Contrarian Corpus
activist conference presentation initial thesis
2015-04-07 · 89 pages

AerCap Holdings AER

AerCap, the largest independent aircraft lessor, trades at 8.5x earnings; the equity should rerate as the credit markets already have post-ILFC deal, supported by low-teens ROE and ~10% EPS CAGR.

N 4 Narrative
V 3 Visual
C 3 Craft
Original source ↗

Thesis

In a market with few bargains, Greenlight argues AerCap Holdings (AER) is the cheapest blue-chip in aircraft leasing, having transformed itself by acquiring ILFC from AIG in 2014 at just 0.48x book and 84% of appraised fleet value. CEO Gus Kelly runs the business with discipline: 13.1% GAAP ROE between 2007 and 2013 (best of the listed lessors), a young narrowbody-heavy fleet, ~99% utilization and only 0.2% average credit losses through the financial crisis. The stock trades at 8.5x consensus 2015 EPS despite a projected ~10% EPS CAGR through 2018 from ILFC synergies, share repurchases and a 12.5% Irish tax rate. AER's 7-year unsecured bond yield has already compressed from 5.20% to 3.90% post-deal; Einhorn expects the equity multiple to follow as the company regains investment grade and continues executing.

SCQA

Situation

AerCap is the largest independent aircraft lessor after acquiring ILFC from AIG in 2014, doubling in size to ~1,320 planes; leasing now finances 40% of the global airline fleet versus less than 2% in 1980.

Complication

Despite leading peer GAAP ROE (~13%), best-in-class residual value gains, and an ILFC acquisition closed at just 0.48x book, the equity trades at only 8.5x consensus 2015 EPS while credit markets have already rerated the bonds.

Resolution

Buy AER; the equity should follow the bonds higher as ILFC synergies, lower SG&A, the 12.5% Irish tax rate, ~5% fleet growth from the order book, and excess-capital buybacks drive ~10% EPS CAGR through 2018.

Reward

A rerating of the P/E from 8.5x toward levels consistent with the low-teens ROE and double-digit EPS growth, compounded by aggressive share repurchases at low prices, implies meaningful upside (specific price target not stated).

The three reasons

  1. 1

    AerCap bought ILFC from AIG at 0.48x book and 84% of appraised fleet value

  2. 2

    Best-in-class lessor: 13.1% ROE, 99% utilization, only 0.2% credit losses through the crisis

  3. 3

    Credit markets rerated AER bonds 5.20% to 3.90%; equity still at 8.5x P/E will follow

KPIs cited

P/E multiple (AER)
8.5x 2015E EPS, 9.3x 2014A EPS at $44.76 share price
GAAP ROE 2007-2013 avg
AER 13.1% vs FLY 8.2%, AYR 6.9%, ILFC 1.8%, AWAS (6.3%)
Book value / share CAGR
19.6% from 2006 ($8.83) to 2014 ($37.04)
ILFC purchase multiples
0.48x adjusted book value at announcement; 0.84x appraised fleet value
Credit cost / utilization
Average credit cost 0.2% of flight assets, ~99% portfolio utilization 2007-2013
New-lease unit economics
12% lease revenue / cost; 6.8% pre-tax ROA, 13.3% modeled ROE on 75% debt funding
AER 7-yr unsecured bond yield
Declined from 5.20% post-ILFC deal to 3.90% by April 2015
Projected EPS growth
~10% EPS CAGR 2015-2018 from ~5% fleet growth, OPEX/tax synergies, buybacks
Tax rate
12.5% Irish corporate rate post ILFC migration
ATHN valuation (short)
Adjusted base-case DCF $50/share vs Morgan Stanley $192; bear case $14

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Precedents cited

  • ILFC's pre-2014 wide-body driven impairments at AIG ($5bn 2010-2013)
  • AER's own 2011-2012 buyback of 24% of shares at sub-$12

Notable slides (6)

Notes

Multi-topic Grant's Interest Rate Observer Conference talk. Three sections: (1) macro 'Zero Bound Odyssey' on Fed/Solvency II distortions and gold (slides 3-33); (2) AerCap long pitch 'Lessor is More' (slides 34-55); (3) athenahealth (ATHN) short follow-up to 2014 Sohn pitch with $14 bear-case DCF and 'bubble will pop' close (slides 56-89). Filename and primary new idea is AerCap; classification reflects that target. Signature Einhorn style: pop-culture imagery (Airplane!, Snakes on a Plane, Hulk, donuts, Snoopy), witty slide titles ('Cruising altitude', 'Avoiding turbulence', 'Insolvency II'), simple PowerPoint dark-blue gradient. No explicit price target on AER; thesis is rerating + compounding. No activist demands - this is a hedge fund pitch, not a campaign.