Triton Outlook and Market Fundamentals slide image

Triton Outlook and Market Fundamentals

Long-Term Market Growth GLOBAL CONTAINER FLEET 60 50 50 60% 40 50% 5.0% CAGR 30 20 10 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Global Container Fleet Leasing Share Source: Drewry Container Census & Lease Industry Annual Reports and Container Equipment Forecasters. + TRITON 40% 30% 20% 10% 0% CUSTOMERS INCREASING USE OF LEASING Leasing companies have purchased >55% of new containers over the last five years (1) • Leased containers ~50% of total Leasing attractive to customers due to: . Just-in-time access Increased fleet flexibility Ability to redirect capital for ships and terminals Efficient form of asset finance (1) Excludes non-leasing and non-shipping purchasers. 11
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