Matson (MATX)


Market Price (8/25/2026): $223.12 | Market Cap: $6.7 BilSector: Industrials | Industry: Marine Transportation

Matson (MATX)


Market Price (8/25/2026): $223.12
Market Cap: $6.7 Bil
Sector: Industrials
Industry: Marine Transportation

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.1%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%

Low stock price volatility
Vol 12M is 36%

Megatrend and thematic drivers
Megatrends include Future of Freight, E-commerce & DTC Adoption, and Energy Transition & Decarbonization. Themes include Freight Technology, Show more.

Trading close to highs
Dist 52W High is -0.2%, Dist 3Y High is -0.2%

Stock price has recently run up significantly
12M Rtn12 month market price return is 111%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.8%

Key risks
MATX key risks include [1] sustained weakness in China-related transpacific volumes, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.1%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%
2 Low stock price volatility
Vol 12M is 36%
3 Megatrend and thematic drivers
Megatrends include Future of Freight, E-commerce & DTC Adoption, and Energy Transition & Decarbonization. Themes include Freight Technology, Show more.
4 Trading close to highs
Dist 52W High is -0.2%, Dist 3Y High is -0.2%
5 Stock price has recently run up significantly
12M Rtn12 month market price return is 111%
6 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.8%
7 Key risks
MATX key risks include [1] sustained weakness in China-related transpacific volumes, Show more.

MATX in ETFs

Weight = MATX's share of each fund

VTI0.01%
ITOT0.01%
IWM0.21%
IJR0.36%
VIG0.03%
VB0.07%
AVUV1.0%
IYT0.83%
+13 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/14/2026

Matson (MATX) stock has gained about 30% since 4/30/2026 because of the following key factors:

1. Matson significantly surpassed fiscal Q2 2026 earnings and revenue estimates, and raised its full-year outlook. The company reported diluted earnings per share (EPS) of $4.27 for fiscal Q2 2026 (ended June 30, 2026), exceeding analysts' consensus estimates by 10.36% to 14.78%. Quarterly revenue rose 16.7% year-over-year to $969.4 million, also surpassing consensus estimates by 8.4% to 9.58%. Consolidated operating income surged 40.6% year-over-year to $158.9 million. Following these strong results, Matson raised its full-year 2026 operating income outlook.

2. Robust demand and elevated freight rates in the China service drove strong Ocean Transportation segment performance. The primary driver for Matson's strong performance was its Ocean Transportation segment, particularly the China service. This service experienced higher-than-expected freight rates and significant demand across e-commerce, garments, and e-goods, supported by tighter supply conditions in the Transpacific tradelane. China forty-foot equivalent unit (FEU) volumes increased approximately 15.2% in fiscal Q2 2026. Ocean Transportation operating income specifically jumped 46% to $144 million.

Show more
Updated on 8/14/2026

Matson (MATX) stock has gained about 30% since 4/30/2026 because of the following key factors:

1. Matson significantly surpassed fiscal Q2 2026 earnings and revenue estimates, and raised its full-year outlook. The company reported diluted earnings per share (EPS) of $4.27 for fiscal Q2 2026 (ended June 30, 2026), exceeding analysts' consensus estimates by 10.36% to 14.78%. Quarterly revenue rose 16.7% year-over-year to $969.4 million, also surpassing consensus estimates by 8.4% to 9.58%. Consolidated operating income surged 40.6% year-over-year to $158.9 million. Following these strong results, Matson raised its full-year 2026 operating income outlook.

2. Robust demand and elevated freight rates in the China service drove strong Ocean Transportation segment performance. The primary driver for Matson's strong performance was its Ocean Transportation segment, particularly the China service. This service experienced higher-than-expected freight rates and significant demand across e-commerce, garments, and e-goods, supported by tighter supply conditions in the Transpacific tradelane. China forty-foot equivalent unit (FEU) volumes increased approximately 15.2% in fiscal Q2 2026. Ocean Transportation operating income specifically jumped 46% to $144 million.

3. Analyst sentiment turned increasingly positive, leading to multiple rating upgrades and increased price targets. Following the release of its strong fiscal Q2 2026 results and optimistic future guidance, Matson received several positive adjustments from financial analysts. Zacks Research upgraded Matson to a "Strong Buy" rating on August 8, 2026. JPMorgan Chase & Co. boosted its price target from $230.00 to $270.00, and Stephens increased its target from $240.00 to $260.00. The average analyst price target for Matson reached between $232.33 and $261.67.

4. Matson enhanced shareholder returns through an expanded share repurchase program and an increased dividend. On April 23, 2026, Matson announced the addition of 3 million shares to its existing share repurchase program and extended it to December 31, 2029. During fiscal Q2 2026, the company repurchased approximately 0.3 million shares for a total cost of $67.8 million. Furthermore, Matson increased its quarterly dividend to $0.38 per share on June 25, 2026.

