Walk (in millions) $1,677 $57 $1,522 ($155) AAM $17 $1,414 ($87) ($15) ($55) ($10) ($15) (®) 3Q 2019 Sales Sale of U.S. Casting 3Q 2019 Sales Pro forma for U.S. Casting Sale 3Q 2019 GM Work Stoppage COVID-19 Related GM Thailand Exit Transition to IRDA's for GM's New Full-Size Other Volume & Pricing Metal Market & 3Q 2020 Sales Mix Fx SUV 27 22

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