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Matson (MATX)
NYSE:MATX
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.57Last Year’s EPS
3.31Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: 6.26%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with significant achievements in operating income and new service expansions offset by substantial challenges in China, logistics, and Guam. The company's outlook for 2025 is cautious due to ongoing global trade uncertainties.Company Guidance
During Matson's First Quarter 2025 Financial Results Conference Call on May 5, 2025, key metrics and guidance were discussed. The first quarter saw a significant year-over-year increase in consolidated operating income, driven by higher freight rates in China and increased volumes in Hawaii and Alaska, partially offset by a decrease in Guam. However, logistics operating income was lower due to challenges in freight forwarding and transportation brokerage, despite a higher contribution from supply chain management. Looking ahead, Matson is lowering its 2025 outlook due to uncertainties related to tariffs, global trade, and geopolitical factors. Specifically, the company expects container volume and freight rates to be lower year-over-year in the second quarter and full year. In China, first-quarter freight rates were significantly higher, although container volume was 1.4% lower year-over-year. Notably, since new tariffs were implemented in April, Matson's container volume has decreased by approximately 30% year-over-year. In Hawaii, container volume increased by 3.2% due to a competitor's vessel dry docking, while Alaska saw a 4.8% increase. Conversely, Guam experienced a 14.3% decrease. The SSAT joint venture contributed $6.6 million in the first quarter, down by $6.2 million year-over-year. For 2025, Matson expects lower operating income in Ocean Transportation and Logistics compared to 2024, alongside expectations of $200 million in depreciation and amortization and $305 million in new vessel construction payments.Increased Consolidated Operating Income
Consolidated operating income increased by $45.2 million year-over-year to $82.1 million, driven by significantly higher freight rates in China and a higher contribution from SSAT.
Hawaii and Alaska Volume Growth
Hawaii container volume increased by 3.2% year-over-year due to the dry docking of a competitor's vessel. Alaska's container volume increased by 4.8% year-over-year due to higher northbound volume.
New Direct Service in Vietnam
Matson announced a new direct service connecting Ho Chi Minh to their CLX and Mac Shanghai departures, highlighting their brand recognition in Asia.
Net Income and Earnings Per Share Increase
Net income increased by 100.3% year-over-year to $72.3 million, with diluted earnings per share increasing by 109.6% year-over-year to $2.18 per share.
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MATX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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MATX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2025 | $109.67 | $92.77 | -15.41% |
Feb 25, 2025 | $140.86 | $143.24 | +1.69% |
Oct 30, 2024 | $132.50 | $153.63 | +15.95% |
Aug 01, 2024 | $127.50 | $130.39 | +2.27% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Matson (MATX) report earnings?
Matson (MATX) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Matson (MATX) earnings time?
Matson (MATX) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MATX EPS forecast?
MATX EPS forecast for the fiscal quarter 2025 (Q2) is 1.57.
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