Matson's preliminary Q4 operating income expected at $135 mln-$145 mln

Matson

15/01/2026 03:25

Overview

The ocean transportation firm's preliminary Q4 operating income expected to be $135 mln-$145 mln

Preliminary Q4 net income expected to be $131.3-$146.3 mln, EPS includes $0.77 tax benefit

Company repurchased 0.7 mln shares in Q4 2025

Outlook

Matson expects 2026 operating income to approach 2025 levels

Company anticipates stable Transpacific tradelane environment in 2026

Result Drivers

CHINA SERVICE DEMAND - Higher-than-expected freight rates and volume in China service, driven by strong e-commerce and e-goods demand

TRADE DEAL IMPACT - U.S.-China trade deal reduced uncertainty, stabilizing Transpacific tradelane and benefiting freight demand

TAX BENEFIT - Q4 diluted EPS includes $0.77 benefit from positive income tax adjustments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$0.77


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the marine freight & logistics peer group is "buy."

Wall Street's median 12-month price target for Matson Inc is $142.50, about 8% above its January 14 closing price of $131.92

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nPnbySYpga

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)