Matson (MATX) ROIC: History & Chart

Name: Matson, Inc. (MATX) Return on Invested Capital (ROIC) — historical time series
Creator: TGMCharts

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Matson, Inc.(MATX)

Marine Shipping · Honolulu, HI

$223.29-2.30 (-1.02%)

Delayed quote: Sep 8, 2026, 4:00 PM EDT

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About Matson, Inc.

Matson, Inc. specializes in providing integrated ocean transportation and logistics solutions. Its Ocean Transportation segment offers crucial ocean freight services connecting the domestic non-contiguous economies of Hawaii, Alaska, and Guam, alongside other island nations within Micronesia. Their diverse cargo includes everything from refrigerated foodstuffs, packaged consumer goods, building materials, and automobiles to livestock, seafood, general sustenance, and a wide array of retail and e-commerce merchandise. Additionally, the company operates an expedited express service facilitating trade between China and Long Beach, California, extending its reach to various South Pacific islands and Okinawa, Japan. Beyond direct shipping, this segment manages comprehensive terminal operations, including container stevedoring, refrigerated cargo handling, inland transport, and container equipment maintenance across key locations in Hawaii (Oahu, Hawaii, Maui, and Kauai) and Alaska (Anchorage, Kodiak, and Dutch Harbor). They also offer vessel management and container transshipment services. Matson's Logistics division delivers a broad spectrum of multimodal transportation brokerage services. These encompass domestic and international rail intermodal, various highway trucking options (long-haul, regional, specialized, flat-bed, less-than-truckload, and expedited freight), less-than-container load consolidation, freight forwarding, warehousing, distribution, and comprehensive supply chain management, including non-vessel operating common carrier freight forwarding. Key clients include the U.S. military, freight forwarders, major retailers, consumer goods companies, and automobile manufacturers. Established in Honolulu, Hawaii, in 1882, the company was formerly known as Alexander & Baldwin Holdings, Inc. before adopting its current name, Matson, Inc., in June 2012.

Honolulu, HI

4,170 employees

www.matson.com

Industrials / Marine Shipping

Sector: Industrials
Industry: Marine Shipping
CEO: Matthew J. Cox

View full financials

MATX Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

10.16%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

9.88%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

9.44%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

16.03%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

7.46%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

6.59%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

5.65%

CURRENT VS TTM AVG

+2.83%

CURRENT VS 3Y AVG

+7.64%

CURRENT VS 5Y AVG

-36.61%

CURRENT VS 10Y AVG

+36.17%

CURRENT VS 15Y AVG

+54.15%

CURRENT VS 20Y AVG

+79.76%

SECTOR MEDIAN · INDUSTRIALS

9.55%

median of 154 covered companies

CURRENT VS SECTOR MEDIAN

+6.32%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
Matson, Inc. (MATX)	$6.76B	10.16%	9.88%	9.44%	16.03%
MSC Industrial Direct Co., Inc. (MSM)vs ›	$6.72B	12.36%	13.01%	14.71%	14.23%
Powell Industries, Inc. (POWL)vs ›	$6.65B	22.63%	26.38%	17.25%	12.41%
EnerSys (ENS)vs ›	$6.58B	13.39%	12.63%	11.22%	9.49%
AAON, Inc. (AAON)vs ›	$6.50B	11.51%	13.06%	15.91%	15.72%
Pool Corporation (POOL)vs ›	$6.46B	14.64%	16.56%	19.89%	22.25%
Federal Signal Corporation (FSS)vs ›	$7.22B	14.80%	13.96%	12.41%	11.42%
Everus Construction Group, Inc. (ECG)vs ›	$6.12B	21.54%	18.61%	19.25%	19.25%
AeroVironment, Inc. (AVAV)vs ›	$7.53B	-5.89%	-0.83%	-4.73%	-2.51%
Planet Labs PBC (PL)vs ›	$5.93B	-9.48%	-18.84%	-23.89%	-23.90%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

Matson, Inc. (MATX)

