AerCap · consulting-deck
2024 Capital Markets Day
119 pages · 5 arc beats · 15 loops
2024 Capital Markets Day
AerCap arc beats above · slides in the middle · loops below · scroll → 15 LOOPS
15101520253035404550556065707580859095100105110115119
Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 105 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 20 hits — 0/5 slides
40% 2/5 slides · 6 hits — 0/5 slides
100% 5/5 slides 40% 2/5 slides Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 31 hits — 0/5 slides
80% 4/5 slides · 6 hits 20% 1/5 slides 100% 5/5 slides · 9 hits 100% 5/5 slides Solution & Approach 66 slides 100% 66/66 slides 100% 66/66 slides · 397 hits — 0/66 slides
65.2% 43/66 slides · 71 hits 25.8% 17/66 slides · 19 hits 100% 66/66 slides · 132 hits 71.2% 47/66 slides Evidence & Proof 15 slides 100% 15/15 slides 100% 15/15 slides · 88 hits — 0/15 slides
60% 9/15 slides · 10 hits — 0/15 slides
100% 15/15 slides · 31 hits 73.3% 11/15 slides Impact & Next Steps 14 slides 100% 14/14 slides 100% 14/14 slides · 88 hits — 0/14 slides
85.7% 12/14 slides · 29 hits 35.7% 5/14 slides · 6 hits 100% 14/14 slides · 26 hits 78.6% 11/14 slides Slide inventory
119 every slide · same image gating as the playbook
06
The slide uses a word cloud to visualize qualitative feedback from stakeholders.establish_context
09
The charts use stacked bars to show Airbus vs Boeing deliveries, with a hatched pattern representing undelivered aircraft.analyze_data
10
The slide uses a circular flow diagram to show how four distinct issues (OEM Delays, MRO Capacity, New Engine Reliability, and Resourcing) create a feedback looframe_problem
11
The chart is a waterfall-style comparison showing revenue distribution over time.diagnose
14
The slide uses a central hub-and-spoke model to connect operational strengths to financial outcomes.present_solution
15
The slide uses a process-flow style layout to categorize strategic initiatives.present_framework
16
The chart includes a shaded target range and annotations for specific financial events (acquisitions, charges, and repurchases).analyze_data
17
The chart shows a shift in investment composition starting in 2022, with the introduction of engine-related capex.quantify_impact
19
The slide uses a two-column layout to contrast share repurchases and dividends as the two primary mechanisms for returning capital.quantify_impact
21
The slide uses a waterfall-style logic to show how asset sales generate gains and how those proceeds are used to repurchase shares at a discount to book value, quantify_impact
22
The slide demonstrates a capital allocation strategy where assets are sold at a premium to book value and shares are repurchased at a discount.quantify_impact
23
The chart uses a shaded band to represent the 5yr U.S. Treasury + 800-1000 bps range.quantify_impact
24
The chart uses a timeline of major global events to contextualize performance stability.quantify_impact
29
The chart uses a 'x 2' annotation to illustrate doubling of traffic over specific periods.present_solution
Open slide detailBeat · Solution & Approach
30
The chart uses a stacked bar format to show the split between owned and leased fleets, with a callout box emphasizing the 75% growth contribution from lessors bquantify_impact
Open slide detailBeat · Solution & Approach
31
The chart shows AerCap's relative market position in 2000 compared to industry leaders like GECAS and ILFC.compare_peers
32
The chart visualizes market concentration in the aircraft leasing industry prior to consolidation.compare_peers
33
The chart shows AerCap's market position following the acquisition of ILFC, placing it just behind GECAS.compare_peers
34
The chart highlights the combined scale of AerCap and GECAS relative to the rest of the market.compare_peers
35
The chart shows AerCap as the dominant player with a significantly larger fleet than the next 9 competitors.compare_peers
36
The chart uses a prominent green bar for AerCap to distinguish it from the other lessors.compare_peers
37
The diagram functions as a value chain or lifecycle model.present_framework
Open slide detailBeat · Solution & Approach
38
The slide uses a circular quadrant layout to represent the four business pillars.present_solution
Open slide detailBeat · Solution & Approach
39
The diagram uses a circular quadrant layout to show the interconnectedness of AerCap's business units with the client's ecosystem.present_framework
Open slide detailBeat · Solution & Approach
40
The diagram uses a circular quadrant layout to represent different business units interacting with a single customer.present_solution
Open slide detailBeat · Solution & Approach
41
The diagram uses a 2x2 matrix layout to show the breadth of the AerCap platform.present_solution
Open slide detailBeat · Solution & Approach
42
The chart uses bubble size to represent fleet proportion, with x-axis as average age and y-axis as percentage of fleet.analyze_data
43
