Matson(US:MATX)2025-11-04 21:30Financial Performance - Ocean Transportation revenue decreased by 101% YoY to $7183 million in 3Q25[43] - Logistics revenue decreased by 09% YoY to $1618 million in 3Q25[43] - Consolidated operating income is expected to be approximately 30% lower YoY in 4Q25[7, 51] - Equity in income of JV increased by $24 million YoY to $93 million in 3Q25[38] - Matson Logistics operating income decreased approximately $18 million YoY to $136 million in 3Q25[42] Volume Trends - Hawaii container volume increased slightly by 03% YoY in 3Q25[8] - China container volume decreased significantly by 128% YoY in 3Q25[21] - Guam container volume decreased by 42% YoY in 3Q25[24] - Alaska container volume increased by 41% YoY in 3Q25[33] Outlook and Strategic Initiatives - The company expects a more stable trading environment due to the U S and China trade deal[7, 22, 55] - The company anticipates paying approximately $20 million in port entry fees in 4Q25 before the suspension[23]