Investor Presentaiton

Electrification Addressable Market BRINGING THE FUTURE AAM FASTER AAM anticipates the addressable sourcing market at ~$18-20 billion by 2030 This includes electric drive units, subsystems and components We offer solutions for various OEM go-to-market strategies for electric vehicles Our technology is a key differentiator We expect the market to grow past 2030 AAM's Competitive Advantage Global Size & Scale Operational Excellence Technology Leadership Broad Product Portfolio Integration Technical Experience Partnerships *Note: Total global addressable markets is based on electric drive unit install rates across various propulsion types Source: IHS estimates and internal calculations 17

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