Matson 1Q26 EPS $1.85 vs $2.18; raises FY outlook; buyback expanded 3M shares

Matson, Inc.

2026-Q1 EPS reported $1.85 revenue$757,800,000

Net income $56.6M ($1.85 diluted EPS) vs $72.3M ($2.18) in 1Q25; revenue $757.8M (-3.1% YoY).
Ocean Transportation op income $54.6M (-25.8% YoY); Logistics op income $6.8M (-20% YoY).
Expects Q2 consolidated op income ~$20M above Q2 2025's $113.0M; raises full-year 2026 outlook to modestly exceed FY2025.
Board added 3.0M shares to buyback program, extended to Dec 2029; declared $0.36/share dividend payable June 4, 2026.
Iran conflict not impacting operations but affecting fuel prices; expects negative lag impact on Q2 results.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Matson, Inc. reported the quarter ended March 31, 2026 results: revenue $757.8 million, net income $56.6 million, EPS $1.85 per diluted share. Guidance raised.

Period: the quarter ended March 31, 2026
Revenue: $757.8 million
Net income: $56.6 million
EPS: $1.85 per diluted share
Guidance: raised
Result: reported results

Exact text from the filing

quarter ended March 31, 2026. Net income for the quarter ended March 31, 2025 was $72.3 million, or $2.18 per diluted share. Consolidated revenue for the first quarter 2026 was $757.8 million compared with $782.0 million for the first quarter 2025. Matt Cox, Matson’s Chairman and Chief Executive Officer, commented, “In the first quarter 2026, Ocean Transportation

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Source: SEC EDGAR

accession 0001104659-26-054889

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