Investor Presentaiton
TEUS
200,000
180,000
160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0
2Q18
3Q18
4Q18
1Q19
2Q19
3Q19
4Q19
1Q20
2Q20
3Q20
4Q20
1Q21
TEU
100,000
80,000
60,000
40,000
20,000
2Q18
Textainer Container Inventory
TEUS
Uncommitted new production inventory
(China factory inventory)
TEUS
3Q18
4Q18
1Q19
2Q19
3Q19
στον
1Q20
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
Available depot inventory
(non-factory, excludes held for sale)
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
% of total fleet
1Q23
450,000
350,000
250,000
150,000
50,000
(50,000)
(150,000)
2Q18
On-hire
Container lease-out and turn-in activity
t
X
3Q19
4Q19
1Q20
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
Off-hire
6%
5%
de of ove of of of of
4%
Turn-ins during recent quarters
are mostly sales-age containers.
Focused on the resale of older
units and renewing maturing
leases for mid-life units.
3%
2%
1%
0%
We continue to maintain
strategically balanced levels of
new production and depot
inventory to meet demand while
minimizing carrying cost.
9
Net
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23View entire presentation