|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | For the Three Months Ended January 31, 2013 |
| (in millions)                                                                          | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Sales of manufactured products                                                         | $ | 2,598 |  |   | $ | — |  |   | $ | — |  |   | $ | 2,598 |  |
| Finance revenues                                                                       | — |  |   | 59 |  |   | (20 | ) |   | 39 |  |
| Sales and revenues, net                                                                | 2,598 |  |   | 59 |  |   | (20 | ) |   | 2,637 |  |
| Costs of products sold                                                                 | 2,286 |  |   | — |  |   | — |  |   | 2,286 |  |
| Restructuring charges                                                                  | 1 |  |   | 1 |  |   | — |  |   | 2 |  |
| Selling, general and administrative expenses                                           | 266 |  |   | 20 |  |   | (1 | ) |   | 285 |  |
| Engineering and product development costs                                              | 111 |  |   | — |  |   | — |  |   | 111 |  |
| Interest expense                                                                       | 57 |  |   | 18 |  |   | (1 | ) |   | 74 |  |
| Other income, net                                                                      | (18 | ) |   | (2 | ) |   | (18 | ) |   | (38 | ) |
| Total costs and expenses                                                               | 2,703 |  |   | 37 |  |   | (20 | ) |   | 2,720 |  |
| Equity in loss of non-consolidated affiliates                                          | (1 | ) |   | — |  |   | — |  |   | (1 | ) |
| Income (loss) before equity income from financial services operations and income taxes | (106 | ) |   | 22 |  |   | — |  |   | (84 | ) |
| Equity income from financial services operations                                       | 14 |  |   | — |  |   | (14 | ) |   | — |  |
| Income (loss) from continuing operations before income taxes                           | (92 | ) |   | 22 |  |   | (14 | ) |   | (84 | ) |
| Income tax expense                                                                     | (7 | ) |   | (8 | ) |   | — |  |   | (15 | ) |
| Income (loss) from continuing operations                                               | (99 | ) |   | 14 |  |   | (14 | ) |   | (99 | ) |
| Loss from discontinued operations, net of tax                                          | (9 | ) |   | — |  |   | — |  |   | (9 | ) |
| Net income (loss)                                                                      | (108 | ) |   | 14 |  |   | (14 | ) |   | (108 | ) |
| Less: Income attributable to non-controlling interests                                 | 15 |  |   | — |  |   | — |  |   | 15 |  |
| Net income (loss) attributable to Navistar International Corporation                   | $ | (123 | ) |   | $ | 14 |  |   | $ | (14 | ) |   | $ | (123 | ) |

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|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | For the Three Months Ended January 31, 2012 |
| (in millions)                                                                          | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Sales of manufactured products                                                         | $ | 2,965 |  |   | $ | — |  |   | $ | — |  |   | $ | 2,965 |  |
| Finance revenues                                                                       | — |  |   | 68 |  |   | (24 | ) |   | 44 |  |
| Sales and revenues, net                                                                | 2,965 |  |   | 68 |  |   | (24 | ) |   | 3,009 |  |
| Costs of products sold                                                                 | 2,650 |  |   | — |  |   | — |  |   | 2,650 |  |
| Selling, general and administrative expenses                                           | 337 |  |   | 19 |  |   | (1 | ) |   | 355 |  |
| Engineering and product development costs                                              | 135 |  |   | — |  |   | — |  |   | 135 |  |
| Interest expense                                                                       | 37 |  |   | 25 |  |   | (1 | ) |   | 61 |  |
| Other expense (income), net                                                            | 32 |  |   | (2 | ) |   | (22 | ) |   | 8 |  |
| Total costs and expenses                                                               | 3,191 |  |   | 42 |  |   | (24 | ) |   | 3,209 |  |
| Equity in loss of non-consolidated affiliates                                          | (7 | ) |   | — |  |   | — |  |   | (7 | ) |
| Income (loss) before equity income from financial services operations and income taxes | (233 | ) |   | 26 |  |   | — |  |   | (207 | ) |
| Equity income from financial services operations                                       | 17 |  |   | — |  |   | (17 | ) |   | — |  |
| Income (loss) from continuing operations before income taxes                           | (216 | ) |   | 26 |  |   | (17 | ) |   | (207 | ) |
| Income tax benefit (expense)                                                           | 85 |  |   | (9 | ) |   | — |  |   | 76 |  |
| Income (loss) from continuing operations                                               | (131 | ) |   | 17 |  |   | (17 | ) |   | (131 | ) |
| Loss from discontinued operations, net of tax                                          | (9 | ) |   | — |  |   | — |  |   | (9 | ) |
| Net income (loss)                                                                      | (140 | ) |   | 17 |  |   | (17 | ) |   | (140 | ) |
| Less: Income attributable to non-controlling interests                                 | 13 |  |   | — |  |   | — |  |   | 13 |  |
| Net income (loss) attributable to Navistar International Corporation                   | $ | (153 | ) |   | $ | 17 |  |   | $ | (17 | ) |   | $ | (153 | ) |