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Stock Movement Drivers

Fundamental Drivers

The 28.1% change in MATX stock from 4/30/2026 to 8/24/2026 was primarily driven by a 19.7% change in the company's P/E Multiple.
(LTM values as of)43020268242026Change
Stock Price ($)173.77222.6828.1%
Change Contribution By: 
Total Revenues ($ Mil)3,3443,4593.4%
Net Income Margin (%)13.3%13.4%0.8%
P/E Multiple12.114.519.7%
Shares Outstanding (Mil)31302.7%
Cumulative Contribution28.1%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/24/2026
ReturnCorrelation
MATX28.1% 
Market (SPY)6.2%19.8%
Sector (XLI)2.5%17.5%

Fundamental Drivers

The 39.8% change in MATX stock from 1/31/2026 to 8/24/2026 was primarily driven by a 23.7% change in the company's P/E Multiple.
(LTM values as of)13120268242026Change
Stock Price ($)159.34222.6839.8%
Change Contribution By: 
Total Revenues ($ Mil)3,3833,4592.3%
Net Income Margin (%)12.7%13.4%5.6%
P/E Multiple11.714.523.7%
Shares Outstanding (Mil)32304.7%
Cumulative Contribution39.8%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/24/2026
ReturnCorrelation
MATX39.8% 
Market (SPY)10.6%38.5%
Sector (XLI)8.5%35.0%

Fundamental Drivers

The 111.2% change in MATX stock from 7/31/2025 to 8/24/2026 was primarily driven by a 114.2% change in the company's P/E Multiple.
(LTM values as of)73120258242026Change
Stock Price ($)105.46222.68111.2%
Change Contribution By: 
Total Revenues ($ Mil)3,4823,459-0.6%
Net Income Margin (%)14.7%13.4%-8.9%
P/E Multiple6.714.5114.2%
Shares Outstanding (Mil)33309.0%
Cumulative Contribution111.2%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/24/2026
ReturnCorrelation
MATX111.2% 
Market (SPY)21.8%38.9%
Sector (XLI)19.0%38.9%

Fundamental Drivers

The 147.0% change in MATX stock from 7/31/2023 to 8/24/2026 was primarily driven by a 236.8% change in the company's P/E Multiple.
(LTM values as of)73120238242026Change
Stock Price ($)90.17222.68147.0%
Change Contribution By: 
Total Revenues ($ Mil)3,8823,459-10.9%
Net Income Margin (%)19.5%13.4%-31.4%
P/E Multiple4.314.5236.8%
Shares Outstanding (Mil)363019.9%
Cumulative Contribution147.0%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/24/2026
ReturnCorrelation
MATX147.0% 
Market (SPY)72.7%42.4%
Sector (XLI)68.9%46.4%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
MATX Return60%-30%78%24%-7%81%321%
Peers Return45%-16%18%0%18%25%114%
S&P 500 Return27%-19%24%23%16%12%104%

Monthly Win Rates [3]
MATX Win Rate58%50%75%67%50%88% 
Peers Win Rate67%40%55%52%68%62% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
MATX Max Drawdown-22%-51%-20%-19%-41%-13% 
Peers Max Drawdown-14%-30%-22%-22%-29%-21% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: EXPD, CHRW, JBHT, SNDR, ODFL. See MATX Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/24/2026 (YTD)

How Low Can It Go

EventMATXS&P 500
2025 US Tariff Shock
  % Loss-35.2%-18.8%
  % Gain to Breakeven54.2%23.1%
  Time to Breakeven254 days79 days
2023 SVB Regional Banking Crisis
  % Loss-17.2%-6.7%
  % Gain to Breakeven20.7%7.1%
  Time to Breakeven14 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-30.3%-24.5%
  % Gain to Breakeven43.5%32.4%
  Time to Breakeven295 days427 days
2020 COVID-19 Crash
  % Loss-30.4%-33.7%
  % Gain to Breakeven43.7%50.9%
  Time to Breakeven127 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-22.9%-19.2%
  % Gain to Breakeven29.6%23.8%
  Time to Breakeven130 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-28.2%-3.7%
  % Gain to Breakeven39.2%3.9%
  Time to Breakeven358 days6 days

Compare to EXPD, CHRW, JBHT, SNDR, ODFL

In The Past

Matson's stock fell -35.2% during the 2025 US Tariff Shock. Such a loss loss requires a 54.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventMATXS&P 500
2025 US Tariff Shock
  % Loss-35.2%-18.8%
  % Gain to Breakeven54.2%23.1%
  Time to Breakeven254 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-30.3%-24.5%
  % Gain to Breakeven43.5%32.4%
  Time to Breakeven295 days427 days
2020 COVID-19 Crash
  % Loss-30.4%-33.7%
  % Gain to Breakeven43.7%50.9%
  Time to Breakeven127 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-22.9%-19.2%
  % Gain to Breakeven29.6%23.8%
  Time to Breakeven130 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-28.2%-3.7%
  % Gain to Breakeven39.2%3.9%
  Time to Breakeven358 days6 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-31.5%-17.9%
  % Gain to Breakeven46.1%21.8%
  Time to Breakeven198 days123 days
2008-2009 Global Financial Crisis
  % Loss-68.1%-53.4%
  % Gain to Breakeven213.6%114.4%
  Time to Breakeven756 days1085 days

