Company Overview - Air Lease Corporation (ALC) is a significant aircraft leasing platform with over $55 billion in assets and commitments [10] - The company has a strong order book of 430 aircraft [11, 12] with an estimated aggregate commitment of $276 billion [12] - ALC boasts $76 billion in liquidity, comprising $1 billion in unrestricted cash and $66 billion in available borrowing capacity [11, 12] - Approximately 72% of ALC's fleet NBV is with flag carriers or airlines with government ownership [11] Financial Performance and Market Position - ALC's revenue increased from $2 billion in 2020 to $23 billion in the trailing twelve months (TTM) ending June 30, 2022 [14] - The company's orderbook placement rate rose from 47% in 2020 to 58% in Q2 2022 (TTM) [14] - Operating cash flow increased from $11 billion in 2020 to $15 billion in Q2 2022 (TTM) [14] - Adjusted Pre-tax Return on Common Equity is 122% [11, 42] Industry Trends and Outlook - International passenger volumes are recovering, reaching -29% of 2019 levels [14, 23] - The industry experienced a 658% decline in passenger traffic during the COVID-19 pandemic [27] - ALC has $10 billion in orderbook placements since June 2021 [38]

Company Overview - Air Lease Corporation (ALC) operates as a \$50+ billion aircraft leasing platform [9, 11] - The company's fleet has a young average age of 46 years [10] - ALC boasts a high aircraft utilization rate of 1000% in 3Q 2024 [10] Financial Highlights - ALC has \$32 billion in total assets [10] - The company has \$30 billion in committed rentals [10] - ALC maintains a strong liquidity position of \$75 billion [10] - The adjusted pre-tax return on common equity is 101% [10] Order Book and Deliveries - ALC has commitments to purchase 287 aircraft from Boeing and Airbus for delivery through 2029, with an estimated aggregate commitment of \$182 billion [11, 63, 68] - The company has placed 95% of its committed orderbook on long-term leases for aircraft delivering through the end of 2026 [11, 63, 68] - ALC expects to deliver 130 aircraft through 2026, of which 100% are placed [11, 63, 68]