Matson 2025 Q3 Earnings Revenue Beats Estimates, Net Income Declines 32.3%

Matson(MATX), ranked by market capitalization, reported fiscal 2025 Q3 earnings on Nov 6, 2025. The company exceeded revenue expectations but saw a significant drop in net income, reflecting persistent challenges in its China service segment.

Revenue

, driven by a 12.8% decline in China container volume. However, , . Domestic lanes like Hawaii and Alaska showed resilience, , supported by construction and energy activities.

Earnings/Net Income

Earnings per share (EPS) declined 28.4% to $4.28, . While the company maintained profitability for over 20 years, the EPS decline underscores pressure from lower freight rates and China service demand.

Post-Earnings Price Action Review

, . Historical volatility, , suggests opportunities for short-term gains. However, analysts project continued revenue and earnings declines, citing China service challenges and global trade uncertainty. Matson’s share repurchase program, , supports long-term value creation.

Additional News

1. US-China Trade Deal Impact, .

2. Share Repurchase Program.

3. Pricing Strategy in China: CEO Matt Cox emphasized disciplined pricing, absorbing port fees and avoiding rate cuts despite declining volumes, signaling confidence in long-term stability.