earnings
confidence high
sentiment neutral
materiality 0.70
Matson Q4 EPS $4.60 beats prior year $3.80; FY 2026 op income to approach FY 2025
Matson, Inc.
2025-FY EPS reported
$13.81
revenue$3,344,500,000
- Q4 2025 net income $143.1M ($4.60 dil. EPS) vs $128.0M ($3.80) a year ago; revenue $851.9M vs $890.3M.
- Ocean Transportation Q4 op income $136.0M (-1% YoY); China volume down 7.2%, Hawaii up 0.6%.
- Logistics Q4 op income $7.7M (-23.8% YoY) on lower supply chain management contribution.
- Declares $0.36/share quarterly dividend; repurchased ~0.7M shares for $78.1M in Q4.
- Guides Q1 2026 Ocean op income ~$50M, below Q1 2025's $82.1M; FY 2026 op income to approach FY 2025.