Investor Presentation May 2021

BODY EXTERIORS & STRUCTURES Segment Financial Performance $3.7 Sales ($Billions) +9% $4.0 Q1'20 Q1'21 • • • Higher global light vehicle production (+) Launch of new programs (+) Foreign currency translation: $130M (+) End of production of certain programs (-) Net customer price concessions (-) . . . Adjusted EBIT & Margin ($Millions) $199 5.4% +64% $327 8.1% Q1'20 Q1'21 Earnings on higher sales (+) Cost savings and operating efficiencies, including as a result of restructuring actions (+) Lower net commodity costs (+) • Lower transactional FX gains (-) • Higher launch costs (-) • Net settlements of customer claims (-) Investor Presentation - May 2021 51

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