|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | For the Three Months Ended July 31, 2013 |
| (in millions)                                                                          | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Sales of manufactured products                                                         | $ | 2,820 |  |   | $ | — |  |   | $ | — |  |   | $ | 2,820 |  |
| Finance revenues                                                                       | — |  |   | 62 |  |   | (21 | ) |   | 41 |  |
| Sales and revenues, net                                                                | 2,820 |  |   | 62 |  |   | (21 | ) |   | 2,861 |  |
| Costs of products sold                                                                 | 2,547 |  |   | — |  |   | — |  |   | 2,547 |  |
| Restructuring charges                                                                  | 5 |  |   | 1 |  |   | — |  |   | 6 |  |
| Asset impairment charges                                                               | 17 |  |   | — |  |   | — |  |   | 17 |  |
| Selling, general and administrative expenses                                           | 286 |  |   | 23 |  |   | (1 | ) |   | 308 |  |
| Engineering and product development costs                                              | 99 |  |   | — |  |   | — |  |   | 99 |  |
| Interest expense                                                                       | 60 |  |   | 17 |  |   | (1 | ) |   | 76 |  |
| Other expense (income), net                                                            | 43 |  |   | (2 | ) |   | (19 | ) |   | 22 |  |
| Total costs and expenses                                                               | 3,057 |  |   | 39 |  |   | (21 | ) |   | 3,075 |  |
| Equity in income of non-consolidated affiliates                                        | 3 |  |   | — |  |   | — |  |   | 3 |  |
| Income (loss) before equity income from financial services operations and income taxes | (234 | ) |   | 23 |  |   | — |  |   | (211 | ) |
| Equity income from financial services operations                                       | 16 |  |   | — |  |   | (16 | ) |   | — |  |
| Income (loss) from continuing operations before income taxes                           | (218 | ) |   | 23 |  |   | (16 | ) |   | (211 | ) |
| Income tax expense                                                                     | (9 | ) |   | (7 | ) |   | — |  |   | (16 | ) |
| Income (loss) from continuing operations                                               | (227 | ) |   | 16 |  |   | (16 | ) |   | (227 | ) |
| Loss from discontinued operations, net of tax                                          | (10 | ) |   | — |  |   | — |  |   | (10 | ) |
| Net income (loss)                                                                      | (237 | ) |   | 16 |  |   | (16 | ) |   | (237 | ) |
| Less: Income attributable to non-controlling interests                                 | 10 |  |   | — |  |   | — |  |   | 10 |  |
| Net income (loss) attributable to Navistar International Corporation                   | $ | (247 | ) |   | $ | 16 |  |   | $ | (16 | ) |   | $ | (247 | ) |

