Aercap Holdings N.v. · NYSE:AER
Aercap — Deutsche Bank Conference 2024
8 slides from Aercap's conference presentation, September 2024
Slide 1: Deutsche Bank Conference 2024
DEUTSCHE BANK CONFERENCE 2024 AENGUS KELLY CHIEF EXECUTIVE OFFICER
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: Aircraft Leasing Competitive Landscape
AIRCRAFT LEASING COMPETITIVE LANDSCAPE AerCap is the largest lessor with average lease assets of ~$60 billion 25% 16% 22% This is only a selected group of lessors LEASING MARKET SHARE OF GLOBAL LEASED FLEET 37% Leasing market share % per actuals and Cirium’s Portfolio Tracker, 2Q 2024 - top 40 lesso
Slide 4: Other AerCap Business Lines
OTHER AERCAP BUSINESS LINES AerCap’s wider product offering is a key competitive advantage, providing synergies across the business PASSENGER AIRCRAFT CARGO AIRCRAFT © AerCap 4
Slide 5: Best-in-Class Operating Cash Flow
BEST-IN-CLASS OPERATING CASH FLOW AerCap is outperforming other aircraft lessors by a wide margin Last 12 Months Quarterly Operating Cash Flow / Average Total Assets 10% 9% 8% AerCap 7.7% 7% 6% Other Aircraft 5% Lessors 4% 3% 2% 1% 0% 4Q19 1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22
Slide 6: Upward Credit Ratings Trajectory
UPWARD CREDIT RATINGS TRAJECTORY In June 2024, AerCap was upgraded to Baa1 by Moody’s and to BBB+ by S&P, as well as moved to positive outlook by Fitch A3 A- A- Baa1 BBB+ BBB Stable Stable Positive JUN. 2024 JUN. 2024 Baa1 UPGRADE BBB+ UPGRADE BBB+ FEB. 2023 OCT. 2019 MAR. 2023 UPGRADE UPGRADE UPGRA
Slide 7: Q&A
Q&A © AerCap - Confidential property of the company, not for disclosure or use without permission
Slide 8: Never Stand Still
NEVER STAND STILL PROPERTY OF AERCAP ©2024