Triton Outlook and Market Fundamentals

Profitability Drivers Fleet Size Utilization Operating Expense Interest Expense Disposal Activity Unusual items Share Repurchases • • Sequential Change: Q4 2022 vs Q3 2022 Average revenue earning assets down 1.7% Average utilization down by 0.7% to 98.4% Increased to $18.2 million, up from $10.5 million Effective interest rate up 0.17% to 2.87% Gain on sale and trading margin down but still very high $3 million benefit from credit recoveries $4.8 million gains from lease buyout transactions Share count down due to continued share repurchase activity • Year-over-Year Change: FY 2022 vs FY 2021 Average revenue earning assets up 11.5% Average utilization down by 0.3% to 99.1% Increased to $42.4 million, up from $26.9 million Effective interest rate down 0.26% to 2.65% due to 2021 refinancing at lower rates Gain on sale and trading margin down as used container disposal prices decreased, partially offset by increase in disposal volume Net $3 million benefit from credit recoveries $11.6 million gains from lease buyout transactions Share count down due to continued share repurchase activity Outlook for Q1'23 Expect fleet size will decrease slightly Average utilization expected to decrease slightly but should remain very high Continue to increase as utilization softens Expect effective interest rate to increase on portion of debt that is unhedged Expect disposal gains to decrease as sale prices moderate None expected Expect share count to decrease further due to ongoing repurchases TRITON 22 22

View entire presentation