|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | For the Three Months Ended July 31, 2014 |
| (in millions)                                                                          | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Sales of manufactured products                                                         | $ | 2,806 |  |   | $ | — |  |   | $ | — |  |   | $ | 2,806 |  |
| Finance revenues                                                                       | — |  |   | 60 |  |   | (22 | ) |   | 38 |  |
| Sales and revenues, net                                                                | 2,806 |  |   | 60 |  |   | (22 | ) |   | 2,844 |  |
| Costs of products sold                                                                 | 2,417 |  |   | — |  |   | — |  |   | 2,417 |  |
| Restructuring charges                                                                  | 16 |  |   | — |  |   | — |  |   | 16 |  |
| Asset impairment charges                                                               | 4 |  |   | — |  |   | — |  |   | 4 |  |
| Selling, general and administrative expenses                                           | 217 |  |   | 25 |  |   | (1 | ) |   | 241 |  |
| Engineering and product development costs                                              | 80 |  |   | — |  |   | — |  |   | 80 |  |
| Interest expense                                                                       | 60 |  |   | 18 |  |   | — |  |   | 78 |  |
| Other expense (income), net                                                            | 17 |  |   | (7 | ) |   | (21 | ) |   | (11 | ) |
| Total costs and expenses                                                               | 2,811 |  |   | 36 |  |   | (22 | ) |   | 2,825 |  |
| Equity in income of non-consolidated affiliates                                        | 2 |  |   | — |  |   | — |  |   | 2 |  |
| Income (loss) before equity income from financial services operations and income taxes | (3 | ) |   | 24 |  |   | — |  |   | 21 |  |
| Equity income from financial services operations                                       | 15 |  |   | — |  |   | (15 | ) |   | — |  |
| Income (loss) from continuing operations before income taxes                           | 12 |  |   | 24 |  |   | (15 | ) |   | 21 |  |
| Income tax expense                                                                     | (5 | ) |   | (9 | ) |   | — |  |   | (14 | ) |
| Income (loss) from continuing operations                                               | 7 |  |   | 15 |  |   | (15 | ) |   | 7 |  |
| Income from discontinued operations, net of tax                                        | 1 |  |   | — |  |   | — |  |   | 1 |  |
| Net income (loss)                                                                      | 8 |  |   | 15 |  |   | (15 | ) |   | 8 |  |
| Less: Income attributable to non-controlling interests                                 | 10 |  |   | — |  |   | — |  |   | 10 |  |
| Net income (loss) attributable to Navistar International Corporation                   | $ | (2 | ) |   | $ | 15 |  |   | $ | (15 | ) |   | $ | (2 | ) |