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| Condensed Statements of Assets, Liabilities, and Stockholders' Equity (Deficit)Navistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis) |
|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
|                                                                                                                                                                                                              |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                                                                                                                                         | As of January 31, 2013 |
| (in millions)                                                                                                                                                                                                | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Balance Sheet |
| Assets                                                                                                                                                                                                       |   |   |   |   |   |   |   |
| Cash and cash equivalents                                                                                                                                                                                    | $ | 438 |  |   | $ | 59 |  |   | $ | — |  |   | $ | 497 |  |
| Marketable securities                                                                                                                                                                                        | 751 |  |   | 20 |  |   | — |  |   | 771 |  |
| Restricted cash                                                                                                                                                                                              | 33 |  |   | 69 |  |   | — |  |   | 102 |  |
| Finance and other receivables, net                                                                                                                                                                           | 841 |  |   | 2,011 |  |   | (17 | ) |   | 2,835 |  |
| Inventories                                                                                                                                                                                                  | 1,500 |  |   | 20 |  |   | — |  |   | 1,520 |  |
| Goodwill                                                                                                                                                                                                     | 282 |  |   | — |  |   | — |  |   | 282 |  |
| Property and equipment, net                                                                                                                                                                                  | 1,461 |  |   | 182 |  |   | — |  |   | 1,643 |  |
| Investments in and advances to financial services operations                                                                                                                                                 | 646 |  |   | — |  |   | (646 | ) |   | — |  |
| Investments in non-consolidated affiliates                                                                                                                                                                   | 59 |  |   | — |  |   | — |  |   | 59 |  |
| Deferred taxes, net                                                                                                                                                                                          | 232 |  |   | 32 |  |   | — |  |   | 264 |  |
| Other assets                                                                                                                                                                                                 | 528 |  |   | 30 |  |   | — |  |   | 558 |  |
| Total assets                                                                                                                                                                                                 | $ | 6,771 |  |   | $ | 2,423 |  |   | $ | (663 | ) |   | $ | 8,531 |  |
| Liabilities and stockholders' equity (deficit)                                                                                                                                                               |   |   |   |   |   |   |   |
| Accounts payable                                                                                                                                                                                             | $ | 1,534 |  |   | $ | 30 |  |   | $ | (17 | ) |   | $ | 1,547 |  |
| Debt                                                                                                                                                                                                         | 2,854 |  |   | 1,608 |  |   | — |  |   | 4,462 |  |
| Postretirement benefits liabilities                                                                                                                                                                          | 3,418 |  |   | 51 |  |   | — |  |   | 3,469 |  |
| Other liabilities                                                                                                                                                                                            | 2,274 |  |   | 88 |  |   | — |  |   | 2,362 |  |
| Total liabilities                                                                                                                                                                                            | 10,080 |  |   | 1,777 |  |   | (17 | ) |   | 11,840 |  |
| Redeemable equity securities                                                                                                                                                                                 | 4 |  |   | — |  |   | — |  |   | 4 |  |
| Stockholders' equity attributable to non-controlling interest                                                                                                                                                | 46 |  |   | — |  |   | — |  |   | 46 |  |
| Stockholders' equity (deficit) attributable to controlling interest                                                                                                                                          | (3,359 | ) |   | 646 |  |   | (646 | ) |   | (3,359 | ) |
| Total liabilities and stockholders' equity (deficit)                                                                                                                                                         | $ | 6,771 |  |   | $ | 2,423 |  |   | $ | (663 | ) |   | $ | 8,531 |  |

