Matson releases preliminary 4Q25 results and 2026 outlook

Matson, Inc. has announced its preliminary financial results for the fourth quarter of 2025, provided an outlook for consolidated operating income in 2026, and confirmed that its fourth-quarter earnings call will take place on 24 February 2026.

Commenting on the performance, Matt Cox, Chairman and Chief Executive Officer of Matson, said the company delivered a stronger-than-expected finish to the year. He noted that fourth-quarter consolidated results exceeded internal expectations, driven largely by improved performance in the China service.

According to Cox, the China service benefited from higher-than-expected freight rates and volumes, supported by strong demand for e-commerce and electronic goods.

He also pointed to a more stable trading environment in the transpacific tradelane following the U.S.–China trade and economic agreement announced on 30 October 2025, which helped reduce uncertainty related to tariffs, port entry fees, global trade conditions and other geopolitical factors.

Looking ahead, Matson expects full-year 2026 consolidated operating income to approach the level achieved in 2025, supported by continued solid U.S. consumer demand and expectations of a stable transpacific trading environment.

For the fourth quarter of 2025, the company expects consolidated operating income to be in the range of USD 135 million to USD 145 million.

Net income for the quarter is forecast between USD 131.3 million and USD 146.3 million, with diluted earnings per share expected to range from USD 4.22 to USD 4.70.

Diluted EPS includes an estimated benefit of approximately USD 0.77 per share related to positive income tax adjustments.

Matson said further details on its fourth-quarter and full-year 2025 performance, as well as its 2026 outlook, will be provided during the earnings call.

In terms of tradelane volumes for the three months ended 31 December 2025 compared with the same period in 2024, Hawaii container volumes increased by 0.6 percent, primarily reflecting higher general demand.

Alaska container volumes declined by 3.3 percent due mainly to one fewer northbound sailing, partially offset by higher AAX volumes. China container volumes decreased by 7.2 percent, while Guam container volumes rose by 4.4 percent on the back of stronger demand. Other container volumes increased by 11.6 percent.

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