Inferra AI / Company / MATX
Matson, Inc.
MATX · Industrials
Last earnings Aug 3, 2026
Key results
Net incomequarter
$94.7 million
Net Income of $94.7 million versus $113.2 million in 2 Q24 2 Q25
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
carrier in the Pacific, today reported net income of $94.7 million, or $2.92 per diluted share, for the quarter ended June 30, 2025.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Consolidated revenuequarter
$830.5 million
Consolidated revenue for the second quarter 2025 was $830.5 million compared with $847.4 million for the second quarter 2024.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Operating incomequarter
$14.4 million
Logistics: In the second quarter 2025, operating income for the Company s Logistics segment was $14.4 million, or $1.2 million lower compared to the level achieved in the second quarter 2024.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Operating income of $14.4 million
SEC original ↗Matson, Inc. — Presentation / slide deck (8-K exhibit)EX-99Jul 31, 2025
AI analysis
Q2 2025 · reported Jul 31, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Net income | $94.7 million | — | — |
| Consolidated revenue | $830.5 million | — | — |
| Operating income | $14.4 million | — | — |
Guidance · company-stated
“ANNOUNCES SECOND QUARTER 2025 RESULTS 2 Q25 EPS of $2.92 versus $3.31 in 2 Q24 2 Q25 Net Income of $94.7 million versus $113.2 million in 2 Q24 2 Q25 Consolidated Operating income of $113.0 million versus $124.6 million in 2 Q24 2 Q25 EBITDA of $163.6 million versus $171.5 million in 2 Q24 Repurchased approximately 0.9 million shares in 2 Q25 Raising full year outlook HONOLULU, Hawaii (July 31, 2025) Matson, Inc.”
“For full year 2025, the Company expects 2 consolidated operating income to be higher than the guidance provided in early May, but moderately lower than the $551.3 million achieved in 2024.”
Primary outlook statements conflict; no label forced — evidence preserved.
Capital allocation
Operating income of $113.0 million versus $124.6 million in 2 Q24 2 Q25 EBITDA of $163.6 million versus $171.5 million in 2 Q24 Repurchased approximately 0.9 million shares in 2 Q25 Raising full year outlook HONOLULU, Hawaii (July 31, 2025) Matson, Inc.
Event summary
Matson, Inc. — Earnings release (2025-07-31)
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
EPS: “ANNOUNCES SECOND QUARTER 2025 RESULTS 2 Q25 EPS of $2.92 versus $3.31 in 2 Q24 2 Q25 Net Income of $94.7 million versus $113.2 million in 2 Q24 2 Q25 Consolidated Operating income of $113.0 million versus $124.6 million in 2 Q24 2 Q25 EBITDA of $163.6 million versus $171.5 million in 2 Q24 Repurchased approximately 0.9 million shares in 2 Q25 Raising full year outlook HONOLULU, Hawaii (July 31, 2025) Matson, Inc.”
Company outlook: “For full year 2025, the Company expects 2 consolidated operating income to be higher than the guidance provided in early May, but moderately lower than the $551.3 million achieved in 2024.”
EPS — Raised (“Raising”)
“ANNOUNCES SECOND QUARTER 2025 RESULTS 2 Q25 EPS of $2.92 versus $3.31 in 2 Q24 2 Q25 Net Income of $94.7 million versus $113.2 million in 2 Q24 2 Q25 Consolidated Operating income of $113.0 million versus $124.6 million in 2 Q24 2 Q25 EBITDA of $163.6 million versus $171.5 million in 2 Q24 Repurchased approximately 0.9 million shares in 2 Q25 Raising full year outlook HONOLULU, Hawaii (July 31, 2025) Matson, Inc.”
Company outlook — Lowered (“lower”)
“Assuming these factors do not materially change from current conditions, for the full year, we expect Ocean Transportation operating income to be higher than the guidance we provided in early May, but moderately lower than the level achieved in the prior year.”
Company outlook — Lowered (“lower”)
“Assuming these factors do not materially change from current conditions, the Company expects Ocean Transportation operating income for the full year to be higher than the guidance provided in early May, but moderately lower than the level achieved in the prior year.”
Company outlook — Lowered (“lower”)
“For full year 2025, the Company expects 2 consolidated operating income to be higher than the guidance provided in early May, but moderately lower than the $551.3 million achieved in 2024.”
Primary outlook statements conflict; no label forced — evidence preserved.
