Matson (MATX) Invested Capital (2009 - 2026)
Matson (MATX) posted Invested Capital of $3.11 billion for Q2 2026, up 3.9% from $2.99 billion a year earlier and up 1.1% from the prior quarter.
Analysis
Matson (MATX) Invested Capital (2009 - 2026) Analysis & Trends
Since Q4 2009, Matson has reported Invested Capital for 67 quarters.
- Annual Invested Capital has increased for five consecutive years, with a five-year compound annual growth rate of 12.8% (FY2020 to FY2025).
- In prior years, Matson's Invested Capital was $3.04 billion in FY2024 (+7.5%), $2.83 billion in FY2023 (+1.0%), $2.8 billion in FY2022 (+22.8%) and $2.28 billion in FY2021 (+33.8%).
- Quarterly Invested Capital has run from a low of $1.98 billion in Q3 2021 to a high of $3.11 billion in Q4 2025 over five years.
- On a year-over-year basis, Invested Capital has increased in each of the last 21 quarters, with growth averaging 4.7% over the last eight quarters.
- The year-over-year growth in Invested Capital has ranged between 0.4% (Q3 2023) and 49.3% (Q2 2022) over the last five years.
- According to Business Quant data, Invested Capital for the three prior quarters was $3.07 billion (Q1 2026), $3.11 billion (Q4 2025) and $3.05 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Union Pacific | 161.62 Bn | 156.15 Bn | - | 51.00 Bn |
| 2 | Csx | 86.16 Bn | 82.37 Bn | - | 32.95 Bn |
| 3 | Canadian Pacific Kansas City | 74.78 Bn | 74.50 Bn | - | 52.60 Bn |
| 4 | United Parcel Service | 70.01 Bn | 46.94 Bn | - | 39.58 Bn |
| 5 | Norfolk Southern | 69.45 Bn | 64.09 Bn | - | 32.87 Bn |
| 6 | Fedex | 67.46 Bn | 33.40 Bn | - | 57.36 Bn |
| 7 | Delta Air Lines | 54.88 Bn | 37.06 Bn | - | 36.87 Bn |
| 8 | Old Dominion Freight Line | 36.07 Bn | 35.33 Bn | - | 4.57 Bn |
| 9 | Ryanair Holdings | 28.71 Bn | 12.72 Bn | 3.13 Bn | 11.09 Bn |
| 10 | Matson | 6.57 Bn | 6.12 Bn | - | 3.11 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.11 Bn |
| Mar 31, 2026 | 3.07 Bn |
| Dec 31, 2025 | 3.11 Bn |
| Sep 30, 2025 | 3.05 Bn |
| Jun 30, 2025 | 2.99 Bn |
| Mar 31, 2025 | 3.01 Bn |
| Dec 31, 2024 | 3.04 Bn |
| Sep 30, 2024 | 2.96 Bn |
| Jun 30, 2024 | 2.81 Bn |
| Mar 31, 2024 | 2.79 Bn |
| Dec 31, 2023 | 2.83 Bn |
| Sep 30, 2023 | 2.83 Bn |
| Jun 30, 2023 | 2.74 Bn |
| Mar 31, 2023 | 2.73 Bn |
| Dec 31, 2022 | 2.80 Bn |
| Sep 30, 2022 | 2.82 Bn |
| Jun 30, 2022 | 2.72 Bn |
| Mar 31, 2022 | 2.51 Bn |
| Dec 31, 2021 | 2.28 Bn |
| Sep 30, 2021 | 1.98 Bn |
API Access
Matson Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=MATX&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "MATX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=MATX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();