航空租赁 2024年度报告

(Mark One) For the transition period from to Commission File Number 001-35121 (Registrant’s telephone number, including area code):(310) 553-0555 Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of theSecurities Act. Yes☐No☐ Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 orSection 15(d) of the Exchange Act. Yes☐No☐ Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period thatthe registrant was required to file such reports), and (2) has been subject to such filing requirements for thepast 90 days. Yes☐No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data Filerequired to be submitted pursuant to Rule 405 of Regulation S-T (§ 232.405 of this chapter) during thepreceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes☐No☐ Indicate by check mark whether the Registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “largeaccelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large acceleratedfiler☐Accelerated filer☐Non-accelerated filer☐Smaller reportingcompany☐Emerging growthcompany☐ If an emerging growth company, indicate by check mark if the Registrant has elected not to use theextended transition period for complying with any new or revised financial accounting standards providedpursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’sassessment of the effectiveness of its internal control over financial reporting under Section 404(b) of theSarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm that prepared or issued itsaudit report.☐ If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether thefinancial statements of the registrant included in the filing reflect the correction of an error to previously issuedfinancial statements.☐ Indicate by check mark whether any of those error corrections are restatements that required a recoveryanalysis of incentive-based compensation received by any of the registrant’s executive officers during therelevant recovery period pursuant to § 240.10D-1(b).☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of theExchange Act). Yes☐No☐ The aggregate market value of registrant’s Class A common stock held by non-affiliates was approximately$5.0 billion on June 28, 2024, based upon the last reported sales price on the New York Stock Exchange. As ofFebruary 11, 2025, there were 111,376,884 shares of Class A common stock outstanding. DOCUMENTS INCORPORATED BY REFERENCE Designated portions of the Proxy Statement relating to registrant’s 2025 Annual Meeting of Shareholders,which will be filed with the Securities and Exchange Commission within 120 days after the end of the 2024fiscal year, are incorporated by reference into Part III of this Report. PART I.Item 1.Business3Item 1A.Risk Factors14Item 1B.Unresolved Staff Comments29Item 1C.Cybersecurity29Item 2.Properties30Item 3.Legal Proceedings32Item 4.Mine Safety Disclosures33PART IIItem 5.Market for Registrant’s Common Equity, Related Stockholder Matters andIssuer Purchases ofEquity Securities34Item 6.[RESERVED]35Item 7.Management’s Discussion and Analysis of Financial Condition and Resultsof Operations36Item 7A.Quantitative and Qualitative Disclosures About Market Risk59Item 8.Financial Statements and Supplementary Data61Item 9.Changes in and Disagreements with Accountants on Accounting andFinancial Disclosure92Item 9A.Controls and Procedures92Item 9B.Other Information92Item 9C.Disclosure Regarding Foreign Jurisdictions that Prevent Inspections94PART IIIItem 10.Directors, Executive Officers and Corporate Governance94Item 11.Executive Compensation94Item 12.Security Ownership of Certain Beneficial Owners and Management RelatedStockholder Matters95Item 13.Certain Relationships and Related Transactions, and Director Independence95Item 14.Principal Accounting Fees and Services95PART IVItem 15.Exhibits, Financial Statement Schedules95Item 16.Form 10-K Summary113 Table of Contents FORWARD LOOKING STATEMENTS This Annual Report on Form 10-K and other publicly available documents may contain orincorporate statements that constitute forward-looking statements within the meaning of the PrivateSecurities Litigation Reform Act of 1995. Those statements appear in a number of places in this Form 10-K and include statements regarding