2021-09 mpw db conf market & product update p

Matthew SaksVice President Marketing North America

11th Deutsche Bank Aircraft Financing and Leasing Conference

Products for recovery and beyond

Sept 2019:

7,213total order backlog

Matthew SaksVice President Marketing North America

11th Deutsche Bank Aircraft Financing and Leasing Conference


Sept 2021:

6,932total order backlog

0

20

40

60

80

100

120

Jan-20 Jan-21 Jan-22 Jan-23 Jan-24 Jan-25

September 2021 Deutsche Bank Aircraft Finance & Leasing conference

Covid crisis and forecast recovery

* intra regional & long haul international trafficSource: IATA, FlightRadar24, Airbus (March 2021)

North America robust

Europe summer +30%

Driven by high vaccination rate, clearer travel rules

Domestic traffic recovering faster

Traffic (RPKs) base 100 in the equivalent month in 2019

DomesticIATA Actuals

InternationalIATA Actuals

Observed Forecast


Source: Airbus (end August 2021)Deliveries for 2020 include 4 A380sDeliveries for 2021 include 2 A380s

To end 2020:566 deliveries, 383 gross orders

To Sept 2021:384 deliveries, 269 gross orders

The means were implemented to facilitate deliveries

Managing the crisis

New-generation performance

The most efficient large widebody

Purpose-built for efficiency

Best-selling single-aisle

In 202038 deliveries 446 deliveries 19 deliveries 59 deliveries+64 orders +296 orders +2 orders +21 orders

In 202130 deliveries 311 deliveries 7 deliveries 34 deliveries+21 orders +234 orders +9 orders +5 orders

Evolution of Airbus deliveries

Sale-and-Leaseback market remain highly competitive

Number of direct lessors stable

Source: Cirium Fleets AnalyzerAirbus to end 2020

Lessors financing majority

0

10

20

30

40

0

200

400

600

800

2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020

Number of sale and leaseback lessors

Number of ‘direct’ lessors

Airbus deliveries Number of lessors

Purchase

Sale-and-leaseback

Direct27%

27%

September 2021

31%

24%

Deutsche Bank Aircraft Finance & Leasing conference

Single-aisle fleet mix: 17,100 aircraft

Source: Cirium Dec 2020Includes all passenger in-service & stored aircraft

New-gen aircraft still in the minority

2,200 new gen

14,900 previous genAverage age of 13yrs

Refleetingrequired this decade

13% 17% 17%10% 12% 12% 9% 9% 6%

17,100 5,600 1,000 300 600 4,100 300 4,600 500

0%

20%

40%

60%

80%

100%

World Asia Pacific -china

LatinAmerica

China Middle East Europe-CIS CIS NorthAmerica

Africa

Units

WORLD

New / current & previous generation aircraft share

August 2021

Current & previous genNew generation

92%

81%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

-6,000

-5,000

-4,000

-3,000

-2,000

-1,000

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000 94%

80%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

-6,000

-5,000

-4,000

-3,000

-2,000

-1,000

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

Airline Owned Lessor owned*

Single-aisle fleet evolutionDecember 2019 ~ July 2021

Airbus, Boeing & MDC, passenger, combi & QC aircraft, in airlines fleets. Source: Cirium Fleets Analyzer. * Ownership is determined by ‘Manager Company Category’. As at 31st July, 2021

53% single-aisles leased

Same % in-service

Lessors have younger fleet

New generation return fastest

In S

ervi

ceSt

ored

Age Groups25+ years19~25 years13~18 years0~12 years



A320 Family: The most successful aircraft family ever

20% lower fuel burn Unbeatable fuel efficiency

A321XLR: On target for Entry into Service in 2023

Strong value retention throughout crisis

Orders7,563

Deliveries1,909

Backlog5,654 120+ operators

end August 2021

Orders15,690

Deliveries10,004

Backlog5 686 300+ operators


End of August 2021*Not all customers displayed

643 orders, 173 deliveries, 470 backlog

Significant replacement market

A220 Family: A Diversified Customer Base

Majors39%

Low Cost / Niche Operators

34%

Regionals

5%

Lessors

22%

0200400600800

1,0001,2001,4001,6001,800

A319 737-700/Classic ERJ Other small jet

>2519-2513-180-12

A320neo51%737-8

45%

C9194%

MC-21-2000.2%

A321neo76%

737-9/-1021%

MC-21-300

3%


The market-leading partnershipFirm net orders comparison

Source: Airbus, Boeing, Cirium Fleets Analyzer. July 2021Undisclosed MAX orders allocated by share of known orders

