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Ford Investor Conference

Company Net Income / (Loss) Reconciliation To Adjusted EBIT ($M) Net income / (loss) attributable to Ford (GAAP) Income / (loss) attributable to non-controlling interests Net income / (loss) Less: (Provision for) / Benefit from income taxes Income / (loss) before income taxes Less: Special items pre-tax Income / (loss) before special items pre-tax Less: Interest on debt Adjusted EBIT (Non-GAAP) Memo: Revenue ($B) Net income / (loss) margin (GAAP) Adjusted EBIT margin (Non-GAAP) (%) SA $ Third Quarter 2022 (827) $ (103) (930) 195 (1,125) (2,607) 1,482 (321) 1,803 39.4 (2.1) % 4.6 % $ $ $ 2023 1,199 (26) 1,173 (214) 1,874 1,387 $ (487) (324) 2,198 43.8 2.7 % 5.0 % $ $ (3,270) (141) $ Year-To-Date $ 2022 (3,411) 771 (4,182) $ (11,092) 6,910 (941) 7,851 114.1 (2.9) % $ 6.9 % $ $ 2023 4,873 (21) 4,852 (982) 5,834 (2,593) 9,363 130.2 8,427 $ (936) 3.7 % $ 7.2 % $ $ (2,152) 864 Memo: FY 2022 $ (1,981) (171) (3,016) (12,172) 9,156 (1,259) 10,415 158.1 (1.3) % 6.6 % Ford 45
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