Capital allocation
Operating income of $113.0 million versus $124.6 million in 2 Q24 2 Q25 EBITDA of $163.6 million versus $171.5 million in 2 Q24 Repurchased approximately 0.9 million shares in 2 Q25 Raising full year outlook HONOLULU, Hawaii (July 31, 2025) Matson, Inc.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Capital and Vessel Dry-docking Expenditures: For the second quarter 2025, the Company made capital expenditure payments excluding new vessel construction expenditures of $48.9 million, new vessel construction expenditures (including capitalized interest and owner s items) of $37.4 million, and dry-docking payments of $13.4 million.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
For the full year 2025, the Company expects to make other capital expenditure payments, including maintenance capital expenditures, of approximately $100 to $120 million, new vessel construction expenditures (including capitalized interest and owner s items) of approximately $305 million, and dry-docking payments of approximately $40 million.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Capital expenditures (including capitalized vessel construction expenditures) totaled $175.5 million for the six months ended June 30, 2025, compared with $125.1 million for the six months ended June 30, 2024.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Total debt decreased by $19.9 million during the six months to $381.0 million as of June 30, 2025, of which $341.3 million was classified as long-term debt.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
1 As of June 30, 2025, Matson had available borrowings under its revolving credit facility of $643.9 million.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Strategy & priorities
economy; expansion of transshipment capabilities; shifts in customers manufacturing locations; a muted peak season; economic growth and drivers in Hawaii, Alaska and Guam; interest rates; tourism levels; unemployment rates; construction activity; jobs growth; inflation; oil and gas exploration and production activity; market share; contribution from SSAT; vessel transit and connection times; refleeting initiatives; timing and amount of cash contributions into the Capital Construction Fund; timing and amount of milestone payments and related costs; and the timing, manner and volume of repurchases of common stock pursuant to the repurchase program.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Risks & headwinds
Matt Cox, Matson s Chairman and Chief Executive Officer, commented, Our second quarter financial performance exceeded our expectations amid the challenges of market uncertainty and volatility arising from tariffs and global trade.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
At the onset of tariffs in April, our China service experienced significantly lower year-over-year freight demand, but starting in mid-May our Transpacific services saw a rebound in demand after the U.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
and China agreed to a temporary reduced level of tariffs.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
During the second quarter, we also moved with our customers as they shifted production throughout Asia in response to the tariffs, which resulted in higher container volume levels outside of China than the levels achieved in the first quarter.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Looking ahead, we expect uncertainty regarding tariffs and global trade, regulatory measures, the trajectory of the U.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
The Hawaii economy remains stable supported by strong construction activity, but faces potential headwinds from slowing tourism, increasing unemployment, and high inflation and interest rates.
SEC original ↗Matson, Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Earnings deck slides
0 decks with slide viewMatson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Matson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Matson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Matson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Matson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Matson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Matson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Matson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Matson, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q2 2026
- 10-QMATX
Aug 4, 2026
- 8-KMATX
Aug 3, 2026
- 8-KMATX
Jul 15, 2026
- EX-99MATX
Jul 15, 2026
- Q1 2026
- 10-QMATX
May 5, 2026
- 8-KMATX
May 4, 2026
- 8-KMATX
Apr 27, 2026
- 8-KMATX
Apr 24, 2026
- Q4 2025
- 8-KMATX
Mar 12, 2026
- 10-KMATX
Feb 27, 2026
- 8-KMATX
Feb 24, 2026
- 8-KMATX
Jan 15, 2026
- Q3 2025
- 8-KMATX
Nov 18, 2025
- 10-QMATX
Nov 5, 2025
- 8-KMATX
Nov 4, 2025
- Q2 2025
- 8-KMATX
Sep 3, 2025
- 10-QMATX
Aug 1, 2025
- 8-KMATX
Jul 31, 2025
- 8-KMATX
Jul 24, 2025
- Q1 2025
- 10-QMATX
May 6, 2025
- 8-KMATX
May 5, 2025
- 8-KMATX
Apr 28, 2025
- 8-KMATX
Apr 28, 2025
- Q4 2024
- 10-KMATX
Feb 28, 2025
- 8-KMATX
Feb 27, 2025
- 8-KMATX
Feb 25, 2025
- 8-KMATX
Feb 11, 2025
- Q3 2024
- 8-KMATX
Nov 20, 2024
- 10-QMATX
Oct 31, 2024
- 8-KMATX
Oct 30, 2024
- Q2 2024
- 10-QMATX
Aug 2, 2024
Earnings releases
13 documentsPresentations
9 documents
Transcripts
0 documentsNo transcripts for Matson, Inc. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Matson, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
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