A220 & A320neo Family have60% market share by orders

A220 FamilyA320neo Family

Medium single-aislesSmall single-aisles & large regional jets

Large single-aisles

A220-100/30052%

A319neo6%

737-726%

190/195E2 216%

93%

67%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

-2,500

-2,000

-1,500

-1,000

-500

0

500

1,000

1,500

2,000

2,500

3,00094%

73%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

-2,500

-2,000

-1,500

-1,000

-500

0

500

1,000

1,500

2,000

2,500

3,000

Airline Owned Lessor owned*

Widebody fleet evolution December 2019 ~ July 2021

Airbus, Boeing & MDC, passenger, combi& QC aircraft, in airlines fleets. Source: Cirium Fleets Analyzer. *Ownership is determined by ‘Manager Company Category’. As at 31st July, 2021

39% widebody fleet leased

Lessors have younger fleets

More leased in-service than owned

New generation return fastest

In S

ervi

ceSt

ored

Age Groups25+ years19~25 years13~18 years0~12 years


777-8

787-8

787-10

787-9

777-9

A350-900 – 332 seats

A350-1000 – 375 seats

A330-900 – 287 seats

A330-800 – 257 seats

Source: Airbus, BoeingEnd June 2021, Passenger variants

Balanced widebodymarket

Airbus775

Boeing814

Widebody backlog

Small-mediumwidebodies

Large widebodies

A350 787

A330 777


0

1,000

2,000

3,000

4,000

5,000

6,000

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Steady growth of the global widebody fleet

Evolution in 2020

Large aircraft:117 old-gen removed

67 new-gen delivered

Medium aircraft:119 old-gen removed

51 new-gen delivered

In-service + Stored commercial passenger aircraftSource: Cirium Fleets Analyzer2021

Widebody Fleet

Number of widebody passenger aircraft in-service + stored

end end


Largewidebodies

+3.5% pasince 2011

+3.5% pasince 2011 ~2,700

~2,200


0

1,000

2,000

3,000

4,000

5,000

6,000

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Small/medium widebody aircraft market

In-service + stored commercial passenger aircraftSource: Cirium Fleets Analyzer, 2021

Replacement market of 1,700 previousgeneration types

A330 leads this market

Number of widebody aircraft in-service + stored

end end

~1,000

~500(767, A300, A340-300)Other previous generation

Largewidebodies

New-generation787-8/-9 A330neo

A330ceo ~1,200800

1,200


A330neo wins campaigns 2:1 vs. the 787

Campaigns since first flight of A330neo in October 2017. * Excludes top-up Delta Air Lines A330neo re-order which was not opened to competition

A330neo:• Airbus Commonality• Rolls-Royce• Operating economics• Higher seat count• Reliability

787:• US tax incentives• 737 MAX conversions• GE incumbency

Deciding Campaign Factors

16 Campaign wins* 787 7 Campaign wins


0

1,000

2,000

3,000

4,000

5,000

6,000

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Large widebody aircraft market

In-service + stored commercial passenger aircraftSource: Cirium Fleets Analyzer, 2021

Replacement market of 1,700 previousgeneration types

A350 XWBThe new-gen market leader

Number of widebody aircraft in-service + stored

end end

~1,700

~500 787-10 + A350

A380

777-300747


777-200 & A340-5/600


108

48

45

43

33

33

33272623

2222

2019

1716

1616

161515

1313

1010

1010

109

98 7 6 6 5 5 4 4 3 3 32

777-300ER operators have selected the A350

763 777-300ERs in service, stored & on order with commercial airlines. Source: Cirium Fleets Analyzeras at 31st July, 2021

70%777-300ERs are A350 customers

A350 is replacing 777-300s


Airline incumbency with A350 Family

A350s are the long-term backbone of airline fleets

Synergies to replace 777F/747F

Source: Airbus

Airline incumbency

A350 operator flying 777F A350 operator flying 747F



A22025 % less CO₂

A320neo20 % less CO₂

A321XLR30 % less CO₂

A330neo25 % less CO₂

A350 XWB25 % less CO₂


CO₂ savings relative to products they are replacing per seat

© AIRBUS (Airbus S.A.S., Airbus Operations S.A.S., Airbus Operations GmbH, Airbus Operations LTD, Airbus Operations SL, Airbus China LTD, Airbus (Tianjin) Final Assembly Company LTD, Airbus (Tianjin) Delivery Centre LTD). All rights reserved. Confidential and proprietarydocument. This document and all information contained herein is the sole property of AIRBUS. No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be reproduced or disclosed to a third party without theexpress written consent of AIRBUS S.A.S. This document and its content shall not be used for any purpose other than that for which it is supplied. The statements made herein do not constitute an offer. They are based on the mentioned assumptions and are expressed in good faith.Where the supporting grounds for these statements are not shown, AIRBUS S.A.S. will be pleased to explain the basis thereof. AIRBUS, its logo, A220, A300, A310, A318, A319, A320, A321, A330, A340, A350, A380, A400M are registered trademarks.


2021-09 mpw db conf market & product update p

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