The earnings call presented a mixed picture with notable operational and financial challenges, especially in the China service and logistics segments. However, there were positive elements such as increased container volume in Alaska, strong cash flows, and the positive impact of the U.S.-China trade deal. The challenges in operating income and specific market segments were significant, but the company's strategic positioning and financial resilience were also emphasized.

Company Guidance

During the Matson Third Quarter 2025 Financial Results Conference Call, significant guidance was provided regarding Matson's future expectations and performance metrics. For the fourth quarter of 2025, Matson anticipates consolidated operating income to be approximately 30% lower year-over-year due to decreased freight rates and volumes in the China service. The company expects logistics operating income to also be modestly lower than the previous year. Matson highlighted a 12.8% year-over-year decrease in container volume for its China service in Q3 2025, primarily due to global trade uncertainties. Conversely, Hawaii and Alaska saw increases in container volumes of 0.3% and 4.1%, respectively, while Guam experienced a 4.2% decrease. For the full year 2025, Matson expects container volume in Hawaii to remain comparable to 2024 levels, while Alaska is projected to see a modest increase. The SSAT terminal joint venture contributed $9.3 million in Q3 2025, a $2.4 million increase year-over-year. Matson's share repurchase program was also discussed, with 0.6 million shares repurchased in Q3 2025 at a total cost of $66.4 million. The company remains optimistic about a more stable trading environment following a trade and economic deal between the U.S. and China, which includes a 1-year suspension of port entry fees and a 10% reduction in tariffs on Chinese imports.

Increase in Container Volume in Alaska

Matson's container volume for the third quarter of 2025 increased 4.1% year-over-year, supported by an additional northbound sailing and higher AAX volume.

SSAT Terminal Joint Venture Performance

The SSAT terminal joint venture contributed $9.3 million, representing a year-over-year increase of $2.4 million, primarily due to higher lift revenue.

Strong Cash Flows

For the trailing 12 months, Matson generated cash flow from operations of $544.9 million, exceeding the aggregate spend on maintenance CapEx, dividends, and share repurchases by $55.8 million.

Successful Share Repurchase Program

Year-to-date, Matson repurchased approximately 2 million shares for a total cost of $229.3 million, continuing its commitment to returning excess capital to shareholders.

Positive U.S.-China Trade Deal Impact

The trade and economic deal between the U.S. and China announced on October 30 included a 1-year suspension of port entry fees and a cumulative 10% reduction in tariffs on Chinese imports, which is expected to reduce planning uncertainty.

Matson (MATX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MATX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 24, 2026	2025 (Q4)	2.77 / -	3.8	―	―	―
Nov 04, 2025	2025 (Q3)	3.25 / 4.24	5.89	-28.01% (-1.65)
Jul 31, 2025	2025 (Q2)	2.06 / 2.92	3.31	-11.78% (-0.39)
May 05, 2025	2025 (Q1)	2.13 / 2.18	1.04	109.62% (+1.14)
Feb 25, 2025	2024 (Q4)	3.38 / 3.80	1.78	113.48% (+2.02)
Oct 30, 2024	2024 (Q3)	4.66 / 5.89	3.4	73.24% (+2.49)
Aug 01, 2024	2024 (Q2)	3.03 / 3.31	2.26	46.46% (+1.05)
Apr 30, 2024	2024 (Q1)	1.04 / 1.04	0.94	10.64% (+0.10)
Feb 20, 2024	2023 (Q4)	1.51 / 1.78	2.1	-15.24% (-0.32)
Oct 30, 2023	2023 (Q3)	3.08 / 3.40	6.89	-50.65% (-3.49)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MATX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$97.75	$109.45	+11.97%
Jul 31, 2025	$106.09	$107.40	+1.23%
May 05, 2025	$108.97	$92.18	-15.41%
Feb 25, 2025	$139.96	$142.32	+1.69%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Matson Inc (MATX) report earnings?

Matson Inc (MATX) is schdueled to report earning on Feb 24, 2026, After Close (Confirmed).

What is Matson Inc (MATX) earnings time?

Matson Inc (MATX) earnings time is at Feb 24, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MATX EPS forecast?

MATX EPS forecast for the fiscal quarter 2025 (Q4) is 2.77.

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