Matson 경영진
경영진 기준 점검 4/4
Matson CEO는 Matt Cox, Jun2012 에 임명되었습니다 의 임기는 13.92 년입니다. 총 연간 보상은 $6.49M, 14.8% 급여 및 85.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $42.13M 가치에 해당하는 회사 주식의 0.8% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 9.1 년과 8.1 년입니다.
핵심 정보
Matt Cox
최고경영자
US$6.5m
총 보수
| CEO 급여 비율 | 14.85% |
| CEO 재임 기간 | 13.9yrs |
| CEO 지분 보유율 | 0.8% |
| 경영진 평균 재임 기간 | 9.1yrs |
| 이사회 평균 재임 기간 | 8.1yrs |
최근 경영진 업데이트
Recent updates
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).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.
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.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.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.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.Matson: From Mispricing To Mature Quality
Feb 05MATX: 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.Matson, Inc. (NYSE:MATX) Shares Fly 26% But Investors Aren't Buying For Growth
Jan 22
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.We Think Matson (NYSE:MATX) Can Stay On Top Of Its Debt
Jan 06MATX: 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).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.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.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.Matson, Inc.'s (NYSE:MATX) Shares Bounce 26% But Its Business Still Trails The Market
Nov 09MATX: 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.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).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.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.Matson (NYSE:MATX) Is Increasing Its Dividend To $0.36
Aug 05Does Matson (NYSE:MATX) Have A Healthy Balance Sheet?
Aug 01Matson's (NYSE:MATX) Upcoming Dividend Will Be Larger Than Last Year's
Jul 18Why Matson, Inc. (NYSE:MATX) Could Be Worth Watching
Jul 15Matson (NYSE:MATX) Will Pay A Larger Dividend Than Last Year At $0.36
Jul 01Improved Earnings Required Before Matson, Inc. (NYSE:MATX) Shares Find Their Feet
Jun 23Matson, Inc. (NYSE:MATX) Analysts Just Slashed This Year's Estimates
May 14Matson: A Quasi-Monopoly On Sale
Apr 17CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| 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 |
보상 대 시장: Matt의 총 보수(USD6.49M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.73M) 수준입니다.
보상과 수익: Matt의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Matt Cox (64 yo)
13.9yrs
재임 기간
US$6,490,286
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman & CEO | 13.9yrs | US$6.49m | 0.80% $ 42.1m | |
| Executive VP & CFO | 14.7yrs | US$2.30m | 0.33% $ 17.3m | |
| Executive VP | 9.1yrs | US$1.98m | 0.089% $ 4.7m | |
| Executive Vice President of Operations at Walnut Creek | 13.9yrs | US$1.56m | 0.049% $ 2.6m | |
| Executive VP & Chief Commercial Officer | 9.1yrs | US$1.79m | 0.090% $ 4.8m | |
| Director of Investor Relations & Corporate Development | no data | 데이터 없음 | 데이터 없음 | |
| Director of Corporate Communications | 10.8yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Human Resources | no data | 데이터 없음 | 0.043% $ 2.3m | |
| Senior Vice President of Finance - Matson Logistics | 5.3yrs | 데이터 없음 | 0.063% $ 3.3m | |
| Senior Vice President of Asia | 5.3yrs | 데이터 없음 | 0.054% $ 2.8m | |
| Senior Vice President of Network Operations | 6.1yrs | 데이터 없음 | 0.022% $ 1.2m | |
| Senior Vice President of Customer Experience | 5.3yrs | 데이터 없음 | 0.062% $ 3.3m |
9.1yrs
평균 재임 기간
61yo
평균 나이
경험이 풍부한 관리: MATX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.1 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman & CEO | 13.9yrs | US$6.49m | 0.80% $ 42.1m | |
| Independent Director | 6.1yrs | US$266.65k | 0.11% $ 6.0m | |
| Lead Independent Director | 9.9yrs | US$283.15k | 0.17% $ 8.8m | |
| Independent Director | 2.1yrs | US$269.65k | 0.027% $ 1.4m | |
| Independent Director | 22.1yrs | US$283.15k | 0.25% $ 13.1m | |
| Independent Director | 8.1yrs | US$279.65k | 0.096% $ 5.1m | |
| Independent Director | 7.1yrs | US$278.15k | 0.056% $ 3.0m |
8.1yrs
평균 재임 기간
68yo
평균 나이
경험이 풍부한 이사회: MATX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.1 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/03 21:46 |
| 종가 | 2026/05/01 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Matson, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Sloan Bohlen | Goldman Sachs |
| Robert Cheek | Hyundai Motor Securities Co. Ltd. |
| Tomohiko Sano | J.P. Morgan |