Aercap Holdings N.v. · NYSE:AER
Aercap — Deutsche Bank Conference 2023
8 slides from Aercap's conference presentation, September 2023
Slide 1: Deutsche Bank Conference Presentation
DEUTSCHE BANK CONFERENCE PRESENTATION AERCAP HOLDINGS N.V. SEPTEMBER 2023
Slide 2: Forward Looking Statements and Non-GAAP Financial Information
FORWARD LOOKING STATEMENTS AND NON-GAAP FINANCIAL INFORMATION This presentation contains certain statements, estimates and forecasts with respect to future As a result, we cannot assure you that the forward-looking statements included in this presentation performance and events. These statements, es
Slide 3: Today's Presenter
TODAY’S PRESENTER Aengus Kelly Chief Executive Officer © AerCap - Confidential property of the company, not for disclosure or use without permission 3
Slide 4: Supply/Demand Dynamic a Longer-Term Phenomenon
SUPPLY/DEMAND DYNAMIC A LONGER-TERM PHENOMENON Since the MAX issues in 2018, OEM new aircraft deliveries have significantly trailed demand for aircraft, driving storage rates lower and lease rates higher, a phenomenon we expect to continue for many years Annual OEM Deliveries vs. Annual Flights (Ind
Slide 5: Sales Activity Supported by Broad Buyer-Base
SALES ACTIVITY SUPPORTED BY BROAD BUYER-BASE Tight supply market drives continued demand for aviation assets, these sales validate our approach to depreciation, M&A and portfolio management Quarterly Sales Volumes ($ million) Sales Volume ($) by Buyer Type $1,000 100% $900 90% $800 80% $700 70% Feb-
Slide 6: Q&A
Q&A © AerCap - Confidential property of the company, not for disclosure or use without permission
Slide 7: Supplemental Information
SUPPLEMENTAL INFORMATION © AerCap - Confidential property of the company, not for disclosure or use without permission
Slide 8: Endnotes
ENDNOTES SLIDE 4: Supply/Demand Dynamic a Longer-Term Phenomenon OEM Deliveries: Airbus and Boeing Annual Commercial Aircraft Deliveries for 2018, 2019, 2020, 2021, 2022, estimate for 2023 using 1H 2023 deliveries x2, indexed to 2018. Total Flights: Cirium as of June 30, 2023, global flights for eac