earnings
confidence high
sentiment negative
materiality 0.80
Matson Q3 EPS $4.24 vs $5.89 YoY; guides Q4 op income ~30% lower
Matson, Inc.
2025-Q3 EPS reported
$9.28
revenue$2,492,600,000
- Net income $134.7M vs $199.1M; revenue $880.1M vs $962.0M.
- China container volume -12.8% YoY; freight rates lower, muted peak season due to tariff uncertainty.
- Q4 2025 consolidated operating income expected ~30% lower than Q4 2024's $147.5M.
- Repurchased ~0.6M shares in Q3 for $66.4M; dividend declared $0.36 per share.
- Logistics op income $13.6M vs $15.4M (-11.7%); SSAT JV contribution $9.3M (+$2.4M).