44723673

Ręyenue__Reyenue Growth__EBITDA    EBITDAGrowth

($ in millions)	2015	2016	2017	2018	2019P	2020P	*15-18	•18-20P	2015	2016	2017	2018	2019P	2020P	*15-18	'18-20P
Automotive Aftermarket
Vehicle Manufacturers Bayerische Motoren Werke Aktiengesellschaft	$100,109	$99,401	$117,957	$111,610	$109,707	$111,953	3.7%	0.2%	$13,871	$13,528	$15,964	$14,407	$13,509	$15,121	1.3%	2.4%
Da i ml er AG	162,332	161,787	197,111	191,621	190,377	193,506	5.7%	0.5%	18,199	17,738	20,171	16,225	14,422	20,180	(3.8%)	11.5%
Ford Motor Company	149,558	151,800	156,776	160,338	145,061	144,372	2.3%	(5.1%)	16,017	13,080	15,335	12,727	11,365	12,649	(7.4%)	(0.3%)
General Motors Company	135,725	149,184	145,588	147,049	145,749	145,266	2.7%	(0.6%)	14,233	15,089	15,462	11,908	24,625	22,546	(5.8%)	37.6%
Harley-Davidson, Inc.	5,995	5,996	5,647	5,717	4,660	4,690	(1.6%)	(9.4%)	1,380	1,258	1,113	1,053	958	1,032	(8.6%)	(1.0%)
Navistar International Corporation	10,140	8,111	8,570	10,250	11,477	10,741	0.4%	2.4%	427	342	511	778	914	811	22.1%	2.1%
Oshkosh Corporation	6,098	6,279	6,830	7,706	8,312	8,268	8.1%	3.6%	517	518	626	778	898	839	14.6%	3.8%
PACCAR Inc	19,115	17,033	19,456	23,496	24,097	21,133	7.1%	(5.2%)	2,768	2,431	2,664	3,209	3,022	2,608	5.1%	(9.8%)
Toyota Motor Corporation	226,973	252,787	247,508	276,630	272,770	286,533	6.8%	1.8%	34,667	39,870	32,335	38,924	38,443	33,615	3.9%	(7.1%)
Volkswagen AG	231,650	229,354	275,636	270,035	272,730	280,307	5.2%	1.9%	17,577	25,885	30,447	32,282	39,995	41,413	22.5%	13.3%
Total	$1,047,696	$1,081,733	$1,181,080	$1,204,452	$1,184,940	$1,206,769	4.1%	(1.0%)	$119,656	$129,739	$134,627	$132,291	$148,151	$150,812	4.4%	5.3%