----

|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | For the Nine Months Ended July 31, 2013 |
| (in millions)                                                                          | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Sales of manufactured products                                                         | $ | 7,905 |  |   | $ | — |  |   | $ | — |  |   | $ | 7,905 |  |
| Finance revenues                                                                       | — |  |   | 178 |  |   | (59 | ) |   | 119 |  |
| Sales and revenues, net                                                                | 7,905 |  |   | 178 |  |   | (59 | ) |   | 8,024 |  |
| Costs of products sold                                                                 | 7,196 |  |   | — |  |   | — |  |   | 7,196 |  |
| Restructuring charges                                                                  | 10 |  |   | 4 |  |   | — |  |   | 14 |  |
| Asset impairment charges                                                               | 17 |  |   | — |  |   | — |  |   | 17 |  |
| Selling, general and administrative expenses                                           | 842 |  |   | 66 |  |   | (3 | ) |   | 905 |  |
| Engineering and product development costs                                              | 310 |  |   | — |  |   | — |  |   | 310 |  |
| Interest expense                                                                       | 190 |  |   | 52 |  |   | (2 | ) |   | 240 |  |
| Other expense (income), net                                                            | 27 |  |   | (8 | ) |   | (54 | ) |   | (35 | ) |
| Total costs and expenses                                                               | 8,592 |  |   | 114 |  |   | (59 | ) |   | 8,647 |  |
| Equity in income of non-consolidated affiliates                                        | 6 |  |   | — |  |   | — |  |   | 6 |  |
| Income (loss) before equity income from financial services operations and income taxes | (681 | ) |   | 64 |  |   | — |  |   | (617 | ) |
| Equity income from financial services operations                                       | 42 |  |   | — |  |   | (42 | ) |   | — |  |
| Income (loss) from continuing operations before income taxes                           | (639 | ) |   | 64 |  |   | (42 | ) |   | (617 | ) |
| Income tax expense                                                                     | (31 | ) |   | (22 | ) |   | — |  |   | (53 | ) |
| Income (loss) from continuing operations                                               | (670 | ) |   | 42 |  |   | (42 | ) |   | (670 | ) |
| Loss from discontinued operations, net of tax                                          | (40 | ) |   | — |  |   | — |  |   | (40 | ) |
| Net income (loss)                                                                      | (710 | ) |   | 42 |  |   | (42 | ) |   | (710 | ) |
| Less: Income attributable to non-controlling interests                                 | 34 |  |   | — |  |   | — |  |   | 34 |  |
| Net income (loss) attributable to Navistar International Corporation                   | $ | (744 | ) |   | $ | 42 |  |   | $ | (42 | ) |   | $ | (744 | ) |

----

|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | For the Three Months Ended July 31, 2012 |
| (in millions)                                                                          | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Sales of manufactured products                                                         | $ | 3,204 |  |   | $ | — |  |   | $ | — |  |   | $ | 3,204 |  |
| Finance revenues                                                                       |  |  |   | 64 |  |   | (22 | ) |   | 42 |  |
| Sales and revenues, net                                                                | 3,204 |  |   | 64 |  |   | (22 | ) |   | 3,246 |  |
| Costs of products sold                                                                 | 2,800 |  |   | — |  |   | — |  |   | 2,800 |  |
| Restructuring charges                                                                  | 4 |  |   | — |  |   | — |  |   | 4 |  |
| Asset impairment charges                                                               | — |  |   | — |  |   | — |  |   | — |  |
| Selling, general and administrative expenses                                           | 300 |  |   | 24 |  |   | (2 | ) |   | 322 |  |
| Engineering and product development costs                                              | 135 |  |   | — |  |   | — |  |   | 135 |  |
| Interest expense                                                                       | 40 |  |   | 20 |  |   | (1 | ) |   | 59 |  |
| Other expense (income), net                                                            | 32 |  |   | (1 | ) |   | (19 | ) |   | 12 |  |
| Total costs and expenses                                                               | 3,311 |  |   | 43 |  |   | (22 | ) |   | 3,332 |  |
| Equity in loss of non-consolidated affiliates                                          | (10 | ) |   | — |  |   | — |  |   | (10 | ) |
| Income (loss) before equity income from financial services operations and income taxes | (117 | ) |   | 21 |  |   | — |  |   | (96 | ) |
| Equity income from financial services operations                                       | 13 |  |   | — |  |   | (13 | ) |   | — |  |
| Income (loss) from continuing operations before income taxes                           | (104 | ) |   | 21 |  |   | (13 | ) |   | (96 | ) |
| Income tax benefit (expense)                                                           | 196 |  |   | (8 | ) |   | — |  |   | 188 |  |
| Income from continuing operations                                                      | 92 |  |   | 13 |  |   | (13 | ) |   | 92 |  |
| Income from discontinued operations, net of tax                                        | 4 |  |   | — |  |   | — |  |   | 4 |  |
| Net income                                                                             | 96 |  |   | 13 |  |   | (13 | ) |   | 96 |  |
| Less: Income attributable to non-controlling interests                                 | 12 |  |   | — |  |   | — |  |   | 12 |  |
| Net income attributable to Navistar International Corporation                          | $ | 84 |  |   | $ | 13 |  |   | $ | (13 | ) |   | $ | 84 |  |

