Aercap Holdings N.v. · NYSE:AER
Aercap — Deutsche Bank Conference 2022
7 slides from Aercap's conference presentation, Sep 7, 2022
Slide 1: Deutsche Bank Conference 2022
Deutsche Bank Conference 2022 AerCap Holdings N.V. September 7 , 2022 The picture can't be displayed. The picture can't be displayed.
Slide 2: Disclaimer Incl. Forward Looking Statements & Safe Harbor
Disclaimer Incl. Forward Looking Statements & Safe Harbor This presentation contains certain statements, estimates and forecasts with Further information regarding these and other risks is included in AerCap's respect to future performance and events. These statements, estimates and annual report on
Slide 3: Key Highlights
Key Highlights Travel recovery broadening out, supporting demand for aircraft in every region Balance sheet continues to improve supported by resilient cash collections and strong equity generation Supply constraints are likely to persist for the foreseeable future, supporting leasing demand 3 The p
Slide 4: Growing Number of Countries Reopening
Growing Number of Countries Reopening Relaxation of restrictions is allowing traffic growth to normalize around the world Number of countries where traffic exceeds 80% of 2019 levels There has been significant 180 progress in the reopening of 159 160 160 150 borders in recent months 145 139 140 13
Slide 5: Strong and Resilient Cash Flows
Strong and Resilient Cash Flows The past two years have demonstrated the resilience of the AerCap platform LTM Quarterly Cash from Operations ($, millions) ($, millions) 5,000 4,000 3,000 5,031 4,630 2,000 3,694 3,015 3,116 3,106 2,989 2,848 2,522 2,612 2,246 2,365 1,000 2,130 1,902 - 1Q 2019 2Q 201
Slide 6: Aircraft Supply Issues Likely to Persist
Aircraft Supply Issues Likely to Persist A number of supply chain issues will continue to constrain aircraft production over the next few years Airframe OEMs have set aggressive However, new engines are coming off targets for production rate increases wing much earlier than expected 1 Production Eng
Slide 7: New Business Lines Performing Well
New Business Lines Performing Well Engines, Cargo and Helicopter businesses are contributing strongly World’s largest engine leasing company, with over Global leader with a fleet of >100 aircraft owned, World’s largest helicopter leasing company with 900 owned and managed engines serviced or committ