| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 80 | 6.9x | 17.8x | Top tier | |
Growth | 16 | 6.1% | 7.1% | Bottom tier | |
Quality | 51 | 8.0% | 4.5% | Around median | |
Safety | 33 | 5.6x | 2.6x | Bottom tier | |
Capital Return | 72 | 9.58% | 2.12% | Top tier | |
Momentum | 65 | 1.7% | 2.9% | Around median | |
Sentiment | 2 | 1 | 3 | Bottom tier |
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Triton International Limited leases shipping containers to shipping lines and derives its revenue primarily from daily usage charges under lease agreements, along with sales of used containers and repair and handling charges passed on to customers. In Q4 FY2022, more than 88% of the lease portfolio by book value was allocated between long-term and finance leases, while approximately 60% of the containers were subject to life-cycle leases, which are intended to keep the assets on lease until the end of their useful lives.
In FY2025, Triton recorded revenue of $1.2 billion, gross profit of $2.2 million, and net income of $508.4 million. These results compare with revenue of $1.4 billion, gross profit of $4.3 million, and net income of $518.2 million in FY2024, representing a revenue decline of approximately 14% and a net income decrease of approximately 1.9%.
The latest available quarterly results, for Q4 FY2024, showed revenue of $13.0 million, gross profit of $944 thousand, and net income of $164.6 million. The provided statements do not include a segment breakdown of revenue, and the fact that net income exceeded revenue during this period limits the ability to assess operating performance from these figures alone and requires distinguishing between the leasing business and other items affecting earnings.
Automated analysis for informational purposes only — not investment advice.
The provided analyst consensus is "Buy," but the data does not include a consensus price target or a high and low target range, and the price-to-earnings ratio is unavailable. The 52-week range is $25.13 to $26.57, which is narrow, but the absence of earnings per share and details about the items explaining the high net income relative to revenue in certain periods limits the accuracy of the valuation assessment.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Triton generates its revenue primarily by leasing shipping containers to shipping lines and charging fees based on daily usage. It also generates revenue from selling used containers and from repair and handling charges, part of which it passes on to customers. At the end of FY2022, 88% of the fleet by book value was under long-term or finance leases, and the average remaining lease term was approximately 80 months.
Triton recorded revenue of $1.2 billion and net income of $508.4 million in FY2025. Gross profit was $2.2 million, compared with $4.3 million in FY2024. Revenue declined by approximately 14% from $1.4 billion, while net income decreased by approximately 1.9% from $518.2 million.
More than 88% of the lease portfolio by book value was under long-term or finance leases at the end of FY2022. Approximately 60% of containers were under life-cycle leases designed to keep them on lease until the end of their useful lives. The company recorded utilization of 97.6% in Q4 FY2022 despite a quarter-over-quarter decline of 70 basis points.
Management estimated during the February 14, 2023 call that customer fleets contained a surplus of between 5% and 10% following the FY2021 boom. New container prices fell from a peak of approximately $4,000 to about $2,150–2,200, alongside declines in used container prices and lease rates. Increased container returns also raised storage costs and contributed to a $7.7 million increase in operating expenses in Q4 FY2022.
Triton generated slightly more than $1.6 billion in cash flow in FY2022. After replacement capital expenditure, the company estimated steady-state cash flow at approximately $700 million, and then approximately $545 million after regular annual dividends of about $160 million. The company repurchased more than 9.1 million shares during the same year, representing approximately 14% of the shares outstanding at the beginning of the year.
The provided data does not include earnings per share in the latest statements, and the price-to-earnings ratio is unavailable. The assessment is further complicated by net income of $164.6 million compared with revenue of $13.0 million in Q4 FY2024, indicating the impact of items not explained by the summarized statements. Therefore, the available valuation relies on a "Buy" consensus and a 52-week range of $25.13–26.57, without a consensus price target that would allow an additional comparison.
