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Investor Presentation

SEATING Segment Financial Performance Sales ($Billions) +123% Adjusted EBIT ($Millions) • • • • • • $0.5 $1.2 Q2'20 Q2'21 Higher global light vehicle production (+) Launch of new programs (+) Acquisition of Hongli in China: $92M (+) Foreign currency translation: $41M (+) Unfavourable production mix (-) Net customer price concessions (-) -$84 Q2'20 $26 Q2'21 • • . Earnings on higher sales (+) Productivity and efficiency improvements at an underperforming facility (+) Favourable commercial settlements (+) Favourable value-added tax settlement in Brazil (+) Higher employee profit sharing and incentive comp (-) · Higher launch costs (-) . . Net customer price concessions (-) Investor Presentation - September 2021 56
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