Ford Investor Conference

Company 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 $ 5.3 Ford Ford Model e Pro $ (1.5) SA 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 (0.7) I 0.2 0.4 0.6 Ford Credit SA $ (0.1) $ 2.5 Corporate Total Other (1.4) (1.4) $ 1.1 SA 0.5 I I (1.5) I 0.4 (1.1) Company SA $ 2.8 5.6 (0.5) $ 7.9 GA (5.4) (0.7) (0.7) 1.5 9.4 Ford Material / Freight $(2.3) Warranty (1.7) Pension / OPEB (1.4) Structural (1.3) 1.3 Commodities 43

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