Equity Profile

INSW

International Seaways, Inc.

EnergyOil & Gas Storage & Transportation$4.7B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a crucial indicator of profitability and will show how well the company has managed costs and revenues.

$5.26

Revenue

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

$399M

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

INSW Q2-2026 Earnings Preview

Context

Company Snapshot

International Seaways, Inc. is a key player in the energy sector, focusing on oil and gas storage and transportation. With a market cap of $5 billion, the company plays a vital role in the global energy supply chain, especially as demand for energy storage and transportation continues to evolve amid fluctuating oil prices.

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 Q1-2026, International Seaways reported an impressive EPS of $3.90, significantly exceeding expectations of $2.48. The stock reacted positively, gaining over 5% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about International Seaways' upcoming earnings, expecting strong performance based on previous results. The consensus estimates suggest continued growth in both EPS and revenue.

Bull Case

If the company beats expectations again, it could signal robust demand and effective cost management, potentially leading to a further rise in stock price.

Bear Case

Conversely, if the company misses its targets, it may raise concerns about operational challenges or declining demand, leading to a negative reaction from investors.

Key Metrics to Watch

EPS

$5.26

Earnings per share is a crucial indicator of profitability and will show how well the company has managed costs and revenues.

Revenue

$399M

Total revenue will provide insights 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 $5.26, and by how much?

A significant beat on EPS could indicate strong operational performance and boost investor confidence.

What are the revenue figures, and do they align with the $399M consensus?

Revenue performance is critical for assessing market demand and the company's growth trajectory.

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.

Supporting Evidence

The recent EPS surprise of +57.13% indicates potential for continued strong performance.

Options pricing suggests a larger move than historical averages, indicating heightened investor expectations.

The company's operational improvements may not be fully reflected in current estimates.

Key Risk

If revenue significantly exceeds $399M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether International Seaways can sustain its growth momentum amid fluctuating oil prices and demand.

Bull Confirmed If

An EPS of $5.50 or higher would confirm the bullish case, indicating strong operational efficiency.

Bear Confirmed If

An EPS below $5.02 would support the bearish case, suggesting potential issues in revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±7.47%

Historical Avg

±3.7%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±7.5% while INSW has averaged ±3.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

37.7%

Calls (18K)P/C Ratio: 0.14Puts (25K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that a beat could lead to a stock increase of around 0.84%, confirming the bullish sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary.

Miss

A miss could lead to a decline of about 1.58%, raising concerns about the company's operational challenges.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on oil transportation demand trends.
2Insights into cost management strategies and their impact on margins.
3Discussion on any new contracts or partnerships that could drive revenue.
4Management's outlook on the global energy market and pricing dynamics.
5Any commentary on operational challenges or efficiencies gained.

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Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a crucial indicator of profitability and will show how well the company has managed costs and revenues.

$5.26

Revenue

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

$399M

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

INSW Q2-2026 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

In Q1-2026, International Seaways reported an impressive EPS of $3.90, significantly exceeding expectations of $2.48. The stock reacted positively, gaining over 5% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company beats expectations again, it could signal robust demand and effective cost management, potentially leading to a further rise in stock price.

Bear Case

Conversely, if the company misses its targets, it may raise concerns about operational challenges or declining demand, leading to a negative reaction from investors.

Key Metrics to Watch

EPS

$5.26

Earnings per share is a crucial indicator of profitability and will show how well the company has managed costs and revenues.

Revenue

$399M

Total revenue will provide insights 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 $5.26, and by how much?

A significant beat on EPS could indicate strong operational performance and boost investor confidence.

What are the revenue figures, and do they align with the $399M consensus?

Revenue performance is critical for assessing market demand and the company's growth trajectory.

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.

Supporting Evidence

The recent EPS surprise of +57.13% indicates potential for continued strong performance.

Options pricing suggests a larger move than historical averages, indicating heightened investor expectations.

The company's operational improvements may not be fully reflected in current estimates.

Key Risk

If revenue significantly exceeds $399M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether International Seaways can sustain its growth momentum amid fluctuating oil prices and demand.

Bull Confirmed If

An EPS of $5.50 or higher would confirm the bullish case, indicating strong operational efficiency.

Bear Confirmed If

An EPS below $5.02 would support the bearish case, suggesting potential issues in revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±7.47%

Historical Avg

±3.7%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±7.5% while INSW has averaged ±3.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

37.7%

Calls (18K)P/C Ratio: 0.14Puts (25K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that a beat could lead to a stock increase of around 0.84%, confirming the bullish sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary.

Miss

A miss could lead to a decline of about 1.58%, raising concerns about the company's operational challenges.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on oil transportation demand trends.
2Insights into cost management strategies and their impact on margins.
3Discussion on any new contracts or partnerships that could drive revenue.
4Management's outlook on the global energy market and pricing dynamics.
5Any commentary on operational challenges or efficiencies gained.