Singapore Investor Meetings

April 17, 2024

2024 Ford F-250

Further Information

FORD FIXED INCOME INVESTOR RELATIONS:

Jessica Vila-Goulding

313-248-3896jvila5@ford.com

Christopher Conti 313-418-1673cconti5@ford.com

INFORMATION ON FORD:

www.shareholder.ford.com

  • 10-KAnnual Reports
  • 10-QQuarterly Reports
  • 8-KCurrent Reports

INFORMATION ON FORD MOTOR CREDIT COMPANY:

www.ford.com/finance/investor-center/

  • 10-KAnnual Reports
  • 10-QQuarterly Reports
  • 8-KCurrent Reports

2

Corporate

Delivering Ford+

2024 Ford Maverick

Safe Harbor Statement And Disclosures

Forward-Looking Statements

This presentation includes forward-looking statements. Forward- looking statements are based on expectations, forecasts, and assumptions by our management and involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially from those stated. For a discussion of these risks, uncertainties, and other factors, please see the "Cautionary Note on Forward-Looking Statements" in this presentation and "Item

1A. Risk Factors" in our Annual Report on Form 10-K for the year

ended December 31, 2023, as updated by subsequent filings with the United States Securities and Exchange Commission.

GAAP & Non-GAAP Financial Measures

This presentation includes financial measures calculated in accordance with Generally Accepted Accounting Principles ("GAAP") and non-GAAP financial measures. The non-GAAP financial measures are intended to be considered supplemental information to their comparable GAAP financial measures. The non- GAAP financial measures are reconciled to the most comparable GAAP financial measures in the Appendix to this presentation.

Additional Information

Calculated results may not sum due to rounding. All variances are year-over-year unless otherwise noted. Visit ford.com for vehicle information.

4

Ford+ Investment Thesis

Disruptive technology allows us to leverage foundational strengths to build new capabilities enriching customer experiences and deepening loyalty

Customer experience

FOUNDATIONAL

ENHANCED

EXPANDED TAM

STRENGTHS

CAPABILITIES

& VALUE CREATION

+ Leading iconic

+ Integrated hardware and

nameplates

+ Ford Blue

software and services

+ Leading commercial

+

= + Ford Model e

+ Connectivity

vehicle portfolio

+ Ford Pro

+ Industrial prowess

+ Data analytics

Drives strong margins

Enables deep

Unlocks new growth

and cash flow

customer insight

opportunities

5

Ford+ Business Model Is Designed To Deliver Focused Innovation, Profit & Growth

Ford

Ford

Ford

Blue

Model e

Pro

6

Q4 Financial Results

Revenue

Adj. EBIT

Adj. EBIT Margin

Adj. FCF

Adj. EPS

$46.0B

$1.1B

2.3%

$2.0B

$0.29

▲ 4%

q 59%

q 3.5pts

q $0.5B

q $(0.22)

New 2024 Ford F-150 Platinum

7

Q4 Financial Results - Segments

Ford

Ford

Ford

Blue

Model e

Pro

2023 Ford Explorer XLT

2024 F-150 Lightning Flash

2024 F-350 XL

EBIT

EBIT

EBIT

$0.8B

$(1.6)B

$1.8B

EBIT Margin

EBIT Margin

EBIT Margin

3.1%

(98.2)%

11.8%

8

Full Year Financial Results

Revenue

Adj. EBIT

Adj. EBIT Margin

Adj. FCF

Adj. EPS

$176.2B $10.4B 5.9% $6.8B $2.01

▲ 11%

Flat

q 0.7pts

q $2.3B

▲ $0.13

2024 Expedition King Ranch

9

Full Year Financial Results - Segments

Ford

Ford

Ford

Blue

Model e

Pro

2024 Ford Bronco Sport Badlands

2024 Mustang Mach-E Rally

2024 Super Duty Tremor

EBIT

EBIT

EBIT

$7.5B

$(4.7)B

$7.2B

EBIT Margin

EBIT Margin

EBIT Margin

7.3%

(79.7)%

12.4%

10

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Disclaimer

Ford Motor Company published this content on 15 April 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 15 April 2024 19:41:03 UTC.