Ford Results 3Q23 Earnings slide image

Ford Results 3Q23 Earnings

Key Metrics Ford Blue Ford Model e Ford Pro Ford Next Ford Credit* Corporate Other Total Company (Adjusted) Ford Blue Ford Model e Ford Pro Total Company (Adjusted) * Ford Credit EBT Q3 2022 Q3 2023 2022 YTD 2023 YTD 5.3 $ 6.6 $ 1.4 (0.7) (1.5) (3.1) 1.3 1.8 5.4 DEDI 0.2 (0.7) (0.1) (0.2) 2.5 1.1 (0.4) 0.5 (0.5) $ 7.9 $ 9.4 $ 1.5 (0.6) $ 1.5 $ 1.7 $ 0.3 0.4 (0.2) 0.6 0.2 6.2 % (1.3) (43.7) 3.4 1.7 4.6 % (0.0) 0.4 Q3 2022 Q3 2023 (0.2) $ 1.8 $ 2.2 $ 0.4 EBIT ($B) 6.7 % 2023 B/ (W) 2022 (75.6) 12.0 5.0 % EBIT Margin (%) 2023 B/ (W) 2022 0.6 ppts (31.9) 8.6 0.4 ppts 2022 YTD 7.7 % (40.7) 5.1 6.9 % 2023 YTD 2023 B/ (W) 2022 8.8 % (72.8) 12.7 7.2 % (1.6) 3.6 0.6 (1.4) (1.1) 2023 B/ (W) 2022 1.0 ppts (32.1) 7.6 0.3 ppts Q3 2022 Memo: EV Wholesales $23.8 $25.6 1.8 13.8 0.0 2.6 0.0 $39.4 $43.8 1.4 12.0 0.0 2.2 0.0 Q3 2022 741 25 321 1,086 Q3 2023 32 Q3 2023 736 36 314 1,086 48 Revenue ($B) 2023 B/ (W) 2022 $ 1.8 0.4 1.9 (0.0) 0.4 (0.0) $ 4.4 (5) Wholesale Units (000) 2023 B/ (W) 2022 11 (6) (0) 2022 YTD 16 $68.5 3.7 35.0 0.1 6.7 0.0 $ 114.1 2022 YTD 2,074 67 943 3,084 85 2023 YTD $ 75.7 4.3 42.7 0.0 7.5 0.0 $130.2 2023 YTD 2,162 82 1,016 3,261 116 2023 B/ (W) 2022 $ $ 7.2 0.6 7.6 (0.1) 0.8 (0.0) 16.2 2023 B/ (W) 2022 88 16 73 177 Ford 31 30
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