Matson, Inc. (MATX) Q1 2026 Earnings Call Transcript
On April 21, 2026, Matson Inc (MATX) shares fell 3.6% today, bringing the current price to $170.68. The stock has experienced a 52-week range of $86.97 to $180.
Algert Global LLC increased its position in shares of Matson, Inc. (NYSE: MATX) by 69.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 169,842 shares of the shipping company's stock after buying an additional 69,829 shares during the period.
Matson, Inc. (MATX) Q4 2025 Earnings Call Transcript
Matson remains a stable, niche player in shipping, focusing on high-value routes rather than scale. Despite a strong Q1, Q2 saw profit and revenue declines due to weaker Chinese traffic and rate pressures. MATX maintains discipline, with smaller profit drops than peers, strong cash flows, rising dividends, and ongoing share buybacks.
Matson, Inc. (NYSE:MATX ) Q2 2025 Earnings Conference Call July 31, 2025 4:30 PM ET Company Participants Joel M. Wine - Executive VP & CFO Justin Schoenberg - Director of Investor Relations & Corporate Development Matthew J.
Matson (MATX) came out with quarterly earnings of $2.92 per share, beating the Zacks Consensus Estimate of $2.18 per share. This compares to earnings of $3.31 per share a year ago.
Matson delivered a strong Q1, doubling net income and boosting margins through disciplined execution and strong China rates, not risky expansion. Risks are real: Q2 will be weaker with China volumes down 30%, tariffs biting, and logistics underperforming, but core business remains steady. Valuation is compelling—trading at a discount to peers with a PEG near zero, EV/EBITDA under 7x, and robust cash flow supporting dividends and buybacks.
Matson's quasi-monopoly on Jones Act routes and low debt underpin my Buy rating, offering stability in a volatile shipping sector. Fleet renewal and aggressive share repurchases have structurally lifted EPS, with further gains likely as new ships launch in 2027-2028. Short-term China trade uncertainty weighs on guidance, but Matson's core US-Pacific business remains resilient and essential.
Consistent shareholder-friendly efforts of MATX to reward its shareholders through dividend hikes highlight its financial bliss.
Matson, Inc. (NYSE:MATX ) Q1 2025 Results Conference Call May 5, 2025 4:30 PM ET Company Participants Justin Schoenberg - Investor Relations Matt Cox - Chairman & Chief Executive Officer Joel Wine - EVP & Chief Financial Officer Conference Call Participants Daniel Imbro - Stephens Jacob Lacks - Wolfe Research Omar Nokta - Jefferies Ben Nolan - Stifel Operator Thank you for standing by, and welcome to Matson's First Quarter 2025 Financial Results Conference Call. [Operator Instructions] As a reminder, today's program is being recorded.
Matson (MATX) came out with quarterly earnings of $2.18 per share, missing the Zacks Consensus Estimate of $2.34 per share. This compares to earnings of $1.04 per share a year ago.