Matson

Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus estimates across all key metrics: revenue of $969.4M beat the $894M expected by 8.43%, while EBIT reached $158.9M, outperforming the $140M consensus by 13.50%. The beat was driven by a 15.2% YoY volume surge and higher freight rates in the China service, alongside a 30.4% increase in Logistics revenue. Management issued strong guidance, projecting Q3 FY26 Ocean Transportation operating income to grow approximately 45% YoY, reinforcing a robust outlook for the Transpacific market.