Compare to EXPD, CHRW, JBHT, SNDR, ODFL

In The Past

Matson's stock fell -35.2% during the 2025 US Tariff Shock. Such a loss loss requires a 54.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Matson (MATX)

Matson, Inc. (MATX) is a leading provider of ocean transportation and logistics services. Its core business, Ocean Transportation, involves shipping a wide array of commodities including dry containers, refrigerated goods, packaged foods, building materials, automobiles, and household items. These vital freight services primarily connect the U.S. mainland with the non-contiguous domestic economies of Hawaii, Alaska, and Guam, as well as other island economies in Micronesia. Additionally, Matson operates an expedited shipping service between China and Long Beach, California, extending to various islands in the South Pacific and Okinawa, Japan. This segment also provides essential terminal services, such as container stevedoring, refrigerated cargo handling, and inland transportation, in its key Hawaiian and Alaskan markets.

Complementing its maritime operations, Matson’s Logistics segment offers a comprehensive suite of multimodal transportation brokerage services. This includes coordinating domestic and international rail intermodal, diverse highway trucking options (long-haul, regional, specialized, LTL), and expedited freight solutions. The company further enhances supply chains through less-than-container load (LCL) consolidation, freight forwarding, warehousing, and distribution services. Matson serves a broad customer base, including the U.S. military, freight forwarders, retailers, consumer goods manufacturers, and automobile companies, ensuring critical goods reach their destinations efficiently.

AI Analysis | Feedback

Here are 1-2 brief analogies to describe Matson (MATX):

  • Maersk for Hawaii, Alaska, and Guam, known for its expedited China-US ocean freight service.
  • A specialized FedEx for the Pacific, focusing on critical ocean supply chains to US non-contiguous territories and a premium fast lane from Asia to the US.

AI Analysis | Feedback

  • Ocean Freight Transportation: Matson provides ocean freight services for a wide range of commodities via containers to domestic non-contiguous economies and international locations, including an expedited China-Long Beach service.
  • Logistics Services: The company offers multimodal transportation brokerage, freight forwarding, warehousing, distribution, and comprehensive supply chain management services.
  • Terminal and Vessel Services: Matson provides container stevedoring, refrigerated cargo services, inland transportation, container equipment maintenance, and vessel management at various port locations.

AI Analysis | Feedback

Matson (MATX) primarily sells its services to other companies (B2B).

Its major customers, as described in the background information, include:

  • The U.S. military
  • Companies in the freight forwarding sector
  • Companies in the retail sector
  • Companies that manufacture consumer goods
  • Automobile manufacturers

The provided background information lists categories of customers or specific entities rather than the names of individual public companies or their stock symbols.

AI Analysis | Feedback

  • General Dynamics (GD)

AI Analysis | Feedback

Matthew J. Cox, Chairman and Chief Executive Officer

Matthew J. Cox was appointed Chairman of the Board of Matson, Inc. in April 2017, having served as Chief Executive Officer since 2012. He oversees the entire Matson organization. Cox joined Matson in June 2001 as Senior Vice President and Chief Financial Officer. Prior to Matson, he accumulated 15 years of experience in the transportation industry, including executive posts at Distribution Dynamics, Inc., a provider of outsourced logistics, inventory management, and integrated information systems, from 1999 to 2001. He also held positions of increasing responsibility at American President Lines, Ltd. (APL) from 1987 to 1999.

Joel M. Wine, Executive Vice President and Chief Financial Officer

Joel M. Wine was appointed Executive Vice President and Chief Financial Officer of Matson in February 2021, and has served as Matson's Chief Financial Officer since 2012. He oversees all financial matters, corporate development, mergers and acquisitions, and information technology. His accomplishments include the separation of Matson from its parent company in 2012, and the acquisitions of Span Alaska and Horizon Lines, Inc. Wine joined Alexander & Baldwin (Matson's former parent company) in September 2011 as Senior Vice President, Chief Financial Officer, and Treasurer. Before joining Alexander & Baldwin, he spent 14 years at Goldman Sachs, where he was a Managing Director in investment banking, providing strategic and financial advice to various companies, including Alexander & Baldwin for nine years.

Peter T. Heilmann, Executive Vice President, Chief Administrative Officer and General Counsel

Peter T. Heilmann was named Executive Vice President, Chief Administrative Officer, and General Counsel of Matson in February 2021. He oversees all of Matson's legal, legislative, and human resources activities. His accomplishments include handling the separation from Alexander & Baldwin and Matson's transition to a publicly-traded company, as well as the acquisitions of Horizon Lines' Alaska and Span Alaska. Heilmann joined Matson in 2012 as Vice President and Deputy General Counsel. Prior to Matson, he had 20 years of legal experience in private practice, including over 10 years as a partner of Gibson, Dunn & Crutcher LLP, where he extensively represented public and private companies in mergers and acquisitions, joint ventures, and strategic investments.

John P. Lauer, Executive Vice President and Chief Commercial Officer

John P. Lauer was named Executive Vice President and Chief Commercial Officer of Matson in February 2021 and has served as an officer of Matson since March 2012. He is responsible for sales, marketing, customer service, pricing, government services, and the China office network for the ocean transportation division. Lauer has over 30 years of experience in the maritime industry, having joined Matson in 2007 as Director, Transpacific Services.

