Matson, Inc. · NYSE:MATX
Matson — Investor Presentation (February 2022)
13 slides from Matson's investor presentation, Feb 8, 2022
Slide 1: Investor Presentation February 8, 2022
1 Investor Presentation │February 8, 2022 Investor Presentation February 8, 2022
Slide 2: Forward-Looking Statements
2 Investor Presentation │February 8, 2022 Forward - Looking Statements Statements made during this presentation that set forth expectations, predictions, projections or are about future events are based on facts and situations that are known to us as of February 8, 2022. We believe that our expectat
Slide 3: Matson: At-a-Glance
3 Investor Presentation │February 8, 2022 Matson: At - a - Glance OCEAN TRANSPORTATION • A leading U.S. carrier in the Pacific • Lifeline to economies of Hawaii, Alaska, Guam and other Pacific islands • Niche, premium, expedited services from China to Southern California • 35% ownership in SSAT that
Slide 4: Matson Today: Connecting the Pacific
4 Investor Presentation │February 8, 2022 Matson Today: Connecting the Pacific
Slide 5: Investment Highlights
5 Investor Presentation │February 8, 2022 Investment Highlights Unique Network Connecting the Pacific • Providing critical supply lifelines to economies throughout the Pacific • Strong market positions in attractive niche markets with multi - decade customer relationships • Dual head - haul economic
Slide 6: Hawaii Service
6 Investor Presentation │February 8, 2022 Hawaii Service • 5 U.S. West Coast departures and 3 arrivals in Honolulu per week • Dedicated neighbor island barge service Overview of Service Matson’s Focus • Maintain best - in - class on - time arrival and cargo availability • Dedicated terminals and ful
Slide 7: China Service
7 Investor Presentation │February 8, 2022 China Service • Launched China - Auckland Express (CAX) in June 2021 • Feeder services from other Asian port origins • CLX, CLX+, CCX and CAX are premium services providing an alternative to deferred air freight and other ocean carriers • Dedicated terminal
Slide 8: Alaska Service
8 Investor Presentation │February 8, 2022 Alaska Service • Twice weekly service to Anchorage and Kodiak • Weekly service into Dutch Harbor • Matson is the only U.S. containership operator serving Kodiak and Dutch Harbor Overview of Service Matson’s Focus Current 3 - Ship Deployment • Maintain excell
Slide 9: Guam Service
9 Investor Presentation │February 8, 2022 Guam Service • Weekly service to Guam as part of CLX service • 3 - to - 5 day ocean transit advantage from U.S. West Coast Overview of Service Matson’s Focus • Maintain superior service and on - time performance • Fight for every piece of freight Market Over
Slide 10: SSAT Joint Venture
10 Investor Presentation │February 8, 2022 SSAT Joint Venture • Matson owns a 35% interest in SSA Terminals, LLC (SSAT), the leading U.S. West Coast terminal operator – SSAT currently provides terminal and stevedoring services to carriers at 8 terminal facilities Overview SSAT is the best operator o
Slide 11: Matson Logistics
11 Investor Presentation │February 8, 2022 0% 1% 2% 3% 4% 5% 6% 7% 8% 9% 10% $0 $5 $10 $15 $20 $25 $30 $35 $40 $45 $50 2015 2016 2017 2018 2019 2020 LTM Operating Income Margin Operating Income ($ in millions) Operating Income Operating Income Margin Matson Logistics Note: Acquired Span Alaska in 3Q
Slide 12: Appendix
12 Investor Presentation │February 8, 2022 Appendix
Slide 13: Appendix – Non-GAAP Measures
13 Investor Presentation │February 8, 2022 Appendix – Non - GAAP Measures Matson reports financial results in accordance with U.S. generally accepted accounting principles (“GAAP”). The Company also considers other non - GAAP measures to evaluate performance, make day - to - day operating decisions,