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Triton International Limited(TRTN-PC)Earnings, Financials & Key Ratios
TRTN-PC•NYSE
$24.76
5.6× P/E·Price updated Jul 6, 2026
AboutTriton International Limited engages in the acquisition, leasing, re-leasing, and sale of various types of intermodal containers and chassis to shipping lines, and freight forwarding companies and manufacturers. It operates in two segments, Equipment Leasing and Equipment Trading. The company primarily leases dry, refrigerated, special, and tank containers; and chassis used for the transportation of containers, as well as provides maritime container management services. As of December 31, 2021, its total fleet consisted of 4.3 million containers and chassis representing 7.3 million twenty-foot equivalent units or 8.0 million cost equivalent units. The company also purchases containers from container manufacturers, shipping line customers, and other sellers, as well as resells these containers to container retailers and users. It operates in Asia, Europe, the Americas, Bermuda, and internationally. The company was founded in 1980 and is based in Hamilton, Bermuda.Show more
- Revenue$1.43B-9.4%
- EBITDA$940M-32.1%
- Net Income$508M-1.9%
- EPS (Diluted)4.41-4.3%
- Gross Margin46.34%-21.2%
- EBITDA Margin65.56%-25.0%
- Operating Margin38.61%-27.3%
- Net Margin35.44%+8.3%
- ROE18.85%+4.5%
TRTN-PC Price & Volume
Triton International Limited (TRTN-PC) stock price & volume — 10-year historical chart
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Resilient Margins Amidst Sustained Revenue Contraction Trends
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Contracting
Profitability:Strong
Financial:Mixed
Cash Flow:Stable
Primary Risk:High leverage and trade sensitivity
Key Thesis Takeaways
- Triton International demonstrates significant operational resilience, maintaining operating margins above 50% despite a 16.1% year-over-year revenue decline as of 2026Q1.
- While the company's ability to preserve profitability through scale is evident, investors should monitor the sustainability of dividend payouts that frequently exceed quarterly free cash flow.
- The long-term outlook remains tempered by elevated leverage, with a debt-to-equity ratio of 2.42, and the inherent cyclicality of global intermodal trade volumes.
Verdict Logic
while the 10.1% dividend yield is attractive, the company's reliance on debt to fund distributions and the erosion of retained earnings from $2.4 billion to $655.2 million warrant a cautious approach.
TRTN-PC Growth Metrics
Triton International Limited (TRTN-PC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years7.32%
5 Years0.58%
3 Years-7.75%
TTM-15.55%
Profit CAGR
10 Years16.43%
5 Years9.04%
3 Years-12.04%
TTM-12.54%
EPS CAGR
10 Years4.99%
5 Years1.17%
3 Years-26.68%
TTM-16.7%
Return on Capital
10 Years6.61%
5 Years7.2%
3 Years6.82%
Last Year5.68%
TRTN-PC Recent Earnings
Triton International Limited (TRTN-PC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 1/12 qtrs (11%)●Beat Revenue 6/12 qtrs (67%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$0.87-50.0%
$1.74
Rev
$331M-7.9%
$360M
Q1 2026
Feb 20, 2026Metric
Actual
Est
EPS
$1.03-58.0%
$2.45
Rev
$340M-17.9%
$415M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$1.16
—
Rev
$351M
—
Q3 2025
Aug 19, 2025Metric
Actual
Est
EPS
$1.24
—
Rev
$326M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.87vs $1.74-50.0% | $331Mvs $360M-7.9% |
| Q1 2026 | Feb 20, 2026 | $1.03vs $2.45-58.0% | $340Mvs $415M-17.9% |
| Q4 2025 | Nov 6, 2025 | $1.16 | $351M |
| Q3 2025 | Aug 19, 2025 | $1.24 | $326M |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Triton International Limited (TRTN-PC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $24.76 | $2.5B | 5.61 | -9.4% | 35.44% | 18.85% | 9.98% | |
| $17.81 | $5.03B | -9.37 | 96.97% | 3.75% | 6.47% | — | |
| $177.81 | $6.31B | 19.50 | 9.77% | 17.88% | 10.73% | — | |
| $241.54 | $24.78B | 52.51 | 43.24% | 18.92% | 181.39% | — | |
| $65.00 | $7.26B | 7.00 | 10.32% | 36.09% | 13.23% | — | |
| $38.28 | $4.89B | 27.15 | -36.58% | 7.88% | 2.14% | — |
Compare TRTN-PC vs Peers
Triton International Limited (TRTN-PC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
TRTN-PC SEC Filings & Documents
Triton International Limited (TRTN-PC) SEC filings — annual & quarterly reports (10-K, 10-Q)
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TRTN-PC Frequently Asked Questions
Triton International Limited (TRTN-PC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Triton International Limited's revenue?
Triton International Limited (TRTN-PC) reported $1.35B in revenue for fiscal year 2025. This represents a 91% increase from $707.8M in 2015.
How fast is Triton International Limited growing?
Triton International Limited (TRTN-PC) saw revenue decline by 9.4% over the past year.
Is TRTN-PC profitable?
Yes, Triton International Limited (TRTN-PC) is profitable, generating $470.1M in net income for fiscal year 2025 (35.4% net margin).
Dividend & Returns
Does TRTN-PC pay dividends?
Yes, Triton International Limited (TRTN-PC) pays a dividend with a yield of 9.98%. This makes it attractive for income-focused investors.
What is TRTN-PC's return on equity?
Triton International Limited (TRTN-PC) has a return on equity (ROE) of 18.8%. This is reasonable for most industries.
What is Triton International Limited's free cash flow?
Triton International Limited (TRTN-PC) had negative free cash flow of $171.3M in fiscal year 2025, likely due to heavy capital investments.