Investor Presentaiton
-LEASING
MARKET OUTLOOK
Source: Airbus Global Market Forecast 2023, Boeing Commercial Market Outlook June 2023, Trade & Transport
Group US Trade Monitor, IATA Cargo Market Analysis April 2023, World ACD, emarketer June 2023
OPPORTUNITY
($ in trillions)
$33.7 $34.9
$31.1
$29.7
$28.1
$32.5
$26.4
SOLUTION
650
Boeing Freighter Forecast
2022-2042
■Large Widebody
■Medium Widebody
Standard-body
23.0%
18.9%
18.9% 19.5%
20.3%
21.2% 22.2%
1290
2,825
$5.0
$5.3
$5.8
$6.3
$6.9 $7.5
$8.0
New Freighters
2021
2022
2023
Global ecommerce Sales
2024
2025
Global Retail Sales
2026
2027
ecommerce as a % of Retail Sales
TOTAL RETAIL & ECOMMERCE SALES WORLDWIDE
E-commerce growth will continue to outperform brick-and-
mortar. E-commerce growth is expected to outpace in-person
shopping by nearly 2x through 2024.
720
885
Airbus Freighter Forecast
2020-2042
■Grow Replace Retain
1270
1,590
of new freighters are conversions
2,510
Growth and
Replacement
Total
1240
Slide 1 21
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