Triton Outlook and Market Fundamentals slide image

Triton Outlook and Market Fundamentals

Total CEUs Long Term Lease Expirations (CEU)(1)(2) DRY 500,000 400,000 150 125 100 300,000 75 200,000 100,000 50 25 Spot Rate Index (Used Spot Rate = 100) Total CEUs REFRIGERATED 500,000 150 400,000 300,000 200,000 100,000 0 0 0 0 Currently 2023 2024 2025 2026 2027 Expired Currently 2023 Expired 2024 2025 2026 2027 Percent of Fleet 1.9% 3.8% 1.9% 4.7% 3.5% 0.7% Percent of Fleet 0.4% 1.6% 2.1% 1.0% 1.3% 0.3% Expired with Drop Limitations LTL Expired with Drop Limitations LTL Expired LTL Avg. Rate by Year Used CEU Spot Rate Expired LTL Avg Rate by Year Used Spot Rate (1) Excludes sale age units and lifecycle leases. (2) Used spot rate is the estimated market rate for leases on used equipment. + TRITON 125 100 75 50 25 31 Spot Rate Index (Used Spot Rate = 100)
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