Strong Position in Growing Market slide image

Strong Position in Growing Market

Adjusted EPS $10.00 7 Triton Container Fleet (CEU MM) 21 2006 2007 6543 2008 2009 2010 2011 9 8 00 2012 POWERFUL LONG TERM VALUE CREATION Steady Fleet Growth (1) CAGR: 7.9% (1) 2021E based on orders placed year to date less forecasted disposals. Long-Term Growth in EPS (4)(5) $9.00 $8.00 CAGR: 12.5% $7.00 $6.00 $5.00 $4.00 $3.00 $2.00 $1.00 $0.00 2006 2007 2008 2009 2010 2011 (4) 2016 Adjusted EPS excludes $30MM pretax impact from the Hanjin bankruptcy. (5) See Non-GAAP Financial Information in the Appendix. 2012 2013 2014 2015 2016 2017 2018 2019 2020 Q2'21 Ann. 2013 2014 2015 2016 2017 2018 2019 2020 $ Per Share 2021E $60 $50 $40 $30 $20 $10 $1,500 $1,250 $1,000 $750 $500 $MM $250 $0 T TRITON Strong, Stable Cash Flow Before Capex (2)(3) (2) See Non-GAAP Financial Information in the Appendix. (3) Reflects purchase accounting adjustments for 2017-2021. $70 Steady Value Creation (6) Cumulative Dividends Per Share Adjusted Tangible Book Value Per Share Book Value Per Share 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 + (6) Adjusted tangible book value defined as Shareholders Equity, less Goodwill plus Net Deferred Tax Liability plus Net Swap Liability, before purchase accounting adjustments. Reflects TAL standalone for Q2 2016 and prior periods. 2012 2013 2014 2015 2016 2017 2018 2019 2020 LTM Jun-21 Q2 Ann. 2019 2020 Q2'21 13 Adj. TBV: $39.90 GAAP BVPS: $32.23
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