----

|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | For the Nine Months Ended July 31, 2012 |
| (in millions)                                                                          | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Sales of manufactured products                                                         | $ | 9,387 |  |   | $ | — |  |   | $ | — |  |   | $ | 9,387 |  |
| Finance revenues                                                                       | — |  |   | 199 |  |   | (70 | ) |   | 129 |  |
| Sales and revenues, net                                                                | 9,387 |  |   | 199 |  |   | (70 | ) |   | 9,516 |  |
| Costs of products sold                                                                 | 8,350 |  |   | — |  |   | — |  |   | 8,350 |  |
| Restructuring charges                                                                  | 23 |  |   | — |  |   | — |  |   | 23 |  |
| Asset impairment charges                                                               | 10 |  |   | — |  |   | — |  |   | 10 |  |
| Selling, general and administrative expenses                                           | 990 |  |   | 63 |  |   | (4 | ) |   | 1,049 |  |
| Engineering and product development costs                                              | 402 |  |   | — |  |   | — |  |   | 402 |  |
| Interest expense                                                                       | 119 |  |   | 67 |  |   | (4 | ) |   | 182 |  |
| Other expense (income), net                                                            | 101 |  |   | (6 | ) |   | (62 | ) |   | 33 |  |
| Total costs and expenses                                                               | 9,995 |  |   | 124 |  |   | (70 | ) |   | 10,049 |  |
| Equity in loss of non-consolidated affiliates                                          | (21 | ) |   | — |  |   | — |  |   | (21 | ) |
| Income (loss) before equity income from financial services operations and income taxes | (629 | ) |   | 75 |  |   | — |  |   | (554 | ) |
| Equity income from financial services operations                                       | 48 |  |   | — |  |   | (48 | ) |   | — |  |
| Income (loss) from continuing operations before income taxes                           | (581 | ) |   | 75 |  |   | (48 | ) |   | (554 | ) |
| Income tax benefit (expense)                                                           | 414 |  |   | (27 | ) |   | — |  |   | 387 |  |
| Income (loss) from continuing operations                                               | (167 | ) |   | 48 |  |   | (48 | ) |   | (167 | ) |
| Loss from discontinued operations, net of tax                                          | (39 | ) |   | — |  |   | — |  |   | (39 | ) |
| Net income (loss)                                                                      | (206 | ) |   | 48 |  |   | (48 | ) |   | (206 | ) |
| Less: Income attributable to non-controlling interests                                 | 35 |  |   | — |  |   | — |  |   | 35 |  |
| Net income (loss) attributable to Navistar International Corporation                   | $ | (241 | ) |   | $ | 48 |  |   | $ | (48 | ) |   | $ | (241 | ) |

