Investor Presentation

COMPLETE VEHICLES Segment Financial Performance Sales ($Billions) +60% Adjusted EBIT ($Millions) $0.9 $1.5 $44 Q2'20 Q2'21 . Higher vehicle assembly volumes (+13K units) . Higher euro: $126M (+) $79 Q2'20 Q2'21 Earnings on higher assembly volumes, net of contractual fixed cost recoveries on certain programs (+) Higher margins on engineering programs (+) . Foreign currency translation: $7M (+) Higher employee profit sharing and incentive comp (-) . Net customer price concessions (-) Investor Presentation - September 2021 57

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