Ford Results Presentation Deck

Ford Model e Designing and scaling breakthrough, connected EVs, and all of Ford's electric architecture and embedded software + Volume up 44% YoY and more than 2X sequentially driven by higher production capacity of both Mustang Mach-E and F-150 Lightning + Industry-wide pricing pressure and investments in capacity and new products adversely impacted profitability + Continue to be disciplined with capital investments and a focus of balancing growth and profitability Wholesale Units 18 24 EBIT ($B) (000) ($0.4) ($0.5) 25 Q1 '22 Q2 '22 Q3 '22 Q4 '22 30 ($0.6) ($0.6) 12 Q1 '23 ($0.7) Q1 '22 Q2 '22 Q3 '22 Q4 '22 Q1 '23 34 Q2 '23 ($1.1) Q2 '23 Revenue ($B) $1.0 $1.3 Q1 '22 Q2 '22 EBIT Margin (%) $1.4 Q1 '22 Q2 '22 Q3 '22 $1.6 (39.1) % (38.6)% (43.7)% (40.4)% Q3 '22 Q4 '22 Q4 '22 $0.7 Q1 '23 (102.1)% Q1 '23 $1.8 Q2 '23 | (58.9)% Q2 '23 Ford 19

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