----

|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | For the Nine Months Ended July 31, 2014 |
| (in millions)                                                                          | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Statement of Operations |
| Sales of manufactured products                                                         | $ | 7,683 |  |   | $ | — |  |   | $ | — |  |   | $ | 7,683 |  |
| Finance revenues                                                                       | — |  |   | 172 |  |   | (57 | ) |   | 115 |  |
| Sales and revenues, net                                                                | 7,683 |  |   | 172 |  |   | (57 | ) |   | 7,798 |  |
| Costs of products sold                                                                 | 6,899 |  |   | — |  |   | — |  |   | 6,899 |  |
| Restructuring charges                                                                  | 26 |  |   | 1 |  |   | — |  |   | 27 |  |
| Asset impairment charges                                                               | 172 |  |   | 1 |  |   | — |  |   | 173 |  |
| Selling, general and administrative expenses                                           | 649 |  |   | 71 |  |   | (3 | ) |   | 717 |  |
| Engineering and product development costs                                              | 253 |  |   | — |  |   | — |  |   | 253 |  |
| Interest expense                                                                       | 182 |  |   | 52 |  |   | — |  |   | 234 |  |
| Other expense (income), net                                                            | 73 |  |   | (24 | ) |   | (54 | ) |   | (5 | ) |
| Total costs and expenses                                                               | 8,254 |  |   | 101 |  |   | (57 | ) |   | 8,298 |  |
| Equity in income of non-consolidated affiliates                                        | 5 |  |   | — |  |   | — |  |   | 5 |  |
| Income (loss) before equity income from financial services operations and income taxes | (566 | ) |   | 71 |  |   | — |  |   | (495 | ) |
| Equity income from financial services operations                                       | 45 |  |   | — |  |   | (45 | ) |   | — |  |
| Income (loss) from continuing operations before income taxes                           | (521 | ) |   | 71 |  |   | (45 | ) |   | (495 | ) |
| Income tax benefit (expense)                                                           | 1 |  |   | (26 | ) |   | — |  |   | (25 | ) |
| Income (loss) from continuing operations                                               | (520 | ) |   | 45 |  |   | (45 | ) |   | (520 | ) |
| Income from discontinued operations, net of tax                                        | 3 |  |   | — |  |   | — |  |   | 3 |  |
| Net income (loss)                                                                      | (517 | ) |   | 45 |  |   | (45 | ) |   | (517 | ) |
| Less: Income attributable to non-controlling interests                                 | 30 |  |   | — |  |   | — |  |   | 30 |  |
| Net income (loss) attributable to Navistar International Corporation                   | $ | (547 | ) |   | $ | 45 |  |   | $ | (45 | ) |   | $ | (547 | ) |

----

|                                                                                        |
|----------------------------------------------------------------------------------------|
|                                                                                        |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                   | 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 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 | ) |

----

|                                                                     |
|---------------------------------------------------------------------|
|                                                                     |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                | As of July 31, 2014 |
| (in millions)                                                       | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Balance Sheet |
| Assets                                                              |   |   |   |   |   |   |   |
| Cash and cash equivalents                                           | $ | 517 |  |   | $ | 30 |  |   | $ | — |  |   | $ | 547 |  |
| Marketable securities                                               | 581 |  |   | 37 |  |   | — |  |   | 618 |  |
| Restricted cash                                                     | 21 |  |   | 100 |  |   | — |  |   | 121 |  |
| Finance and other receivables, net                                  | 594 |  |   | 2,462 |  |   | (453 | ) |   | 2,603 |  |
| Inventories                                                         | 1,445 |  |   | 17 |  |   | — |  |   | 1,462 |  |
| Goodwill                                                            | 38 |  |   | — |  |   | — |  |   | 38 |  |
| Property and equipment, net                                         | 1,399 |  |   | 258 |  |   | — |  |   | 1,657 |  |
| Investments in and advances to financial services operations        | 700 |  |   | — |  |   | (700 | ) |   | — |  |
| Investments in non-consolidated affiliates                          | 72 |  |   | — |  |   | — |  |   | 72 |  |
| Deferred taxes, net                                                 | 165 |  |   | 27 |  |   | — |  |   | 192 |  |
| Other assets                                                        | 366 |  |   | 26 |  |   | — |  |   | 392 |  |
| Total assets                                                        | $ | 5,898 |  |   | $ | 2,957 |  |   | $ | (1,153 | ) |   | $ | 7,702 |  |
| Liabilities and stockholders' equity (deficit)                      |   |   |   |   |   |   |   |
| Accounts payable                                                    | $ | 1,979 |  |   | $ | 46 |  |   | $ | (453 | ) |   | $ | 1,572 |  |
| Debt                                                                | 3,141 |  |   | 2,063 |  |   | — |  |   | 5,204 |  |
| Postretirement benefits liabilities                                 | 2,494 |  |   | 35 |  |   | — |  |   | 2,529 |  |
| Other liabilities                                                   | 2,330 |  |   | 113 |  |   | — |  |   | 2,443 |  |
| Total liabilities                                                   | 9,944 |  |   | 2,257 |  |   | (453 | ) |   | 11,748 |  |
| Redeemable equity securities                                        | 2 |  |   | — |  |   | — |  |   | 2 |  |
| Stockholders' equity attributable to non-controlling interest       | 34 |  |   | — |  |   | — |  |   | 34 |  |
| Stockholders' equity (deficit) attributable to controlling interest | (4,082 | ) |   | 700 |  |   | (700 | ) |   | (4,082 | ) |
| Total liabilities and stockholders' equity (deficit)                | $ | 5,898 |  |   | $ | 2,957 |  |   | $ | (1,153 | ) |   | $ | 7,702 |  |

