Triton Outlook and Market Fundamentals

Highlights • Triton's fourth quarter results provide a strong finish to an outstanding year • Q4 Adjusted net income per share $2.76, down 4.2% from Q3; Q4 annualized Adjusted return on equity 25.4% Includes $0.13 benefit from non-recurring items ⚫ FY 2022 Adjusted net income per share $11.32, up 23.6% from 2021; 2022 Adjusted return on equity 28.4% • Market conditions slow after two years of exceptional container demand Trade volumes down and logistical bottlenecks easing • • Shipping lines focusing on efficiency and increasing pace of container drop offs Our utilization is decreasing, but remains high at 97.6% as of February 8, 2023 Strong ongoing profitability supported by durable enhancements to our business • Large block of 2021 containers on high value, long duration leases • Increased lease protection and duration across the portfolio; nearly 60% of CEU on lifecycle leases • Low cost financing locked-in through long-term, fixed-rate debt Triton using strong cash flow to drive shareholder value even while container investment limited • Pivoted from aggressive fleet investment and growth in 2021 to share repurchases in 2022 • Repurchased 9.1 million shares in 2022, or 13.8% of shares outstanding, while decreasing leverage Conditions remain challenging at start of 2023, but expect our financial performance will remain strong Expect Q1 EPS will decrease from Q4 due to soft conditions, negative seasonality and fewer days • Durable enhancements to lease portfolio and capital structure will sustain high level of profitability TRITON 17

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