Aircastle Limited Files 2024 Annual Report
Ticker: AYR · Form: 10-K · Filed: Apr 25, 2024 · CIK: 1362988
| Field | Detail |
|---|---|
| Company | Aircastle Ltd (AYR) |
| Form Type | 10-K |
| Filed Date | Apr 25, 2024 |
| Risk Level | medium |
| Pages | 15 |
| Reading Time | 18 min |
| Key Dollar Amounts | $0.01, $7.2 billion, $6.6 billion, $525.1 m, $855.4 m |
| Sentiment | neutral |
Sentiment: neutral
Topics: annual-report, aircraft-leasing, financials
TL;DR
Aircastle's 2024 10-K is in. Check financials for aircraft leasing giant.
AI Summary
Aircastle Limited filed its 10-K for the fiscal year ended February 29, 2024, reporting on its operations as an aircraft leasing company. The filing details its financial performance and corporate structure, including its principal executive offices located at 201 Tresser Boulevard, Suite 400, Stamford, Connecticut. Aircastle Limited is incorporated in Bermuda and has the IRS Employer Identification No. 98-0444035.
Why It Matters
This filing provides investors and stakeholders with a comprehensive overview of Aircastle's financial health and operational status for the past fiscal year, crucial for investment decisions.
Risk Assessment
Risk Level: medium — The filing is a standard annual report and does not inherently indicate new or elevated risks.
Key Players & Entities
- Aircastle Limited (company) — Registrant
- February 29, 2024 (date) — Fiscal Year End
- 201 Tresser Boulevard, Suite 400, Stamford, Connecticut (location) — Principal Executive Offices
- Bermuda (location) — Jurisdiction of Incorporation
- 98-0444035 (dollar_amount) — I.R.S. Employer Identification No.
FAQ
What is Aircastle Limited's primary business?
Aircastle Limited is an aircraft leasing company, as indicated by its 10-K filing.
Where are Aircastle Limited's principal executive offices located?
Aircastle Limited's principal executive offices are located at 201 Tresser Boulevard, Suite 400, Stamford, Connecticut.
In which jurisdiction was Aircastle Limited incorporated?
Aircastle Limited was incorporated in Bermuda.
What is the fiscal year end date for this 10-K filing?
The fiscal year ended on February 29, 2024.
Does Aircastle Limited have common or preference shares registered?
The filing states that Common Shares and Preference Shares, par value $0.01 per share, are not registered under Section 12(b) of the Act (N/A).
Filing Stats: 4,470 words · 18 min read · ~15 pages · Grade level 13.6 · Accepted 2024-04-25 14:39:23
Key Financial Figures
- $0.01 — ch Registered Common Shares, par value $0.01 per share N/A NONE Preference Shares,
- $7.2 billion — ent in leases, or "Net Book Value") was $7.2 billion as of February 29, 2024, up 9% from $6.
- $6.6 billion — ion as of February 29, 2024, up 9% from $6.6 billion as of February 28, 2023. The weighted a
- $525.1 m — ith delivery through September 2026 for $525.1 million, which includes estimated amounts
- $855.4 m — es, net income and Adjusted EBITDA were $855.4 million, $83.3 million, and $759.5 millio
- $83.3 m — nd Adjusted EBITDA were $855.4 million, $83.3 million, and $759.5 million for the year
- $759.5 million — were $855.4 million, $83.3 million, and $759.5 million for the year ended February 29, 2024, r
- $796.0 m — ed February 29, 2024, respectively, and $796.0 million, $62.8 million and $732.3 million
- $62.8 million — 2024, respectively, and $796.0 million, $62.8 million and $732.3 million for the year ended F
- $732.3 million — , and $796.0 million, $62.8 million and $732.3 million for the year ended February 28, 2023, r
- $370.3 million — ow provided by operating activities was $370.3 million and $437.7 million for the years ended
- $437.7 million — ating activities was $370.3 million and $437.7 million for the years ended February 29, 2024 a
- $3.0 billion — As of April 1, 2024, total liquidity of $3.0 billion included $2.1 billion of undrawn credit
- $2.1 billion — otal liquidity of $3.0 billion included $2.1 billion of undrawn credit facilities, $0.5 bill
- $0.5 billion — 1 billion of undrawn credit facilities, $0.5 billion of projected adjusted operating cash fl
Filing Documents
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Risk Factors
Item 1A. Risk Factors 9
Unresolved Staff Comments
Item 1B. Unresolved Staff Comments 24
Cybersecurity
Item 1C. Cybersecurity 24
Properties
Item 2. Properties 25
Legal Proceedings
Item 3. Legal Proceedings 25
Mine Safety Disclosures
Item 4. Mine Safety Disclosures 25 PART II
Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities
Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 27
[Reserved]
Item 6. [Reserved] 27
Management's Discussion and Analysis of Financial Condition and Results of Operation
Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operation 27
Quantitative and Qualitative Disclosures About Market Risk
Item 7A. Quantitative and Qualitative Disclosures About Market Risk 42
Financial Statements and Supplementary Data
Item 8. Financial Statements and Supplementary Data 43
