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Triton Gains On Q2 Earnings Beat; Declares Dividend

Triton Gains On Q2 Earnings Beat; Declares Dividend

Triton第二季度收益节节攀升；宣布派息
Benzinga Real-time News ·  2022/07/28 11:30
  • Triton International Ltd (NYSE:TRTN) reported second-quarter FY22 total leasing revenue growth of 14% year-over-year to $421.61 million, marginally beating the consensus of $421.57 million.
  • Adjusted EPS improved to $2.92 compared to $2.14 in 2Q21, beating the consensus of $2.65.
  • The company stated that Container utilization remains exceptionally high. Utilization averaged 99.4% in Q2, and ending utilization was 99.3% as of July 26, 2022.
  • The trading margin declined by 40.3% Y/Y to $6.4 million in the quarter.
  • The operating income increased by 18% Y/Y to $269.75 million, and the margin expanded by 217 bps to 63.9%.
  • Triton generated cash from operating activities year-to-date totaled $1.04 billion, compared to $613.32 million a year ago.
  • Dividend: TRTN declared a quarterly cash dividend of $0.65 per common share, payable on September 22, 2022, to shareholders of record on September 8, 2022.
  • Triton repurchased 1.8 million common shares during the quarter and another 0.9 million common shares through July 26, 2022.
  • "While we anticipate that market conditions will continue to moderate, we expect our cash flow, profitability, and Adjusted return on equity will remain very high throughout the year and into the longer term. For the third quarter, we expect our Adjusted net income per share will remain in line with our very strong second quarter results, excluding the extra benefits to our disposal gains," commented CEO Brian M. Sondey.
  • Price Action: TRTN shares are trading higher by 6.60% at $63.94 on the last check Thursday.
  • Triton国际有限公司(纽约证券交易所股票代码：TRTN)公布，2012财年第二季度总租赁收入同比增长14%，达到4.2161亿美元，略高于市场普遍预期的4.2157亿美元。
  • 调整后的每股收益从2011年第二季度的2.14美元提高到2.92美元，超过了2.65美元的共识。
  • 该公司表示，集装箱利用率仍然非常高。第二季度的平均利用率为99.4%，截至2022年7月26日的最终利用率为99.3%。
  • 本季度交易保证金同比下降40.3%，至640万美元。
  • 营业收入同比增长18%，达到2.6975亿美元，利润率增长217个基点，达到63.9%。
  • 今年到目前为止，Triton从经营活动中产生的现金总额为10.4亿美元，而去年同期为6.1332亿美元。
  • 分红：TRTN宣布季度现金股息为每股普通股0.65美元，于2022年9月22日支付给2022年9月8日登记在册的股东。
  • Triton在本季度回购了180万股普通股，截至2022年7月26日又回购了90万股普通股。
  • 首席执行官布莱恩·M·桑迪评论说：“虽然我们预计市场状况将继续放缓，但我们预计我们的现金流、盈利能力和调整后的股本回报率将在全年和更长时间内保持非常高的水平。对于第三季度，我们预计调整后的每股净收入将与我们非常强劲的第二季度业绩保持一致，不包括我们出售收益的额外好处。”
  • 价格行动：TRTN股价周四最后一次上涨6.60%，至63.94美元。
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