Ford Investor Conference
Company
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
$
$
1.5
(0.6)
0.4
(0.2)
0.6
0.2
1.8
Q3 2022
6.2 %
(43.7)
3.4
4.6 %
Q3 2023
$
$
1.7
(1.3)
1.7
(0.0)
0.4
(0.2)
2.2
Q3 2023
6.7 %
(75.6)
12.0
5.0 %
EBIT ($B)
2023 B/
(W) 2022
$ 0.3
(0.7)
1.3
0.2
(0.2)
(0.4)
0.4
$
2023 B/
(W) 2022
0.6 ppts
(31.9)
8.6
2022 YTD
EBIT Margin (%)
0.4 ppts
$
$
5.3
(1.5)
1.8
(0.7)
2.5
0.5
7.9
2022 YTD
7.7 %
(40.7)
5.1
6.9 %
2023 YTD
$
$
6.6
(3.1)
5.4
(0.1)
1.1
(0.5)
9.4
2023 YTD
8.8 %
(72.8)
12.7
7.2 %
2023 B/
(W) 2022
$ 1.4
(1.6)
3.6
0.6
(1.4)
(1.1)
$ 1.5
2023 B/
(W) 2022
1.0 ppts
(32.1)
7.6
0.3 ppts
Memo: EV
Wholesales
Q3 2022
$23.8
1.4
12.0
0.0
2.2
0.0
$39.4
Q3 2022
741
25
321
1,086
32
Q3 2023
$ 25.6
1.8
13.8
0.0
2.6
0.0
$43.8
Q3 2023
736
36
314
1,086
48
Revenue ($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
41View entire presentation