earnings
confidence high
sentiment negative
materiality 0.82
Matson Q1 EPS $2.18 beats $1.04 YoY; guides Q2 lower amid tariff disruption
Matson, Inc.
2025-Q1 EPS reported
$2.18
revenue$782,000,000
- EPS $2.18 vs $1.04; net income $72.3M; revenue $782M (+8.3% YoY).
- Ocean Transportation op income +166.7% to $73.6M on China freight rate carryover.
- China container volume down ~30% in April; expects Q2 Ocean op income meaningfully lower.
- Logistics op income -8.6% to $8.5M; full year expected lower across all business lines.
- Declared $0.34/share dividend payable June 5; repurchased ~0.5M shares for $69.2M in Q1.