财务数据和关键指标变化 - 第一季度合并营业收入为36.9百万美元,同比下降1.8百万美元 [20][21] - 利息收入增加0.6百万美元至8.8百万美元,主要由于现金及现金等价物和CCF存款的利率上升 [22] - 利息费用下降2.3百万美元至8百万美元,主要由于过去一年内债务减少 [22] - 净收入同比增长6.2%,每股摊薄收益增长10.6% [22] 各条业务线数据和关键指标变化 海运业务 - 夏威夷集装箱量同比下降1.7%,主要由于总体需求下降 [11] - 中国航线集装箱量同比下降4%,但平均运费率同比上升 [13] - 关岛集装箱量持平 [15] - 阿拉斯加集装箱量同比下降5.1%,主要由于北向航次减少一次 [16] - 合资公司SSAT营业收入同比增加220万美元至40万美元,主要由于吞吐量增加 [17] 物流业务 - 第一季度营业收入为9.3百万美元,同比下降1.6百万美元,主要由于运输经纪业务贡献下降 [18] 公司战略和发展方向及行业竞争 - 公司在所有市场都处于有利地位,能够抓住机会 [33] - 公司在中国航线上的CLX和MAX服务有望在2024年需求改善 [9][14] - 公司正在关注通过LNG燃料等方式实现气候排放目标 [66][67][68] - 公司看到更多潜在的并购机会,但保持谨慎,只关注符合自身特点的资产 [62][63] 管理层对经营环境和未来前景的评论 - 公司对2024年整体经济前景持谨慎乐观态度,预计消费者支出将保持相对稳定 [12][26] - 预计夏威夷、关岛和阿拉斯加的集装箱量将与去年持平 [11][15][16] - 预计中国航线的CLX和MAX服务需求将好于2023年,运费率也将高于去年水平 [13][14] - 物流业务的运输经纪业务预计将继续面临挑战 [18] 问答环节重要的提问和回答 问题1 **Jacob Lacks提问** 询问第二季度业绩预期是否主要来自于运量增长,还是价格上涨 [36][37] **Matt Cox和Joel Wine回答** - 第一季度呈现更为正常的季节性模式,即Lunar New Year后需求逐步恢复 [37][38] - 预计中国航线运费率将高于去年同期 [37][38] - 对于"modest"和"moderate"的用词,是指小幅增长,没有特殊含义 [39] 问题2 **Daniel提问** 询问红海地区运输中断是否对公司业务产生影响 [40] **Matt Cox回答** - 整个行业未受到显著影响,只有少量货物改变路线 [41][42][43] - 预计SSAT的盈利能力将在2025年前逐步恢复正常水平 [43][44] 问题3 **Ben Nolan提问** 询问公司是否看到更多并购机会,以及LNG燃料使用情况 [62][66] **Joel Wine和Matt Cox回答** - 看到更多公司考虑出售资产,但价格预期仍然较高 [62][63] - 公司已有1艘LNG动力船投入使用,另外2艘正在改装,未来新船交付时也将配备LNG系统 [66][67] - LNG燃料成本目前略高于传统燃料,但公司有机制可以通过燃料附加费收回成本 [68]

Matson (MATX) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.05%. A quarter ago, it was expected that this ocean transportation and logistics services company would post earnings of $1.75 per share when it actually produced earnings of $1.78, delivering a surprise of 1.71%.Over the ...

Exhibit 99.1 Investor Relations inquiries: News Media inquiries: Justin Schoenberg Keoni Wagner Matson, Inc. Matson, Inc. 510.628.4234 510.628.4534 jschoenberg@matson.com kwagner@matson.com FOR IMMEDIATE RELEASE MATSON, INC. ANNOUNCES FIRST QUARTER 2024 RESULTS ● 1Q24 EPS of $1.04 versus $0.94 in 1Q23 ● 1Q24 Net Income of $36.1 million versus $34.0 million in 1Q23 ● 1Q24 Consolidated Operating Income of $36.9 million versus $38.7 million in 1Q23 ● 1Q24 EBITDA of $82.8 million versus $81.7 million in 1Q23 ● ...

