© 2015 ATI. All Rights Reserved. ® Registered Trademark of ATI Properties Inc.
Wade Leach, Senior Vice President Commercial, ATI Specialty Materials October 5, 2015
© ATI 2015. All Rights Reserved. 2
Forward Looking Statements
This presentation contains forward-looking statements. Actual results may differ materially from results anticipated in
the forward-looking statements. These and additional risk factors are described from time to time in the Company’s
filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K for the year ended
December 31, 2014.
© 2015 ATI. All Rights Reserved. ® Registered Trademark of ATI Properties Inc.
Wade Leach, Senior Vice President Commercial, ATI Specialty Materials October 5, 2015
© ATI 2015. All Rights Reserved. 4
Traffic (RPMs)
Market Drivers
0
20
40
60
80
100
120
140
160
180
200
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
5,000
1970 1975 1980 1985 1990 1995 2000 2005 2010 2015
Commercial Aerospace Market Forecast
Passenger Miles
Freight Miles
Reve
nue
Pass
enge
r Mile
s (Bi
llion
s)
Frei
ght T
on M
iles (
Billi
ons)
History Forecast
Source: Airline Monitor, IATA, ICAO
© ATI 2015. All Rights Reserved. 5
Capacity (ASMs)
Traffic (RPMs)
Market Drivers
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
1990 1995 2000 2005 2010 2015 2020
Available Seat Miles (ASMs) Market Forecast
Avai
labl
e Se
at M
iles (
Billi
ons)
History Forecast
Source: Airline Monitor
© ATI 2015. All Rights Reserved. 6
-30
-20
-10
0
10
20
30
-8.0
-6.0
-4.0
-2.0
0.0
2.0
4.0
6.0
8.0
2000 2002 2004 2006 2008 2010 2012 2014
Global Commercial Airline Profitability
% re
venu
es
US$
bill
ion
Market Drivers
Airline Profitability
Traffic (RPMs)
Capacity (ASMs)
Source: IATA Economics
EBIT Margin
Net post-tax profit
© ATI 2015. All Rights Reserved. 7
Airline Profitability
Fuel Costs
Traffic (RPMs)
Market Drivers
Capacity (ASMs)
Jet Fuel Price and Crude Oil Price
Source: Platts, IATA
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Fuel Costs
Traffic (RPMs)
Market Drivers
Capacity (ASMs)
Airline Profitability
Economic Turmoil
© ATI 2015. All Rights Reserved. 9
0
500
1,000
1,500
2,000
2,500
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Military Aircraft
Regionals
Airbus
Boeing
# of
Airc
raft
B787 A350
C-Series A320neo
MRJ B737max
E2-Jets A330neo B777x
C919
2010-2019 CAGR = 7.8%
Aircraft Build Rates
Source: Airline Monitor and Forecast International
© ATI 2015. All Rights Reserved. 10
0
5,000
10,000
15,000
20,000
25,000
30,000
1958
1960
1962
1964
1966
1968
1970
1972
1974
1976
1978
1980
1982
1984
1986
1988
1990
1992
1994
1996
1998
2000
2002
2004
2006
2008
2010
2012
2014
# of
Airc
raft
Past 20 years CAGR = 3.8%
Commercial Aircraft Active Fleet
Source: Airline Monitor
© ATI 2015. All Rights Reserved. 11
0%
2%
4%
6%
8%
10%
12%
14%
16%
1960 1965 1970 1975 1980 1985 1990 1995 2000
% w
eigh
t of t
itani
um
B777
A330/A340
B737 B757
B727 A300 B767
B747
Historical Titanium Usage in Commercial Aircraft
Source: Roskill Economics of Titanium Note: Titanium content per Airframe (engine not included)
© ATI 2015. All Rights Reserved. 12
0
10,000
20,000
30,000
40,000
50,000
60,000
1958
1960
1962
1964
1966
1968
1970
1972
1974
1976
1978
1980
1982
1984
1986
1988
1990
1992
1994
1996
1998
2000
2002
2004
2006
2008
2010
2012
2014
2016
2018
2020
2022
2024
2026
2028
2030
2032
2034
# of
Airc
raft
Past 20 years CAGR = 3.8%
Next 20 years CAGR = 3.6%
Commercial Aircraft Active Fleet
Source: Airline Monitor
Aircraft Fleet to double in the next 20 years
© ATI 2015. All Rights Reserved. 13
Next Generation Titanium Usage in Commercial Aircraft
Source: Roskill Economics of Titanium, Goldman Sachs Note: Titanium content per Airframe (engine not included)
0%
2%
4%
6%
8%
10%
12%
14%
16%
1960 1970 1980 1990 2000 2010 2020
% w
eigh
t of t
itani
um
B787 A350
A380 B777
A330/A340
B737
B767
B757 B747
B727 A300
B777x?
B737Max A320Neo
© ATI 2015. All Rights Reserved. 14
Corrosion Resistance
Space Limitation
Heat Resistance
Weight Savings
Why Titanium?
Titanium Historic Advantages:
© ATI 2015. All Rights Reserved. 15
Passenger Comfort
Improved Maintenance
Increased Operating Efficiency
Trend of Titanium in Airframes
Rise of Composite & Titanium Airframes
© ATI 2015. All Rights Reserved. 16
Near-net products that improve buy-to-fly ratios
Engineering new alloys
Additive Manufacturing
Globalization of supply chain
Vertical integration
Expanding capacity
How is the industry answering the challenge?
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