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:
$32.23View entire presentation