Ford Investor Conference Presentation Deck

Q2 2023 Adjusted EBIT ($B) Q2 2022 YOY Change: Volume / Mix Net Pricing Cost Exchange Other Ford Blue Q2 2023 SA $ Total Change $ $ 2.5 0.3 0.1 0.0 (0.4) (0.3) (0.2) 2.3 Ford Model e SA $ SA $ (0.5) 0.1 (0.2) (0.5) 0.0 0.0 (0.6) (1.1) Ford Pro $ $ $ 0.9 0.1 1.9 (0.3) (0.1) (0.2) 1.5 $ 2.4 Ford Next GA $ (0.2) I I 0.1 (0.0) 0.1 0.2 (0.0) Ford Credit SA GA SA CA 0.9 I Corporate Other 0.4 $ $ (0.5) (0.5) $ SA 0.1 $ I I Total Company (0.5) (0.0) 0.2 (0.3) $ $ (0.2) $ 3.7 0.4 1.9 (1.1) (0.4) (0.7) 0.1 3.8 Material / Freight $(0.7) Pension / OPEB (0.5) (0.3) (0.1) 0.5 Warranty Structural Ford Commodities 11

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