Ford Results Presentation Deck

Net Cash Provided By / (Used In) Operating Activities Reconciliation To Company Adj. FCF ($M) Net cash provided by / (Used in) operating activities (GAAP) Less: Items Not Included in Company Adjusted Free Cash Flows Ford Credit operating cash flows Funded pension contributions Add: Restructuring (including separations)* Ford Credit tax payments / (refunds) under tax sharing agreement Other, net Items Included in Company Adjusted Free Cash Flows Company excluding Ford Credit capital spending Ford Credit distributions Settlement of derivatives Company adjusted free cash flow (Non-GAAP) Restructuring excludes cash flows reported in investing activities Q1 $ (1,084) (419) (174) (176) (20) (1,349) 1,000 64 $ (580) Q2 $ 2,947 2022 (1,340) (154) (137) 20 (1,503) 600 (36) $ 3,619 Q3 $ 3,812 (439) (130) (179) 22 (150) (1,613) 500 26 $ 3,601 Q4 $ 1,178 (3,218) (109) (343) 125 92 (2,046) (144) $ 2,441 2023 Q1 $ 2,800 626 (125) (81) (5) (140) (1,760) (72) $ 693 Q2 $ 5,035 $ 1,863 581 (109) (118) (73) (1,927) 92 $ 2,919 First Half 2022 (1,759) (328) (313) (2,852) 1,600 28 $ 3,039 2023 $7,835 1,207 Ford (234) (199) (5) (213) (3,687) 20 $ 3,612 34

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