Jerome J. Holland, Executive Vice President and President, Matson Logistics

Jerome J. Holland was named Executive Vice President and President of Matson Logistics, Inc. effective July 1, 2025. He oversees all facets of the company's logistics services. Holland joined Matson in May 2013 and has served in executive positions responsible for investor relations, strategic planning, mergers and acquisitions, and business development. Prior to Matson, Holland worked for 12 years in investment banking and corporate finance roles at two leading public shipping companies.

AI Analysis | Feedback

The key risks to Matson's business include:

  1. Economic Downturns and Demand Fluctuations: Matson's revenue is heavily reliant on the economic health and consumer demand in the domestic non-contiguous economies it serves, such as Hawaii, Alaska, and Guam, as well as the robust trade flows between China and Long Beach, California. A significant economic slowdown, reduced consumer spending, or disruptions in these key markets would directly lead to decreased freight volumes across all commodity types, from consumer goods and building materials to automobiles, thereby negatively impacting Matson's ocean transportation and logistics segments.

  2. Fuel Price Volatility: As an ocean transportation company operating a fleet of vessels, Matson's operating costs are significantly exposed to fluctuations in bunker fuel prices. While the company may implement fuel surcharges, sustained increases or extreme volatility in fuel costs can erode profit margins, increase operational expenses, and potentially impact the competitiveness of its services.

  3. Regulatory Changes and Geopolitical Risks: Matson operates within a highly regulated global shipping industry, subject to evolving environmental regulations (e.g., emissions standards), maritime safety rules, and international trade policies. Changes in these regulations can necessitate significant capital expenditures for vessel upgrades or alter operational procedures, increasing costs. Furthermore, geopolitical tensions, particularly concerning the critical China-to-Long Beach trade lane, or shifts in trade agreements could disrupt shipping routes, impose tariffs, or reduce overall trade volumes, directly impacting Matson's business performance.

AI Analysis | Feedback

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AI Analysis | Feedback

Matson, Inc. (MATX) operates in several addressable markets related to ocean transportation and logistics services. The market sizes for their main products and services, by region, are as follows:

Ocean Transportation Segment

  • Hawaii Ocean Freight Transportation: The entire state of Hawaii's commercial harbor system processed 1.75 million containers, measured in Twenty-foot Equivalent Units (TEU), with a total of 18.95 million short tons of cargo in Fiscal Year 2024.
  • Alaska Ocean Freight Transportation: The Ocean & Coastal Transportation industry in Alaska is projected to have a market size of $1.3 billion in 2026. Additionally, Alaska waterways move 36 million tons of domestic freight every year.
  • Guam Ocean Freight Transportation: Over $800 million in goods are imported to Guam yearly, and more than $20 million in goods are exported each year. The Port of Guam handles more than 90 percent of the island's total imports and processed 99,908 containers.
  • Micronesia Ocean Freight Transportation: Unable to size in USD. The Micronesian states generally experience high transportation costs and rely heavily on external shipping lines. The Port of Majuro (Marshall Islands, part of the Micronesia region) has an estimated annual handling capacity of 20,000 TEUs.
  • Expedited Service from China to Long Beach, California, and other Pacific Islands (including Okinawa, Japan): The global expedited shipping service market size was approximately $48.5 billion in 2023 and is projected to reach around $95.4 billion by 2032. This global figure encompasses various modes, including sea.

Logistics Segment (United States)

  • Overall U.S. Logistics Market: The U.S. logistics market was valued at USD 485 billion in 2025 and is projected to reach USD 854.85 billion by 2034, growing at a Compound Annual Growth Rate (CAGR) of 6.5% from 2026 to 2034.
  • Multimodal Transportation Brokerage Services: The North America multimodal transport market size was USD 23.75 billion in 2025 and is forecasted to grow to approximately USD 48.99 billion by 2035. Globally, the multimodal transport market size was USD 99.04 billion in 2025 and is projected to increase to USD 204.69 billion by 2035.
  • Freight Forwarding Services: The market size of Freight Forwarding Brokerages & Agencies in the U.S. is $127.7 billion in 2025.
  • Warehousing and Distribution Services: The global warehousing and distribution logistics market size was valued at USD 1.35 trillion in 2025. The U.S. warehousing and distribution logistics market was valued at $59.2 billion in 2023.