----

|                                                                     |
|---------------------------------------------------------------------|
|                                                                     |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                | As of October 31, 2013 |
| (in millions)                                                       | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Consolidated Balance Sheet |
| Assets                                                              |   |   |   |   |   |   |   |
| Cash and cash equivalents                                           | $ | 727 |  |   | $ | 28 |  |   | $ | — |  |   | $ | 755 |  |
| Marketable securities                                               | 796 |  |   | 34 |  |   | — |  |   | 830 |  |
| Restricted cash                                                     | 26 |  |   | 65 |  |   | — |  |   | 91 |  |
| Finance and other receivables, net                                  | 767 |  |   | 2,284 |  |   | (350 | ) |   | 2,701 |  |
| Inventories                                                         | 1,194 |  |   | 16 |  |   | — |  |   | 1,210 |  |
| Goodwill                                                            | 184 |  |   | — |  |   | — |  |   | 184 |  |
| Property and equipment, net                                         | 1,521 |  |   | 220 |  |   | — |  |   | 1,741 |  |
| Investments in and advances to financial services operations        | 686 |  |   | — |  |   | (686 | ) |   | — |  |
| Investments in non-consolidated affiliates                          | 77 |  |   | — |  |   | — |  |   | 77 |  |
| Deferred taxes, net                                                 | 204 |  |   | 27 |  |   | — |  |   | 231 |  |
| Other assets                                                        | 464 |  |   | 31 |  |   | — |  |   | 495 |  |
| Total assets                                                        | $ | 6,646 |  |   | $ | 2,705 |  |   | $ | (1,036 | ) |   | $ | 8,315 |  |
| Liabilities and stockholders' equity (deficit)                      |   |   |   |   |   |   |   |
| Accounts payable                                                    | $ | 1,824 |  |   | $ | 28 |  |   | $ | (350 | ) |   | $ | 1,502 |  |
| Debt                                                                | 3,219 |  |   | 1,866 |  |   | — |  |   | 5,085 |  |
| Postretirement benefits liabilities                                 | 2,614 |  |   | 38 |  |   | — |  |   | 2,652 |  |
| Other liabilities                                                   | 2,590 |  |   | 87 |  |   | — |  |   | 2,677 |  |
| Total liabilities                                                   | 10,247 |  |   | 2,019 |  |   | (350 | ) |   | 11,916 |  |
| Redeemable equity securities                                        | 4 |  |   | — |  |   | — |  |   | 4 |  |
| Stockholders' equity attributable to non-controlling interest       | 44 |  |   | — |  |   | — |  |   | 44 |  |
| Stockholders' equity (deficit) attributable to controlling interest | (3,649 | ) |   | 686 |  |   | (686 | ) |   | (3,649 | ) |
| Total liabilities and stockholders' equity (deficit)                | $ | 6,646 |  |   | $ | 2,705 |  |   | $ | (1,036 | ) |   | $ | 8,315 |  |

