Matson, Inc. (MATX)

Pacific ocean carrier with own terminals and logistics. Read November 8, 2026 from the annual report for the period ending December 31, 2025, filed February 27, 2026. Ranked 56 of the 275 Industrials companies read so far, by the share within reach now.

Matson states 4,170 employees, 96% in the United States and 68% union; its ocean transportation business is read at deep sea water transportation with its own terminal operations at port support activities, and its logistics segment at freight arrangement, by description.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 34% now, 40% at the end of 2027, 41% at the end of 2028, 41% at the end of 2030. By the patterns, the work is about 41% desk work, 18% people work and 41% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 50% of the working time stays with people (conversation, in-person and hands-on work), 39% becomes checking a model's work and 10% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

4,170 employees as of December 31, 2025 (stated). 161 of 4,170 employees were based in international locations, so 4,009, 96%, in the United States, Hawaii, Alaska and Guam included.

The filing: “As of December 31, 2025, Matson had 4,170 employees worldwide, of which 161 employees were based in international locations and 2,843 employees were covered by collective bargaining agreements with unions.”

The workforce as industry patterns

What the filing says about the workforce: 2,843 of 4,170 covered by collective bargaining agreements (68%), shoreside and seagoing; seagoing personnel rotate through 329 billets, typically two or more employees per billet; temporary employees included; employees of SSAT and other non-employee affiliates, agents and contractors excluded; 161 abroad; 53% of open positions filled internally in 2025.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Deep Sea, Coastal, and Great Lakes Water Transportation, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.

• Carnival Corporation & plc (CCL, 117,000 employees)31% now, 36% by 2028
• Royal Caribbean Cruises Ltd. (RCL, 108,000 employees)30% now, 34% by 2028
• Norwegian Cruise Line Holdings Ltd. (NCLH, 44,500 employees)30% now, 35% by 2028
• Tidewater Inc. (TDW, 7,300 employees)35% now, 43% by 2028
• International Seaways, Inc. (INSW, 2,763 employees)35% now, 43% by 2028

What the filing says about AI

2 sentences in the filing name AI. The filing's two AI sentences are risk factors: the rise of AI applications may affect the transportation and logistics industry, and AI may increase the frequency, speed and scale of cyberattacks.

• “In addition, adoption of new and rapid changes in technology, such as the rise in artificial intelligence ("AI") applications, may impact the transportation and logistics industry.”
• “In addition, as AI capabilities improve and are increasingly adopted, cybersecurity attacks perpetrated through the use of AI may proliferate, leading to an increase in the frequency, speed, scale and automation of such attacks. ​ Any failure, breach or unauthorized access to the Company's systems or those of third parties on which the Company relies could result in the loss of confidential, se...”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20230median 1
• Fiscal 20241median 4
• Fiscal 20252median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The split between vessel operations and terminal work is by description; the filing counts union members as a whole, not terminal employees apart.
• SSAT, the terminal joint venture, and its ILWU employees are outside the count as the filing states.

Source: the company's annual report on EDGAR, accession 0001104659-26-020944, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.