Ford Results 3Q23 Earnings

Year-To-Date 2023 Adjusted EBIT ($B) Year-To-Date 2022 $ YOY Change: Volume / Mix Net Pricing Cost Ford Blue Exchange Other Total Change $ Year-To-Date 2023 $ Ford Ford Model e Pro 5.3 $ (1.5) 2.5 $ 0.7 (1.3) (0.6) 0.1 1.4 6.6 $ (0.0) (0.4) (1.3) 0.0 0.1 (1.6) $ (3.1) $ $ $ $ 1.8 0.3 5.3 (1.6) (0.1) (0.2) 3.6 5.4 Ford Next SA SA GA $ (0.7) $ 2.5 I 0.2 Ford Credit 1 I I I Corporate Total Other 0.4 (1.4) 0.6 $ (1.4) $ (0.1) $ 1.1 $ 0.5 $ I I (1.5) I 0.4 (1.1) Company (0.5) $ $ $ 7.9 2.8 5.6 (5.4) (0.7) (0.7) 1.5 9.4 Material / Freight $(2.3) Warranty (1.7) Pension / OPEB (1.4) (1.3) 1.3 Structural Ford Commodities 32

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