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U.S. Floorplan Risk Management

Company Adjusted ROIC (Bils) 2014 2015 2016 2017 2018 Adjusted Net Operating Profit After Cash Tax Net income attributable to Ford Add: Non-controlling interest Less: Income tax Add: Cash tax $ 1.3 $ 7.3 $ 4.6 $ 7.7 $ 3.7 (0.0) (0.0) 0.0 0.0 0.0 (0.0) (2.9) (2.2) (0.4) (0.7) (0.5) (0.6) (0.7) (0.6) (0.8) Less: Interest on debt (0.9) (0.8) (1.0) (1.2) (1.2) Less: Total pension / OPEB income / (cost) (4.4) (0.5) (2.7) 0.6 (0.4) Add: Pension / OPEB service costs (1.0) (1.2) (1.0) (1.1) (1.2) Net operating profit after cash tax 5.1 $ 9.8 8.6 7.0 $ 4.0 Less: Special items (excl. pension / OPEB) pre-tax (1.9) 0.2 (0.6) (0.5) (0.6) Adj. net operating profit after cash tax $ 7.0 $ 9.6 $ 9.2 $ 7.5 $ 4.6 Invested Capital Equity Redeemable non-controlling interest Debt (excl. Ford Credit) Net pension and OPEB liability Invested capital (end of period) Average invested capital Adjusted ROIC (Non-GAAP)* $ 25.1 $ 29.2 29.7 $ 35.6 $ 36.0 0.3 0.1 0.1 0.1 0.1 14.5 13.4 16.5 16.5 14.1 16.2 13.9 14.7 12.8 11.9 $ 56.1 $ 56.6 $ 61.1 $ 65.0 $ 62.1 $ 57.2 $ 55.6 58.5 $ 63.4 $ 64.0 12.3% 17.3% 15.7% 11.8% 7.1% * Calculated as the sum of adjusted net operating profit after cash tax from the last four quarters, divided by the average invested capital over the last four quarters 96 Ford FORD CREDIT
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