Every material Form 8-K Matson filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Matson reported third quarter 2026 net income of $209.4 million, or $6.96 per diluted share, up from $134.7 million, or $4.24 per diluted share, a year earlier. The company raised its full year outlook, expecting fourth quarter 2026 consolidated operating income to be approximately 50 percent higher than the fourth quarter 2025 level, driven mainly by strong demand and elevated freight rates in its China service.
Q3 2026 consolidated revenue was $1,113.5 million, up from $880.1 million in Q3 2025; operating income was $255.2 million versus $161.0 million.
Ocean Transportation operating income rose 62.2 percent to $239.1 million, led by the China service, where container volume increased 16.0 percent.
Expects Q4 2026 consolidated operating income about 50 percent above the $143.7 million achieved in Q4 2025.
Declared a $0.38 per share cash dividend payable December 3, 2026, to holders of record on November 5, 2026; repurchased about 0.3 million shares in Q3 2026 for $59.8 million.
Matson reported second quarter 2026 net income of $129.4 million, or $4.27 per diluted share, up from $94.7 million, or $2.92 per diluted share, a year earlier, on revenue of $969.4 million versus $830.5 million. The company raised its full year 2026 outlook, now expecting consolidated operating income for 2026 to be higher than 2025, driven mainly by its China service.
Q2 2026 consolidated operating income was $158.9 million versus $113.0 million in Q2 2025.
Ocean Transportation operating income is expected to be approximately 45 percent higher in Q3 2026 than in Q3 2025, and modestly lower in Q4 2026 than in Q4 2025.
Matson repurchased approximately 0.3 million shares for $67.8 million in Q2 2026 and declared a $0.38 per share dividend payable September 3, 2026.
Matson preliminarily estimated second-quarter 2026 operating income of $153.0 million to $160.0 million, net income of $124.8 million to $130.3 million, and diluted EPS of $4.12 to $4.30, all up year over year. The company attributed the increase mainly to higher contribution from its China service, and it also repurchased about 0.3 million shares for $67.8 million during the quarter.
Expected 2Q26 operating income of $153.0 to $160.0 million, versus $113.0 million in the prior-year quarter
Expected 2Q26 net income of $124.8 to $130.3 million and diluted EPS of $4.12 to $4.30, versus $94.7 million and $2.92
Repurchased about 0.3 million shares for $67.8 million in 2Q26; about 3.4 million shares remain under the program as of June 30, 2026
Second-quarter earnings call scheduled for August 3, 2026 at 4:30 p.m. ET
Matson reported first quarter 2026 net income of $56.6 million, or $1.85 per diluted share, down from $72.3 million, or $2.18 per diluted share, a year earlier. Revenue fell to $757.8 million from $782.0 million, but the company raised its full-year 2026 outlook, now expecting consolidated operating income to modestly exceed the 2025 level.
Q1 2026 net income $56.6 million, or $1.85 per diluted share, versus $72.3 million, or $2.18, in Q1 2025
Q1 2026 consolidated revenue $757.8 million versus $782.0 million in Q1 2025
Expects Q2 2026 consolidated operating income about $20 million higher than the $113.0 million achieved in Q2 2025
On April 23, 2026, Board added 3.0 million shares to the repurchase program and declared a $0.36 per share dividend payable June 4, 2026
Matson, Inc. disclosed that John P. Lauer, Executive Vice President and Chief Commercial Officer, notified the company on March 9, 2026 that he will retire on July 1, 2026. The filing does not name a successor or describe any compensation arrangements.
John P. Lauer, Executive Vice President and Chief Commercial Officer, gave notice on March 9, 2026.
His retirement takes effect July 1, 2026.
The filing names no successor and gives no compensation details.
Item 9.01 lists only the Inline XBRL cover page file as an exhibit.
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.
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
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.
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.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Matson filing is on SEC EDGAR ↗. 8-K briefs of other companies →