----

| Condensed Statements of Assets, Liabilities, and Stockholders' Equity (Deficit)Navistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis) |
|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
|                                                                                                                                                                                                              |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                                                                                                                                         | As of October 31, 2012  |
| (in millions)                                                                                                                                                                                                | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Balance Sheet |
| 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 |  |

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| Condensed Statements of Cash ActivityNavistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis) |
|--------------------------------------------------------------------------------------------------------------------------------------------------------------------|
|                                                                                                                                                                    |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                                                                                               | Three Months Ended January 31, 2013 |
| (in millions)                                                                                                                                                      | ManufacturingOperations  |   | FinancialServicesOperations |   | Adjustments   |   | CondensedConsolidatedStatement ofCash Flows |
| Cash flows from operating activities                                                                                                                               |   |   |   |   |   |   |   |
| Net income (loss)                                                                                                                                                  | $ | (108 | ) |   | $ | 14 |  |   | $ | (14 | ) |   | $ | (108 | ) |
| Adjustments to reconcile net income (loss) to cash provided by (used in) operating activities:                                                                     |   |   |   |   |   |   |   |
| Depreciation and amortization                                                                                                                                      | 89 |  |   | — |  |   | — |  |   | 89 |  |
| Depreciation of equipment leased to others                                                                                                                         | 2 |  |   | 9 |  |   | — |  |   | 11 |  |
| Amortization of debt issuance costs and discount                                                                                                                   | 13 |  |   | 3 |  |   | — |  |   | 16 |  |
| Deferred income taxes                                                                                                                                              | (9 | ) |   | — |  |   | — |  |   | (9 | ) |
| Equity in loss of non-consolidated affiliates                                                                                                                      | 1 |  |   | — |  |   | — |  |   | 1 |  |
| Equity in income of financial services affiliates                                                                                                                  | (14 | ) |   | — |  |   | 14 |  |   | — |  |
| Dividends from non-consolidated affiliates                                                                                                                         | 2 |  |   | — |  |   | — |  |   | 2 |  |
| Change in intercompany receivables and payables                                                                                                                    | (81 | ) |   | 81 |  |   | — |  |   | — |  |
| Other, net                                                                                                                                                         | (98 | ) |   | 162 |  |   | — |  |   | 64 |  |
| Net cash provided by (used in) operating activities                                                                                                                | (203 | ) |   | 269 |  |   | — |  |   | 66 |  |
| Cash flows from investing activities                                                                                                                               |   |   |   |   |   |   |  |  |
| Purchases of marketable securities                                                                                                                                 | (482 | ) |   | — |  |   | — |  |   | (482 | ) |
| Sales or maturities of marketable securities                                                                                                                       | 177 |  |   | — |  |   | — |  |   | 177 |  |
| Net change in restricted cash and cash equivalents                                                                                                                 | (2 | ) |   | 61 |  |   | — |  |   | 59 |  |
| Capital expenditures                                                                                                                                               | (72 | ) |   | — |  |   | — |  |   | (72 | ) |
| Purchase of equipment leased to others                                                                                                                             | — |  |   | (32 | ) |   | — |  |   | (32 | ) |
| Other investing activities                                                                                                                                         | 3 |  |   | — |  |   | — |  |   | 3 |  |
| Net cash provided by (used in) investing activities                                                                                                                | (376 | ) |   | 29 |  |   | — |  |   | (347 | ) |
| Net cash used in financing activities                                                                                                                              | (37 | ) |   | (266 | ) |   | — |  |   | (303 | ) |
| Effect of exchange rate changes on cash and cash equivalents                                                                                                       | (5 | ) |   | (1 | ) |   | — |  |   | (6 | ) |
| Increase (decrease) in cash and cash equivalents                                                                                                                   | (621 | ) |   | 31 |  |   | — |  |   | (590 | ) |
| Cash and cash equivalents at beginning of the period                                                                                                               | 1,059 |  |   | 28 |  |   | — |  |   | 1,087 |  |
| Cash and cash equivalents at end of the period                                                                                                                     | $ | 438 |  |   | $ | 59 |  |   | $ | — |  |   | $ | 497 |  |