----

|                                                                     |
|---------------------------------------------------------------------|
|                                                                     |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                | As of July 31, 2013 |
| (in millions)                                                       | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Assets                                                              |   |   |   |   |   |   |   |
| Cash and cash equivalents                                           | $ | 413 |  |   | $ | 12 |  |   | $ | — |  |   | $ | 425 |  |
| Marketable securities                                               | 674 |  |   | 34 |  |   | — |  |   | 708 |  |
| Restricted cash                                                     | 30 |  |   | 140 |  |   | — |  |   | 170 |  |
| Finance and other receivables, net                                  | 807 |  |   | 2,057 |  |   | (86 | ) |   | 2,778 |  |
| Inventories                                                         | 1,323 |  |   | 13 |  |   | — |  |   | 1,336 |  |
| Goodwill                                                            | 255 |  |   | — |  |   | — |  |   | 255 |  |
| Property and equipment, net                                         | 1,506 |  |   | 208 |  |   | — |  |   | 1,714 |  |
| Investments in and advances to financial services operations        | 674 |  |   | — |  |   | (674 | ) |   | — |  |
| Investments in non-consolidated affiliates                          | 80 |  |   | — |  |   | — |  |   | 80 |  |
| Deferred taxes, net                                                 | 217 |  |   | 32 |  |   | — |  |   | 249 |  |
| Other assets                                                        | 492 |  |   | 34 |  |   | — |  |   | 526 |  |
| Total assets                                                        | $ | 6,471 |  |   | $ | 2,530 |  |   | $ | (760 | ) |   | $ | 8,241 |  |
| Liabilities and stockholders' equity (deficit)                      |   |   |   |   |   |   |   |
| Accounts payable                                                    | $ | 1,596 |  |   | $ | 36 |  |   | $ | (86 | ) |   | $ | 1,546 |  |
| Debt                                                                | 3,038 |  |   | 1,686 |  |   | — |  |   | 4,724 |  |
| Postretirement benefits liabilities                                 | 3,328 |  |   | 49 |  |   | — |  |   | 3,377 |  |
| Other liabilities                                                   | 2,442 |  |   | 85 |  |   | — |  |   | 2,527 |  |
| Total liabilities                                                   | 10,404 |  |   | 1,856 |  |   | (86 | ) |   | 12,174 |  |
| Redeemable equity securities                                        | 4 |  |   | — |  |   | — |  |   | 4 |  |
| Stockholders' equity attributable to non-controlling interest       | 35 |  |   | — |  |   | — |  |   | 35 |  |
| Stockholders' equity (deficit) attributable to controlling interest | (3,972 | ) |   | 674 |  |   | (674 | ) |   | (3,972 | ) |
| Total liabilities and stockholders' equity (deficit)                | $ | 6,471 |  |   | $ | 2,530 |  |   | $ | (760 | ) |   | $ | 8,241 |  |

----

|                                                                     |
|---------------------------------------------------------------------|
|                                                                     |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                | As of October 31, 2012 |
| (in millions)                                                       | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Assets                                                              |   |   |   |   |   |   |   |
| Cash and cash equivalents                                           | $ | 1,059 |  |   | $ | 28 |  |   | $ | — |  |   | $ | 1,087 |  |
| Marketable securities                                               | 446 |  |   | 20 |  |   | — |  |   | 466 |  |
| Restricted cash                                                     | 31 |  |   | 130 |  |   | — |  |   | 161 |  |
| Finance and other receivables, net                                  | 843 |  |   | 2,247 |  |   | (98 | ) |   | 2,992 |  |
| Inventories                                                         | 1,528 |  |   | 9 |  |   | — |  |   | 1,537 |  |
| Goodwill                                                            | 280 |  |   | — |  |   | — |  |   | 280 |  |
| Property and equipment, net                                         | 1,497 |  |   | 163 |  |   | — |  |   | 1,660 |  |
| Investments in and advances to financial services operations        | 628 |  |   | — |  |   | (628 | ) |   | — |  |
| Investments in non-consolidated affiliates                          | 62 |  |   | — |  |   | — |  |   | 62 |  |
| Deferred taxes, net                                                 | 231 |  |   | 32 |  |   | — |  |   | 263 |  |
| Other assets                                                        | 562 |  |   | 32 |  |   | — |  |   | 594 |  |
| Total assets                                                        | $ | 7,167 |  |   | $ | 2,661 |  |   | $ | (726 | ) |   | $ | 9,102 |  |
| Liabilities and stockholders' equity (deficit)                      |   |   |   |   |   |   |   |
| Accounts payable                                                    | $ | 1,752 |  |   | $ | 32 |  |   | $ | (98 | ) |   | $ | 1,686 |  |
| Debt                                                                | 2,905 |  |   | 1,866 |  |   | — |  |   | 4,771 |  |
| Postretirement benefits liabilities                                 | 3,459 |  |   | 52 |  |   | — |  |   | 3,511 |  |
| Other liabilities                                                   | 2,311 |  |   | 83 |  |   | — |  |   | 2,394 |  |
| Total liabilities                                                   | 10,427 |  |   | 2,033 |  |   | (98 | ) |   | 12,362 |  |
| Redeemable equity securities                                        | 5 |  |   | — |  |   | — |  |   | 5 |  |
| Stockholders' equity attributable to non-controlling interest       | 45 |  |   | — |  |   | — |  |   | 45 |  |
| Stockholders' equity (deficit) attributable to controlling interest | (3,310 | ) |   | 628 |  |   | (628 | ) |   | (3,310 | ) |
| Total liabilities and stockholders' equity (deficit)                | $ | 7,167 |  |   | $ | 2,661 |  |   | $ | (726 | ) |   | $ | 9,102 |  |

