2023 Outlook and Advancing The Ford Plan: Electrification

Wholesale Units (000) Revenue ($B) South America . Lean, de-risked and asset-light business, focused on key franchises like Ranger and Transit FY EBIT of $0.4B, up $0.5B First FY profit in 10 years; region de-risked and expected to be sustainably profitable • Q4 Ranger share of segment improved to 12.0%; #2 mid-size pickup in the region 20 26 20 Q3 2021 Q4 2021 SECRET 18 15 $0.8 $0.9 $0.9 23 23 26 $0.6 $0.7 $0.6 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 EBIT ($B) EBIT Margin (%) 16.9% 14.8% 11.8% 8.7% $0.1 $0.1 $0.1 4.5% $0.0 $0.0 $0.1 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 14

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