----

| Condensed Statements of Cash ActivityNavistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis) |
|--------------------------------------------------------------------------------------------------------------------------------------------------------------------|
|                                                                                                                                                                    |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                                                                                               | Three Months Ended January 31, 2012 |
| (in millions)                                                                                                                                                      | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Condensed Consolidated Statement of Cash Flows |
| Cash flows from operating activities                                                                                                                               |   |   |   |   |   |   |   |
| Net income (loss)                                                                                                                                                  | $ | (140 | ) |   | $ | 17 |  |   | $ | (17 | ) |   | $ | (140 | ) |
| Adjustments to reconcile net income (loss) to cash provided by (used in) operating activities:                                                                     |   |   |   |   |   |   |   |
| Depreciation and amortization                                                                                                                                      | 67 |  |   | 1 |  |   | — |  |   | 68 |  |
| Depreciation of equipment leased to others                                                                                                                         | 3 |  |   | 7 |  |   | — |  |   | 10 |  |
| Amortization of debt issuance costs and discount                                                                                                                   | 7 |  |   | 2 |  |   | — |  |   | 9 |  |
| Deferred income taxes                                                                                                                                              | (52 | ) |   | — |  |   | — |  |   | (52 | ) |
| Equity in loss of non-consolidated affiliates                                                                                                                      | 7 |  |   | — |  |   | — |  |   | 7 |  |
| Equity in income of financial services affiliates                                                                                                                  | (17 | ) |   | — |  |   | 17 |  |   | — |  |
| Change in intercompany receivables and payables                                                                                                                    | 68 |  |   | (68 | ) |   | — |  |   | — |  |
| Other, net                                                                                                                                                         | (85 | ) |   | 302 |  |   | — |  |   | 217 |  |
| Net cash provided by (used in) operating activities                                                                                                                | (142 | ) |   | 261 |  |   | — |  |   | 119 |  |
| Cash flows from investing activities                                                                                                                               |   |   |   |   |   |   |   |
| Purchases of marketable securities                                                                                                                                 | (459 | ) |   | — |  |   | — |  |   | (459 | ) |
| Sales or maturities of marketable securities                                                                                                                       | 738 |  |   | — |  |   | — |  |   | 738 |  |
| Net change in restricted cash and cash equivalents                                                                                                                 | — |  |   | 172 |  |   | — |  |   | 172 |  |
| Capital expenditures                                                                                                                                               | (102 | ) |   | (1 | ) |   | — |  |   | (103 | ) |
| Purchase of equipment leased to others                                                                                                                             | — |  |   | (25 | ) |   | — |  |   | (25 | ) |
| Acquisition of intangibles                                                                                                                                         | (12 | ) |   | — |  |   | — |  |   | (12 | ) |
| Business acquisitions                                                                                                                                              | (3 | ) |   | — |  |   | — |  |   | (3 | ) |
| Other investing activities                                                                                                                                         | (8 | ) |   | 1 |  |   | — |  |   | (7 | ) |
| Net cash provided by investing activities                                                                                                                          | 154 |  |   | 147 |  |   | — |  |   | 301 |  |
| Net cash used in financing activities                                                                                                                              | (85 | ) |   | (393 | ) |   | — |  |   | (478 | ) |
| Effect of exchange rate changes on cash and cash equivalents                                                                                                       | 3 |  |   | 4 |  |   | — |  |   | 7 |  |
| Increase (decrease) in cash and cash equivalents                                                                                                                   | (70 | ) |   | 19 |  |   | — |  |   | (51 | ) |
| Cash and cash equivalents at beginning of the period                                                                                                               | 488 |  |   | 51 |  |   | — |  |   | 539 |  |
| Cash and cash equivalents at end of the period                                                                                                                     | $ | 418 |  |   | $ | 70 |  |   | $ | — |  |   | $ | 488 |  |