2023 Outlook and Advancing The Ford Plan: Electrification

China • • Focused on strength in Lincoln brand, commercial vehicles and Ford utility portfolio FY EBIT of $(0.6)B, down $0.2B, as investments in EVs continue to increase Lincoln profit pillar for the region JV Volume Wholesale Units (000)* Revenue ($B) 186 162 184 137 128 160 114 117 $0.6 $0.6 $0.6 134 $0.4 $0.4 125 111 114 $0.3 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Ford EBIT ($B) and EBIT Margin (%) JV Equity Income ($B) and Equity Income (%) 7.8% 5.2% 4.7% 3.6% 2.9% 1.3% $(0.0) $(0.1) $(0.1) $(0.2) $(0.2) (6.6)% $(0.2) (9.4)% (25.8)% (27.6)% $0.1 $0.1 $0.1 (44.7)% $0.0 $0.0 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 (60.6)% Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 $0.0 Q4 2022 SECRET Wholesale units include Ford and Lincoln brand and Jiangling Motors Corporation (JMC) brand vehicles produced and sold in China by our unconsolidated affiliates and Ford brand vehicles produced in Taiwan by Lio Ho Group. Revenue does not include these sales 16

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