 Robert W. Baird 2012 Industrial Conference November 6, 2012 Robert W. Baird – 11/06/2012 Exhibit 99.1 NYSE: NAV |
 Robert W. Baird – 11/06/2012 NYSE: NAV Safe Harbor Statement 1 Information provided and statements contained in this report that are not purely historical are forward- looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Such forward-looking statements only speak as of the date of this report and the company assumes no obligation to update the information included in this report. Such forward-looking statements include information concerning our possible or assumed future results of operations, including descriptions of our business strategy. These statements often include words such as “believe,” “expect,” “anticipate,” “intend,” “plan,” “estimate,” or similar expressions. These statements are not guarantees of performance or results and they involve risks, uncertainties, and assumptions. For a further description of these factors, see the risk factors set forth in our filings with the Securities and Exchange Commission, including our annual report on Form 10-K for the fiscal year ended October 31, 2011, quarterly reports for fiscal 2012, and the prospectus supplement filed on October 25, 2012. Although we believe that these forward-looking statements are based on reasonable assumptions, there are many factors that could affect our actual financial results or results of operations and could cause actual results to differ materially from those in the forward-looking statements. All future written and oral forward-looking statements by us or persons acting on our behalf are expressly qualified in their entirety by the cautionary statements contained or referred to above. Except for our ongoing obligations to disclose material information as required by the federal securities laws, we do not have any obligations or intention to release publicly any revisions to any forward-looking statements to reflect events or circumstances in the future or to reflect the occurrence of unanticipated events. |
 NYSE: NAV Robert W. Baird – 11/06/2012 Other Cautionary Notes 2 The financial information herein contains audited and unaudited information and has been prepared by management in good faith and based on data currently available to the Company. |
 3 • Quality • Cost • Sense of Urgency • Great Product • Customer Satisfaction • People Near-Term Priorities Improve Quality Hit Our Launches Deliver Our 2013 Plans Robert W. Baird – 11/06/2012 NYSE: NAV |
 Robert W. Baird – 11/06/2012 NYSE: NAV 4 • Increase focus on North American core business • Fix/Close/Sell based on ROIC and strategic fit • $52M EBIT improvement opportunity • $260M Revenue impact Assessing Underperforming Businesses GROW/SELL GROW CLOSE/SELL FIX/SELL Strategic Fit Low High Navistar Portfolio Assessment NYSE: NAV |
 9/6 – 3Q Earnings release & call; Announced ROIC focused strategy 11/15 – First saleable ProStar® with ISX to roll off line Drive to Deliver Progress 8/27: Announced U.S. Voluntary Separation Package results and need for Reduction In Force as part of goal to reduce costs by $150M- $175M. 10/31 completion date Deliver 300 ProStar® with ISX engines to customers Launch ProStar® with MxF13 SCR in April Regular production of ProStar® with ISX engines in January 10/23 – Cummins contract finalized 9/6 -- Realigned Senior Leadership – weekly meetings. Established daily cash management report and manufacturing excellence system August September October November December January April 8/30 – EPA issued final ruling 10/8 – Company adds two new board members: Intrieri and Rachesky August September October November December January April August September October November December January April 10/24 – ROIC update - elimination of MxF15 Raised $200M in equity offering; confirmed cash guidance 10/27 – Board approves annual incentive plans that tie to increasing shareholder value 10/16 – Board approves 2013 operating plan and addition of Pope to BOD 10/30 – Announced closure of Garland facility; will result in $25 - $35M annual savings 10/26 – Brazil restructuring complete; approx. 700 jobs eliminated 8/27—Lewis Campbell named Executive Chairman and CEO 9/19 – Received delivery order for up to $282M to provide survivability upgrade retrofit kits for more than 2,300 MRAP vehicles Expected Shareholder Meeting 12/19 – Expected Earnings Call 5 NYSE: NAV Robert W. Baird – 11/06/2012 |
 NYSE: NAV Robert W. Baird – 11/06/2012 Questions? 6 NYSE: NAV Robert W. Baird – 11/06/2012 |