Highest-materiality recent filing
Matson Q2 EPS $4.27 beats $2.92 YoY; raises full-year outlook on strong China demand
Q2 net income $129.4M ($4.27 diluted EPS) vs $94.7M ($2.92) YoY; revenue $969.4M vs $830.5M.
Matson prelim Q2 2026 EPS $4.12-4.30, op income $153-160M, China volumes up 15%
Expects Q2 2026 diluted EPS $4.12-$4.30, net income $124.8-$130.3M.
Matson 1Q26 EPS $1.85 vs $2.18; raises FY outlook; buyback expanded 3M shares
Net income $56.6M ($1.85 diluted EPS) vs $72.3M ($2.18) in 1Q25; revenue $757.8M (-3.1% YoY).
Matson shareholders elect all 7 director nominees and approve advisory pay vote
All seven director nominees elected with 24.0-24.4M votes for each; broker non-votes of 2.37M.
Matson adds 3M shares to buyback, extends program to 2029; declares $0.36 Q2 dividend
Board approved 3 million additional shares to existing repurchase program, extending it to December 31, 2029.
Matson EVP and Chief Commercial Officer John P. Lauer to retire July 1, 2026
John P. Lauer, Executive VP and Chief Commercial Officer, notified Matson of retirement on March 9, 2026.
Matson Q4 EPS $4.60 beats prior year $3.80; FY 2026 op income to approach FY 2025
Q4 2025 net income $143.1M ($4.60 dil. EPS) vs $128.0M ($3.80) a year ago; revenue $851.9M vs $890.3M.
Matson preliminary Q4 2025 EPS $4.22-$4.70; sees 2026 OI approaching 2025 level
Preliminary Q4 operating income $135M-$145M; net income $131.3M-$146.3M.
Matson presents at Stephens conference; no new material financial guidance disclosed
Matson presented at the Stephens 2025 Annual Investment Conference in Nashville on November 18, 2025.
Matson Q3 EPS $4.24 vs $5.89 YoY; guides Q4 op income ~30% lower
Net income $134.7M vs $199.1M; revenue $880.1M vs $962.0M.
Matson presents at Jefferies conference; no material new financial data disclosed
Presentation at Jefferies Industrials Conference on Sep 3, 2025, furnished as Exhibit 99.1.
Matson Q2 EPS $2.92 vs $3.31 YoY; net income $94.7M; raises full-year outlook
Consolidated revenue $830.5M, down 2% YoY from $847.4M; operating income $113M vs $124.6M.
Matson amends credit facility to $550M, eliminates interest coverage covenant
New $550M credit facility (down from $650M) with 5-year maturity and $300M uncommitted increase option.
Matson Q1 EPS $2.18 beats $1.04 YoY; guides Q2 lower amid tariff disruption
EPS $2.18 vs $1.04; net income $72.3M; revenue $782M (+8.3% YoY).
Matson EVP & President Rusty Rolfe to retire July 1, 2025
Rusty K. Rolfe notified Matson on April 23, 2025, of his retirement effective July 1, 2025.
Shareholders approve 2025 Incentive Compensation Plan with 1.4M new shares
Plan authorized 1,400,000 new shares, replacing predecessor plan; approved by 24.6M votes for vs 2.1M against.
Matson adds 3M shares to buyback program, extends to Dec 2027
Board approved adding 3 million shares to existing 12M share repurchase program.
Matson Q4 EPS $3.80 vs $1.78 YoY; China service drives 107% OI jump; Q1 2025 guidance above
Q4 net income $128.0M ($3.80 diluted EPS) vs $62.4M ($1.78 YoY); revenue $890.3M (+12.8% YoY).
Matson files investor presentation for Stifel conference; no material new disclosures
Presentation materials filed as Exhibit 99.1 for February 11, 2025 conference.
Matson provides investor presentation for Stephens conference; no new details disclosed
Matson (MATX) will present at Stephens Annual Investment Conference on Nov 20, 2024.
Matson Q3 2024 EPS $5.89, up 73% YoY; raises full-year operating income guidance
Net income $199.1M ($5.89/diluted) vs $119.9M ($3.40) YoY; revenue $962M vs $827.5M.
Matson Q2 EPS $3.31 vs $2.26 YoY; raises full-year operating income outlook
Net income $113.2M ($3.31/diluted) vs $80.8M ($2.26) YoY; revenue $847.4M vs $773.4M.
Matson attends Wolfe conference, furnishes investor presentation; no material updates disclosed
Matson presented at Wolfe Global Transportation & Industrials Conference on May 22, 2024.
Matson Q1: EPS $1.04, revenue $722.1M, raises FY operating income outlook
Q1 2024 EPS $1.04 vs $0.94; net income $36.1M vs $34.0M; revenue $722.1M vs $704.8M.
All seven director nominees elected; each received over 28.2M For votes (>99.8% of votes cast excluding broker non-votes).
Matson Q4 EPS $1.78 vs $2.10 YoY; FY 2023 revenue down 30%; guides flat 2024
Q4 2023 net income $62.4M ($1.78 EPS) vs $78.0M ($2.10 EPS) YoY.
Matson presents at Stifel conference; no material new information disclosed
Matson (MATX) presenting an overview at Stifel Transportation & Logistics Conference on Feb 14, 2024.
