AAR Corp. · NYSE:AIR
AAR — Citi's 2022 Global Industrial Tech and Mobility Conference
8 slides from AAR's conference presentation, Feb 23, 2022
Slide 1: Citi's 2022 Global Industrial Tech and Mobility Conference
Citi’s 2022 Global Industrial Tech and Mobility Conference February 23, 2022 AAR CORP. All rights reserved worldwide. Confidential and proprietary document. 0
Slide 2: Forward-looking statements
Forward-looking statements This presentation contains certain statements relating to future results, which are forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995 which reflect management’s expectations about future conditions. Forward-looking s
Slide 3: AAR: Aviation aftermarket expert since 1955
AAR: Aviation aftermarket expert since 1955 NYSE: AIR $1.7B revenue Leading provider of aviation services 65+ years as a market to commercial and leader in aviation support defense/government markets Our employees operate at 60+ sites around the world Close-to-the-customer business model AAR CORP. A
Slide 4: AAR's solutions
AAR’s solutions Aviation Services Expeditionary Services ($1.6B FY21 Sales) ($99M FY21 Sales) Parts Supply MRO Services Integrated Solutions Mobility Systems • Used Serviceable Material (USM) • Airframe • Government programs • Sole provider of ISU® air – Logistics and supply chain programs transport
Slide 5: Connected businesses approach
Connected businesses approach Parts Supply: OEM and used material • Transactional data collection • Exclusive relationships with OEMs and customers Integrated Solutions • Inventory pooling with programs • Strategic relationships with airlines, MROs, OEMs, and repair vendors • Fuel parts supply busin
Slide 6: Growth strategy
Growth strategy Strategic initiatives Use strong Technology balance sheet and digital to grow Parts Proprietary PAARTSSM Cost and parts & repair Store, paperless portfolio actions hangar, drone with recovery Selected MRO inspections Selected PMA expansion parts and DER repair capability Invest in US
Slide 7: Summary
Summary • Unique combination of integrated aviation aftermarket offerings • Used crisis to take action that accelerates strategy execution – Leveraging new cost structure to drive margins – Using market dislocation and relative strength to expand – Creating digital transformation separation – Accele
Slide 8: Q&A
Q&A AAR CORP. All rights reserved worldwide. Confidential and proprietary document. 7
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