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. (INSW) operates in the energy sector, focusing on oil and gas storage and transportation....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$5.26

Revenue

Revenue figures will provide insight into the company's sales performance and overall 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. (INSW) operates in the energy sector, focusing on oil and gas storage and transportation. With a market cap of $5 billion, the company plays a crucial role in the global energy supply chain, especially as demand for oil and gas continues to fluctuate.

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 beating estimates of $2.48. This strong performance led to a 5.14% increase in stock price the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about International Seaways' upcoming earnings, expecting strong EPS and revenue growth. The company has a history of beating earnings estimates, which adds to positive sentiment.

Bull Case

If the company continues its trend of beating estimates, it could signal strong operational efficiency and demand in the oil and gas sector, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in stock price, reflecting concerns about market conditions or operational challenges.

Key Metrics to Watch

EPS

$5.26

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$399M

Revenue figures will provide insight into the company's sales performance and overall market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $5.26, indicating continued strong profitability?

A strong EPS figure would reinforce investor confidence and could lead to a positive stock reaction.

What guidance will management provide regarding future revenue growth?

Future revenue guidance will be critical for assessing the company's outlook and could significantly impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for International Seaways to exceed EPS expectations due to strong operational efficiencies and demand in the oil and gas sector.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, suggesting a trend of strong performance.

Options pricing indicates a significant anticipated move, reflecting heightened investor interest and potential for upside.

Key Risk

If the company reports an EPS significantly above $5.26, it could challenge the consensus view and lead to a reevaluation of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether the company can sustain its recent growth trajectory amidst fluctuating energy prices.

Bull Confirmed If

An EPS of $5.50 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $5.02 would signal potential operational challenges and could lead to a negative market reaction.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Energy

n=30

Fade rate: 6 of 30 (20%)

This setup has occurred 30 times across Energy in the last 2 years. 24 of 30 (80%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.3%, with a raw directional average of -1.6% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If International Seaways beats expectations, history suggests a potential stock increase of around 0.84%, confirming strong operational performance.

In-Line / Cautious

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

Miss

A miss on EPS could lead to a decline of approximately 1.58%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies that could impact margins.
2Details on demand trends in the oil and gas sector.
3Management's outlook on future revenue growth and market conditions.
4Insights into any new contracts or partnerships that could drive future earnings.
5Comments on how geopolitical factors might affect operations and profitability.

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Company Snapshot

International Seaways, Inc. (INSW) operates in the energy sector, focusing on oil and gas storage and transportation....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$5.26

Revenue

Revenue figures will provide insight into the company's sales performance and overall 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 beating estimates of $2.48. This strong performance led to a 5.14% increase in stock price the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company continues its trend of beating estimates, it could signal strong operational efficiency and demand in the oil and gas sector, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in stock price, reflecting concerns about market conditions or operational challenges.

Key Metrics to Watch

EPS

$5.26

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$399M

Revenue figures will provide insight into the company's sales performance and overall market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $5.26, indicating continued strong profitability?

A strong EPS figure would reinforce investor confidence and could lead to a positive stock reaction.

What guidance will management provide regarding future revenue growth?

Future revenue guidance will be critical for assessing the company's outlook and could significantly impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for International Seaways to exceed EPS expectations due to strong operational efficiencies and demand in the oil and gas sector.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, suggesting a trend of strong performance.

Options pricing indicates a significant anticipated move, reflecting heightened investor interest and potential for upside.

Key Risk

If the company reports an EPS significantly above $5.26, it could challenge the consensus view and lead to a reevaluation of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether the company can sustain its recent growth trajectory amidst fluctuating energy prices.

Bull Confirmed If

An EPS of $5.50 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $5.02 would signal potential operational challenges and could lead to a negative market reaction.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Energy

n=30

Fade rate: 6 of 30 (20%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If International Seaways beats expectations, history suggests a potential stock increase of around 0.84%, confirming strong operational performance.

In-Line / Cautious

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

Miss

A miss on EPS could lead to a decline of approximately 1.58%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies that could impact margins.
2Details on demand trends in the oil and gas sector.
3Management's outlook on future revenue growth and market conditions.
4Insights into any new contracts or partnerships that could drive future earnings.
5Comments on how geopolitical factors might affect operations and profitability.