Third Quarter 2020

Earnings Presentation

Strategic Priorities

Target mid-to-high teens ROE

Practice consistent capital allocation strategy through the cycle

  • Aggressively invest when the cycle allows adequate returns
  • Regularly return capital to shareholders
    • Dividends
    • Repurchase shares when investment returns do not meet objectives

Maintain industry leading container utilization

  • Focus on long dated lease terms
  • Limit redeliveries to China
  • Proactively manage end-of-life container disposition

Global commerce in motion.

2

CAI at a Glance

CAI-Owned,Revenue-Earning Assets

$2.6B

Net Book Value

Core Assets - Container Leasing

Historical Quarterly Book Value1

$33.54

CAGR: 12.6%

$2.4B

Net Book Value

1.7

Million CEU

$6.94

Q2

2007

Q3

2020

Global commerce in motion.

(1) Book value available to common shareholders 3

Financial Summary Continuing Operations - Q3 2020

Consolidated Financial Results

Container Leasing Financial Results

$79.1M

$73.9M

Total Revenue

Container Lease Revenue

$38.3M

$37.9M

Operating Income

Container Lease Operating Income

$17.0M

26%

Net Income

Container Pre-Tax Margin

Global commerce in motion.

4

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CAI International Inc. published this content on 29 October 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 29 October 2020 20:09:06 UTC