Mason Shipping's performance exceeds expectations, benefiting from strong demand in China, with the stock price rising by 3%

LootboxPhobia · 2026-02-25T10:57:44+00:00

Investing.com -- Matson, Inc. (NYSE:MATX) announced its Q4 adjusted earnings per share of $4.60, surpassing analyst expectations of $2.78. The Pacific shipping company benefited from its Chinese routes' freight and cargo volume exceeding expectations.Quarterly revenue as of December 31 was $851.9 million, exceeding the market consensus of $789.05 million, but down 4.3% from $890.3 million in the same period last year. The company attributed its better-than-expected quarterly performance to strong e-commerce and electronics demand on its Chinese routes, as well as a more stable trade environment following the China-U.S. trade and economic agreement announced on October 30, 2025. In after-hours trading on Tuesday, the stock rose 3%.Chairman and CEO Matt Cox said, "Matson had a solid finish to the year, and the combined fourth-quarter results exceeded our

LootboxPhobia

2026-02-25 10:57:44

Investing.com – Matson, Inc. (NYSE: MATX) reported adjusted earnings per share of $4.60 for the fourth quarter, beating analysts’ expectations of $2.78. The Pacific shipping company benefited from stronger-than-expected freight rates and cargo volumes on its China routes.

For the quarter ending December 31, revenue was $851.9 million, exceeding the consensus estimate of $789.05 million but down 4.3% from $890.3 million in the same period last year. The company attributed the better-than-expected performance to strong e-commerce and electronics demand on its China routes, as well as a more stable trade environment following the October 30, 2025, China-U.S. trade and economic agreement. After-hours trading on Tuesday saw the stock rise 3%.

Chairman and CEO Matt Cox stated, “Matson had a solid finish to the year, with our consolidated Q4 results exceeding expectations. Our China routes benefited from strong freight demand in key customer sectors and a more stable trans-Pacific trade environment.”

For the first quarter of 2026, Matson expects marine transportation operating revenue of approximately $50 million, lower than the same period last year, mainly due to a decline in cargo volume on China routes. For the full year 2026, the company projects total consolidated revenue approaching $533.3 million, based on expectations of continued strong U.S. consumer demand and a stable trade environment.

The company’s marine transportation segment reported revenue of $136 million in the fourth quarter, slightly down from $137.4 million a year earlier. Container cargo volume on China routes declined 7.2% year-over-year, while freight volumes to Hawaii increased 0.6%, Guam increased 4.4%, and Alaska decreased 3.3%.

The logistics segment generated revenue of $7.7 million, down from $10.1 million in the same period last year, mainly due to reduced contributions from supply chain management.

For the full year 2025, Matson reported net income of $444.8 million, with diluted earnings per share of $13.81. The company repurchased approximately 700,000 shares during the fourth quarter for $78.1 million and announced a quarterly dividend of $0.36 per share.

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