earnings
confidence high
sentiment negative
materiality 0.75
Matson Q2 EPS $2.92 vs $3.31 YoY; net income $94.7M; raises full-year outlook
Matson, Inc.
2025-Q2 EPS reported
$5.09
revenue$1,612,500,000
- Consolidated revenue $830.5M, down 2% YoY from $847.4M; operating income $113M vs $124.6M.
- Ocean Transportation China volume fell 14.6% YoY due to tariff uncertainty; freight rates were modestly higher.
- Logistics operating income $14.4M, down $1.2M YoY on lower transportation brokerage contribution.
- Repurchased ~0.9M shares for $93.7M in Q2; declared $0.36 dividend pay Sep 4, record Aug 7.
- Raising full-year 2025 operating income guidance but expects it moderately lower than 2024's $551.3M.
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