Matson マネジメント
マネジメント 基準チェック /44
Matsonの CEO はMatt Coxで、 Jun2012年に任命され、 の在任期間は 13.92年です。 の年間総報酬は$ 6.49Mで、 14.8%給与と85.2%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.8%を直接所有しており、その価値は$ 44.36M 。経営陣と取締役会の平均在任期間はそれぞれ9.1年と8.1年です。
主要情報
Matt Cox
最高経営責任者
US$6.5m
報酬総額
| CEO給与比率 | 14.85% |
| CEO在任期間 | 13.9yrs |
| CEOの所有権 | 0.8% |
| 経営陣の平均在職期間 | 9.1yrs |
| 取締役会の平均在任期間 | 8.1yrs |
経営陣の近況
Recent updates
ナラティブ更新 • May 10
MATX: Elevated Profit Assumptions And Buybacks Will Support Further Upside
Analysts have increased their fair value estimate for Matson from $115 to $217, citing updated assumptions for revenue growth, profit margins and future P/E that are consistent with the recent bullish initiation from JPMorgan and similar Street research. Analyst Commentary While the higher fair value estimate aligns with recent bullish work from JPMorgan, not all research is leaning in the same direction.
ナラティブ更新 • Apr 24
MATX: Future Upside Will Be Driven By New Cargo Security Program
Analysts kept their $217 price target on Matson broadly in line with prior views, citing only small tweaks to long term assumptions around the discount rate, revenue growth, profit margin and future P/E as they refreshed their models. What's in the News Matson plans to launch a new cargo security program in the second quarter of 2026 in partnership with BNSF Railway and War-Lok, adding two layers of protection to most international intermodal cargo at no added cost to customers (Key Developments).ナラティブ更新 • Apr 09
MATX: Future Upside Will Be Driven By Execution And Buyback Support
Analysts have raised their fair value estimate for Matson from $213 to $217, reflecting updated assumptions on revenue growth, discount rate, profit margin, and future P/E, following recent Street research that included a $23 increase in the price target at Stephens. Analyst Commentary Recent Street research has highlighted a more constructive tone around Matson, with the updated fair value estimate aligning with bullish price target revisions.
ナラティブ更新 • Mar 26
MATX: Truckload Spot Rate Strength Will Support Future Earnings Power
Analysts have lifted their price targets on Matson by as much as $23, citing improving transport indicators such as stronger truckload spot rates, even as broader freight metrics remain muted. Analyst Commentary Recent research points to a split view on Matson, with bullish analysts lifting price targets and pointing to improving transport indicators, while more cautious voices focus on the still-muted backdrop in freight and manufacturing data.ナラティブ更新 • Mar 09
MATX: Muted Freight Cycle And Buybacks Will Support Future Earnings Power
Analysts have lifted their price target on Matson by $23, reflecting updated assumptions around fair value at $213, modestly lower discount and profit margin inputs, and slightly higher expectations for revenue growth and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as aligning with updated fair value assumptions, with the latest move to $213 reflecting more confidence in the earnings power that could support current and future P/E multiples.ナラティブ更新 • Feb 22
MATX: Muted Transport Cycle Will Support Margins And Share Repurchase Upside
Narrative Update The analyst price target for Matson has increased from $178.50 to $190.00. Analysts attribute this change to updated views on revenue growth, margins, and transport cycle trends highlighted in recent research as key drivers behind the shift.ナラティブ更新 • Feb 08
MATX: Future Upside Will Be Driven By Buybacks And Freight Recovery
Analysts have lifted their price targets on Matson by up to US$23, citing improving freight indicators and a slightly refined outlook on revenue growth, profitability, and long term price-to-earnings ratio assumptions. Analyst Commentary Bullish analysts are signaling stronger conviction in Matson, with recent research pointing to a more constructive view on both the freight backdrop and the company’s positioning within it.Seeking Alpha • Feb 05
Matson: From Mispricing To Mature Quality
Summary Matson remains a stable compounder, outperforming typical shipping peers due to its disciplined operations and strategic routes. Recent Q4 preliminary results were solid, but normalized EPS reveals lower real earning power after one-time tax adjustments. The market now fully prices MATX's quality, reducing upside asymmetry and making the stock less attractive for new purchases. I recommend holding MATX, trimming profits if entry was low, while maintaining a core position for its stability and capital returns. Read the full article on Seeking Alphaナラティブ更新 • Jan 25
MATX: Future Upside Will Be Driven By Buybacks And Margin Improvements
