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Ford Investor Conference

Special Items ($B) Restructuring (by Geography) China Europe Ford Credit - Brazil Other (a) Subtotal Restructuring Pension and OPEB Gain / (Loss) Pension and OPEB remeasurement Pension settlements and curtailments Subtotal Pension and OPEB Gain / (Loss) Other Items Gain (loss) on Rivian investment AV strategy including Argo Impairment Transit Connect customs matter Russia suspension of operations / asset write-off Patent matters related to prior calendar years Other (including gains / (losses) on investments) Subtotal Other Items a. Total EBIT Special Items $ $ $ $ 2022 Third Quarter (0.0) (0.0) (0.4) (0.4) (0.0) (0.0) 0.6 (2.7) 0.0 (0.1) (2.2) (2.6) $ $ 2023 Includes restructuring charges of $0.2B in both the third quarter and the first nine months of 2022 related to North America, and $0.2B in the third quarter and $0.3B in the first nine months of 2022 related to India (0.1) (0.0) 0.0 (0.1) (0.2) (0.1) (0.2) (0.1) (0.0) (0.1) (0.5) $ $ $ Year-To-Date 2022 (0.0) (0.1) (0.2) (0.5) (0.7) (0.0) (0.0) (7.3) (2.7) (0.1) (0.1) (0.1) (10.4) (11.1) FA $ 2023 (0.9) (0.5) (0.1) (1.5) (0.4) (0.2) (0.6) (0.0) (0.4) 0.0 (0.2) (0.6) (2.6) Ford 18
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