ESG Mission and Initiatives Deck slide image

ESG Mission and Initiatives Deck

Appendix: Footnotes Slide 2 1 Source: IATA 2 Source: Airbus Slide 3 1- Excludes investments in finance leases. Slide 5 1- Narrowbody by count is the percent of the number of owned aircraft that are narrowbody aircraft. 2- Weighted average of owned aircraft based on net book value. Remaining lease term figure excludes aircraft off- lease and investments in finance leases. 3- Percentages based on net book value of owned aircraft, excluding aircraft off lease. Slide 6 1- Owned and managed aircraft. 2-All percentage calculations are based on net book value and exclude aircraft off-lease and investments in finance leases. "Asia Pacific" excludes China and South Asia. Slide 7 1- ACG's Aircraft Financing Solutions (AFS) program focuses on the development, marketing and execution of ACG credit-enhanced financing structures that provide airline customers with greater access to additional sources of capital for aircraft purchases 2- Sources and Uses are for the next twelve months as of March 31, 2022. 3.3x figure does not include projected debt issuances. Outstanding commercial paper as of March 31, 2022 is subtracted from the amount of undrawn revolving credit available to us, and therefore is not included in the "Uses" column. 3- The European ECAs have agreed to guarantee future financings of certain of our Airbus deliveries. We have not entered into any related loan agreements as of March 31, 2022. 4-In March 2020, we entered into a secured funding facility to support the growth of our AFS business. Amounts available under this facility can be drawn on to fund AFS transactions through September 2022. Slide 8 1- Excludes revolving lines of credit and commercial paper, which had outstanding balances of $300 million and $696 million, respectively. Slide 9 1- Calculated as Net Debt divided by Equity. Net Debt is calculated as debt financings net of cash and cash equivalents and restricted cash. Net Debt is a non-GAAP financial measure. See Appendix for reconciliation to the most directly comparable GAAP measure. 2-Comprised of cash and cash equivalents, in each case to the extent that such assets are not subject to a lien, and non-pledged aircraft assets (aircraft, engines, airframes, parts and pre-delivery payments). 3-Debt covenant to maintain 1.25x unencumbered assets to unsecured debt. 4- Adjusted Equity is calculated as total equity less accumulated other comprehensive loss (AOCL). The AOCL adjustment to equity is only applicable through 2018. AOCL was zero for all subsequent periods. Slide 11 1- Includes 285 owned aircraft, 66 managed aircraft and 108 unconditional aircraft purchase commitments. 2- Based on narrowbody by count, which is the percent of the number of owned aircraft that are narrowbody aircraft. 3- Weighted average of owned aircraft based on net book value. Remaining lease term figure excludes aircraft off-lease and investments in finance leases. 4-Owned and managed aircraft. 5- Calculated as Net Debt divided by Equity. Net Debt is calculated as debt financings net of cash and cash equivalents and restricted cash. Net Debt is a non-GAAP financial measure. See Appendix for reconciliation to the most directly comparable GAAP measure. 6- Comprised of cash and cash equivalents, in each case to the extent that such assets are not subject to a lien, and non-pledged aircraft assets (aircraft, engines, airframes, parts and pre-delivery payments). 13
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