Matson expects 4Q25 operating income of $135.0 million to $145.0 million
Matson preliminarily expects fourth-quarter 2025 operating income of $135.0 million to $145.0 million, down from $147.5 million a year earlier, while expected diluted EPS of $4.22 to $4.70 is above the $3.80 reported for the prior-year quarter. The EPS range includes a benefit of about $0.77 per share from positive income tax adjustments. For full-year 2026, the company expects consolidated operating income to approach the level achieved in 2025.
Key points
- Q4 2025 operating income expected at $135.0 million to $145.0 million, versus $147.5 million in Q4 2024.
- Q4 2025 diluted EPS expected at $4.22 to $4.70, versus $3.80 in Q4 2024; includes about $0.77 per share from income tax adjustments.
- 2026 consolidated operating income expected to approach the 2025 level, based on expected U.S. consumer demand and a stable Transpacific trade.
- Repurchased about 0.7 million shares for $78.1 million in Q4 2025; about 1.1 million shares remain in the program. Earnings call is set for February 24, 2026.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:59 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 14, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.