Company: TRTN-PA
Filing Date: 2025-11-06
Form Type: 6-K
Source: 0001660734-25-000034
Chunk: 44

Company: Triton International Ltd
Filing Date: 2025-11-06
Form: 6-K
Chunk 44
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 geographic locations and billings of certain reimbursable operating costs such as repair and handling expenses. Finance lease revenue represents interest income earned under finance lease contracts. The following table summarizes our leasing revenue for the periods indicated below (in thousands):

| Revenues                       
 Operating leases:              |     | Three Months Ended September 30, 
 2025                             |         |     | 2024 |         |     | Variance |         |
|:-------------------------------|:----|:---------------------------------|--------:|:----|:-----|--------:|:----|:---------|--------:|
| Per diem revenues              |     | $                                | 281,817 |     | $    | 349,218 |     | $        | -67,401 |
| Fee and ancillary revenues     |     |                                  |  15,900 |     |      |  14,569 |     |          |   1,331 |
| Total operating lease revenues |     |                                  | 297,717 |     |      | 363,787 |     |          | -66,070 |
| Finance lease revenues         |     |                                  |  29,754 |     |      |  27,532 |     |          |   2,222 |
| Management fee revenues        |     |                                  |   6,367 |     |      |       — |     |          |   6,367 |
| Total revenues                 |     | $                                | 333,838 |     | $    | 391,319 |     | $        | -57,481 |

Total leasing revenues were $333.8 million for the three months ended September 30, 2025 compared to $391.3 million in the same period in 2024, a decrease of $57.5 million.

Per diem revenues were $281.8 million for the three months ended September 30, 2025 compared to $349.2 million in the same period in 2024, a decrease of $67.4 million. Per diem revenues decreased by $77.8 million related to the TCF VIII Distribution, partially offset by an increase of $20.3 million in connection with the GCI acquisition. The primary reasons for the remaining net decrease were as follows:

• $12.4 million decrease due to a decrease of approximately 0.2 million CEU in the average number of containers on-hire; partially offset by a

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