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2024 Capital Markets Day2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Build Up2 hits
19
The slide uses a two-column layout to contrast share repurchases and dividends as the two primary mechanisms for returning capital.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Build Up2 hits
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.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Aha Moment2 hits
23
The chart uses a shaded band to represent the 5yr U.S. Treasury + 800-1000 bps range.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Aha Moment2 hits
24
The chart uses a timeline of major global events to contextualize performance stability.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Aha Moment2 hits
25
2024 Capital Markets Day2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Aha Moment2 hits
29
The chart uses a 'x 2' annotation to illustrate doubling of traffic over specific periods.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & Approach2 hits
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 between 2018 and 2023.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & Approach2 hits
38
The slide uses a circular quadrant layout to represent the four business pillars.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & Approach2 hits
39
The diagram uses a circular quadrant layout to show the interconnectedness of AerCap's business units with the client's ecosystem.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & Approach2 hits
40
The diagram uses a circular quadrant layout to represent different business units interacting with a single customer.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & Approach2 hits
41
The diagram uses a 2x2 matrix layout to show the breadth of the AerCap platform.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & Approach2 hits
46
The chart highlights the impact of the GECAS acquisition on fleet composition.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Before After2 hits
47
The slide uses stacked bar charts to represent fleet composition and circles to represent AerCap's ownership share.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Pattern Hunter2 hits
48
The chart uses a trend line to illustrate the increase in lease rates for later delivery years.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Pattern Hunter2 hits
49
The chart uses a trend line to illustrate the increase in lease rates over time for forward-ordered aircraft.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Pattern Hunter2 hits
50
The chart uses horizontal lines to represent lease durations for individual aircraft placements.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Pattern Hunter2 hits
51
The chart illustrates a shift from weak market deals (2020-2021) to strong market deals (2023-present) over time.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Pattern Hunter2 hits
55
The middle chart is a Lorenz-style concentration curve showing revenue distribution across top 100 customers.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Day In Life2 hits
56
The chart title mentions 'other leasing industry peers' but no peer data is plotted on the chart itself.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Day In Life2 hits
57
The chart highlights AerCap's superior cash collection efficiency compared to railcar, truck, and equipment leasing peers.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Day In Life2 hits
58
2024 Capital Markets Day2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Day In Life2 hits
59
The slide uses a timeline to contrast the company's speed (4 months) against the industry average (>12 months).2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Day In Life2 hits
65
The slide uses a vertical timeline-style list to present five key value propositions.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Build Up2 hits
67
2024 Capital Markets Day2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Build Up2 hits
69
Illustrative example based on narrowbody aircraft operating 3,000 hours per year at a 2:1 ratio.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Build Up2 hits
73
The slide uses a split-panel layout to contrast market resilience with network evolution.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Aha Moment2 hits
74
2024 Capital Markets Day2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Aha Moment2 hits
76
The slide uses a vertical timeline-style list to present five key investment pillars.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Value Chain Walk2 hits
77
Uses a value-chain style flow to position Milestone Aviation as the central lessor.2024 Capital Markets Day · AerCap
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Value Chain Walk2 hits