HONOLULU, April 25, 2024 /PRNewswire/ -- The Board of Directors of Matson, Inc. (NYSE: MATX), a leading U.S. carrier in the Pacific, today declared a second quarter dividend of $0.32 per common share.  The dividend will be paid on June 6, 2024 to all shareholders of record as of the close of business on May 9, 2024.   About the CompanyFounded in 1882, Matson (NYSE: MATX) is a leading provider of ocean transportation and logistics services.  Matson provides a vital lifeline of ocean freight transportation se ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-34187 Matson, Inc. (Exact name of registrant as specified in its charter) Hawaii 99-0032630 (State or other jurisdiction of (I.R.S. Employer inc ...

Matson, Inc. (NYSE:MATX) Q4 2023 Earnings Conference Call February 20, 2024 4:30 PM ET Company Participants Justin Schoenberg - Director, Investor Relations Matt Cox - Chairman and Chief Executive Officer Joel Wine - Executive Vice President and Chief Financial Officer Conference Call Participants Jacob Lacks - Wolfe Research Ben Nolan - Stifel Grant Smith - Stephens Operator Good day and thank you for standing by. Welcome to the Matson’s Fourth Quarter 2023 Financial Results Conference Call. [Operator Inst ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-34187 Matson, Inc. (Exact name of registrant as specified in its charter) Hawaii 99-0032630 (State or other jurisdict ...

分组1 - 公司的海运和物流业务部门在充满挑战的经营环境和相对疲软的美国消费者需求下继续表现良好 [10] - 中国航线的货运需求保持稳定,但运量和运价同比下降,是公司合并营业收入同比下降的主要原因 [11] - 夏威夷、阿拉斯加和关岛的运量同比也有所下降 [11] - 物流业务的营业收入下降主要是由于跨太平洋货运经纪业务的贡献下降 [12] 分组2 - 夏威夷集装箱运量同比下降1.9%,主要是由于总体需求下降 [14] - 8月毛伊岛遭受严重经济中断,旅游业可能需要数年时间才能完全恢复,重建工作也可能需要多年时间 [15] - 公司预计未来一段时间内夏威夷经济增长将放缓,因为旅游和游客抵达量将缓慢恢复 [15] - 公司中国航线运量同比下降1.3%,主要是由于没有CCX服务,但CLX+运量有所增加 [16][17] - 公司在中国航线上继续保持较高的运价溢价,并提供快速可靠的海运服务和卓越的目的地服务 [17][18] 分组3 - 关岛集装箱运量同比下降1.9%,主要是由于总体需求下降 [20] - 阿拉斯加集装箱运量同比下降9.1%,主要是由于出口海产品和北向以及南向运量下降 [21] - 公司合资终端公司SSAT的贡献同比下降2210万美元,主要是由于滞期费收入和吞吐量下降 [23][24] - 物流业务营业收入同比下降620万美元,主要是由于跨太平洋货运经纪业务贡献下降 [25] 问答环节重要的提问和回答 问题1 **Jack Atkins 提问** 公司第四季度合并营业收入预计高于第一季度,这与正常季节性趋势有何不同 [40][41] **Matt Cox 回答** 公司预计季节性模式将恢复正常,但电商业务增长可能会使第四和第一季度的季节性波动有所减弱 [41][42] 问题2 **Jacob Lacks 提问** 公司中国航线运量在第三季度大幅增长,这种趋势是否可持续 [57][58] **Joel Wine 回答** 第四季度运量将有所下降,公司仍然预计全年中国航线运量在12-13万标箱之间 [58][59] 问题3 **Ben Nolan 提问** 公司是否有增加中国航线运力的计划,以满足更多的快运需求 [65][66][67] **Joel Wine 回答** 公司增加第六艘船主要是为了确保航次准点,而不是大幅增加运力,公司目前已经掌握了大部分中国快运市场份额 [68][69][70]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-34187 Matson, Inc. (Exact name of registrant as specified in its charter) Hawaii 99-0032630 (State or other jurisdiction o ...

Matson, Inc. (NYSE:MATX) Q2 2023 Earnings Conference Call August 1, 2023 4:30 PM ET Company Participants Lee Fishman - Investor Relations Matt Cox - Chairman and Chief Executive Officer Joel Wine - Executive Vice President and Chief Financial Officer Conference Call Participants Ben Nolan - Stifel Jack Atkins - Stephens Inc. Jacob Lacks - Wolfe Research Operator Good day and thank you for standing by. Welcome to the Matson Conference Call. At this time, all participants are in a listen-only mode. After the ...