The earnings call presented a balanced view with noteworthy achievements in container volume growth in select regions and a strong performance from the SSAT joint venture. However, significant challenges were evident, particularly in decreased operating income and declining volumes in the China service due to market volatility and tariffs. The company's proactive measures in share repurchase and vessel program funding were positive, yet the overall sentiment is tempered by prevailing uncertainties in trade and logistics.

Company Guidance -

Q3 2025

During the Matson Second Quarter 2025 Financial Results Conference Call, the company provided updated guidance based on their financial performance in the second quarter, which exceeded expectations despite market uncertainty and volatility. Notably, Matson raised its outlook for the full year 2025, assuming current conditions persist. In Ocean Transportation, container volume for the second quarter increased in Hawaii by 2.6% year-over-year, while it decreased in China by 14.6% and in Guam by 2.2%. The company's SSAT terminal joint venture contributed $7.3 million, a year-over-year increase of $6.1 million. However, logistics operating income decreased by $1.2 million to $14.4 million due to lower contributions from transportation brokerage. For the full year 2025, Matson expects ocean transportation operating income to be moderately lower than the $500.9 million achieved in 2024, while logistics operating income is anticipated to remain comparable to last year. The company also noted a 21% representation of transshipment volume in their China service, significantly up from 13% in the first quarter of the year.

Increased Container Volume in Hawaii and Alaska

Hawaii service container volume increased by 2.6% year-over-year in Q2 2025. Alaska container volume also rose by 0.9% year-over-year.

SSAT Joint Venture Performance

SSAT terminal joint venture contributed $7.3 million in Q2 2025, a year-over-year increase of $6.1 million, primarily due to higher lift volume.

Share Repurchase Program

In Q2 2025, approximately 0.9 million shares were repurchased for $93.7 million. Year-to-date, total repurchases amounted to 1.4 million shares for $162.9 million.

New Vessel Build Program Funding

The new Aloha Class vessel build program is nearly fully funded, with expected lower capital needs for the rest of the decade.

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

Daily Earnings Calendar >

MATX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	3.43 / -	5.89	―	―	―
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)
Aug 01, 2023	2023 (Q2)	1.92 / 2.26	9.49	-76.19% (-7.23)

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
Jul 31, 2025	$106.78	―	―
May 05, 2025	$109.67	$92.77	-15.41%
Feb 25, 2025	$140.86	$143.24	+1.69%
Oct 30, 2024	$132.50	$153.63	+15.95%

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 Oct 29, 2025, After Close (Confirmed).

What is Matson Inc (MATX) earnings time?

Matson Inc (MATX) earnings time is at Oct 29, 2025, 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 (Q3) is 3.43.

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