Matson Yönetim
Yönetim kriter kontrolleri 4/4
Matson CEO'su Matt Cox, Jun2012 tarihinde atandı, in görev süresi 13.92 yıldır. in toplam yıllık tazminatı $ 6.49M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.8% maaş ve 85.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.8% ine doğrudan sahiptir ve bu hisseler $ 44.15M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 9.1 yıl ve 8.1 yıldır.
Anahtar bilgiler
Matt Cox
İcra Kurulu Başkanı
US$6.5m
Toplam tazminat
| CEO maaş yüzdesi | 14.85% |
| CEO görev süresi | 13.9yrs |
| CEO sahipliği | 0.8% |
| Yönetim ortalama görev süresi | 9.1yrs |
| Yönetim Kurulu ortalama görev süresi | 8.1yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • May 22
Matson: Better Outlook, But The Stock Already Prices In The Quality
Summary Matson demonstrates strong business quality and disciplined management, but current valuation limits upside after a significant stock rally. Q4 2025 results highlight resilient margins and stable operating income, though headline EPS was boosted by a one-off tax benefit. Q1 2026 volumes and operating income declined YoY, yet management guides for 2026 operating income above 2025, improving forward visibility. China demand recovery is a key swing factor for MATX, but ongoing capital intensity and cyclical risks temper the investment case; hold rating maintained. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...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 Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$83m |
Tazminat ve Piyasa: Matt 'ın toplam tazminatı ($USD 6.49M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.38M ).
Tazminat ve Kazançlar: Matt 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Matt Cox (64 yo)
13.9yrs
Görev süresi
US$6,490,286
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman & CEO | 13.9yrs | US$6.49m | 0.80% $ 44.1m | |
| Executive VP & CFO | 14.7yrs | US$2.30m | 0.33% $ 18.2m | |
| Executive VP | 9.1yrs | US$1.98m | 0.066% $ 3.6m | |
| 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 | Veri yok | Veri yok | |
| Director of Corporate Communications | 10.8yrs | Veri yok | Veri yok | |
| Senior Vice President of Human Resources | no data | Veri yok | 0.037% $ 2.1m | |
| Senior Vice President of Finance - Matson Logistics | 5.3yrs | Veri yok | 0.063% $ 3.5m | |
| Senior Vice President of Asia | 5.3yrs | Veri yok | 0.054% $ 3.0m | |
| Senior Vice President of Network Operations | 6.1yrs | Veri yok | 0.022% $ 1.2m | |
| Senior Vice President of Customer Experience | 5.3yrs | Veri yok | 0.061% $ 3.4m |
9.1yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş
Deneyimli Yönetim: MATX 'un yönetim ekibi deneyimli ve deneyimlidir ( 9.1 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman & CEO | 13.9yrs | US$6.49m | 0.80% $ 44.1m | |
| 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 | 0.022% $ 1.2m | |
| 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
Ortalama Görev Süresi
68yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: MATX 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.1 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/25 04:17 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Matson, Inc. 12 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Sloan Bohlen | Goldman Sachs |
| Robert Cheek | Hyundai Motor Securities Co. Ltd. |
| Tomohiko Sano | J.P. Morgan |