Matson's 2026Q3 quarterly revenue rebounded to $1.1B and EPS climbed to $6.96, with gross margin widening to 29.6% from 17.7% in 2026Q1, though trailing year-over-year revenue remains negative at -2.3%, suggesting the earnings recovery is driven more by China service pricing than by volume expansion.
Price trend, volume and key moving averages
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Revenue recovered to $1.1B in 2026Q3 from $757.8M in 2026Q1 and operating margin expanded to 22.9%, though the 64.2% year-over-year EPS growth appears more margin-driven than volume-driven.
Matson's earnings quality and predictability are exceptionally strong, with moderate long-term growth prospects.
Matson's Board approved adding three million shares to its existing share repurchase program, extending it to December 31, 2029.
Deep dive into Matson's financial health, fundamental analysis, and smart money sentiment highlights its investment potential.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $6.96+11.0% vs $6.27 | $1.1B+4.3% vs $1.1B |
Q3 2026 Aug 3, 2026 | $4.27+12.7% vs $3.79 | $969M+8.4% vs $894M |
Q2 2026 May 4, 2026 | $1.85+12.1% vs $1.65 | $758M-2.5% vs $778M |
Q1 2026 Feb 24, 2026 | $4.60+24.7% vs $3.69 | $852M+0.5% vs $847M |
Matson NYSE: MATX expects fourth-quarter operating income to rise approximately 50% from a year earlier as strong demand and elevated freight rates in its China service extend beyond the usual peak shipping season.
Matson, Inc. (MATX) Q3 2026 Earnings Call Transcript
Matson (MATX) came out with quarterly earnings of $6.96 per share, beating the Zacks Consensus Estimate of $6.09 per share. This compares to earnings of $4.24 per share a year ago.
3Q26 EPS of $6.96 versus $4.24 in 3Q25 3Q26 Net Income of $209.4 million versus $134.7 million in 3Q25 3Q26 Consolidated Operating Income of $255.2 million versus $161.0 million in 3Q25 3Q26 EBITDA of $310.6 million versus $212.3 million in 3Q25 Repurchased approximately 0.3 million shares in 3Q26 Raises full year outlook HONOLULU, Nov. 4, 2026 /PRNewswire/ -- Matson, Inc. ("Matson" or the "Company") (NYSE: MATX), a leading U.S. carrier in the Pacific, today reported net income of $209.4 million, or $6.96 per diluted share, for the quarter ended September 30, 2026. Net income for the quarter ended September 30, 2025 was $134.7 million, or $4.24 per diluted share.
Benchmark MATX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Matson, Inc. (MATX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $211.93 | $6.41B | 11.85 | -2.26% | 14.58% | 19.25% | 0.68% | |
| $27.95 | $3.37B | 24.33 | -18.07% | 2.15% | 3.52% | 15.31% | |
| $26.73 | $2.98B | 10.39 | -17.62% | 23.87% | 11.71% | 1.11% | |
| $98.02 | $4.85B | 4.65 | -11.38% | 67.99% | 47.61% | 0.49% | |
| $17.42 | $710.78M | 6.33 | -23.56% | 30.11% | 16.88% | 1.71% | |
| $108.30 | $92B | 20.87 | -2.46% | 4.84% | 28.45% | 5.86% |
Matson, Inc. (MATX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Matson, Inc. (MATX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Aug 3, 2026·SEC
Jul 15, 2026·SEC
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Matson, Inc. (MATX) stock FAQ — growth, dividends, profitability & financials explained
Matson, Inc. (MATX) reported $3.69B in revenue over the trailing twelve months. Revenue was $3.34B in fiscal year 2025. That is 171% more than the $1.23B of fiscal year 1996.
Matson, Inc. (MATX) grew revenue by 9.2% over the trailing twelve months, compared with the twelve months before.
Yes. Matson, Inc. (MATX) earned $538.5M in net income over the trailing twelve months (a 14.6% net margin).
Yes. Matson, Inc. (MATX) pays a dividend that yields 0.68% at the current price, a small yield.
Matson, Inc. (MATX) had a return on equity (ROE) of 19.2% over the trailing twelve months. That is above the market's typical 10-15%.
Matson, Inc. (MATX) generated $168.1M in free cash flow over the trailing twelve months.
