{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-054889","form_type":"8-K","ticker":"MATX","cik":"0000003453","company_name":"Matson, Inc.","filed_at":"2026-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.568717+00:00","generated_at":"2026-05-15T00:08:11.259104+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Matson 1Q26 EPS $1.85 vs $2.18; raises FY outlook; buyback expanded 3M shares","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-054889","json":"https://secwatch.observer/filing/0001104659-26-054889.json","markdown":"https://secwatch.observer/filing/0001104659-26-054889.md","text":"https://secwatch.observer/filing/0001104659-26-054889.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/3453/000110465926054889/0001104659-26-054889-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/3453/000110465926054889/matx-20260504x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:08:11.259104+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"f22dd2d78e3a84fd46c6f540b85c2b4970587eed","claim":"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.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/3453/000110465926054889/0001104659-26-054889-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$757.8 million"},{"label":"Net income","value":"$56.6 million"},{"label":"EPS","value":"$1.85 per diluted share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}