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Ford Investor Conference

Company Net Cash Provided By / (Used In) Operating Activities Reconciliation To Company Adj. FCF ($M) Net cash provided by / (used in) operating activities (GAAP) Less: Items Not Included in Company Adjusted Free Cash Flows Ford Credit operating cash flows Funded pension contributions Add: Restructuring (including separations)* Ford Credit tax payments / (refunds) under tax sharing agreement Other, net Items Included in Company Adjusted Free Cash Flows Company excluding Ford Credit capital spending Ford Credit distributions Settlement of derivatives Company adjusted free cash flow (Non-GAAP) Restructuring excludes cash flows reported in investing activities Q1 $ (1,084) (419) (174) (176) (20) 2022 Q2 Q3 $ 2,947 $ 3,812 (1,340) (154) (137) 20 (1,349) (1,503) 600 1,000 64 (36) $ (580) $ 3,619 (439) (130) (179) 22 (150) (1,613) 500 26 $ 3,601 Q4 $ 1,178 (3,218) (109) (343) 125 92 (2,046) (144) $ 2,441 Q1 $ 2,800 626 (125) (81) (5) (140) 2023 (72) $ 693 Q2 $ 5,035 581 (109) (118) (73) (1,760) (1,927) 92 $ 2,919 Q3 $ 4,591 1,800 (190) (297) (151) (2,191) (13) $ 1,225 Year-To-Date 2022 $ 5,675 (2,198) (458) (492) 22 (150) (4,465) 2,100 54 $ 6,640 Ford 2023 $ 12,426 3,007 (424) (496) (364) (5,878) 7 $ 4,837 46
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