Narrative Update on Matson The analyst price target for Matson has moved from US$180 to US$213. Analysts point to updated assumptions for modest revenue growth, a higher profit margin outlook, and a lower future P/E multiple, along with recent Street research that highlights changing conditions across transport markets.分析記事 • Jan 22
Matson, Inc. (NYSE:MATX) Shares Fly 26% But Investors Aren't Buying For Growth
Despite an already strong run, Matson, Inc. ( NYSE:MATX ) shares have been powering on, with a gain of 26% in the last...ナラティブ更新 • Jan 10
MATX: Higher Fair Value Assumptions Will Support Future Freight Cycle Upside
Analysts have lifted their fair value estimate for Matson to about $178.50 from $144.00, citing a higher price target backdrop and updated assumptions around revenue growth, profit margins, and forward P/E multiples. Analyst Commentary Recent research points to a mixed backdrop for transport, with several freight indicators still soft even as certain pricing trends show signs of firming.分析記事 • Jan 06
We Think Matson (NYSE:MATX) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブ更新 • Dec 27
MATX: Future Upside Will Be Driven By Aggressive Share Repurchases
Analysts have nudged their price target on Matson slightly higher to approximately $180, based on a modestly richer forward earnings multiple offset by marginally softer growth and margin expectations. What's in the News Issued new guidance indicating fourth quarter 2025 consolidated operating income is expected to be approximately 30% below the 147.5 million dollars generated in fourth quarter 2024, with full year 2025 interest income projected at about 32 million dollars (company guidance).ナラティブ更新 • Dec 13
MATX: Share Repurchases Will Drive Attractive Future Upside Potential
Narrative Update on Matson Analysts have raised their price target on Matson from 160 dollars to 180 dollars per share, reflecting higher expected valuation multiples despite more conservative assumptions on revenue growth and profit margins. What's in the News Completed a major share repurchase program, buying back 615,000 shares in the latest tranche and a total of about 35% of shares outstanding.ナラティブ更新 • Nov 29
MATX: Share Buyback Momentum And Whale Detection Will Support Future Gains
Analysts have maintained Matson's price target at $144.00. They cite a stable outlook, driven by modest improvements in profit margin and a slight decrease in the company's expected future price-to-earnings ratio.ナラティブ更新 • Nov 15
MATX: Share Buyback and Whale Protection Technology Will Drive Future Outperformance
Analysts have raised their price target for Matson from $135 to $144. They cite improved revenue growth projections and stronger profit margins as key factors in their revised outlook.分析記事 • Nov 09
Matson, Inc.'s (NYSE:MATX) Shares Bounce 26% But Its Business Still Trails The Market
Matson, Inc. ( NYSE:MATX ) shareholders would be excited to see that the share price has had a great month, posting a...ナラティブ更新 • Nov 01
MATX: Fair Value And Rising P/E Will Support Long-Term Stability
Analysts have revised their price target for Matson, maintaining a fair value estimate at $135.00. Recent updates reflect expectations for slower revenue growth and reduced profit margins, balanced by changes in the projected discount rate and future price-to-earnings ratio.ナラティブ更新 • Oct 17
Vietnam Growth And Fleet Modernization Will Shape A Volatile Market
Analysts have raised their price target for Matson from $110 to $135, citing improved profit margins and a slightly lower discount rate as key factors driving the upward revision. What's in the News Completed the repurchase of 860,000 shares from April to June 2025, representing 2.63 percent for $92.73 million, as part of a broader buyback totaling 12,529,044 shares since June 2021 (Key Developments).ナラティブ更新 • Oct 03
Vietnam Growth And Fleet Modernization Will Shape A Volatile Market
Analysts have lowered their price target for Matson from $115 to $110. They cite continued softness in freight rates and volumes, along with a more cautious outlook for the upcoming quarter.ナラティブ更新 • Aug 30
Vietnam Growth And Fleet Modernization Will Shape A Volatile Market
Matson’s consensus price target has been revised down to $115 from $137.50 as analysts anticipate softer freight rates and volumes to weigh on near-term results, offsetting better-than-expected Q2 performance and prompting a more cautious outlook. Analyst Commentary Freight rates and volumes have softened further in July, pressuring near-term revenue outlook.分析記事 • Aug 05
Matson (NYSE:MATX) Is Increasing Its Dividend To $0.36
Matson, Inc.'s ( NYSE:MATX ) dividend will be increasing from last year's payment of the same period to $0.36 on 4th of...分析記事 • Aug 01
Does Matson (NYSE:MATX) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jul 18
Matson's (NYSE:MATX) Upcoming Dividend Will Be Larger Than Last Year's
