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North America Key Metrics Market Share (%) Wholesale Units (000) Revenue ($M) EBIT ($M) EBIT Margin (%) Change in EBIT by Causal Factor (in

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North America Key Metrics Market Share (%) Wholesale Units (000) Revenue ($M) EBIT ($M) EBIT Margin (%) Change in EBIT by Causal Factor (in millions) 2019 Full Year EBIT Volume/Mix Net Pricing Cost Exchange Other 2020 Full Year EBIT 2019 2020 H/(L) 13.2 % 13.2 % -ppts 2,765 2,081 (684) $ 98,053 $ 80,035 $ (18,018) 6,612 3,625 (2,987) 6.7 % 4.5 % (2.2) ppts $ 6,612 (6,776) 3,041 366 (64) 446 $ 3,625

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