Ford Investor Conference

Ford Blue Iconic gas and hybrid passion products like F-150, Bronco and Mustang + Continued strength in product portfolio drove higher revenue + Lower volume with sunset of Fiesta and EcoSport + EBIT improvement dampened by higher warranty cost + Profitable in all regions Wholesale Units 670 Q2 '22 Memo: JV Wholesales* 111 EBIT ($B) $2.5 741 Q2 '22 Q3 '22 134 (000) 760 Q3 '22 Q4 '22 114 $1.5 $1.5 706 Q4 '22 720 Q1 '23 Q2 '23 97 $2.6 107 736 $2.3 Q3 '23 124 $1.7 اس السا Q1 '23 Q2 '23 Q3 '23 Revenue ($B) * Includes Ford and Lincoln brand and Jiangling Motors Corporation (JMC) brand vehicles produced and sold in China by our unconsolidated affiliates $23.8 $23.8 Q2 '22 Q3 '22 EBIT Margin (%) 10.5% Q2 '22 6.2% $26.3 Q3 '22 Q4 '22 $25.1 Q4 '22 Q1 '23 10.4% Q1 '23 $25.0 $25.6 Q2 '23 9.2% Q2 '23 Q3 '23 6.7% Q3 '23 Ford 14

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