AI Analysis | Feedback

Matson, Inc. (MATX) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

  1. Sustained Demand and Premium Pricing in China Expedited Services: Matson anticipates continued strength in its China expedited services (CLX and MAX), driven by robust e-commerce and e-goods demand. The company expects elevated freight rates in this service to continue, supported by a stable trading environment in the Transpacific tradelane, partially influenced by the U.S.-China trade and economic deal announced in late 2025.
  2. Strategic Expansion into Southeast Asia: Matson is expanding its ocean transportation network through new feeder services from countries like Vietnam and Thailand. This strategic move aims to capture growing export demand and achieve premium pricing in these evolving trade lanes, diversifying freight origins and enhancing its niche, expedited service offerings.
  3. Growth in the Logistics Segment, particularly Supply Chain Management: The company's Logistics segment is expected to contribute to revenue growth, primarily driven by a higher contribution from supply chain management services. This segment provides multimodal transportation brokerage, warehousing, distribution, and freight forwarding services, complementing its ocean transportation offerings.
  4. Recovery and Modest Growth in Domestic Non-Contiguous Markets: Matson foresees a modest recovery and growth in its domestic non-contiguous economies, including Hawaii, Guam, and Alaska. This growth is supported by expectations of continued improvement in the Guam economy due to low unemployment and increased construction activity, as well as an increase in construction jobs in Hawaii from government-related projects and rebuilding efforts in Maui. The Alaska service has also experienced increased container volumes.

AI Analysis | Feedback

Share Repurchases

  • Matson repurchased approximately 2.7 million shares for a total cost of $307.4 million in 2025.
  • The company's annual share buybacks were $199.1 million in 2024 and $155.2 million in 2023.
  • Since the share repurchase program began in August 2021 through the end of 2025, Matson repurchased 13.9 million shares for approximately $1.3 billion. The Board of Directors also approved adding three million shares to the existing twelve million share repurchase program and extending it to December 31, 2027.

Capital Expenditures

  • Matson has a significant fleet upgrade program of approximately $1.0 billion for three new LNG-ready Aloha Class ships, with deliveries expected between 2027 and 2028. These new vessels are projected to expand China service capacity by about 15,000 containers annually and replace older diesel ships on the Hawaii route.
  • In 2025, the company made capital expenditure payments, excluding new vessel construction, of $149.1 million, and new vessel construction expenditures totaled $244.3 million.
  • The company is also undertaking modernizations and upgrades for its Honolulu and Alaska terminals.

Better Bets vs. Matson (MATX)

Peer Outperformance in Marine Transportation

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Share of Marine Transportation constituents that MATX has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
insufficient peer history
3Y
insufficient peer history
5Y
insufficient peer history
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Median price return by industry across the Industrials sector, ranked by 5Y. Marine Transportation is MATX's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Construction & Engineering 31 18.6%119.5%200.2% CDNL 3072% · FIX 2084% · STRL 2083%
Marine Transportation ← 4 55.4%58.5%147.6% MATX 207% · KEX 152% · SFL 143%
Construction Machinery & Heavy Transportation Equipment 13 11.7%64.9%118.6% CAT 312% · ALSN 277% · WAB 250%
Aerospace & Defense 55 7.7%62.2%79.9% ATI 1067% · FTAI 893% · DFNS 883%
Passenger Ground Transportation 3 -5.5%73.0%69.4% UBER 91% · CAR 69% · LYFT -64%
Industrial Machinery & Supplies & Components 71 10.0%54.7%54.5% CRS 1403% · PSIX 808% · GHM 697%
Rail Transportation 7 36.1%73.7%50.1% FSTR 112% · CSX 65% · UNP 57%
Cargo Ground Transportation 16 33.6%11.6%44.3% XPO 256% · R 249% · CVLG 219%
Trading Companies & Distributors 18 1.2%36.5%33.9% DXPE 521% · AIT 300% · URI 221%
Diversified Support Services 34 8.3%34.2%33.0% LIME 4698% · WLFC 362% · TH 356%
Electrical Components & Equipment 41 23.2%48.8%24.4% POWL 2312% · BE 859% · VRT 826%
Building Products 33 -10.1%14.7%24.0% LMB 421% · GFF 413% · PPIH 278%
Industrial Conglomerates 17 15.4%24.7%5.1% RCMT 741% · CSW 151% · TTI 136%
Environmental & Facilities Services 28 -8.1%17.8%3.3% CECO 854% · ADUR 623% · GEO 318%
Office Services & Supplies 10 13.0%23.5%3.2% TILE 180% · PBI 165% · EBF 58%
Research & Consulting Services 13 -7.6%-18.4%-1.9% HURN 224% · CRAI 95% · GRNQ 26%
Agricultural & Farm Machinery 17 -3.2%-3.1%-16.4% BLBD 185% · DE 84% · GENC 66%
Data Processing & Outsourced Services 6 -29.8%-8.9%-24.1% EXLS 57% · BR 18% · G -22%
Passenger Airlines 11 5.4%-2.7%-27.9% LTM 2383% · UAL 139% · SKYW 112%
Human Resource & Employment Services 21 8.7%-19.1%-34.5% BBSI 89% · ADP 52% · KFY 34%
Air Freight & Logistics 12 -13.9%-23.2%-39.0% CHRW 78% · FDX 70% · EXPD 60%
Security & Alarm Services 10 -37.3%-15.9%-41.9% CIX 114% · MG 97% · BCO 53%
Airport Services 3 -70.1%-69.9%-57.0% JOBY -35% · ASLE -57% · UP -100%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

