2023 Outlook and Advancing The Ford Plan: Electrification

North America • • Leadership in trucks and Ford Pro commercial vehicles; plus, utilities and iconic nameplates FY EBIT of $9.2B, up $1.8B America's best-selling commercial van lineup for the 44th consecutive year Q4 EV sales in the U.S. grew at about 2x the rate of the overall segment SECRET Wholesale Units (000) Revenue ($B) $31.0 $29.1 $25.8 $26.3 618 635 $24.0 $22.3 599 568 546 514 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 EBIT ($B) $3.3 $3.0 EBIT Margin (%) Ford $2.4 $1.8 $1.6 $1.3 10.1% 11.3% 7.1% 7.1% 5.0% H. .. 9.7% Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 13

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