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Operating Revenue by Segment
Shows how much sales each part of Matson (e.g., ocean transportation vs. logistics) generates, highlighting which businesses are fueling growth, how diversified the revenue mix is, and how sensitive overall sales are to freight rates and contract terms.Ocean Transportation’s revenue pattern reflects a cyclical normalisation with a nascent, yield‑driven rebound rather than steady volume growth—making profitability highly sensitive to China volumes and fuel‑surcharge timing. Q1 softness and quarterly volatility contrast with management’s call that Ocean operating income will exceed 2025 as post‑Lunar New Year China demand and higher Shanghai yields lift results; Logistics remains range‑bound and unlikely to be a growth offset. Watch China volume trends, fuel recovery timing, and newbuild milestone cash needs as catalysts or risks.
Date | Ocean Transportation | Logistics |
|---|---|---|
Jun 30, 2026 | $767.40M | $202.00M |
Mar 31, 2026 | $606.50M | $151.30M |
Dec 31, 2025 | $704.20M | $147.70M |
Sep 30, 2025 | $718.30M | $161.80M |
Jun 30, 2025 | $675.60M | $154.90M |
Mar 31, 2025 | $637.40M | $144.60M |
Dec 31, 2024 | $742.10M | $148.20M |
Sep 30, 2024 | $798.70M | $163.30M |
Jun 30, 2024 | $689.90M | $157.50M |
Mar 31, 2024 | $579.00M | $143.10M |