MATXEXPDCHRWJBHTSNDRODFLMedian
NameMatson Expedito.C.H. Rob.JB Hunt .Schneide.Old Domi. 
Mkt Price222.68187.83142.86259.8834.84201.48194.66
Mkt Cap6.724.616.924.56.141.820.7
Rev LTM3,45912,03616,99712,7015,8195,6038,928
Op Inc LTM4971,1838349561771,448895
FCF LTM1119246181,1002081,115771
FCF 3Y Avg247810523635128979579
CFO LTM5849736851,5956341,394829
CFO 3Y Avg6048555941,5116551,514755

Growth & Margins

MATXEXPDCHRWJBHTSNDRODFLMedian
NameMatson Expedito.C.H. Rob.JB Hunt .Schneide.Old Domi. 
Rev Chg LTM-0.2%6.8%-0.1%5.3%6.2%-0.6%2.6%
Rev Chg 3Y Avg0.8%0.9%-5.3%-2.6%-0.8%-2.0%-1.4%
Rev Chg Q16.7%32.1%19.3%19.4%10.4%10.4%18.0%
QoQ Delta Rev Chg LTM4.2%7.6%4.9%4.7%2.6%2.7%4.4%
Op Inc Chg LTM-13.4%6.0%10.2%18.4%-3.3%1.1%3.6%
Op Inc Chg 3Y Avg3.9%-0.5%8.2%-5.1%-18.8%-5.0%-2.7%
Op Mgn LTM14.4%9.8%4.9%7.5%3.0%25.8%8.7%
Op Mgn 3Y Avg14.1%9.7%4.1%7.0%3.1%26.4%8.4%
QoQ Delta Op Mgn LTM0.9%0.2%0.0%0.2%0.2%1.3%0.2%
CFO/Rev LTM16.9%8.1%4.0%12.6%10.9%24.9%11.7%
CFO/Rev 3Y Avg17.9%7.9%3.5%12.2%11.8%26.4%12.0%
FCF/Rev LTM3.2%7.7%3.6%8.7%3.6%19.9%5.7%
FCF/Rev 3Y Avg7.5%7.5%3.1%5.1%2.3%17.1%6.3%

Valuation

MATXEXPDCHRWJBHTSNDRODFLMedian
NameMatson Expedito.C.H. Rob.JB Hunt .Schneide.Old Domi. 
Mkt Cap6.724.616.924.56.141.820.7
P/S1.92.01.01.91.07.51.9
P/Op Inc13.520.820.325.634.628.923.2
P/EBIT12.020.820.325.533.928.823.1
P/E14.526.826.736.354.738.431.5
P/CFO11.525.324.715.39.630.020.0
Total Yield7.6%4.6%5.5%3.5%2.9%3.2%4.0%
Dividend Yield0.7%0.8%1.8%0.7%1.1%0.6%0.8%
FCF Yield 3Y Avg5.8%4.5%3.8%3.2%2.5%2.5%3.5%
D/E0.10.00.10.00.10.00.1
Net D/E0.1-0.00.10.00.0-0.00.0

Returns

MATXEXPDCHRWJBHTSNDRODFLMedian
NameMatson Expedito.C.H. Rob.JB Hunt .Schneide.Old Domi. 
1M Rtn5.9%7.1%-23.4%-9.7%-7.4%-13.5%-8.5%
3M Rtn22.7%19.1%-17.7%0.6%4.6%-4.2%2.6%
6M Rtn36.0%26.2%-18.8%17.4%29.2%4.2%21.8%
12M Rtn111.4%58.1%15.9%74.5%39.5%27.4%48.8%
3Y Rtn164.4%70.2%63.4%42.5%25.4%0.2%53.0%
1M Excs Rtn2.7%3.9%-26.7%-13.0%-10.6%-16.8%-11.8%
3M Excs Rtn20.3%16.7%-20.1%-1.8%2.2%-6.6%0.2%
6M Excs Rtn24.1%14.3%-30.7%5.5%17.3%-7.7%9.9%
12M Excs Rtn98.2%40.1%-2.0%62.6%24.5%15.3%32.3%
3Y Excs Rtn82.7%-4.4%-11.0%-34.4%-50.3%-71.1%-22.7%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Ocean Transportation2,7362,8102,4773,5453,133
Logistics609612618798792
Total3,3443,4223,0954,3433,925


Operating Income by Segment
$ Mil20252024202320222021
Ocean Transportation4565012951,2811,138
Logistics4450487250
Total5005513431,3541,188


Assets by Segment
$ Mil20232022202120202019
Ocean Transportation3,6453,7053,0972,4312,424
Logistics649625596470421
Total4,2954,3303,6932,9012,845


Price Behavior

Price Behavior
Market Price$222.68 
Market Cap ($ Bil)6.8 
First Trading Date05/03/1973 
Distance from 52W High-0.2% 
   50 Days200 Days
DMA Price$206.75$165.80
DMA Trendupup
Distance from DMA7.7%34.3%
 3M1YR
Volatility32.7%36.0%
Downside Capture-23.4287.78
Upside Capture73.75157.16
Correlation (SPY)13.8%40.9%
MATX Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta0.100.110.400.901.091.02
Up Beta1.54-0.070.450.500.690.81
Down Beta1.460.940.721.051.201.01
Up Capture-29%22%58%122%184%184%
Bmk +ve Days11223567138427
Stock +ve Days9192761133385
Down Capture-121%-54%-8%84%91%103%
Bmk -ve Days11212859114326
Stock -ve Days13233564118365

