2023 Outlook and Advancing The Ford Plan: Electrification

• Europe Commercial vehicle strength with Ford Pro, focused passenger portfolio with key imports FY EBIT of $47M, up $201M • #1 European commercial . vehicle brand for 8 straight years, a first for any OEM Q4 growth of 40% in Ford Pro's paid Telematics subscriptions Wholesale Units (000)* Revenue ($B) $6.9 $6.8 $6.1 273 $5.7 $5.8 $6.1 266 254 218 213 222 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 $(0.1) $(0.2) EBIT ($B) $0.2 $0.2 $0.0 (0.9)% (2.8)% EBIT Margin (%) 3.0% 3.0% 0.2% (6.1)% $(0.4) Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 SECRET Includes Ford brand vehicles produced and sold by our unconsolidated affiliate in Türkiye (19K units in Q4 2021 and 29K units in Q4 2022). Revenue does not include these sales Ford 15

View entire presentation