Ford Results Presentation Deck

Key Metrics Ford Blue Ford Model e Ford Pro Total Company (Adjusted) Q1 2022 Ford Blue Ford Model e Ford Pro Ford Next Ford Credit* Corporate Other Total Company (Adjusted) $ * Ford Credit EBT $ 1.3 (0.4) 0.5 (0.2) 0.9 0.2 2.3 Q1 2022 (39.1) 4.8 Q2 2022 6.7 % $2.5 (0.5) 0.9 (0.2) 0.9 0.1 $ 3.7 6.4 % 10.5 % (38.6) 6.9 Q2 2022 9.3 % EBIT ($B) Q3 2022 $ 1.5 (0.6) 0.4 (0.2) 0.6 0.2 $ 1.8 6.2 % (43.7) 3.4 Q4 2022 4.6 % $ 1.5 (0.6) 1.5 EBIT Margin (%) Q3 2022 Q4 2022 $ (0.2) 0.2 0.2 2.6 5.9 % (40.4) 10.4 5.8 % Q1 2023 $ 2.6 (0.7) 1.4 (0.0) 0.3 (0.1) $ 3.4 Q1 2023 10.4 % (102.1) 10.3 8.1 % Q2 2023 $ 2.3 (1.1) 2.4 (0.0) 0.4 (0.2) $ 3.8 Q2 2023 9.2 % (58.9) 15.3 8.4 % Memo: EV Wholesales Q1 2022 $20.8 1.0 10.3 0.1 2.3 0.0 $34.5 Q1 2022 663 18 285 966 22 Q2 2022 $23.8 1.3 12.7 0.0 2.3 0.0 $40.2 Q2 2022 670 24 338 1,032 31 Revenue ($B) Q3 2022 $23.8 1.4 12.0 0.0 2.2 0.0 $ 39.4 741 25 321 1,086 Q4 2022 32 $26.3 1.6 13.9 (0.0) 2.3 0.0 $44.0 Wholesale Units (000) Q3 2022 Q4 2022 Q1 2023 760 30 358 1,147 Q1 2023 43 $ 25.1 0.7 13.2 0.0 2.4 0.0 $ 41.5 706 12 337 1,056 21 Q2 2023 $25.0 1.8 15.6 0.0 2.5 0.0 $ 45.0 Q2 2023 720 34 365 1,119 47 Ford 28

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