Jun 2026 (Q2 FY26) — Aug 3, 2026
Matson Q2 FY26 — Strong China Service Performance Drives Raised Full-Year Outlook
Read the full callMatson (MATX) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Matson earnings: last reported Mon, 3 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 969 | +16.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 16.4 | +2.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 129 | +36.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$231.78 −1.37% · −$3.21
Performance +145.3% 1Y
1Y: $94.49 on 17 Oct 2025 → $231.78. High $238.6 (15 Sept 2026), low $93.22 (24 Oct 2025).
- Previous close
- $234.99
- 52-week range
- $93.22 – $238.6
- One year
- +145.35%
Overview
- Symbol
- MATX
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 4, 2026
Matson, Inc. Q1 FY26 — Raised Full-Year Outlook on Strong China Service Demand
Read the full callDec 2025 (Q4 FY25) — Feb 24, 2026
Matson Q4 FY25 — Solid Finish Driven by China Service Strength
Read the full callEvery analysed call
Matson earnings calls (MATX)
Financials
What the filings say
Net profit, year on year: +37% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 962 | 890 | 782 | 831 | 880 | 852 | 758 | 969 |
| Expenses | 720 | 743 | 700 | 718 | 719 | 708 | 696 | 811 |
| Operating profit | 242 | 148 | 82 | 113 | 161 | 144 | 61 | 159 |
| Operating margin | 25.2% | 16.6% | 10.5% | 13.6% | 18.3% | 16.9% | 8.1% | 16.4% |
| Interest | 2 | 1 | 2 | 2 | 2 | 2 | 2 | 2 |
| Profit before tax | 253 | 158 | 92 | 122 | 169 | 151 | 68 | 164 |
| Tax rate | 21.2% | 19.1% | 21.6% | 22.2% | 20.3% | 5.2% | 16.6% | 21.1% |
| Net profit | 199 | 128 | 72 | 95 | 135 | 143 | 57 | 129 |
| EPS ($ per share) | 5.98 | — | 2.20 | 2.95 | 4.28 | — | 1.86 | 4.30 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 32 | 32 | 32 | 31 | 27 | 26 | 25 | 23 |
| Reserves | 460 | 504 | 658 | 1,354 | 1,986 | 2,090 | 2,337 | 2,439 |
| Total liabilities | 1,675 | 2,040 | 1,939 | 2,026 | 2,033 | 1,894 | 1,943 | 1,877 |
| Fixed assets | 1,367 | 1,598 | 1,690 | 1,878 | 1,963 | 2,090 | 2,261 | 2,499 |
| Total assets | 2,430 | 2,845 | 2,901 | 3,693 | 4,330 | 4,295 | 4,595 | 4,636 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 305 | 249 | 430 | 984 | 1,272 | 511 | 768 | 547 |
| Cash from investing | -260 | -307 | -177 | -323 | -729 | -338 | -336 | -266 |
| Cash from financing | -40 | 62 | -261 | -393 | -577 | -290 | -301 | -406 |
| Capital expenditure | — | — | — | — | -209 | -248 | -310 | -393 |
| Free cash flow | — | — | — | — | 1,063 | 262 | 458 | 154 |
MATX revenue by segment
Logistics Services grew from 17% to 21% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Ocean Transportation | 83% | 83% | 82% | 81% | 82% | 83% | 80% | 79% | +13.6% |
| Logistics Services | 17% | 17% | 18% | 19% | 18% | 17% | 20% | 21% | +30.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
MATX operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Capital expenditures New vessel construction milestone payments | ~$16MIn the first quarter, we made a milestone payment of approximately $16 million from the CCF.Source: earnings call transcript | ~$180MIn the second quarter, we paid approximately $180 million in milestone payments from our capital construction fund.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
169 filings between Jan 21, 2026 and Sep 29, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$26.18M
55 sales by 15 insiders
35% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 41
- Award — granted as compensation
- 71
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| COX MATTHEW J | — | $10.29M | Sep 29, 2026 |
| Heilmann Peter T | — | $4.54M | Aug 19, 2026 |
| Angoco Vic S Jr | — | $1.53M | Aug 24, 2026 |
| Sullivan John Warren | — | $1.48M | Aug 11, 2026 |
| Lauer John P | — | $1.43M | Mar 5, 2026 |
| Scott Christopher A | — | $1.39M | Aug 19, 2026 |
| Taylor Jason Lee | — | $1.23M | Aug 13, 2026 |
| Park Kuuhaku T | — | $998.6K | Aug 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 6,048 | $1.35M |
