Highest-materiality recent filing
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.
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.
Max materiality 0.85 · Median 0.70 · Most common event earnings