Changes in and Disagreements with Accountants on Accounting and Financial Disclosure
Item 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 43
Controls and Procedures
Item 9A. Controls and Procedures 43
Other Information
Item 9B. Other Information 44
Disclosure Regarding Foreign Jurisdictions that Prevent Inspections
Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 44 PART III
Directors, Executive Officers and Corporate Governance
Item 10. Directors, Executive Officers and Corporate Governance 45
Executive Compensation
Item 11. Executive Compensation 47
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters
Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 55
Certain Relationships and Related Transactions, and Director Independence
Item 13. Certain Relationships and Related Transactions, and Director Independence 56
Principal Accountant Fees and Services
Item 14. Principal Accountant Fees and Services 57 PART IV
Exhibits and Financial Statement Schedules
Item 15. Exhibits and Financial Statement Schedules 58
Form 10-K Summary
Item 16. Form 10-K Summary E - 4
SIGNATURES
SIGNATURES S - 1 SAFE HARBOR STATEMENT UNDER THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995 All statements included or incorporated by reference in this Annual Report on Form 10-K (this "Annual Report"), other than characterizations of historical fact, are forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. Examples of forward-looking statements include, but are not necessarily limited to, statements relating to our ability to acquire, sell, lease or finance aircraft, raise capital, pay dividends and increase revenues, earnings, EBITDA and Adjusted EBITDA and the global aviation industry and aircraft leasing sector. Words such as "anticipates," "expects," "intends," "plans," "projects," "believes," "may," "will," "would," "could," "should," "seeks," "estimates" and variations on these words and similar expressions are intended to identify such forward-looking statements. These statements are based on our historical performance and that of our subsidiaries and on our current plans, estimates and expectations and are subject to a number of factors that could lead to actual results materially different from those described in the forward-looking statements; Aircastle can give no assurance that its expectations will be attained. Accordingly, you should not place undue reliance on any such forward-looking statements which are subject to certain risks and uncertainties that could cause actual results to differ materially from those anticipated as of the date of this Annual Report. These risks or uncertainties include, but are not limited to, those described from time to time in Aircastle's filings with the Securities and Exchange Commission ("SEC"), including as described in Item 1A, and elsewhere in this Annual Report. In addition, new risks and uncertainties emerge from time to time, and it is not possible for Aircastle to predict or assess the impact of every factor tha
BUSINESS
ITEM 1. BUSINESS Unless the context suggests otherwise, references in this Annual Report to "Aircastle," the "Company," "we," "us," or "our" refer to Aircastle Limited and its subsidiaries. Throughout this Annual Report, when we refer to our aircraft, we include aircraft that we have transferred into grantor trusts or similar entities for purposes of financing such assets through securitizations and term financings. These grantor trusts or similar entities are consolidated for purposes of our financial statements. All amounts in this Annual Report are expressed in U.S. dollars and the financial statements have been prepared in accordance with U.S. generally accepted accounting principles ("U.S. GAAP"). Overview Aircastle acquires, leases, and sells commercial jet aircraft to airlines throughout the world. We are a leading secondary market investor that sources aircraft through various acquisition channels that include other aircraft lessors, airlines through purchase-leaseback transactions, financial institutions and other aircraft owners, and aircraft manufacturers. We have significant experience in successfully managing aircraft throughout their life cycle, including lease and technical management, aircraft redeliveries, transitions, and sales or disposals. We sell aircraft and engine assets, either with a lease attached or on a part-out basis, with the aim of generating profits and reinvesting proceeds. Our aircraft are managed by an experienced team based in the United States, Ireland and Singapore. As of February 29, 2024, we owned and managed on behalf of our joint venture 252 aircraft leased to 75 lessees located in 43 countries. The net book value of our fleet (comprised of flight equipment held for lease and net investment in leases, or "Net Book Value") was $7.2 billion as of February 29, 2024, up 9% from $6.6 billion as of February 28, 2023. The weighted average age of our fleet was 9.3 years and the weighted average remaining lease term was 5.4 years