2023 Outlook and Advancing The Ford Plan: Electrification

Q4 2022 Adjusted EBIT (SB) Ford North America South America Europe China IMG Total Auto Total Company Q4 2021 $ 1.8 $ 0.0 $ (0.2) $ (0.2) 0.1 $ 1.6 $ 2.0 YoY Change: Volume / Mix $ 0.9 $ (0.0) $ 0.3 $ (0.1) 0.2 $ 1.4 $ 1.4 Material/Freight $(1.8) Net Pricing 2.2 0.2 0.8 (0.0) 0.2 3.4 3.4 Structural (0.5) Cost (1.6) (0.2) (1.0) 0.0 (0.2) (2.9) (2.9) Commodities (0.4) Warranty (0.1) Exchange 0.0 (0.0) (0.3) (0.0) (0.1) (0.4) (0.4) Pension/OPEB (0.1) JVs/Other (0.3) 0.0 (0.0) 0.0 (0.0) (0.3) (0.3) Total Automotive $ 1.2 $ 0.1 $ (0.2) $ (0.1) $ 0.2 $ 1.1 $ 1.1 JVs Other Mobility 0.1 $ 0.1 (0.3) Ford Credit (0.9) Corporate Other 0.1 Total Change $ 0.5 Q4 2022 $ 3.0 $ 0.1 $ (0.4) $ (0.2) $ 0.2 $ 2.8 $ 2.6 SECRET 12

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