Investor Presentation May 2021

POWER & VISION Segment Financial Performance Sales ($Billions) +25% • • • $2.5 $3.2 Q1'20 Q1'21 Higher global light vehicle production (+) Consolidation of Getrag entities: $162M (+) Foreign currency translation: $160M (+) Launch of new programs (+) Net customer price concessions (-) • • . Adjusted EBIT & Margin ($Millions) +120% $297 9.4% $135 5.4% Q1'20 Q1'21 Earnings on higher sales (+) Lower net application engineering costs in ADAS (+) Consolidation of Getrag entities (+) Cost savings and operating efficiencies, including as a result of restructuring actions (+) Investor Presentation - May 2021 52

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