The chart illustrates the fleet status pre-GECAS acquisition, highlighting the shift toward newer technology aircraft.analyze_data
44
The chart uses bubble size to represent fleet proportion, with x-axis as average age and y-axis as percentage of fleet.analyze_data
45
The chart illustrates the shift towards newer, more efficient aircraft technology within the portfolio.analyze_data
46
The chart highlights the impact of the GECAS acquisition on fleet composition.quantify_impact
47
The slide uses stacked bar charts to represent fleet composition and circles to represent AerCap's ownership share.analyze_data
48
The chart uses a trend line to illustrate the increase in lease rates for later delivery years.quantify_impact
49
The chart uses a trend line to illustrate the increase in lease rates over time for forward-ordered aircraft.quantify_impact
50
The chart uses horizontal lines to represent lease durations for individual aircraft placements.quantify_impact
51
The chart illustrates a shift from weak market deals (2020-2021) to strong market deals (2023-present) over time.quantify_impact
54
The diagram is a circular process flow with a central hub.present_framework
55
The middle chart is a Lorenz-style concentration curve showing revenue distribution across top 100 customers.quantify_impact
56
The chart title mentions 'other leasing industry peers' but no peer data is plotted on the chart itself.compare_peers
57
The chart highlights AerCap's superior cash collection efficiency compared to railcar, truck, and equipment leasing peers.compare_peers
59
The slide uses a timeline to contrast the company's speed (4 months) against the industry average (>12 months).illustrate_case
60
The slide uses a timeline to demonstrate operational agility in asset management.illustrate_case
61
The slide uses a map to demonstrate geographic breadth of repossession capabilities, supported by two key metrics.quantify_impact
65
The slide uses a vertical timeline-style list to present five key value propositions.present_solution
69
Illustrative example based on narrowbody aircraft operating 3,000 hours per year at a 2:1 ratio.quantify_impact
70
The slide uses a bell-curve-like diagram to illustrate the lifecycle stages.present_solution
72
The slide uses a vertical timeline-style list to present five distinct value propositions.present_solution
73
The slide uses a split-panel layout to contrast market resilience with network evolution.establish_context
76
The slide uses a vertical timeline-style list to present five key investment pillars.summarize
77
Uses a value-chain style flow to position Milestone Aviation as the central lessor.present_framework
80
The slide features a headshot of the CFO and a background image of the NYSE trading floor with AerCap branding.other
Open slide detailBeat · Evidence & Proof
84
The slide uses a connected node diagram to represent ESG progress.summarize
85
The chart uses a visual bridge to show the increase in EPS guidance.quantify_impact
88
The slide uses two donut charts to compare the composition of total outstanding debt versus the specific sources of financing utilized in 2023.analyze_data
90
The slide uses a map-based visualization to demonstrate geographic diversification of funding sources.establish_context
92
The chart shows AerCap consistently maintaining a higher ratio compared to its peers.compare_peers
93
The chart uses a dashed line for the 2.7x target and a solid green line for the actual ratio, with callout boxes for specific historical events.quantify_impact
94
The slide uses a step-chart format to show historical rating upgrades.summarize
96
The slide uses a 2x2 matrix-like layout to categorize capital allocation strategies.present_framework
97
The chart uses a standard waterfall format to reconcile opening and closing capital balances.quantify_impact
103
The chart shows a descending distribution of financial companies by Return on Market Value.compare_peers
104
The chart shows a long-tail distribution of P/E ratios across a peer group, with AerCap positioned at the far right.compare_peers
105
The chart uses a vertical bar format to show the distribution of share repurchases, with AerCap highlighted as an outlier at >18%.compare_peers
106
The chart uses a trend line to emphasize the growth rate.analyze_data
107
The chart is a stylized waterfall diagram showing a base value of $87.47 and three positive adjustments.quantify_impact
108
The diagram uses a circular process flow to represent the asset lifecycle.present_framework
Open slide detailBeat · Impact & Next Steps
112
The table uses standard financial reconciliation formatting to adjust for non-recurring or accounting-specific items.quantify_impact
113
The table provides a detailed breakdown of debt and equity adjustments over a 3.5-year period.analyze_data
115
The table details adjustments for cash and equity credit for long-term subordinated debt to arrive at adjusted debt and equity figures.analyze_data