2023 Outlook and Advancing The Ford Plan: Electrification

International Markets Group Portfolio strengths of Ranger pickup and Everest • FY EBIT of $0.6B unchanged • FY profit driven by the launch of all-new Ranger and the exit of India • Record Ranger share of 18.3% in Q4 66 Q3 2021 Wholesale Units (000)* 80 60 55 59 59 59 86 103 Revenue ($B) $3.3 $2.8 $2.4 $2.0 $1.9 $1.7 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 EBIT ($B) EBIT Margin (%) 6.6% 5.5% 3.9% 3.1% 8.2% 7.3% $0.2 $0.2 $0.1 $0.1 $0.1 $0.1 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 SECRET Includes Ford brand vehicles produced and sold by our unconsolidated affiliate in Russia (8K units in Q4 2021 and zero units since Q1 2022). Revenue does not include these sales Ford 17

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