$6.76B

10.16%

9.88%

9.44%

16.03%

MSC Industrial Direct Co., Inc. (MSM)vs ›

$6.72B

12.36%

13.01%

14.71%

14.23%

Powell Industries, Inc. (POWL)vs ›

$6.65B

22.63%

26.38%

17.25%

12.41%

EnerSys (ENS)vs ›

$6.58B

13.39%

12.63%

11.22%

9.49%

AAON, Inc. (AAON)vs ›

$6.50B

11.51%

13.06%

15.91%

15.72%

Pool Corporation (POOL)vs ›

$6.46B

14.64%

16.56%

19.89%

22.25%

Federal Signal Corporation (FSS)vs ›

$7.22B

14.80%

13.96%

12.41%

11.42%

Everus Construction Group, Inc. (ECG)vs ›

$6.12B

21.54%

18.61%

19.25%

AeroVironment, Inc. (AVAV)vs ›

$7.53B

-5.89%

-0.83%

-4.73%

-2.51%

Planet Labs PBC (PL)vs ›

$5.93B

-9.48%

-18.84%

-23.89%

-23.90%

Return on Invested Capital (ROIC) Formula & Definition

ROIC = NOPAT / Invested Capital, where NOPAT = Operating Income × (1 − effective tax rate) and Invested Capital = Total Assets − (Current Liabilities − Short-Term Debt)

Return on invested capital measures the after-tax operating return a company earns on the capital invested in the business. TGMCharts computes it from reported statements: trailing-twelve-month operating income after tax, over invested capital at the latest balance sheet — total assets less the non-interest-bearing current liabilities (payables, accruals, deferred revenue) that fund them; short-term debt stays in the capital base. The tax rate is the period's own effective rate (income tax ÷ pretax income), capped at 45%; when pretax income is zero or negative, or the tax line is a net benefit, no tax is deducted — the operating figure is shown untaxed rather than adjusted by an assumed rate. Not shown for banks, insurers or funds.

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for Matson, Inc. (MATX)?

The return on invested capital (ROIC) for MATX stock is 10.16%.

Is Matson, Inc.'s return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 10.16% is 37% below its 5-year average of 16.03%, near the low end of its 5-year range (7.19%–37.13%).

What is the TTM average return on invested capital (ROIC) for Matson, Inc. (MATX)?

The TTM average return on invested capital (ROIC) for MATX stock is 9.88%.

What is the 3Y average return on invested capital (ROIC) for Matson, Inc. (MATX)?

The 3Y average return on invested capital (ROIC) for MATX stock is 9.44%.

What is the 5Y average return on invested capital (ROIC) for Matson, Inc. (MATX)?

The 5Y average return on invested capital (ROIC) for MATX stock is 16.03%.

What is the 10Y average return on invested capital (ROIC) for Matson, Inc. (MATX)?

The 10Y average return on invested capital (ROIC) for MATX stock is 7.46%.

What is the 15Y average return on invested capital (ROIC) for Matson, Inc. (MATX)?

The 15Y average return on invested capital (ROIC) for MATX stock is 6.59%.

What is the 20Y average return on invested capital (ROIC) for Matson, Inc. (MATX)?

The 20Y average return on invested capital (ROIC) for MATX stock is 5.65%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2026-06-30	10.16%
2026-03-31	9.22%
2025-12-31	9.11%
2025-09-30	9.49%
2025-06-30	11.41%
2025-03-31	11.67%
2024-12-31	10.77%
2024-09-30	9.34%
2024-06-30	7.79%
2024-03-31	7.22%
2023-12-31	7.19%
2023-09-30	7.76%
2023-06-30	11.54%
2023-03-31	19.16%
2022-12-31	26.13%
2022-09-30	33.33%
2022-06-30	37.13%
2022-03-31	32.79%
2021-12-31	28.47%
2021-09-30	21.75%
2021-06-30	15.10%
2021-03-31	10.82%
2020-12-31	7.73%
2020-09-30	5.27%
2020-06-30	3.96%
2020-03-31	3.34%
2019-12-31	3.38%
2019-09-30	3.42%
2019-06-30	3.64%
2019-03-31	3.91%
2018-12-31	4.30%
2018-09-30	5.63%
2018-06-30	5.79%
2018-03-31	6.10%
2017-12-31	5.70%
2017-09-30	4.33%
2017-06-30	4.34%
2017-03-31	4.20%
2016-12-31	4.57%
2016-09-30	5.48%
2016-06-30	8.26%
2016-03-31	7.46%
2015-12-31	8.16%
2015-09-30	7.84%
2015-06-30	6.59%
2015-03-31	8.38%
2014-12-31	6.73%
2014-09-30	5.09%
2014-06-30	4.80%
2014-03-31	4.95%
2013-12-31	5.91%
2013-09-30	6.91%
2013-06-30	7.56%
2013-03-31	6.87%
2012-12-31	5.93%
2012-09-30	5.44%
2012-06-30	5.14%
2012-03-31	2.37%
2011-12-31	2.67%
2011-09-30	2.40%
2011-06-30	2.71%
2011-03-31	3.03%
2010-12-31	2.93%
2010-09-30	2.79%
2010-06-30	2.01%
2010-03-31	1.20%
2009-12-31	0.90%
2009-09-30	1.51%
2009-06-30	2.29%
2009-03-31	3.07%
2008-12-31	4.63%
2008-09-30	4.79%
2008-06-30	5.09%
2008-03-31	5.10%
2007-12-31	4.64%
2007-09-30	4.69%
2007-06-30	4.90%
2007-03-31	4.65%
2006-12-31	4.50%
2006-09-20	4.29%
2006-06-30	4.74%
2006-03-31	5.30%
2005-12-31	6.26%
2005-09-30	6.26%
2005-06-30	5.93%
2005-03-31	6.41%
2004-12-31	6.26%
2004-09-30	6.57%
2004-06-30	6.35%
2004-03-31	5.71%
2003-12-31	4.79%
2003-09-30	4.45%
2003-06-30	4.50%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2026-06-30

