In the most likely scenario, the two carriers, when at Pearl during the attack, get most attention and are likely CTL, as their hullintegrety is lesser than that of a battleships, while also being vulnerable to secondary fires, because of their AVGAS storages. When combatting very large fires on a carrier, something like USS Franklin Experienced, lots of water is pumped in for the firefighting, causing topheaviness and risk of capsizing. Historically, carriers hit in port tend to capsize in most cases (OTL Amagi, Aqualia.)
Assuming Japan augmented its prodiction to the new situation in the war and also acted tactically more in line with the new situation, it still seems debatable whether the USN in the Pacific could hold its own in 1942. Until the new breed came along in serious numbers and there would be no further losses for both, it would be halfway 1944, untill parity was achieved at sea with the IJN.
Japan could boost production of carriers, such as the already laid Tayho, by dropping the batlteship construction, as well as the refitting and rebuilding of ships in the "Shadow program" from Pearl Harbor on, most dominantly the conversion of the Seaplane carriers Chitose and Chyoda. Only those ships already started, such as the Hiyo and Junyo, would be completed. Building of Shinano and Nr.111 would be stopped, while Shinano would either be dismantled, or converted as historically. Tayho and her planned sisters would be laid down, replacing the canceled battleships, while the Unryu class would also be started as historically, taking material from the canceled conversion of the Ise class battleships and the scrapped Ibuki class cruiser. If no other urgent needs arose, the IJN could continue to produce steadily and have the flattops ready by half 1944, as suggested before.
Aircraft production and training of pilots and aircrews would ne boosted too, which combined with the fewer losses, due to lack of combat, would be resulting in the formation of more airgroups, while also better trained than historically, given the still present veteran crews on the still active carriers of the prewar period.
After the destruction of Pearl Harbor as a base, the IJN coud roam free in the Pacific. It only needed to divert its attention during the actual attack from the ships, to the base installations and fueldepots, while the possible damage the AVGAS laden USS Neosho could do, could boost the damage as well. With Pearl Harbor closed for a crucial number of months, the Japanese could manouvre themselves into a good possition to prepare for the expected counterattack, if such a thing would still come, much later. Diplomates would likely seek out a more peacefull sollution, depending on the US Politicians, wether or not they could go in with. In the end, it is money that counts, so i it is not completely out of the question.