Navistar International (NAV) 8-K Other Events

EXHIBIT 99.4

Additional Financial Information (Unaudited)

The following additional financial information is provided based upon the continuing interest of certain stockholders and creditors to assist them in understanding our core manufacturing business with our financial services operations on an after-tax equity basis. Our manufacturing operations, for this purpose, include our Truck segment, Engine segment, Parts segment, and Corporate items. The manufacturing operations financial information represents non-GAAP financial measures. The reconciling differences between these non-GAAP financial measures and our U.S. GAAP condensed consolidated financial statements in Item 1,Financial Statements, are our financial services operations, which are included on an after-tax equity basis. Certain of our subsidiaries in our manufacturing operations have debt outstanding with our financial services operations (“intercompany debt”). In the condensed statements of assets, liabilities, and stockholders’ equity (deficit), the intercompany debt is reflected as accounts payable. The change in the intercompany debt is reflected in the net cash provided by operating activities in the condensed statements of cash activities. In the first quarter of 2013, the condensed statements of revenues and expenses were restated to reflect the operating results of Workhorse Custom Chassis and certain operating results of the Monaco recreational vehicle business as discontinued operations.

Condensed Statements of Revenues and Expenses

Navistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis)

	For the Year Ended October 31, 2012
(in millions)	Manufacturing Operations			Financial Services Operations			Adjustments			Consolidated Statement of Operations
Sales of manufactured products	$	12,527		$	—		$	—		$	12,527
Finance revenues		—			259			(91	)		168
Sales and revenues, net		12,527			259			(91	)		12,695
Costs of products sold		11,401			—			—			11,401
Restructuring benefits		107			—			—			107
Impairment of property and equipment and intangible assets		16			—			—			16
Selling, general and administrative expenses		1,338			87			(6	)		1,419
Engineering and product development costs		532			—			—			532
Interest expense		176			88			(5	)		259
Other expense (income), net		131			(8	)		(80	)		43
Total costs and expenses		13,701			167			(91	)		13,777
Equity in loss of non-consolidated affiliates		(29	)		—			—			(29	)
Income (loss) before equity income from financial services operations and income taxes		(1,203	)		92			—			(1,111	)
Equity income from financial services operations		63			—			(63	)		—
Income (loss) from continuing operations before income tax		(1,140	)		92			(63	)		(1,111	)
Income tax expense		(1,751	)		(29	)		—			(1,780	)
Income (loss) from continuing operations		(2,891	)		63			(63	)		(2,891	)
Loss from discontinued operations, net of tax		(71	)		—			—			(71	)
Net income (loss)		(2,962	)		63			(63	)		(2,962	)
Less: Income attributable to non-controlling interests		48			—			—			48
Net income (loss) attributable to Navistar International Corporation	$	(3,010	)	$	63		$	(63	)	$	(3,010	)

1

Condensed Statements of Revenues and Expenses

Navistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis)

	For the Year Ended October 31, 2011
(in millions)	Manufacturing Operations			Financial Services Operations			Adjustments			Consolidated Statement of Operations
Sales of manufactured products	$	13,441		$	—		$	—		$	13,441
Finance revenues		—			290			(90	)		200
Sales and revenues, net		13,441			290			(90	)		13,641
Costs of products sold		10,937			—			—			10,937
Restructuring charges		81			1			—			82
Impairment of property and equipment and intangible assets		13			—			—			13
Selling, general and administrative expenses		1,333			78			(4	)		1,407
Engineering and product development costs		520			—			—			520
Interest expense		148			109			(10	)		247
Other expense (income), net		31			(26	)		(76	)		(71	)
Total costs and expenses		13,063			162			(90	)		13,135
Equity in loss of non-consolidated affiliates		(71	)		—			—			(71	)
Income before equity income from financial services operations and income taxes		307			128			—			435
Equity income from financial services operations		80			—			(80	)		—
Income from continuing operations before income taxes		387			128			(80	)		435
Income tax benefit (expense)		1,465			(48	)		—			1,417
Income from continuing operations		1,852			80			(80	)		1,852
Loss from discontinued operations, net of tax		(74	)		—			—			(74	)
Net income		1,778			80			(80	)		1,778
Less: Income attributable to non-controlling interests		55			—			—			55
Net income attributable to Navistar International Corporation	$	1,723		$	80		$	(80	)	$	1,723

Condensed Statement of Revenues and Expenses

Navistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis)

