Ford Investor Conference

Ford Pro Integrated vehicle hardware, software, service, charging and financing solutions that increase commercial customer productivity + Revenue up 16%, 12% EBIT margin + Volume impacted by new product launch changeover and supply constraints + Super Duty continues to drive higher net pricing + Customer demand for key products outstripped supply Wholesale Units (000) 338 Q2 22 Memo: JV Wholesales* 17 EV Wholesales 7 EBIT ($B) 321 $0.9 Q3 '22 18 6 358 $0.4 Q4 '22 29 11 337 $1.5 Q1 '23 22 8 365 $1.4 Q2 23 24 12 $2.4 314 Q3 '23 24 9 * Includes Ford brand vehicles produced and sold by our unconsolidated affiliate Ford Otosan in Türkiye $1.7 Q2 22 Q3 '22 Q4 '22 Q1 '23 Q2 23 Q3 '23 Revenue ($B) $12.7 Q2 '22 Q3 '22 $12.0 EBIT Margin(96) 6.9% ...... أن... تات... Q2 22 $13.9 3.4% Q4 '22 $13.2 Q3 22 Q4 '22 Q1 '23 Q2 23 10.4% 10.3% $15.6 Q1 '23 15.3% $13.8 Q2 23 Q3 '23 12.0% Q3 '23 Ford 16

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