Financial StrategyThe existing $3.5 billion of excess capital will be deployed through buybacks, aircraft sale-leasebacks, and investments in the engine business.
Investment StrategyAER is adopting a ROIC-enhancing 'barbell' approach to managing its portfolio, which involves focusing on older 'current-gen' and younger 'next-gen' aircraft.
Strategic PositioningAER is fundamentally well positioned over the midterm, benefiting from a favorable global supply/demand balance for wide-bodies into the end of the decade.