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MATX
MATX119.0%36.0%2.23-
Sector ETF (XLI)20.1%17.1%0.9039.3%
Equity (SPY)21.2%12.9%1.2340.6%
Gold (GLD)39.0%28.8%1.146.0%
Commodities (DBC)40.9%20.2%1.58-10.5%
Real Estate (VNQ)13.9%13.8%0.7029.0%
Bitcoin (BTCUSD)-30.4%44.2%-0.6920.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MATX
MATX26.1%39.7%0.69-
Sector ETF (XLI)12.8%17.6%0.5650.2%
Equity (SPY)12.8%17.2%0.5746.2%
Gold (GLD)20.6%18.6%0.90-1.4%
Commodities (DBC)10.2%19.6%0.4110.0%
Real Estate (VNQ)2.4%18.9%0.0237.4%
Bitcoin (BTCUSD)11.2%52.8%0.4019.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MATX
MATX21.9%42.2%0.61-
Sector ETF (XLI)13.7%20.0%0.6052.3%
Equity (SPY)15.1%17.9%0.7247.8%
Gold (GLD)12.9%16.3%0.65-3.6%
Commodities (DBC)7.8%18.1%0.3514.7%
Real Estate (VNQ)5.0%20.7%0.2037.8%
Bitcoin (BTCUSD)63.1%66.2%1.0312.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7312026
Short Interest: Shares Quantity1.0 Mil
Short Interest: % Change Since 71520267.5%
Average Daily Volume0.3 Mil
Days-to-Cover Short Interest3.1 days
Basic Shares Quantity30.1 Mil
Short % of Basic Shares3.2%

Earnings Returns History

Updated 8/12/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/3/20262.9%0.8% 
5/4/20269.6%6.7%9.0%
2/24/20261.8%0.9%-1.6%
11/4/202512.0%11.0%19.1%
7/31/20251.2%3.4%-2.2%
5/5/2025-15.4%3.9%2.7%
2/25/20251.7%-4.2%-6.0%
10/30/202415.9%24.3%14.9%
...
SUMMARY STATS   
# Positive161913
# Negative9611
Median Positive2.9%3.9%11.6%
Median Negative-2.1%-3.8%-6.8%
Max Positive15.9%24.8%37.2%
Max Negative-15.4%-8.0%-19.2%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/3/20262.9%0.8% 
5/4/20269.6%6.7%9.0%
2/24/20261.8%0.9%-1.6%
11/4/202512.0%11.0%19.1%
7/31/20251.2%3.4%-2.2%
5/5/2025-15.4%3.9%2.7%
2/25/20251.7%-4.2%-6.0%
10/30/202415.9%24.3%14.9%
8/1/20242.3%0.9%7.6%
4/30/2024-2.1%3.9%15.1%
2/20/2024-1.2%-2.4%-9.5%
10/30/2023-3.7%0.9%4.4%
8/1/20230.9%1.8%-4.4%
5/4/20236.4%2.9%13.2%
2/21/2023-1.2%1.7%-8.3%
11/2/2022-5.2%-7.3%-8.9%
8/1/2022-8.7%-8.0%-19.2%
5/3/20222.8%-2.1%0.1%
2/17/202211.2%24.8%37.2%
11/3/20213.5%4.2%-6.5%
7/29/20212.3%8.0%20.6%
4/27/2021-1.7%-3.4%-6.8%
2/23/2021-1.3%1.0%-9.4%
11/2/202010.4%12.8%11.6%
8/5/20202.0%7.9%6.7%
SUMMARY STATS   
# Positive161913
# Negative9611
Median Positive2.9%3.9%11.6%
Median Negative-2.1%-3.8%-6.8%
Max Positive15.9%24.8%37.2%
Max Negative-15.4%-8.0%-19.2%

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202608/04/202610-Q
03/31/202605/05/202610-Q
12/31/202502/27/202610-K
09/30/202511/05/202510-Q
06/30/202508/01/202510-Q
03/31/202505/06/202510-Q
12/31/202402/28/202510-K
09/30/202410/31/202410-Q
06/30/202408/02/202410-Q
03/31/202405/01/202410-Q
12/31/202302/23/202410-K
09/30/202310/31/202310-Q
06/30/202308/02/202310-Q
03/31/202305/05/202310-Q
12/31/202202/24/202310-K
09/30/202211/03/202210-Q
Collapse to Preview
Report DateFiling DateFiling
06/30/202608/04/202610-Q
03/31/202605/05/202610-Q
12/31/202502/27/202610-K
09/30/202511/05/202510-Q
06/30/202508/01/202510-Q
03/31/202505/06/202510-Q
12/31/202402/28/202510-K
09/30/202410/31/202410-Q
06/30/202408/02/202410-Q
03/31/202405/01/202410-Q
12/31/202302/23/202410-K
09/30/202310/31/202310-Q
06/30/202308/02/202310-Q
03/31/202305/05/202310-Q
12/31/202202/24/202310-K
09/30/202211/03/202210-Q
06/30/202208/02/202210-Q
03/31/202205/04/202210-Q
12/31/202102/25/202210-K
09/30/202111/04/202110-Q
06/30/202107/30/202110-Q
03/31/202104/28/202110-Q
12/31/202002/26/202110-K
09/30/202011/02/202010-Q
06/30/202008/05/202010-Q
03/31/202005/05/202010-Q
12/31/201902/28/202010-K
09/30/201911/08/201910-Q

