Company: TRTN-PA
Filing Date: 2025-08-01
Form Type: 6-K
Source: 0001660734-25-000025
Chunk: 43

Company: Triton International Ltd
Filing Date: 2025-08-01
Form: 6-K
Chunk 43
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 $        |  62,942 |

<div align='center'>30</div>

Comparison of the Six Months Ended June 30, 2025 and 2024

On March 27, 2025, we distributed our equity interest in TCF VIII to Parent in the TCF VIII Distribution. Results of operations related to TCF VIII are included through March 31, 2025. The decrease in net income to common shareholders as a result of the TCF VIII Distribution was $20.2 million for the six months ended June 2025 compared to the same period of 2024. The decreases related to the TCF VIII Distribution for specific line items are specified in the below period to period comparisons.

Leasing revenues. Per diem revenue represents revenue earned under operating lease contracts. Fee and ancillary lease revenue represents fees billed for the pick-up and drop-off of containers in certain 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:              |     | Six Months Ended June 30, 
 2025                      |         |     | 2024 |         |     | Variance |         |
|:-------------------------------|:----|:--------------------------|--------:|:----|:-----|--------:|:----|:---------|--------:|
| Per diem revenues              |     | $                         | 602,499 |     | $    | 667,425 |     | $        | -64,926 |
| Fee and ancillary revenues     |     |                           |  30,661 |     |      |  29,756 |     |          |     905 |
| Total operating lease revenues |     |                           | 633,160 |     |      | 697,181 |     |          | -64,021 |
| Finance leases                 |     |                           |  52,713 |     |      |  53,093 |     |          |    -380 |
| Management fee revenues        |     |                           |   7,045 |     |      |       — |     |          |   7,045 |
| Total revenues                 |     | $                         | 692,918 |     | $    | 750,274 |     | $        | -57,356 |

Total