Matson Q4 EPS rises to $4.60 as revenue falls; Q1 2026 operating income seen lower
Matson reported fourth-quarter 2025 net income of $143.1 million, or $4.60 per diluted share, up from $3.80 a year earlier, while consolidated revenue fell to $851.9 million from $890.3 million. The company expects first-quarter 2026 Ocean Transportation operating income of about $50 million, lower than a year earlier, and expects full-year 2026 consolidated operating income to approach the 2025 level.
Key points
- Q4 2025 diluted EPS $4.60 vs. $3.80 in Q4 2024; net income $143.1 million vs. $128.0 million
- Q4 2025 revenue $851.9 million vs. $890.3 million; full-year 2025 net income $444.8 million and diluted EPS $13.81
- Q1 2026 Ocean Transportation operating income expected at about $50 million; consolidated operating income expected lower than $82.1 million in Q1 2025
- Board declared a $0.36 per share dividend payable March 5, 2026 to holders of record on February 5, 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 February 24, 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.