Strong Position in Growing Market slide image

Strong Position in Growing Market

EXCEPTIONAL CURRENT FINANCIAL PERFORMANCE (*) T TRITON (In thousands, except earnings per share) Q2 '21 Q1'21 % Change Q2 '20 % Change Total leasing revenues Trading margin Net gain on sale of leasing equipment Depreciation and amortization Interest and debt expense $ 369,784 $ 346,743 6.6% $ 321,397 15.1% 10,726 31,391 8,141 31.8% 2,020 431.0% 21,967 42.9% 4,537 591.9% 154,056 143,307 7.5% 133,292 15.6% 60,004 54,623 9.9% 66,874 (10.3%) Total ownership costs Direct operating expenses Administrative expenses Provision (reversal) for doubtful accounts Other (income) expense, net Adjusted pretax income (1) 214,060 197,930 8.1% 200,166 6.9% 6,337 9,370 (32.4%) 29,619 (78.6%) 22,979 20,921 9.8% 20,472 12.2% (26) (2,464) (98.9%) 374 (107.0%) (261) (481) (45.7%) 36 (825.0%) 168,812 151,575 11.4% 77,287 118.4% Income tax expense Adjusted net income 14,110 12,380 14.0% 6,772 108.4% (1)(2) $ Less: dividend on preferred shares Adjusted net income attributable to common shareholders (1)(2) $ 154,702 $ 139,195 10,513 144,189 $ 128,682 11.1% $ 70,515 119.4% 10,513 0.0% 10,513 0.0% 12.1% $ 60,002 140.3% Adjusted net income per common share 2.14 $ 1.91 12.0% $ 0.86 148.8% Weighted average number of common shares outstanding - diluted 67,282 67,217 0.1% 69,536 (3.2%) Return on equity 26.6% 25.0% 12.2% (*) Adjusted net income is a non-GAAP financial measure. See Appendix. (1) Excludes debt termination expense, and net unrealized loss or gains on derivative instruments. (2) Excludes foreign income tax adjustment and tax benefit from vesting of restricted shares. + 11
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