Investor Presentaiton
-ATSG
FLYING MARKET LEADERSHIP
CMI AIRCRAFT IN RELATION TO LEASED
Capital-light airline operations contract flying
services to customers through a Crew, Maintenance,
and Insurance (CMI) structure
Customers provide owned and leased aircraft to
ATSG totaling 16 aircraft by year end 2023
Customer fills the aircraft, pays for ancillary costs,
and fuel
Largest airline service provider to Amazon, with
71%
68%
66%
66%
65%
60%
58%
53%
96
91
85
73
65
59
62
99
63
56
51
41
42
37
33
31
28
46 aircraft flying, ~3x more than the next competitor
Largest airline service provider to DHL in their
US network
We fly over half of our leased aircraft
2016
2017
2018
2019
2020 2021
2022 2023E
Airline ACMI/CMI
Total Leased
% ACMI to Lease
Slide | 14
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