Equity Profile

INSW

International Seaways, Inc.

EnergyOil & Gas Storage & Transportation$4.0B

May7Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:45 AM EDT

International Seaways Beats on EPS, Stock Up 5.14%

Metric	Actual	Expected	Surprise
EPS	$3.90	$2.68	+57.13%
Revenue	N/A	$275M	N/A

management commentary, guidance changes, and full analysis available with Pro.

International Seaways Beats on EPS, Stock Up 5.14%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$3.90	$2.68	+57.13%
Revenue	N/A	$275M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

International Seaways reported strong earnings with an EPS of $3.90, significantly beating expectations. The stock reacted positively, rising by 5.14%. However, there was no revenue figure provided, which leaves some uncertainty about overall performance.

Company Snapshot

International Seaways, Inc. is a key player in the energy sector, focusing on the storage and transportation of oil and gas....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$2.68

Revenue

Total revenue will provide insight into the company's sales performance and market demand for its services.

$275M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

International Seaways, Inc. is a key player in the energy sector, focusing on the storage and transportation of oil and gas. With a market cap of $4 billion, the company plays a crucial role in global energy logistics, which is vital as demand for energy continues to grow.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+23.52%

Avg Stock Reaction

+0.23%

Last Quarter Recap

In the last quarter, International Seaways reported an EPS of $2.45, significantly exceeding expectations of $1.75, which led to a positive stock reaction. The company has shown strong performance trends, with a consistent ability to beat earnings estimates.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about International Seaways' upcoming earnings, expecting solid EPS and revenue figures. The company has a history of beating earnings estimates, which could lead to a positive market reaction.

Bull Case

If the company can exceed the EPS consensus of $2.68, it may reinforce investor confidence and lead to a rally in the stock price, especially given its recent strong performance.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sell-off, particularly given the high implied volatility in the options market.

Key Metrics to Watch

EPS

$2.68

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$275M

Total revenue will provide insight into the company's sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.68?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive stock reaction.

What guidance will management provide regarding future revenue growth?

Clear guidance on revenue expectations will be crucial for investor confidence, especially in a volatile market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the company's ability to capitalize on rising oil prices, which could lead to stronger-than-expected revenue growth this quarter.

Supporting Evidence

The company has a strong track record of beating EPS estimates, with a 75% success rate over the last eight quarters.

Options are pricing in a 10% move, suggesting that traders expect significant volatility, which could indicate underlying strength.

Recent insider selling may not reflect negative sentiment but could be part of a broader strategy unrelated to company performance.

Key Risk

If the company reports an EPS above $2.80, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it may set the tone for the rest of the year, especially in light of recent market volatility.

Bull Confirmed If

An EPS of $2.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $2.50 would confirm the bear case, suggesting potential challenges in revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±10.0%

Historical Avg

±3.7%

Pricing rich

The options market is pricing in a significant move of around 10%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±12.6% while INSW has averaged ±3.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

35.8%

Calls (35K)P/C Ratio: 0.09Puts (26K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Energy

n=30

Fade rate: 2 of 7 (29%)

This setup has occurred 30 times across Energy in the last 2 years. 5 of 7 (71%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 2.2%, with a raw directional average of +0.9% (modestly positive historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$223,643.20

3,000 sh

2 insiders

Net

$223,643.20

Net selling

Most Active Insiders· 2 open-market trades

President & CEOZabrocky Lois K
$149,143.20

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If International Seaways beats expectations, history suggests the stock could rise by around 1.35% on the following day, confirming the positive trend.

In-Line / Cautious

If results come in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

Should the company miss expectations, history suggests a potential decline of about 1.58%, leading to increased caution among investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on oil price trends and their impact on revenue.
2Management's commentary on operational efficiencies and cost management.
3Insights into future contracts and shipping demand.
4Any changes in regulatory impacts on oil transportation.
5Guidance on capital expenditures and investment plans.

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AXSOME THERAPEUTICS

Company Snapshot

International Seaways, Inc. is a key player in the energy sector, focusing on the storage and transportation of oil and gas....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$2.68

Revenue

Total revenue will provide insight into the company's sales performance and market demand for its services.

$275M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+23.52%

Avg Stock Reaction

+0.23%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company can exceed the EPS consensus of $2.68, it may reinforce investor confidence and lead to a rally in the stock price, especially given its recent strong performance.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sell-off, particularly given the high implied volatility in the options market.

Key Metrics to Watch

EPS

$2.68

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$275M

Total revenue will provide insight into the company's sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.68?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive stock reaction.

What guidance will management provide regarding future revenue growth?

Clear guidance on revenue expectations will be crucial for investor confidence, especially in a volatile market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the company's ability to capitalize on rising oil prices, which could lead to stronger-than-expected revenue growth this quarter.

Supporting Evidence

The company has a strong track record of beating EPS estimates, with a 75% success rate over the last eight quarters.

Options are pricing in a 10% move, suggesting that traders expect significant volatility, which could indicate underlying strength.

Recent insider selling may not reflect negative sentiment but could be part of a broader strategy unrelated to company performance.

Key Risk

If the company reports an EPS above $2.80, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it may set the tone for the rest of the year, especially in light of recent market volatility.

Bull Confirmed If

An EPS of $2.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $2.50 would confirm the bear case, suggesting potential challenges in revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±10.0%

Historical Avg

±3.7%

Pricing rich

The options market is pricing in a significant move of around 10%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±12.6% while INSW has averaged ±3.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

35.8%

Calls (35K)P/C Ratio: 0.09Puts (26K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Energy

n=30

Fade rate: 2 of 7 (29%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$223,643.20

3,000 sh

2 insiders

Net

$223,643.20

Net selling

Most Active Insiders· 2 open-market trades

President & CEOZabrocky Lois K
$149,143.20

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If International Seaways beats expectations, history suggests the stock could rise by around 1.35% on the following day, confirming the positive trend.

In-Line / Cautious

If results come in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

Should the company miss expectations, history suggests a potential decline of about 1.58%, leading to increased caution among investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on oil price trends and their impact on revenue.
2Management's commentary on operational efficiencies and cost management.
3Insights into future contracts and shipping demand.
4Any changes in regulatory impacts on oil transportation.
5Guidance on capital expenditures and investment plans.