----

|                                                                                                |
|------------------------------------------------------------------------------------------------|
|                                                                                                |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                           | Nine Months Ended July 31, 2013 |
| (in millions)                                                                                  | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Cash flows from operating activities                                                           |   |   |   |   |   |   |   |
| Net income (loss)                                                                              | $ | (710 | ) |   | $ | 42 |  |   | $ | (42 | ) |   | $ | (710 | ) |
| Adjustments to reconcile net income (loss) to cash provided by (used in) operating activities: |   |   |   |   |   |   |   |
| Depreciation and amortization                                                                  | 224 |  |   | 1 |  |   | — |  |   | 225 |  |
| Depreciation of equipment leased to others                                                     | 77 |  |   | 28 |  |   | — |  |   | 105 |  |
| Amortization of debt issuance costs and discount                                               | 34 |  |   | 9 |  |   | — |  |   | 43 |  |
| Deferred income taxes                                                                          | 19 |  |   | — |  |   | — |  |   | 19 |  |
| Impairment of property and equipment and intangible assets                                     | 25 |  |   | — |  |   | — |  |   | 25 |  |
| Gain on sales of investments and businesses, net                                               | (13 | ) |   | — |  |   | — |  |   | (13 | ) |
| Equity in loss of non-consolidated affiliates                                                  | (6 | ) |   | — |  |   | — |  |   | (6 | ) |
| Equity in income of financial services affiliates                                              | (42 | ) |   | — |  |   | 42 |  |   | — |  |
| Dividends from non-consolidated affiliates                                                     | 11 |  |   | — |  |   | — |  |   | 11 |  |
| Change in intercompany receivables and payables                                                | (12 | ) |   | 12 |  |   | — |  |   | — |  |
| Other, net                                                                                     | 145 |  |   | 190 |  |   | — |  |   | 335 |  |
| Net cash provided by (used in) operating activities                                            | (248 | ) |   | 282 |  |   | — |  |   | 34 |  |
| Cash flows from investing activities                                                           |   |   |   |   |   |   |  |  |
| Purchases of marketable securities                                                             | (1,057 | ) |   | (13 | ) |   | — |  |   | (1,070 | ) |
| Sales or maturities of marketable securities                                                   | 828 |  |   | — |  |   | — |  |   | 828 |  |
| Net change in restricted cash and cash equivalents                                             | 1 |  |   | (10 | ) |   | — |  |   | (9 | ) |
| Capital expenditures                                                                           | (135 | ) |   | (1 | ) |   | — |  |   | (136 | ) |
| Purchase of equipment leased to others                                                         | (266 | ) |   | (85 | ) |   | — |  |   | (351 | ) |
| Other investing activities                                                                     | 44 |  |   | 3 |  |   | — |  |   | 47 |  |
| Net cash used in investing activities                                                          | (585 | ) |   | (106 | ) |   | — |  |   | (691 | ) |
| Net cash provided by (used in) financing activities                                            | 208 |  |   | (194 | ) |   | — |  |   | 14 |  |
| Effect of exchange rate changes on cash and cash equivalents                                   | (21 | ) |   | 2 |  |   | — |  |   | (19 | ) |
| Decrease in cash and cash equivalents                                                          | (646 | ) |   | (16 | ) |   | — |  |   | (662 | ) |
| Cash and cash equivalents at beginning of the period                                           | 1,059 |  |   | 28 |  |   | — |  |   | 1,087 |  |
| Cash and cash equivalents at end of the period                                                 | $ | 413 |  |   | $ | 12 |  |   | $ | — |  |   | $ | 425 |  |

