Ford Investor Conference Presentation Deck

Company First Half 2023 Adjusted EBIT ($B) First Half 2022 YOY Change: Volume / Mix Net Pricing Cost Exchange Other Ford Blue First Half 2023 $ $ Total Change $ $ 3.8 2.5 0.2 (1.0) (0.5) (0.1) 1.1 4.9 Ford Model e $ (0.9) GA $ $ Ford Pro (1.8) 0.0 (0.2) (0.9) 0.1 0.1 (0.9) $ $ $ 1.4 0.6 3.4 (1.3) (0.1) (0.2) 2.4 Ford Next GA $ GA 3.8 $ (0.5) I 0.2 (0.0) 0.2 0.4 (0.1) Ford Credit $ $ $ 1.9 (1.2) (1.2) 0.7 Corporate Other SA SA 0.3 I (1.0) 0.0 0.3 (0.7) (0.3) Total Company SA 6.0 3.1 3.5 (4.0) (0.6) (0.9) 1.1 7.2 Ford Material / Freight $(1.7) Structural (1.0) Pension / OPEB (1.0) Warranty (0.5) Commodities 0.2 47

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