Demand for travel continues to rise, particularly in China, where new passenger records were set in the first quarter. Airlines in China flew almost 180 million people in Q1, including 14 million international trips, which is still 22% behind the 2019 international levels.
May 1, 2024 / receipt, needs a key / Angus Kelly, CEO | earnings call 2024-05-01 | transcript e7e6665b-8ae5-4114-b6a1-c4d88dbb25d9 | chars 2734-3007 | segment 2
And what we can see is that every 15 years, the number of people traveling doubles. That's always been the case.
Jul 31, 2023 / receipt, needs a key / Ingus Kelly, CEO | earnings call 2023-07-31 | transcript bb7bc0b2-78de-4f2c-9301-1ff42aa94288 | chars 17547-17659 | segment 18
We can see the first thing people did post-COVID, spend on travel.
Jul 31, 2023 / receipt, needs a key / Ingus Kelly, CEO | earnings call 2023-07-31 | transcript bb7bc0b2-78de-4f2c-9301-1ff42aa94288 | chars 17660-17726 | segment 18
This reflects the continued normalization of air travel demand after the events of the past few years and a return to business as usual for AirCap and our airline customers.
May 2, 2023 / receipt, needs a key / Angus Kelly, CEO | earnings call 2023-05-02 | transcript abf287dd-7eec-4197-8e7d-32a822ca313c | chars 1991-2164 | segment 1
We continue to see further evidence of the travel recovery as Europe, the Americas, and Asia all now exceed 80% of 2019 levels, with China being the latest driver.
Mar 2, 2023 / receipt, needs a key / Ingus Kelly, CEO | earnings call 2023-03-02 | transcript 442739a4-20b5-4a74-ba54-15f9032f2beb | chars 3700-3863 | segment 3
We fully expect that when international travel to China is permitted to fully reopen, there will be a massive surge in demand, which will further bolster both wide-body and narrow-body aircraft demand.
Aug 11, 2022 / receipt, needs a key / Angus Kelly, CEO | earnings call 2022-08-11 | transcript 7097c26c-d105-4d2f-a6f9-3f56b988fe5a | chars 5097-5298 | segment 5
We continue to see an expansion of the global travel recovery as traffic is picking up in more regions around the world.
Aug 11, 2022 / receipt, needs a key / Pete Duhass, CFO | earnings call 2022-08-11 | transcript 7097c26c-d105-4d2f-a6f9-3f56b988fe5a | chars 10577-10697 | segment 10
Many airlines have underestimated the underlying strength of travel demand, having overcorrected on the way down, and are now playing catch-up.
Aug 11, 2022 / receipt, needs a key / Angus Kelly, CEO | earnings call 2022-08-11 | transcript 7097c26c-d105-4d2f-a6f9-3f56b988fe5a | chars 3517-3660 | segment 3
More encouraging is that the rest of Asia continues to ease restrictions and reopen borders. All the key tourist markets in Southeast Asia as well as India and Australia are now open to international travel.
May 17, 2022 / receipt, needs a key / Ingus Kelly, CEO | earnings call 2022-05-17 | transcript 0f6e7f50-203e-453d-88fe-de34828d1b6f | chars 5431-5638 | segment 5
In addition, the reopening of the US international market earlier this week should provide a significant boost to long-haul travel demand.
Nov 10, 2021 / receipt, needs a key / Ingus Kelly, CEO | earnings call 2021-11-10 | transcript 4bc65f8f-0fbc-412e-9201-7829e082080c | chars 3273-3411 | segment 3
In Europe, the strong recovery has been sustained by the success of the vaccine rollout and the digital COVID certificate, which has made international travel much easier for airlines, airport operators and travellers.
Nov 10, 2021 / receipt, needs a key / Ingus Kelly, CEO | earnings call 2021-11-10 | transcript 4bc65f8f-0fbc-412e-9201-7829e082080c | chars 3994-4212 | segment 3
With the recovery in air travel progressing and after a stronger summer, most airlines are in a significantly better financial position today. and we could see this in our third quarter numbers. Our cash collection rate was 99% for the third quarter. Our deferral balance decreased by $36 million to $427 million, and our trade receivables fell by almost half to $80 million as of September 30th.
