Aircastle Fleet Evolution and Financial Update Q3 2023 slide image

Aircastle Fleet Evolution and Financial Update Q3 2023

900 800 700 600 500 400 300 200 100 0 Global Air Traffic Growth Remains Strong, Driving Demand for Aircraft and Increased Reliance on Leasing AIRCASTLE A MARUBENI & MIZUHO LEASING COMPANY Passenger Traffic Continues to Recover Post-COVID Industry RPKs (billions per month) Jan Apr Jul Oct Jan Apr Jul Oct Jan 2017 2018 Apr Jul Oct Jan Apr Jul 2019 2020 Oct Ro Jan Apr լոՐ 2021 Actual Seasonally Adjusted Oct Jan Apr Jul Oct Jan Apr Jul 2022 1. Source: IATA Quarterly Air Transport Chartbook Q3 2023 2. Source: Ascend (excludes freighters) 2023 1 Number of Aircraft Lessors Own nearly half of Aircraft Market Today Proportion of Global Fleet on Operating Lease 25,000 20,000 50% 52% 15,000 43% 42% 30% 39% 10,000 27% 23% 5,000 0 Note: Global fleet includes aircraft manufactured by Airbus and Boeing; only Narrow-body Jets and Wide-body Jets; only in-service aircraft; and only those whose primary use is Passenger. Airline Owned Fleet ■Operating Lease LO 5 2
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