----

|                                                                                  |
|----------------------------------------------------------------------------------|
|                                                                                  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                             | For the Nine Months Ended July 31, 2014 |
| (in millions)                                                                    | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Condensed Consolidated Statement of Cash Flows |
| Cash flows from operating activities                                             |   |   |   |   |   |   |   |
| Net income (loss)                                                                | $ | (517 | ) |   | $ | 45 |  |   | $ | (45 | ) |   | $ | (517 | ) |
| Adjustments to reconcile net income (loss) to cash used in operating activities: |   |   |   |   |   |   |   |
| Depreciation and amortization                                                    | 176 |  |   | 1 |  |   | — |  |   | 177 |  |
| Depreciation of equipment leased to others                                       | 47 |  |   | 32 |  |   | — |  |   | 79 |  |
| Amortization of debt issuance costs and discount                                 | 30 |  |   | 8 |  |   | — |  |   | 38 |  |
| Deferred income taxes                                                            | (4 | ) |   | — |  |   | — |  |   | (4 | ) |
| Asset impairment charges                                                         | 172 |  |   | 1 |  |   | — |  |   | 173 |  |
| Equity in loss of non-consolidated affiliates                                    | (5 | ) |   | — |  |   | — |  |   | (5 | ) |
| Equity in income of financial services affiliates                                | (45 | ) |   | — |  |   | 45 |  |   | — |  |
| Dividends from financial services operations                                     | 30 |  |   | — |  |   | (30 | ) |   | — |  |
| Dividends from non-consolidated affiliates                                       | 9 |  |   | — |  |   | — |  |   | 9 |  |
| Change in intercompany receivables and payables                                  | 73 |  |   | (73 | ) |   | — |  |   | — |  |
| Other, net                                                                       | (230 | ) |   | (64 | ) |   | — |  |   | (294 | ) |
| Net cash used in operating activities                                            | (264 | ) |   | (50 | ) |   | (30 | ) |   | (344 | ) |
| Cash flows from investing activities                                             |   |   |   |   |   |   |  |  |
| Purchases of marketable securities                                               | (1,207 | ) |   | (3 | ) |   | — |  |   | (1,210 | ) |
| Sales of marketable securities                                                   | 1,092 |  |   | — |  |   | — |  |   | 1,092 |  |
| Maturities of marketable securities                                              | 330 |  |   | — |  |   | — |  |   | 330 |  |
| Net change in restricted cash and cash equivalents                               | 5 |  |   | (35 | ) |   | — |  |   | (30 | ) |
| Capital expenditures                                                             | (56 | ) |   | (1 | ) |   | — |  |   | (57 | ) |
| Purchase of equipment leased to others                                           | (66 | ) |   | (91 | ) |   | — |  |   | (157 | ) |
| Other investing activities                                                       | 34 |  |   | 12 |  |   | — |  |   | 46 |  |
| Net cash provided by (used in) investing activities                              | 132 |  |   | (118 | ) |   | — |  |   | 14 |  |
| Net cash provided by (used in) financing activities                              | (71 | ) |   | 175 |  |   | 30 |  |   | 134 |  |
| Effect of exchange rate changes on cash and cash equivalents                     | (7 | ) |   | (5 | ) |   | — |  |   | (12 | ) |
| Increase (decrease) in cash and cash equivalents                                 | (210 | ) |   | 2 |  |   | — |  |   | (208 | ) |
| Cash and cash equivalents at beginning of the period                             | 727 |  |   | 28 |  |   | — |  |   | 755 |  |
| Cash and cash equivalents at end of the period                                   | $ | 517 |  |   | $ | 30 |  |   | $ | — |  |   | $ | 547 |  |

----

|                                                                                                |
|------------------------------------------------------------------------------------------------|
|                                                                                                |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
|                                                                                           | For the Nine Months Ended July 31, 2013 |
| (in millions)                                                                                  | Manufacturing Operations |   | Financial Services Operations |   | Adjustments |   | Condensed Consolidated Statement of Cash Flows |
| 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 |  |
| Asset impairment charges                                                                       | 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 of marketable securities                                                                 | 664 |  |   | — |  |   | — |  |   | 664 |  |
| Maturities of marketable securities                                                            | 164 |  |   | — |  |   | — |  |   | 164 |  |
| 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 |  |