	For the Year Ended October 31, 2010
(in millions)	Manufacturing Operations			Financial Services Operations			Adjustments			Consolidated Statement of Operations
Sales of manufactured products	$	11,648		$	—		$	—		$	11,648
Finance revenues		—			309			(90	)		219
Sales and revenues, net		11,648			309			(90	)		11,867
Costs of products sold		9,458			—			—			9,458
Restructuring charges (benefit)		(19	)		4			—			(15	)
Selling, general and administrative expenses		1,268			119			(6	)		1,381
Engineering and product development costs		455			—			—			455
Interest expense		154			113			(14	)		253
Other expense (income), net		39			(22	)		(70	)		(53	)
Total costs and expenses		11,355			214			(90	)		11,479
Equity in loss of non-consolidated affiliates		(50	)		—			—			(50	)
Income before equity income from financial services operations and income taxes		243			95			—			338
Equity income from financial services operations		64			—			(64	)		—
Income from continuing operations before income taxes		307			95			(64	)		338
Income tax expense		8			(31	)		—			(23	)
Income from continuing operations		315			64			(64	)		315
Loss from discontinued operations, net of tax		(48	)		—			—			(48	)
Net income		267			64			(64	)		267
Less: Income attributable to non-controlling interests		44			—			—			44
Net income attributable to Navistar International Corporation	$	223		$	64		$	(64	)	$	223

2

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

3

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, 2011
(in millions)	Manufacturing Operations			Financial Services Operations		Adjustments			Consolidated Balance Sheet
Assets
Cash and cash equivalents	$	488		$	51	$	—		$	539
Marketable securities		698			20		—			718
Restricted cash		29			298		—			327
Finance and other receivables, net		1,341			3,007		(94	)		4,254
Inventories		1,704			10		—			1,714
Goodwill		319			—		—			319
Property and equipment, net		1,433			137		—			1,570
Investments in and advances to financial services operations		564			—		(564	)		—
Investments in non-consolidated affiliates		60			—		—			60
Deferred taxes, net		2,031			26		—			2,057
Other assets		705			28		—			733
Total assets	$	9,372		$	3,577	$	(658	)	$	12,291
Liabilities and stockholders’ equity (deficit)
Accounts payable	$	2,194		$	22	$	(94	)	$	2,122
Debt		1,980			2,876		—			4,856
Postretirement benefits liabilities		3,262			54		—			3,316
Other liabilities		1,908			61		—			1,969
Total liabilities		9,344			3,013		(94	)		12,263
Redeemable equity securities		5			—		—			5
Stockholders’ equity attributable to non-controlling interest		50			—		—			50
Stockholders’ equity (deficit) attributable to controlling interest		(27	)		564		(564	)		(27	)
Total liabilities and stockholders’ equity (deficit)	$	9,372		$	3,577	$	(658	)	$	12,291

4

Condensed Statement of Cash Activity

Navistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis)

	For the Year Ended October 31, 2012
(in millions)	Manufacturing Operations			Financial Services Operations			Adjustments			Condensed Consolidated Statement of Cash Flows
Cash flows from operating activities
Net income (loss)	$	(2,962	)	$	63		$	(63	)	$	(2,962	)
Adjustments to reconcile net income (loss) to cash provided by (used in) operating activities:
Depreciation and amortization		275			2			—			277
Depreciation of equipment leased to others		15			31			—			46
Amortization of debt issuance costs and discount		34			12			—			46
Deferred income taxes		1,784			(6	)		—			1,778
Impairment of intangible assets		40			—			—			40
Equity in loss of non-consolidated affiliates		29			—			—			29
Equity in income of financial services affiliates		(63	)		—			63			—
Dividends from non-consolidated affiliates		7			—			—			7
Change in intercompany receivables and payables		4			(4	)		—			—
Other, net		539			810			—			1,349
Net cash provided by (used in) operating activities		(298	)		908			—			610
Cash flows from investing activities
Purchases of marketable securities		(1,209	)		—			—			(1,209	)
Sales or maturities of marketable securities		1,461			—			—			1,461
Net change in restricted cash and cash equivalents		(3	)		168			—			165
Capital expenditures		(306	)		(3	)		—			(309	)
Purchase of equipment leased to others		—			(61	)		—			(61	)
Acquisition of intangibles		(14	)		—			—			(14	)
Business acquisitions, net of cash received		(12	)		—			—			(12	)
Other investing activities		(27	)		4			—			(23	)
Net cash provided by (used in) investing activities		(110	)		108			—			(2	)
Net cash provided by (used in) financing activities		977			(1,040	)		—			(63	)
Effect of exchange rate changes on cash and cash equivalents		2			1			—			3
Increase (decrease) in cash and cash equivalents		571			(23	)		—			548
Cash and cash equivalents at beginning of the year		488			51			—			539
Cash and cash equivalents at end of the year	$	1,059		$	28		$	—		$	1,087

