{
  "docId": "019dd923-5eff-723e-9be6-29cc707595c9",
  "docSlug": "520e3dc469a90e99",
  "documentTitle": "2024 Capital Markets Day",
  "authorId": "AerCap",
  "authorName": "AerCap",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 17,
  "pageCount": 119,
  "prevPage": 16,
  "nextPage": 18,
  "slideType": "business_case",
  "function": "quantify_impact",
  "density": "overcrowded",
  "nDataPoints": 11,
  "notes": "The chart shows a shift in investment composition starting in 2022, with the introduction of engine-related capex.",
  "elementsJson": [
    "headline_text",
    "bar_chart_stacked",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be6-29cc707595c9/17",
  "deckHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9#slide-17",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.08,
        "x": 0.905,
        "y": 0.01
      },
      "kind": "callout",
      "text": "ORGANIC GROWTH",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0ee9d03c-a19c-4b82-bfdf-d50ebaec442c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "$3.6 billion of engine investment made in 2022 & 2023 between AerCap Engines and SES",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-5be9-7345-acdc-91cc695f6b96",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.45,
        "x": 0.028,
        "y": 0.218
      },
      "kind": "chart",
      "text": "AerCap Capex by Asset",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3bc7fa1b-b789-4435-bf9a-1d1a29925e9d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.45,
        "x": 0.52,
        "y": 0.28
      },
      "kind": "list",
      "text": "Strategically important new asset class for AerCap, with investment focused on new technology engines. Engine OEMs incentivized to prolong the useful life of aircraft. Unique portfolio including AerCap Engines and SES creates strong customer synergies. $3.6 billion of engine investment made in 2022 & 2023 between AerCap Engines and SES. $4.4 billion of further commitments from both companies to deliver between 2024 and 2026, including today's $3 billion announcement.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "be85c32c-e355-46ed-89d8-c5e035d84ed4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Capex: $40 billion",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-5be9-7345-acdc-95492eb888a9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.2,
        "x": 0.028,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "See Supplemental Information – Endnotes. © AerCap",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "43a90530-408a-4fa9-b38d-ffe1ba906b39",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.038,
        "w": 0.768,
        "x": 0.028,
        "y": 0.065
      },
      "kind": "title",
      "text": "ENGINE INVESTMENT OFFERS NEW OPTIONALITY",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dbc15e7b-15f1-483e-87d4-73188bd19ada",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.025,
        "w": 0.75,
        "x": 0.028,
        "y": 0.125
      },
      "kind": "title",
      "text": "AerCap has invested over $40 billion in organic growth in the last ten years, rejuvenating the fleet",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cf72aa52-e70c-4ce0-ad3f-580c7ee94a37",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1a13-73b8-b32c-eb3fe08f96ee",
      "evidence": "Title 'Engine investment offers new optionality' states position",
      "confidence": 82
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 78,
      "from": 13,
      "beatId": "019dd95a-07a7-7579-bd61-eaa47dd595be",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "Strong Company platform + Commercial, Risk, Engines, Cargo, Milestone sections",
      "position": 3,
      "confidence": 78,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    },
    {
      "to": 19,
      "from": 14,
      "beatId": "019dd95a-07a7-7579-bd61-f8187bc5d297",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "Unrivaled platform + capital allocation history",
      "position": 2,
      "confidence": 60,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 19,
      "from": 14,
      "name": "Build Up",
      "slug": "33-build-up",
      "bestFor": "Pricing justification, cost estimation, market sizing",
      "matchId": "019dd95a-08f8-7619-ac2b-18a6d867abe0",
      "evidence": "Platform → capital allocation history → leverage discipline → engine optionality → M&A → buybacks add up to thesis",
      "position": 3,
      "objective": "Build the strong-company case piece by piece",
      "structure": "The Base -> Add Component A -> Add Component B -> Add Component C -> The Total",
      "confidence": 78,
      "description": "Start from zero and add components to arrive at a total"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}