U.S. Floorplan Risk Management

FY 2018 Automotive EBIT By Region (Mils) $5,422 Automotive B/(W) FY 2017 $(2,662) 12 | | | I I I I Ford FORD CREDIT $7,607 $(2,185) $(7) $(398) $(678) $(1,102) North America South America Europe Middle East & Africa Asia Pacific $(450) $75 $(765) $239 $(1,761) • FY Automotive EBIT of $5.4B driven by North America • North America EBIT lower YoY . • due to higher warranty cost Operations outside North America at an EBIT loss of $2.2B, compared to last year's breakeven result. Loss driven by Asia Pacific (China), South America and Europe Non-North America YoY decline represents over 80% of lower Auto EBIT; results down $1.7B in China and $0.8B in Europe

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