Matson preliminary Q4 2023 EPS $1.65-$1.78; Ocean Transportation operating income $61M-$66M
Net income expected $57.7M-$62.2M; diluted EPS $1.65-$1.78.
Matson presents at Stephens Investment Conference; no material new information disclosed
Matson provided an overview and responded to questions at the Stephens Investment Conference on November 14, 2023.
Matson Q3 revenue $827.5M, down 26% YoY; EPS $3.40 vs $6.89
Net income $119.9M ($3.40 diluted EPS) vs $266M ($6.89) in Q3 2022.
Matson prelim Q3 EPS $3.23-$3.41; ocean op income $113-118M, down YoY on China
Net income $114-120.5M, diluted EPS $3.23-$3.41; down YoY due to lower China service contribution.
Matson investor overview: FY2022 rev $5.1B, EPS $13.68; LTM June 2023 rev $4.3B, EPS $7.01
FY2022 revenue $5.1B, EBITDA $928.5M, net income $588.4M, diluted EPS $13.68 (GAAP) and $13.97 adjusted.
Matson Q2 EPS $2.26 vs $9.49 YoY; revenue down 39% to $773M
Net income $80.8M ($2.26 diluted EPS) vs $380.7M ($9.49) in Q2 2022; revenue fell 39% to $773.4M.
Matson prelim Q2 EPS $2.14-$2.28; op income down YoY on China service weakness
Expects Q2 operating income of $78-83M for Ocean Transportation, $13.5-14.5M for Logistics.
Matson Q1 net income $34M ($0.94 EPS) down 90% YoY; China service drives decline
Revenue $704.8M, down 39.5% YoY from $1,165.5M; EPS $0.94 vs $8.23 a year ago.
Matson shareholders elect seven directors, approve say-on-pay, ratify auditor at 2023 annual meeting
All seven director nominees elected; Thomas B. Fargo received the most withheld votes (834,004) among 29.2M votes cast.
Matson adds 3M shares to repurchase program, extends to 2025, declares $0.31 dividend
Board added 3 million shares to existing 9M share repurchase program, extending to Dec 31, 2025.
Matson reports preliminary Q1 2023 diluted EPS $0.81-$0.93, down YoY on lower China volumes
Preliminary net income $29.3-$33.8M; diluted EPS $0.81-$0.93.
Matson Q4 EPS $2.10 (down 78% YoY); China volume -47%; full year net income $1.06B
Q4 2022 EPS $2.10, net income $78.0M; prior year Q4 EPS $9.39, net income $394.5M.
Presentation covers company overview; no specific financial guidance or material events disclosed in the excerpt provided.
Matson prelim Q4 net income $69.9-74.8M, EPS $1.88-2.01, China volumes down 47%
Ocean Transportation operating income $70-80M (4Q21: $460.7M); Logistics $12-13M (4Q21: $14.8M).
Matson announces ~$1B new Aloha Class vessel program and LNG retrofit projects
Three new LNG-ready Aloha Class vessels ordered for CLX service; deliveries 4Q26, 2Q27, 4Q27; contract cost ~$999M.
Signed agreements with Philly Shipyard for three LNG-ready Aloha Class vessels at ~$1B total contract cost.
Matson Q3 EPS $6.89 on $1.11B revenue; China volumes -15%; outlook cautious on Transpacific
Net income $266M ($6.89 diluted EPS) vs $283.2M ($6.53) last year; revenue $1.11B vs $1.07B.
Matson preliminary Q3 EPS $6.67-$6.79; ocean operating income falls to $310-$315M
Ocean Transportation operating income $310-$315M vs $361.9M a year ago; Logistics $19-$20M.
Matson adds 3M shares (~8% of outstanding) to existing share repurchase program
Board approved adding 3M shares to existing 6M program; total authorized becomes 9M shares.
Matson Q2 net income $380.7M ($9.49 EPS), revenue $1.26B; China volume +11.7%
Q2 2022 EPS of $9.49 vs $3.71 in Q2 2021; net income $380.7M vs $162.5M.
Matson preliminary Q2 2022 EPS $9.31-9.42; operating income nearly double YoY on China strength
Ocean Transportation op. income $465-470M vs $201M in Q2 2021; Logistics $22.5-23.5M vs $12.9M.
Matson Q1 net income $339.2M, EPS $8.23; revenue up 64% YoY
Diluted EPS $8.23 ($339.2M net income) vs $1.99 ($87.2M) in Q1 2021; revenue $1,165.5M vs $711.8M.
Matson shareholders elect seven directors and approve executive compensation at 2022 annual meeting
Seven directors elected: Meredith J. Ching, Matthew J. Cox, Thomas B. Fargo, Mark H. Fukunaga, Stanley M. Kuriyama, Constance H. Lau, Jenai S. Wall, each receiving over 32.6 million votes for.
On April 23, 2025, Rusty K. Rolfe, Executive Vice President and President, Matson Logistics, notified Matson, Inc. (the “Company”) that he will retire from the Company on July 1, 2025.
On January 27, 2022, the Board of Directors of Matson, Inc. (the “Company”) approved the transition of Ronald J. Forest from President to Senior Advisor of the Company, effective as of February 1, 2022.
Max materiality 0.90 · Median 0.72 · Most common event earnings