Matson, Inc.'s ( NYSE:MATX ) periodic dividend will be increasing on the 4th of September to $0.36, with investors...分析記事 • Jul 15
Why Matson, Inc. (NYSE:MATX) Could Be Worth Watching
Matson, Inc. ( NYSE:MATX ), is not the largest company out there, but it received a lot of attention from a substantial...分析記事 • Jul 01
Matson (NYSE:MATX) Will Pay A Larger Dividend Than Last Year At $0.36
Matson, Inc.'s ( NYSE:MATX ) periodic dividend will be increasing on the 4th of September to $0.36, with investors...分析記事 • Jun 23
Improved Earnings Required Before Matson, Inc. (NYSE:MATX) Shares Find Their Feet
Matson, Inc.'s ( NYSE:MATX ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy right now...分析記事 • May 14
Matson, Inc. (NYSE:MATX) Analysts Just Slashed This Year's Estimates
The latest analyst coverage could presage a bad day for Matson, Inc. ( NYSE:MATX ), with the analysts making...Seeking Alpha • Apr 17
Matson: A Quasi-Monopoly On Sale
Summary Matson benefits from the Jones Act, creating a regulated monopoly on West Coast US, Hawaii, Alaska, and Guam shipping routes. The company has achieved strong financial performance with minimal debt, thanks to its prudent capital allocation and reliable service. Despite US-China trade tensions, Matson's protected routes and upcoming efficient vessels mitigate risks, with China contributing only 33% of volume. The Jones Act is crucial for Matson's business model, supporting US shipbuilding and the merchant maritime fleet and crews. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$429m |
| Dec 31 2025 | US$6m | US$964k | US$445m |
| Sep 30 2025 | n/a | n/a | US$430m |
| Jun 30 2025 | n/a | n/a | US$494m |
| Mar 31 2025 | n/a | n/a | US$513m |
| Dec 31 2024 | US$6m | US$930k | US$476m |
| Sep 30 2024 | n/a | n/a | US$411m |
| Jun 30 2024 | n/a | n/a | US$332m |
| Mar 31 2024 | n/a | n/a | US$299m |
| Dec 31 2023 | US$6m | US$904k | US$297m |
| Sep 30 2023 | n/a | n/a | US$313m |
| Jun 30 2023 | n/a | n/a | US$459m |
| Mar 31 2023 | n/a | n/a | US$759m |
| Dec 31 2022 | US$6m | US$894k | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$6m | US$862k | US$927m |
| Sep 30 2021 | n/a | n/a | US$619m |
| Jun 30 2021 | n/a | n/a | US$406m |
| Mar 31 2021 | n/a | n/a | US$277m |
| Dec 31 2020 | US$5m | US$689k | US$193m |
| Sep 30 2020 | n/a | n/a | US$123m |
| Jun 30 2020 | n/a | n/a | US$88m |
| Mar 31 2020 | n/a | n/a | US$74m |
| Dec 31 2019 | US$4m | US$813k | US$83m |
報酬と市場: Mattの 総報酬 ($USD 6.49M ) は、 US市場 ($USD 8.41M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Mattの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Matt Cox (64 yo)
13.9yrs
在職期間
US$6,490,286
報酬
Mr. Matthew J. Cox, also known as Matt, is Chairman of the Board of Matson, Inc. since April 27, 2017 and its Chief Executive Officer since June 26, 2012. Mr. Cox serves as a Members Board at NorthStandard...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 13.9yrs | US$6.49m | 0.80% $ 44.4m | |
| Executive VP & CFO | 14.7yrs | US$2.30m | 0.33% $ 18.2m | |
| Executive VP | 9.1yrs | US$1.98m | 0.090% $ 5.0m | |
| Executive Vice President of Operations at Walnut Creek | 13.9yrs | US$1.56m | 0.049% $ 2.7m | |
| Executive VP & Chief Commercial Officer | 9.1yrs | US$1.79m | 0.091% $ 5.0m | |
| Director of Investor Relations & Corporate Development | no data | データなし | データなし | |
| Director of Corporate Communications | 10.8yrs | データなし | データなし | |
| Senior Vice President of Human Resources | no data | データなし | 0.043% $ 2.4m | |
| Senior Vice President of Finance - Matson Logistics | 5.3yrs | データなし | 0.063% $ 3.5m | |
| Senior Vice President of Asia | 5.3yrs | データなし | 0.054% $ 3.0m | |
| Senior Vice President of Network Operations | 6.1yrs | データなし | 0.022% $ 1.2m | |
| Senior Vice President of Customer Experience | 5.3yrs | データなし | 0.063% $ 3.5m |
9.1yrs
平均在職期間
61yo
平均年齢
経験豊富な経営陣: MATXの経営陣は経験豊富で経験豊富です（平均在職期間は9.1年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 13.9yrs | US$6.49m | 0.80% $ 44.4m | |
| Independent Director | 6.1yrs | US$266.65k | 0.11% $ 6.3m | |
| Lead Independent Director | 9.9yrs | US$283.15k | 0.17% $ 9.2m | |
| Independent Director | 2.1yrs | US$269.65k | 0.027% $ 1.5m | |
| Independent Director | 22.1yrs | US$283.15k | 0.25% $ 13.8m | |
| Independent Director | 8.1yrs | US$279.65k | 0.096% $ 5.3m | |
| Independent Director | 7.1yrs | US$278.15k | 0.057% $ 3.1m |
8.1yrs
平均在職期間
68yo
平均年齢
経験豊富なボード: MATXの 取締役会 は 経験豊富 であると考えられます ( 8.1年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 18:08 |
| 終値 | 2026/05/11 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Matson, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| Sloan Bohlen | Goldman Sachs |
| Robert Cheek | Hyundai Motor Securities Co. Ltd. |
| Tomohiko Sano | J.P. Morgan |