U.S. Floorplan Risk Management

B/(W) FY 2017 FY 2018 Company Results (Mils) $5,422 $(674) $2,627 $(373) $7,002 $(668) $(1,228) $(1,429) Auto Mobility Ford Credit Corporate Other Company Adj. EBIT* Interest On Debt Special Items Taxes / Non- Controlling $3,677 Net Income (GAAP) $(2,662) $(375) $317 $84 $(2,636) $(38) $(1,140) $(240) $(4,054) • • FY Company adj. EBIT of $7B driven by Auto and Ford Credit; YoY decline of $2.6B largely explained by lower China and Europe results in Auto Loss at Mobility due to planned investment increases for development of autonomous vehicle business and mobility services Corporate Other reflects Corporate governance costs offset partially by Auto interest income Special Items mainly non-cash pre-tax mark-to-market adjustment for global pension and OPEB plans and charges for personnel separations * See Appendix for reconciliation to GAAP and definitions 11 Ford FORD CREDIT

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