Ford Investor Conference Presentation Deck
Ford
Model e
Designing and scaling
breakthrough, connected EVs, and
all of Ford's electric architecture
and embedded software
+ Volume up 44% YoY and
more than 2X sequentially
driven by higher production
capacity of both Mustang
Mach-E and F-150 Lightning
+ Industry-wide pricing
pressure and investments in
capacity and new products
adversely impacted
profitability
+ Continue to be disciplined
with capital investments and
a focus of balancing growth
and profitability
Wholesale Units
18
Q1 '22
EBIT (SB)
($0.4)
24
Q2 '22
($0.5)
Q1 '22 Q2 '22
(000)
25
30
Q3 '22 Q4 '22
($0.6) ($0.6)
Q3 '22
Q4 '22
12
Q1 '23
($0.7)
Q1 '23
34
Q2 '23
T
($1.1)
Q2 '23
Revenue ($B)
$1.0
$1.3
Q1 '22 Q2 '22
EBIT Margin (%)
(39.1) % (38.6)%
Q1 '22
Q2 '22
$1.4
Q3 '22
$1.6
Q3 '22
(43.7)% (40.4)%
$0.7
Q4 '22 Q1 '23 Q2 '23
Q4 '22
$1.8
(102.1)%
Q1 '23
(58.9)%
Q2 '23
Ford
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