Equity Profile

INSW

International Seaways, Inc.

EnergyOil & Gas Storage & Transportation$4.3B

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 a company's profitability and will indicate how well INSW is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is vital for sustaining its market position in a competitive industry.

N/A

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 crucial role in global energy logistics, which is essential as demand for energy continues to evolve.

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 exceeding expectations by 57.13%. The stock reacted positively, gaining 5.14% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about INSW's upcoming earnings, especially given the strong performance in the last quarter. However, the lack of analyst estimates creates uncertainty.

Bull Case

If INSW can replicate or exceed last quarter's performance, it could solidify its growth trajectory and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant sell-off, especially given the current market volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the strong EPS surprise in the last quarter, investors will be looking for continued strong performance to maintain confidence.

How does management view the current market conditions for oil and gas transportation?

Management's insights on market conditions will be crucial for understanding potential revenue growth and operational challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating INSW's ability to capitalize on rising oil and gas demand, especially given its recent strong earnings performance.

Supporting Evidence

The last quarter's EPS surprise of over 57% indicates strong operational efficiency and demand management.

Options pricing suggests a significant expected move, which could reflect underlying confidence in the company's performance.

Key Risk

If EPS comes in above $4.00, it could challenge the current cautious market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether INSW can sustain its recent earnings momentum in a fluctuating energy market.

Bull Confirmed If

An EPS of $4.00 or higher would confirm strong operational performance and growth potential.

Bear Confirmed If

An EPS below $3.50 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±7.5%

Historical Avg

±3.7%

Pricing rich

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

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 INSW beats expectations, history suggests the stock could rise by around 0.84%, confirming a bullish outlook.

In-Line / Cautious

If results are in line with expectations but management's commentary is cautious, the stock may experience muted movement.

Miss

Should the company miss expectations, history indicates a potential decline of about 1.58%, which could trigger a negative market reaction.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on oil and gas demand trends and their impact on transportation rates.
2Management's outlook on operational efficiency improvements.
3Details on any new contracts or partnerships that could drive revenue.
4Insights into cost management strategies in a volatile market.
5Any commentary on regulatory changes affecting the energy sector.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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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 a company's profitability and will indicate how well INSW is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is vital for sustaining its market position in a competitive industry.

N/A

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 exceeding expectations by 57.13%. The stock reacted positively, gaining 5.14% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about INSW's upcoming earnings, especially given the strong performance in the last quarter. However, the lack of analyst estimates creates uncertainty.

Bull Case

If INSW can replicate or exceed last quarter's performance, it could solidify its growth trajectory and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant sell-off, especially given the current market volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the strong EPS surprise in the last quarter, investors will be looking for continued strong performance to maintain confidence.

How does management view the current market conditions for oil and gas transportation?

Management's insights on market conditions will be crucial for understanding potential revenue growth and operational challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating INSW's ability to capitalize on rising oil and gas demand, especially given its recent strong earnings performance.

Supporting Evidence

The last quarter's EPS surprise of over 57% indicates strong operational efficiency and demand management.

Options pricing suggests a significant expected move, which could reflect underlying confidence in the company's performance.

Key Risk

If EPS comes in above $4.00, it could challenge the current cautious market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether INSW can sustain its recent earnings momentum in a fluctuating energy market.

Bull Confirmed If

An EPS of $4.00 or higher would confirm strong operational performance and growth potential.

Bear Confirmed If

An EPS below $3.50 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±7.5%

Historical Avg

±3.7%

Pricing rich

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

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 INSW beats expectations, history suggests the stock could rise by around 0.84%, confirming a bullish outlook.

In-Line / Cautious

If results are in line with expectations but management's commentary is cautious, the stock may experience muted movement.

Miss

Should the company miss expectations, history indicates a potential decline of about 1.58%, which could trigger a negative market reaction.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on oil and gas demand trends and their impact on transportation rates.
2Management's outlook on operational efficiency improvements.
3Details on any new contracts or partnerships that could drive revenue.
4Insights into cost management strategies in a volatile market.
5Any commentary on regulatory changes affecting the energy sector.