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Matson Inc 8-K Filings

MATX NYSE

Every 8-K that Matson Inc (MATX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow MATX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MATX filings page.

Rhea-AI Summary

Matson, Inc. reported strong second-quarter 2026 results, with net income of $129.4 million, or $4.27 per diluted share, up from $94.7 million, or $2.92 per diluted share, a year earlier. Consolidated revenue rose to $969.4 million from $830.5 million, driven mainly by higher volume and freight rates in its China service.

Ocean Transportation operating income increased to $144.0 million from $98.6 million, supported by 15.2 percent higher China container volume and tighter Transpacific supply, partially offset by higher fuel-related vessel costs and lower Hawaii and Alaska volumes. Logistics revenue grew to $202.0 million from $154.9 million, with segment operating income of $14.9 million.

Management raised its outlook, expecting third-quarter 2026 Ocean Transportation and consolidated operating income to be approximately 45 percent above third-quarter 2025 levels and full-year 2026 consolidated operating income to exceed 2025. The company also repurchased about 0.3 million shares for $67.8 million and declared a $0.38-per-share dividend.

Rhea-AI Summary

Matson, Inc. reported preliminary second quarter 2026 results, citing strong performance in its China service. For the quarter ended June 30, 2026, the company expects consolidated operating income of $153.0 to $160.0 million, net income of $124.8 to $130.3 million, and diluted EPS of $4.12 to $4.30.

Management highlighted higher-than-expected freight rates and demand in its CLX and MAX services, driven by e-commerce, garments and e-goods amid tighter supply in the Transpacific tradelane. Domestic tradelanes saw lower volumes in Hawaii and Alaska and higher volume in Guam, while Logistics operating income increased year-over-year. Matson also scheduled its second quarter earnings call for August 3, 2026 at 4:30 p.m. ET and furnished a press release and investor presentation for investors.

Rhea-AI Summary

Matson, Inc. reported first quarter 2026 net income of $56.6 million, or $1.85 per diluted share, down from $72.3 million, or $2.18 per diluted share, a year earlier. Consolidated revenue was $757.8 million versus $782.0 million in first quarter 2025, mainly reflecting lower China container volume.

Ocean Transportation revenue fell 4.8 percent and operating income declined to $54.6 million from $73.6 million, driven by weaker China demand and lower SSAT joint venture contribution. Logistics revenue grew to $151.3 million, but operating income decreased to $6.8 million on lower supply chain management contribution.

The company generated $94.0 million in operating cash flow, cut total debt to $351.1 million, and ended the quarter with $100.1 million in cash plus $521.5 million in its Capital Construction Fund. Management expects second quarter 2026 consolidated operating income to be about $20 million above the $113.0 million earned in second quarter 2025 and full year 2026 consolidated operating income to modestly exceed 2025.

Rhea-AI Summary

Matson, Inc. reported the results of its 2026 Annual Meeting of Shareholders. Seven directors were elected, each receiving more than 24.0 million votes in favor; for example, Bradley D. Tilden received 24,423,836 votes for and 67,407 withheld, with 2,372,717 broker non-votes.

Shareholders approved the company’s executive compensation in a non-binding advisory vote, with 24,143,908 votes for, 290,726 against and 56,609 abstentions, plus 2,372,717 broker non-votes. They also ratified the appointment of Deloitte & Touche LLP as Independent Registered Public Accounting Firm for the year ending December 31, 2026, with 26,561,608 votes for, 274,651 against and 27,701 abstentions.

Rhea-AI Summary

Matson, Inc. announced that its board approved adding 3 million shares to the company’s existing share repurchase program and extended the program through December 31, 2029. As of April 23, 2026, approximately 0.7 million shares remained under the prior authorization.

The board also declared a second quarter cash dividend of $0.36 per common share, payable on June 4, 2026 to shareholders of record on May 7, 2026. Since the repurchase program began in August 2021, Matson has repurchased about 14.3 million shares, or roughly 33% of then outstanding shares, for a total cost of $1.3 billion.

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Matson, Inc. announced that Executive Vice President and Chief Commercial Officer John P. Lauer has notified the company that he will retire. His retirement from the company is scheduled to be effective on July 1, 2026. The filing does not describe any additional management or compensation changes.

Rhea-AI Summary

Matson, Inc. reported solid fourth quarter 2025 results with higher earnings but lower revenue. Net income for the quarter rose to $143.1 million, or $4.60 per diluted share, from $128.0 million, or $3.80 per share, while consolidated revenue declined to $851.9 million from $890.3 million, mainly on weaker China freight rates and volume.

For full year 2025, revenue slipped to $3,344.5 million and net income to $444.8 million, with EBITDA of $704.7 million. Management expects first quarter 2026 consolidated operating income to be below the prior-year $82.1 million, but full year 2026 operating income to approach 2025 levels, supported by steady U.S. consumer demand and a more stable Transpacific trading environment.

The company generated $547.1 million in operating cash flow in 2025, reduced total debt to $361.2 million, and ended the year with $141.9 million in cash plus $532.7 million in a Capital Construction Fund. Matson repurchased about 0.7 million shares for $78.1 million in the fourth quarter and declared a quarterly dividend of $0.36 per share.

Rhea-AI Summary

Matson, Inc. furnished an update on its recent performance by announcing preliminary earnings for the quarter ended December 31, 2025. The company released these preliminary results through a press release and also shared an accompanying investor presentation.

Both documents were made available on January 14, 2026 and are attached as exhibits to this report. The materials are being furnished under a results of operations disclosure and are not treated as formally filed financial statements.

Rhea-AI Summary

Matson, Inc. announced that it will present an overview of the company and take investor questions at the Stephens 2025 Annual Investment Conference in Nashville, Tennessee on November 18, 2025. The company is providing an investor presentation as Exhibit 99.1 and making the same materials available on its website under the Investors section on the same date. Matson notes that the information in these materials speaks only as of the date of the presentation and includes forward-looking statements that involve risks and uncertainties, with key risk factors described in its previously filed Form 10-Q.

Rhea-AI Summary

Matson, Inc. (MATX) furnished an update on results, announcing earnings for the quarter ended September 30, 2025. The company issued a press release and shared an investor presentation alongside this notice.

The materials were provided under Item 2.02 and are being furnished, not filed. Included exhibits are the earnings press release (Exhibit 99.1) and the investor presentation (Exhibit 99.2).

Rhea-AI Summary

Matson, Inc. filed a current report describing its participation in the Jefferies Industrials Conference in New York on September 3, 2025. The company will present an overview of its business and has furnished the related investor presentation as Exhibit 99.1 to this report. The same materials will also be available on Matson’s website under the “Events and Presentations” section on September 3, 2025. The company notes that the information in these materials speaks only as of their date and includes forward-looking statements that are subject to various risks and uncertainties referenced in Matson’s prior quarterly report.