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Investor Presentaiton

Stable Financial Performance Through the Cycle Leasing Operations Revenue and Operating Profit Margin (1) Leading railcar lessor $800 50% • Owned fleet of 105,925 railcars $750 40% $700 • Total Owned and Managed fleet of 132,580 railcars 30% $650 20% $600 Growing portfolio and future cash flow 10% $550 • Leased backlog of 4,060 railcars $500 0% 2016 2017 2018 2019 LTM (in $mms) . $2.0 billion future contractual lease revenue Leasing Operations Revenue Portfolio Expirations Imply Manageable Renewal Risk(2) OP Margin 18,000 Balanced portfolio management 15,000 • Portfolio expirations and average expiring lease rate imply manageable renewal risk 12,000 9,000 Future Lease Rate Differential (3) is -21% • Implies NTM segment revenue headwind of -2% if current conditions persist Railcars 6,000 3,000 TRINITY INDUSTRIES See appendix for footnotes $900 $800 $700 $600 $500 $400 $300 0 $200 2020 2021 2022 2023 2024 ■Fleet Expirations Lease Rate Avg DELIVERING GOODS for THE GOOD of ALL /// 27
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