2023 Outlook and Advancing The Ford Plan: Electrification

Q4 Revenue And Adjusted EBIT Q4 wholesales up 4%, driven by improvement in supply chain constraints and EV scaling • Revenue up 17%, driven by increased volume and higher net pricing, offset partially by weaker currencies Adjusted EBIT up $0.5B, driven by higher net pricing. and volume improvement, offset partially by inflationary. cost increases and lower Ford Credit profits SECRET Wholesale Units (000) & Revenue ($B) Wholesale Units $44.0 $40.2 $39.4 $37.7 $35.7 $34.5 Adjusted EBIT ($B) & EBIT Margin (%) Ford $3.7 1,104 1,147 1,032 1,086 1,012 $3.0 966 $2.6 $2.3 $2.0 $1.8 Q4 Q1 2021 22 Q2 2022 Q3 3 Q4 HE Q3 Q4 Q1 Q2 Q3 3 60 Q4 Adj. 2021 2022 EBIT Margin 8.4% 5.4% 6.7% 9.3% 4.6% 5.8% 9

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