Ford Results 3Q23 Earnings

CY 2023 Guidance Based on $9.4B of adjusted EBIT we earned through Q3 and strong demand for our products, we were poised to deliver our prior guidance Although a tentative agreement has been reached with the UAW, the strike has created uncertainty in our FY results. Given its impact and the fact that the agreement is subject to ratification, we are withdrawing our FY 2023 guidance Total Company Adj. EBIT Total Company Adj. FCF Capital Spending Ford Blue EBIT Model e EBIT Ford Pro EBIT Ford Credit EBT 2022 Actuals $10.4B $9.1B $6.5B $6.8B $(2.1)B $3.2B $2.7B Ford 26

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