----

|                                                                                                |
|------------------------------------------------------------------------------------------------|
|                                                                                                |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                           | Nine Months Ended July 31, 2012 |
| (in millions)                                                                                  | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Cash flows from operating activities                                                           |   |   |   |   |   |   |   |
| Net income (loss)                                                                              | $ | (206 | ) |   | $ | 48 |  |   | $ | (48 | ) |   | $ | (206 | ) |
| Adjustments to reconcile net income (loss) to cash provided by (used in) operating activities: |   |   |   |   |   |   |   |
| Depreciation and amortization                                                                  | 207 |  |   | 2 |  |   | — |  |   | 209 |  |
| Depreciation of equipment leased to others                                                     | 14 |  |   | 23 |  |   | — |  |   | 37 |  |
| Amortization of debt issuance costs and discount                                               | 22 |  |   | 9 |  |   | — |  |   | 31 |  |
| Deferred income taxes                                                                          | (405 | ) |   | — |  |   | — |  |   | (405 | ) |
| Impairment of property and equipment and intangible assets                                     | 38 |  |   | — |  |   | — |  |   | 38 |  |
| Equity in loss of non-consolidated affiliates                                                  | 22 |  |   | — |  |   | — |  |   | 22 |  |
| Equity in income of financial services affiliates                                              | (48 | ) |   | — |  |   | 48 |  |   | — |  |
| Dividends from non-consolidated affiliates                                                     | 5 |  |   | — |  |   | — |  |   | 5 |  |
| Change in intercompany receivables and payables                                                | 34 |  |   | (34 | ) |   | — |  |   | — |  |
| Other, net                                                                                     | 25 |  |   | 590 |  |   | — |  |   | 615 |  |
| Net cash provided by (used in) operating activities                                            | (292 | ) |   | 638 |  |   | — |  |   | 346 |  |
| Cash flows from investing activities                                                           |   |   |   |   |   |   |   |
| Purchases of marketable securities                                                             | (672 | ) |   | — |  |   | — |  |   | (672 | ) |
| Sales or maturities of marketable securities                                                   | 1,230 |  |   | — |  |   | — |  |   | 1,230 |  |
| Net change in restricted cash and cash equivalents                                             | 3 |  |   | 45 |  |   | — |  |   | 48 |  |
| Capital expenditures                                                                           | (248 | ) |   | (2 | ) |   | — |  |   | (250 | ) |
| Purchase of equipment leased to others                                                         | (3 | ) |   | (46 | ) |   | — |  |   | (49 | ) |
| Acquisition of intangibles                                                                     | (14 | ) |   | — |  |   | — |  |   | (14 | ) |
| Business acquisitions                                                                          | (12 | ) |   | — |  |   | — |  |   | (12 | ) |
| Other investing activities                                                                     | (6 | ) |   | 1 |  |   | — |  |   | (5 | ) |
| Net cash provided by (used in) investing activities                                            | 278 |  |   | (2 | ) |   | — |  |   | 276 |  |
| Net cash provided by (used in) financing activities                                            | 23 |  |   | (630 | ) |   | — |  |   | (607 | ) |
| Effect of exchange rate changes on cash and cash equivalents                                   | (9 | ) |   | 2 |  |   | — |  |   | (7 | ) |
| Increase in cash and cash equivalents                                                          | — |  |   | 8 |  |   | — |  |   | 8 |  |
| Cash and cash equivalents at beginning of the period                                           | 488 |  |   | 51 |  |   | — |  |   | 539 |  |
| Cash and cash equivalents at end of the period                                                 | $ | 488 |  |   | $ | 59 |  |   | $ | — |  |   | $ | 547 |  |