Rusty K. Rolfe
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.
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 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 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 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 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 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 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 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 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