Ford Investor Conference

Company Key Metrics Ford Blue Ford Model e Ford Pro Ford Next Ford Credit* Corporate Other Total Company (Adjusted) Ford Blue Ford Model e Ford Pro Total Company (Adjusted) * Ford Credit EBT Q2 2022 $ 2.5 (0.5) 0.9 (0.2) 0.9 0.1 $ 3.7 Q2 2022 10.5 % (38.6) 6.9 9.3 % Q3 2022 $ 1.5 (0.6) 0.4 (0.2) 0.6 0.2 $ 1.8 Q3 2022 6.2 % (43.7) 3.4 4.6 % EBIT ($B) Q4 2022 $ 1.5 (0.6) 1.5 (0.2) 0.2 0.2 Q1 2023 $ 2.6 (0.0) 0.3 (0.1) $2.6 $ 3.4 (40.4) 10.4 (0.7) 1.4 EBIT Margin (%) Q4 2022 Q1 2023 5.8 % 5.9 % 10.4 % (102.1) 10.3 8.1 % Q2 2023 $ 2.3 $ 1.7 (1.1) (1.3) 2.4 1.7 (0.0) (0.0) 0.4 0.4 (0.2) (0.2) $ 3.8 $ 2.2 Q2 2023 9.2 % Q3 2023 (58.9) 15.3 8.4 % Q3 2023 6.7 % (75.6) 12.0 5.0 % Memo: EV Wholesales Q2 2022 $23.8 1.3 12.7 0.0 2.3 0.0 $40.2 Q2 2022 670 24 338 1,032 31 Q3 2022 $23.8 1.4 12.0 0.0 2.2 0.0 $39.4 Q3 2022 741 25 321 1,086 32 Revenue ($B) Q4 2022 $26.3 1.6 13.9 (0.0) 2.3 0.0 $ 44.0 760 30 358 1,147 Q1 2023 Wholesale Units (000) Q4 2022 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 Q3 2023 $25.6 1.8 13.8 0.0 2.6 0.0 $43.8 Ford Q3 2023 736 36 314 1,086 48 40

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