Nov 10, 2021 / receipt, needs a key / Pete Juhasz, CFO | earnings call 2021-11-10 | transcript 4bc65f8f-0fbc-412e-9201-7829e082080c | chars 9348-9744 | segment 9
Paul T. Dacier | 68 | Non-Executive Chairman of the Board of Directors | May 2010 | 2029 AGM
filing / Feb 12, 2026 / receipt
Aengus Kelly | 52 | Executive Director and Chief Executive Officer | May 2011 | 2030 AGM
filing / Feb 12, 2026 / receipt
Stacey Cartwright | 62 | Non-Executive Director | April 2019 | 2026 AGM
filing / Feb 12, 2026 / receipt
Rita Forst | 70 | Non-Executive Director | April 2019 | 2026 AGM
filing / Feb 12, 2026 / receipt
Victoria Jarman | 53 | Non-Executive Director | April 2025 | 2029 AGM
filing / Feb 12, 2026 / receipt
Jennifer VanBelle | 57 | Non-Executive Director | November 2021 | 2029 AGM
filing / Feb 12, 2026 / receipt
Michael Walsh | 59 | Non-Executive Director | May 2017 | 2027 AGM
filing / Feb 12, 2026 / receipt
Peter Anderson | 49 | Chief Commercial Officer
filing / Feb 12, 2026 / receipt
John Burke | 55 | Chief Technical Officer
filing / Feb 12, 2026 / receipt
Brian Canniffe | 53 | Group Treasurer
filing / Feb 12, 2026 / receipt
Aimee Craig | 53 | Chief Executive Officer, AerCap Materials
filing / Feb 12, 2026 / receipt
Vincent Drouillard | 49 | General Counsel
filing / Feb 12, 2026 / receipt
| Aengus Kelly | Executive Director and Chief Executive Officer | - | receipt |
| Aimee Craig | Chief Executive Officer, Aer Cap Materials | - | receipt |
| Angus Kelly | CEO | - | receipt |
| Bart Ligthart | Chief Investment Officer | - | receipt |
| Brian Canniffe | Group Treasurer | - | receipt |
| Damhan Finegan | Head of Americas | - | receipt |
| Denise Mangan-Fahy | General Manager, Shannon Engine Support | - | receipt |
| Emmanuel Herinckx | Head of Asia Pacific | - | receipt |
| Ingus Kelly | CEO | - | receipt |
| Jennifer VanBelle | Non-Executive Director | - | receipt |
| John Burke | Chief Technical Officer | - | receipt |
| John Govan | Head of EMEA | - | receipt |
| Jorg Koletzki | Chief Information Officer and Chief Information Security Officer | - | receipt |
| Margaret Kim | Head of OEM Relations | - | receipt |
| Michael Walsh | Non-Executive Director | - | receipt |
| Pat Sheedy | President and Chief Executive Officer, Milestone Aviation Group | - | receipt |
| Paul T. Dacier | Non-Executive Chairman of the Board of Directors | - | receipt |
| Pete Duhass | CFO | - | receipt |
| Pete Hughast | Chief Financial Officer | - | receipt |
| Pete Juhasz | CFO | - | receipt |
| Pete Newhouse | CFO | - | receipt |
| Pete Uhas | CFO | - | receipt |
| Pete Uhass | CFO | - | receipt |
| Peter Anderson | Chief Commercial Officer | - | receipt |
| Peter Juhas | Chief Financial Officer | receipt | |
| Richard Greener | Head of Cargo | - | receipt |
| Risteard Sheridan | Company Secretary and Chief Compliance Officer | - | receipt |
| Rita Forst | Non-Executive Director | - | receipt |
| Shane O’Reilly | Chief Risk Officer | - | receipt |
| Stacey Cartwright | Non-Executive Director | - | receipt |
| Theresa Murray | Head of Human Resources | - | receipt |
| Tom Slattery | Executive Vice President, Engines | - | receipt |
| Victoria Jarman | Non-Executive Director | - | receipt |
| Vincent Drouillard | General Counsel | - | receipt |
| 2026-11-04 | earnings call | scheduled | ir |