Matsons

MATX

Market cap $5.18B

Matson, Inc. (MATX) Q4 2025 Earnings Call Transcript

4Q25 EPS of $4.60 Full Year 2025 EPS of $13.81 Full Year 2025 Net Income and EBITDA of $444.8 million and $704.7 million, respectively 1Q26 Consolidated Operating Income expected to be lower year-over-year 2026 Consolidated Operating Income expected to approach the level achieved in full year 2025 HONOLULU, Feb. 24, 2026 /PRNewswire/ -- Matson, Inc. ("Matson" or the "Company") (NYSE: MATX), a leading U.S. carrier in the Pacific, today reported net income of $143.1 million, or $4.60 per diluted share, for the quarter ended December 31, 2025.  Net income for the quarter ended December 31, 2024 was $128.0 million, or $3.80 per diluted share.

As of Feb. 3, 2026, three stocks in the industrials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

HONOLULU, Jan. 22, 2026 /PRNewswire/ -- The Board of Directors of Matson, Inc. (NYSE: MATX), a leading U.S. carrier in the Pacific, today declared a first quarter dividend of $0.36 per common share. The dividend will be paid on March 5, 2026 to all shareholders of record as of the close of business on February 5, 2026.

Expects 4Q25 consolidated operating income to be $135.0 to $145.0 million Expects 4Q25 net income and diluted EPS to be $131.3 to $146.3 million and $4.22 to $4.70, respectively 4Q25 diluted EPS includes a benefit of approximately $0.77 due to positive income tax adjustments Expects full year 2026 consolidated operating income to approach the level achieved in full year 2025 Repurchased approximately 0.7 million shares in 4Q25 HONOLULU, Jan. 14, 2026 /PRNewswire/ -- Matson, Inc. ("Matson" or the "Company") (NYSE: MATX) today announces preliminary fourth quarter financial results, provides 2026 outlook for consolidated operating income and announces that its fourth quarter earnings call will be held on February 24, 2026. Matt Cox, Matson's Chairman and Chief Executive Officer, commented, "Matson had a solid finish to the year with consolidated fourth quarter results that exceeded our expectations.

HONOLULU , Nov. 11, 2025 /PRNewswire/ -- Matson, Inc. (NYSE: MATX) announced today that Joel Wine, Executive Vice President and Chief Financial Officer, will present an overview of the Company and respond to questions at the Stephens 2025 Annual Investment Conference to be held on November 18, 2025 in Nashville, Tennessee. Matson will provide access to the presentation slides on its website on November 18, 2025.

Matson, Inc. ( MATX ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Justin Schoenberg - Director of Investor Relations & Corporate Development Matthew Cox - Chairman & CEO Joel M. Wine - Executive VP & CFO Conference Call Participants Jacob Lacks - Wolfe Research, LLC Omar Nokta - Jefferies LLC, Research Division Reed Seay - Stephens Inc., Research Division Presentation Operator Thank you for standing by, and welcome to the Matson Third Quarter 2025 Financial Results Conference Call.

3Q25 EPS of $4.24 versus $5.89 in 3Q24 3Q25 Net Income of $134.7 million versus $199.1 million in 3Q24 3Q25 Consolidated Operating Income of $161.0 million versus $242.3 million in 3Q24 3Q25 EBITDA of $212.3 million versus $289.4 million in 3Q24 Repurchased approximately 0.6 million shares in 3Q25 4Q25 Consolidated Operating Income expected to be approximately 30% lower than 4Q24 HONOLULU , Nov. 4, 2025 /PRNewswire/ -- Matson, Inc. ("Matson" or the "Company") (NYSE: MATX), a leading U.S. carrier in the Pacific, today reported net income of $134.7 million, or $4.24 per diluted share, for the quarter ended September 30, 2025. Net income for the quarter ended September 30, 2024 was $199.1 million, or $5.89 per diluted share.

Matson remains a stable, niche player in shipping, focusing on high-value routes rather than scale. Despite a strong Q1, Q2 saw profit and revenue declines due to weaker Chinese traffic and rate pressures. MATX maintains discipline, with smaller profit drops than peers, strong cash flows, rising dividends, and ongoing share buybacks.

HONOLULU , Oct. 23, 2025 /PRNewswire/ -- The Board of Directors of Matson, Inc. (NYSE: MATX), a leading U.S. carrier in the Pacific, has declared a fourth quarter dividend of $0.36 per common share. The dividend will be paid on December 4, 2025 to all shareholders of record as of the close of business on November 6, 2025.