| Sep 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 2,495 | $552.7K |
| Sep 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 752 | $168.2K |
| Sep 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 705 | $155.3K |
| Aug 28, 2026 | Angoco Vic S Jr Executive Vice President | Tax withheld | 80 | $17.9K |
| Aug 28, 2026 | Tungul Jennifer C. Senior Vice President | Tax withheld | 77 | $17.3K |
| Aug 28, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 6,115 | $1.36M |
| Aug 28, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 3,443 | $770.9K |
| Aug 28, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 442 | $99.5K |
| Aug 24, 2026 | Angoco Vic S Jr Executive Vice President | Sale | 1,041 | $231.1K |
| Aug 24, 2026 | Angoco Vic S Jr Executive Vice President | Sale | 582 | $130.4K |
| Aug 24, 2026 | Angoco Vic S Jr Executive Vice President | Sale | 670 | $149.3K |
| Aug 19, 2026 | Scott Christopher A EVP & Chief Commercial Officer | Sale | 600 | $131.9K |
| Aug 19, 2026 | Heilmann Peter T EVP, Chief Admin. Officer & GC | Sale | 5,000 | $1.10M |
| Aug 13, 2026 | Taylor Jason Lee Senior Vice President | Sale | 1,961 | $425.5K |
| Aug 11, 2026 | Tungul Jennifer C. Senior Vice President | Sale | 402 | $83.8K |
| Aug 11, 2026 | Park Kuuhaku T Senior Vice President | Sale | 1,000 | $208.5K |
| Aug 11, 2026 | Sullivan John Warren Senior Vice President | Sale | 1,917 | $399.7K |
| Aug 11, 2026 | Isotoff Leonard P Senior Vice President | Sale | 1,250 | $260.4K |
| Jul 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 7,317 | $1.46M |
| Jul 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 1,163 | $233.3K |
| Jul 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 1,172 | $232.8K |
| Jul 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 348 | $70.1K |
| Jul 1, 2026 | Holland Jerome James EVP | Tax withheld | 64 | $13.1K |
| Jul 1, 2026 | Scott Christopher A EVP & Chief Commercial Officer | Award | 246 | $0 |
| Jun 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 2,747 | $526.9K |
| Jun 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 3,054 | $589.1K |
| Jun 29, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 4,199 | $813.1K |
| Jun 9, 2026 | KURIYAMA STANLEY M Director | Gift | 1,810 | $0 |
| Jun 8, 2026 | Rascon Laura L Senior Vice President | Sale | 1,180 | $222.5K |
| Jun 8, 2026 | Rascon Laura L Senior Vice President | Sale | 550 | $104.6K |
| Jun 8, 2026 | Rascon Laura L Senior Vice President | Sale | 850 | $159.4K |
| Jun 8, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 1,456 | $278.2K |
| Jun 8, 2026 | Rascon Laura L Senior Vice President | Sale | 120 | $22.3K |
| Jun 8, 2026 | Rascon Laura L Senior Vice President | Sale | 100 | $19.1K |
| Jun 8, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 147 | $27.4K |
| Jun 8, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 6,151 | $1.17M |
| Jun 8, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 1,311 | $247.1K |
| Jun 8, 2026 | COX MATTHEW J Chairman & CEO | Sale 10b5-1 plan | 935 | $177.0K |
| May 28, 2026 | Cerocke Grace M Senior Vice President | Sale | 1,200 | $220.3K |
| May 20, 2026 | Scott Christopher A Senior Vice President | Sale | 1,520 | $275.2K |
| May 14, 2026 | Rascon Laura L Senior Vice President | Sale | 540 | $97.6K |
| May 14, 2026 | Taylor Jason Lee Senior Vice President | Sale | 1,650 | $300.7K |
| May 12, 2026 | Park Kuuhaku T Senior Vice President | Sale | 2,500 | $450.5K |
| May 12, 2026 | Heilmann Peter T EVP, Chief Admin. Officer & GC | Sale | 7,173 | $1.29M |
| May 8, 2026 | Sullivan John Warren Senior Vice President | Sale | 3,331 | $600.0K |
| May 8, 2026 | TILDEN BRADLEY D Director | Sale | 1,594 | $289.9K |
| May 8, 2026 | Scott Christopher A Senior Vice President | Sale | 3,305 | $595.4K |
| Apr 23, 2026 | TILDEN BRADLEY D Director | Award | 969 | $0 |
| Apr 23, 2026 | KURIYAMA STANLEY M Director | Award | 969 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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