EX-99.1 2 d893487dex991.htm EX-99.1

Exhibit 99.1 J.P. Morgan Industrials Conference – 2025

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1 2 3 4 5 4

✓ ✓ ➢ ➢ ➢ ➢ 5

6

✓ 7

➢ ➢ ➢ $2.0 $1.5 $1.0 $0.5 $0.0 8

$7.0 B COVID-Era Airbus Orders ✓ $3.0 B Boeing Orders ✓ ✓ ✓ ✓ $4.3 B Airbus Orders $2.7 B COVID-Era Boeing Orders ✓ ✓ ✓ ✓ ✓ ✓ 9

➢ ➢ Expected Aircraft Sales Operating 2 Cash Flow 10

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Avg World GDP 2 Recession Period Contributing Factors Pax Traffic Growth 1 Growth Vietnam War War / Inflation 3.9% +7.4% 1969-1970 st 1 Oil Crisis Oil / Inflation / Currency 2.9% +5.7% 1973-1975 Oil & Inflation Oil / Inflation 1.4% +0.3% 1980-1982 Gulf War War / Banking Crisis / Credit Cycle 2.2% +7.4% 1990-1991 Asian Crisis Banking Crisis / Currency 3.4% +4.0% 1997-1999 9/11 Terrorism 2.0% -1.1% 2001 GFC Banking Crisis / Credit Cycle 1.7% +2.8% 2007-2009 COVID-19 Pandemic -3.3% -65.8% 2020 Average Recession PAX Growth (ex. Pandemic) +3.9% 13

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