Ford Investor Conference

Q3 2023 Adjusted EBIT ($B) Q3 2022 YOY Change: Volume / Mix Net Pricing Cost Exchange Other Ford Blue Q3 2023 $ SA Total Change $ $ 1.5 0.0 0.4 (0.3) (0.1) 0.3 0.3 1.7 Ford Model e GA GA SA (0.6) Ford Pro (0.0) (0.2) (0.5) (0.0) 0.0 (0.7) $ (1.3) $ 0.4 (0.4) 1.9 (0.3) 0.0 (0.0) 1.3 Ford Next $ $ 1.7 $ (0.2) I I 0.1 I 0.1 0.2 (0.0) Ford Credit $ SA $ $ 0.6 I I Corporate Other GA (0.2) (0.2) $ 0.2 $ I Total Company (0.5) 0.1 (0.4) $ 0.4 $ (0.2) $ 1.8 (0.4) 2.1 (1.5) (0.2) 0.3 0.4 2.2 Warranty $(1.2) Material / Freight (0.6) Pension / OPEB (0.5) (0.3) 1.1 Structural Ford Commodities 13

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