Insider Activity

Updated 8/24/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Angoco, Vic S JRExecutive Vice PresidentDirectSell8242026222.762,293510,7842,786,035Form
2Heilmann, Peter TEVP, Chief Admin. Officer & GCDirectSell8192026220.155,0001,100,7504,514,396Form
3Scott, Christopher AEVP & Chief Commercial OfficerDirectSell8192026219.90600131,9402,057,052Form
4Taylor, Jason LeeSenior Vice PresidentDirectSell8132026217.001,961425,5372,034,809Form
5Park, Kuuhaku TSenior Vice PresidentDirectSell8122026208.491,000208,4902,081,629Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Angoco, Vic S JRExecutive Vice PresidentDirectSell8242026222.762,293510,7842,786,035Form
2Heilmann, Peter TEVP, Chief Admin. Officer & GCDirectSell8192026220.155,0001,100,7504,514,396Form
3Scott, Christopher AEVP & Chief Commercial OfficerDirectSell8192026219.90600131,9402,057,052Form
4Taylor, Jason LeeSenior Vice PresidentDirectSell8132026217.001,961425,5372,034,809Form
5Park, Kuuhaku TSenior Vice PresidentDirectSell8122026208.491,000208,4902,081,629Form
6Isotoff, Leonard PSenior Vice PresidentDirectSell8122026208.301,250260,3701,359,577Form
7Sullivan, John WarrenSenior Vice PresidentDirectSell8112026208.491,917399,6751,590,779Form
8Tungul, Jennifer CSenior Vice PresidentDirectSell8112026208.4940283,8131,220,083Form
9Cox, Matthew JChairman & CEODirectSell7292026199.8110,0001,998,13047,814,442Form
10Cox, Matthew JChairman & CEODirectSell6292026192.9110,0001,929,12448,092,302Form
11Rascon, Laura LSenior Vice PresidentDirectSell6082026188.532,800527,8972,951,700Form
12Cox, Matthew JChairman & CEODirectSell6082026190.0810,0001,900,80749,287,165Form
13Cerocke, Grace MSenior Vice PresidentDirectSell5282026183.571,200220,2843,301,690Form
14Scott, Christopher ASenior Vice PresidentDirectSell5212026181.051,520275,1961,757,722Form
15Park, Kuuhaku TSenior Vice PresidentDirectSell5132026180.192,500450,4751,979,263Form
16Heilmann, Peter TEVP, Chief Admin. Officer & GCDirectSell5132026180.197,1731,292,5034,595,926Form
17Scott, Christopher ASenior Vice PresidentDirectSell5112026180.143,305595,3632,022,700Form
18Sullivan, John WarrenSenior Vice PresidentDirectSell5112026180.143,331600,0461,719,797Form
19Tilden, Bradley D DirectSell5112026181.851,594289,8691,373,877Form
20Scott, Christopher ASenior Vice PresidentDirectSell3122026155.002,509388,8952,252,691Form
21Tungul, Jennifer CSenior Vice PresidentDirectSell3102026152.99654100,055956,799Form
22Sullivan, John WarrenSenior Vice PresidentDirectSell3102026148.673,255483,9211,914,572Form
23Lauer, John PEVP & Chief Commercial OfficerDirectSell3062026166.138,6031,429,2163,943,594Form
24Isotoff, Leonard PSenior Vice PresidentDirectSell3042026165.321,500247,9771,285,701Form
25Park, Kuuhaku TSenior Vice PresidentDirectSell3042026169.792,000339,5862,289,539Form
26Taylor, Jason LeeSenior Vice PresidentDirectSell3042026165.703,026501,4082,152,112Form
27Stuck, Kevin LVP and ControllerDirectSell3042026167.082,524421,710389,463Form
28Heilmann, Peter TEVP, Chief Admin. Officer & GCDirectSell3042026165.4613,0002,151,0145,407,152Form
29Kinney, Richard SSenior Vice PresidentDirectSell3032026165.325,225863,8021,115,255Form
30Angoco, Vic S JRExecutive Vice PresidentDirectSell3032026165.316,1891,023,0782,446,527Form
31Rascon, Laura LSenior Vice PresidentDirectSell3032026169.341,000169,3383,216,750Form
32Isotoff, Leonard PSenior Vice PresidentDirectSell8192025105.7650052,880544,043Form
33Scott, Christopher ASenior Vice PresidentDirectSell8072025109.941,044114,7771,477,740Form
Core Cache Last Updated: 8/24/2026