Equity Profile

INSW

International Seaways, Inc.

EnergyOil & Gas Storage & Transportation$4.0B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and revenues.

N/A

Revenue Growth

Revenue growth will show how effectively the company is expanding its operations and capturing market share in the oil and gas sector.

N/A

1 more metrics, 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, specializing in the storage and transportation of oil and gas. With a market cap of $4 billion, the company plays a vital role in global energy supply chains, particularly as demand for energy continues to evolve amid geopolitical tensions and shifts toward renewable sources.

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 EPS of $3.90, significantly beating estimates by 57.13%. The stock reacted positively, gaining 5.14% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are generally optimistic about International Seaways' upcoming earnings, especially given its strong performance in the previous quarter. However, the lack of analyst estimates adds uncertainty.

Bull Case

If the company continues to exceed EPS expectations, it could signal strong operational efficiency and demand in the oil and gas sector, potentially leading to further stock appreciation.

Bear Case

Conversely, if the company fails to meet last quarter's strong performance, it may raise concerns about its ability to sustain profitability in a volatile market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong EPS performance in the last quarter, this figure will be crucial in determining whether the positive trend continues.

How is the company addressing current market volatility?

With fluctuations in oil prices and geopolitical factors, management's insights on their strategy will be critical for investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of recent operational efficiencies that could lead to higher-than-expected EPS, despite current market volatility.

Supporting Evidence

International Seaways has consistently beaten EPS estimates, suggesting strong management performance.

The options market is pricing a significant move, indicating that traders expect volatility which could favor a positive surprise.

Insider selling may reflect profit-taking rather than a lack of confidence in future performance.

Key Risk

If the EPS comes in above $4.00, it could challenge the current consensus expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether International Seaways can maintain its strong earnings momentum in a challenging market.

Bull Confirmed If

An EPS of $4.00 or higher would confirm the bull case, indicating continued strong performance.

Bear Confirmed If

An EPS below $3.50 would support the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.47%

Historical Avg

±3.7%

Pricing rich

The options market is pricing in a significant potential 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).

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 the company beats expectations, history suggests a potential stock increase of around 0.84%, confirming strong operational performance.

In-Line / Cautious

An in-line report may lead to a muted reaction, as investors weigh management's commentary on future guidance.

Miss

If the company misses expectations, history suggests a decline of approximately 1.58%, raising concerns about its ability to sustain profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies that could impact margins.
2Insights on how geopolitical factors are affecting shipping rates.
3Management's outlook on demand for oil and gas transportation.
4Details on cost management strategies in the current market environment.
5Any commentary on future growth opportunities or challenges.

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Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and revenues.

N/A

Revenue Growth

Revenue growth will show how effectively the company is expanding its operations and capturing market share in the oil and gas sector.

N/A

1 more metrics, 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 EPS of $3.90, significantly beating estimates by 57.13%. The stock reacted positively, gaining 5.14% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company continues to exceed EPS expectations, it could signal strong operational efficiency and demand in the oil and gas sector, potentially leading to further stock appreciation.

Bear Case

Conversely, if the company fails to meet last quarter's strong performance, it may raise concerns about its ability to sustain profitability in a volatile market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong EPS performance in the last quarter, this figure will be crucial in determining whether the positive trend continues.

How is the company addressing current market volatility?

With fluctuations in oil prices and geopolitical factors, management's insights on their strategy will be critical for investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of recent operational efficiencies that could lead to higher-than-expected EPS, despite current market volatility.

Supporting Evidence

International Seaways has consistently beaten EPS estimates, suggesting strong management performance.

The options market is pricing a significant move, indicating that traders expect volatility which could favor a positive surprise.

Insider selling may reflect profit-taking rather than a lack of confidence in future performance.

Key Risk

If the EPS comes in above $4.00, it could challenge the current consensus expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether International Seaways can maintain its strong earnings momentum in a challenging market.

Bull Confirmed If

An EPS of $4.00 or higher would confirm the bull case, indicating continued strong performance.

Bear Confirmed If

An EPS below $3.50 would support the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.47%

Historical Avg

±3.7%

Pricing rich

The options market is pricing in a significant potential 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%)

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 the company beats expectations, history suggests a potential stock increase of around 0.84%, confirming strong operational performance.

In-Line / Cautious

An in-line report may lead to a muted reaction, as investors weigh management's commentary on future guidance.

Miss

If the company misses expectations, history suggests a decline of approximately 1.58%, raising concerns about its ability to sustain profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies that could impact margins.
2Insights on how geopolitical factors are affecting shipping rates.
3Management's outlook on demand for oil and gas transportation.
4Details on cost management strategies in the current market environment.
5Any commentary on future growth opportunities or challenges.