10.16%

2026-03-31

9.22%

2025-12-31

9.11%

2025-09-30

9.49%

2025-06-30

11.41%

2025-03-31

11.67%

2024-12-31

10.77%

2024-09-30

9.34%

2024-06-30

7.79%

2024-03-31

7.22%

2023-12-31

7.19%

2023-09-30

7.76%

2023-06-30

11.54%

2023-03-31

19.16%

2022-12-31

26.13%

2022-09-30

33.33%

2022-06-30

37.13%

2022-03-31

32.79%

2021-12-31

28.47%

2021-09-30

21.75%

2021-06-30

15.10%

2021-03-31

10.82%

2020-12-31

7.73%

2020-09-30

5.27%

2020-06-30

3.96%

2020-03-31

3.34%

2019-12-31

3.38%

2019-09-30

3.42%

2019-06-30

3.64%

2019-03-31

3.91%

2018-12-31

4.30%

2018-09-30

5.63%

2018-06-30

5.79%

2018-03-31

6.10%

2017-12-31

5.70%

2017-09-30

4.33%

2017-06-30

4.34%

2017-03-31

4.20%

2016-12-31

4.57%

2016-09-30

5.48%

2016-06-30

8.26%

2016-03-31

7.46%

2015-12-31

8.16%

2015-09-30

7.84%

2015-06-30

6.59%

2015-03-31

8.38%

2014-12-31

6.73%

2014-09-30

5.09%

2014-06-30

4.80%

2014-03-31

4.95%

2013-12-31

5.91%

2013-09-30

6.91%

2013-06-30

7.56%

2013-03-31

6.87%

2012-12-31

5.93%

2012-09-30

5.44%

2012-06-30

5.14%

2012-03-31

2.37%

2011-12-31

2.67%

2011-09-30

2.40%

2011-06-30

2.71%

2011-03-31

3.03%

2010-12-31

2.93%

2010-09-30

2.79%

2010-06-30

2.01%

2010-03-31

1.20%

2009-12-31

0.90%

2009-09-30

1.51%

2009-06-30

2.29%

2009-03-31

3.07%

2008-12-31

4.63%

2008-09-30

4.79%

2008-06-30

5.09%

2008-03-31

5.10%

2007-12-31

4.64%

2007-09-30

4.69%

2007-06-30

4.90%

2007-03-31

4.65%

2006-12-31

4.50%

2006-09-20

4.29%

2006-06-30

4.74%

2006-03-31

5.30%

2005-12-31

6.26%

2005-09-30

6.26%

2005-06-30

5.93%

2005-03-31

6.41%

2004-12-31

6.26%

2004-09-30

6.57%

2004-06-30

6.35%

2004-03-31

5.71%

2003-12-31

4.79%

2003-09-30

4.45%

2003-06-30

4.50%

Return on Invested Capital (ROIC): 10.16%

MATX Return on Invested Capital (ROIC)

MATX Average Return on Invested Capital (ROIC) Chart

MATX Current vs Average Return on Invested Capital (ROIC) Chart

MATX Return on Invested Capital (ROIC) Metrics

MATX Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

MATX Return on Invested Capital (ROIC) History

Related Metrics