5

Condensed Statement of Cash Activity

Navistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis)

	For the Year Ended October 31, 2011
(in millions)	Manufacturing Operations			Financial Services Operations			Adjustments			Condensed Consolidated Statement of Cash Flows
Cash flows from operating activities
Net income	$	1,778		$	80		$	(80	)	$	1,778
Adjustments to reconcile net income to cash provided by operating activities:
Depreciation and amortization		286			4			—			290
Depreciation of equipment leased to others		14			24			—			38
Amortization of debt issuance costs and discount		28			16			—			44
Deferred income taxes		(1,524	)		11			—			(1,513	)
Impairment of property and equipment and intangible assets		75			—			—			75
Equity in loss of non-consolidated affiliates		71			—			—			71
Equity in income of financial services affiliates		(80	)		—			80			—
Dividends from non-consolidated affiliates		4			—			—			4
Change in intercompany receivables and payables		(73	)		73			—			—
Other, net		101			(8	)		—			93
Net cash provided by operating activities		680			200			—			880
Cash flows from investing activities
Purchases of marketable securities		(1,562	)		—			—			(1,562	)
Sales or maturities of marketable securities		1,430			—			—			1,430
Net change in restricted cash and cash equivalents		—			(147	)		—			(147	)
Capital expenditures		(427	)		(2	)		—			(429	)
Purchase of equipment leased to others		(4	)		(67	)		—			(71	)
Acquisition of intangibles		(26	)		—			—			(26	)
Business acquisitions		12			—			—			12
Other investing activities		(40	)		10			—			(30	)
Net cash used in investing activities		(617	)		(206	)		—			(823	)
Net cash provided by (used in) financing activities		(106	)		6			—			(100	)
Effect of exchange rate changes on cash and cash equivalents		(3	)		—			—			(3	)
Decrease in cash and cash equivalents		(46	)		—			—			(46	)
Cash and cash equivalents at beginning of the year		534			51			—			585
Cash and cash equivalents at end of the year	$	488		$	51		$	—		$	539

6

Condensed Statement of Cash Activity

Navistar International Corporation (Manufacturing operations with financial services operations on an after-tax equity basis)

	For the Year Ended October 31, 2010
(in millions)	Manufacturing Operations			Financial Services Operations			Adjustments			Condensed Consolidated Statement of Cash Flows
Cash flows from operating activities
Net income	$	267		$	64		$	(64	)	$	267
Adjustments to reconcile net income to cash provided by operating activities:
Depreciation and amortization		261			4			—			265
Depreciation of equipment leased to others		27			24			—			51
Amortization of debt issuance costs and discount		26			12			—			38
Deferred income taxes		(3	)		20			—			17
Equity in loss of non-consolidated affiliates		50			—			—			50
Equity in income of financial services affiliates		(64	)		—			64			—
Dividends from non-consolidated affiliates		5			—			—			5
Change in intercompany receivables and payables		11			(11	)		—			—
Other, net		(171	)		585			—			414
Net cash provided by operating activities		409			698			—			1,107
Cash flows from investing activities
Purchases of marketable securities		(1,856	)		(20	)		—			(1,876	)
Sales or maturities of marketable securities		1,290			—			—			1,290
Net change in restricted cash and cash equivalents		1			514			—			515
Capital expenditures		(232	)		(2	)		—			(234	)
Purchase of equipment leased to others		(16	)		(29	)		—			(45	)
Acquisition of intangibles		(15	)		—			—			(15	)
Business acquisitions		(2	)		—			—			(2	)
Other investing activities		(86	)		9			10			(67	)
Net cash provided by (used in) investing activities		(916	)		472			10			(434	)
Net cash used in financing activities		(110	)		(1,180	)		(10	)		(1,300	)
Effect of exchange rate changes on cash and cash equivalents		(1	)		1			—			—
Decrease in cash and cash equivalents		(618	)		(9	)		—			(627	)
Cash and cash equivalents at beginning of the year		1,152			60			—			1,212
Cash and cash equivalents at end of the year	$	534		$	51		$	—		$	585

7