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International Seaways Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $2.48 |
| EPS actual | $3.90 |
| EPS Surprise | 57.26% |
| Revenue estimate | 279.34M |
| Revenue actual | 317.245M |
| Revenue Surprise | 13.57% |
| Release date | Feb 26, 2026 |
| EPS estimate | $1.75 |
| EPS actual | $2.45 |
| EPS Surprise | 40.00% |
| Revenue estimate | 242.091M |
| Revenue actual | 259.982M |
| Revenue Surprise | 7.39% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.91 |
| EPS actual | $1.15 |
| EPS Surprise | 26.37% |
| Revenue estimate | 245.269M |
| Revenue actual | 196.388M |
| Revenue Surprise | -19.93% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.91 |
| EPS actual | $1.02 |
| EPS Surprise | 12.09% |
| Revenue estimate | 171.578M |
| Revenue actual | 195.641M |
| Revenue Surprise | 14.02% |
Last 4 Quarters for International Seaways
Below you can see how INSW performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $43.70 |
| EPS estimate | $0.91 |
| EPS actual | $1.02 |
| EPS surprise | 12.09% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $39.90 |
| Aug 01, 2025 | $40.19 |
| Aug 04, 2025 | $41.64 |
| Aug 05, 2025 | $43.27 |
| Aug 06, 2025 | $43.70 |
| Aug 07, 2025 | $43.08 |
| Aug 08, 2025 | $42.86 |
| Aug 11, 2025 | $41.89 |
| Aug 12, 2025 | $42.25 |
| 4 days before | 9.52% |
| 4 days after | -3.32% |
| On release day | -1.42% |
| Change in period | 5.89% |
| Release date | Nov 06, 2025 |
| Price on release | $52.37 |
| EPS estimate | $0.91 |
| EPS actual | $1.15 |
| EPS surprise | 26.37% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $51.23 |
| Nov 03, 2025 | $50.42 |
| Nov 04, 2025 | $49.20 |
| Nov 05, 2025 | $50.14 |
| Nov 06, 2025 | $52.37 |
| Nov 07, 2025 | $53.31 |
| Nov 10, 2025 | $53.62 |
| Nov 11, 2025 | $53.16 |
| Nov 12, 2025 | $53.54 |
| 4 days before | 2.23% |
| 4 days after | 2.23% |
| On release day | 1.79% |
| Change in period | 4.51% |
| Release date | Feb 26, 2026 |
| Price on release | $72.51 |
| EPS estimate | $1.75 |
| EPS actual | $2.45 |
| EPS surprise | 40.00% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $67.47 |
| Feb 23, 2026 | $67.06 |
| Feb 24, 2026 | $69.78 |
| Feb 25, 2026 | $69.52 |
| Feb 26, 2026 | $72.51 |
| Feb 27, 2026 | $75.53 |
| Mar 02, 2026 | $76.50 |
| Mar 03, 2026 | $75.61 |
| Mar 04, 2026 | $75.44 |
| 4 days before | 7.47% |
| 4 days after | 4.04% |
| On release day | 4.16% |
| Change in period | 11.81% |
| Release date | May 07, 2026 |
| Price on release | $90.18 |
| EPS estimate | $2.48 |
| EPS actual | $3.90 |
| EPS surprise | 57.26% |
| Date | Price |
|---|---|
| May 01, 2026 | $85.14 |
| May 04, 2026 | $84.89 |
| May 05, 2026 | $88.09 |
| May 06, 2026 | $85.77 |
| May 07, 2026 | $90.18 |
| May 08, 2026 | $91.62 |
| May 11, 2026 | $89.71 |
| May 12, 2026 | $88.40 |
| May 13, 2026 | $85.31 |
| 4 days before | 5.92% |
| 4 days after | -5.40% |
| On release day | 1.60% |
| Change in period | 0.200% |
International Seaways Earnings Call Transcript Summary of Q1 2026
International Seaways reported a record Q1 2026: net income $286M ($5.75/share) and adjusted net income $194M ($3.90/share); adjusted EBITDA was $244M. Management declared a record combined quarterly dividend of $4.55/share and established an ongoing payout practice of 85% of net income, plus a discretionary top-up this quarter. The company sold seven older vessels for $216M as part of fleet optimization, has four LR1 newbuilds joining in 2026, and acquired the remaining stake in Tankers International. Liquidity is strong at roughly $918M (cash ~$377M + ~$541M undrawn revolvers) and net loan-to-value is below 7% with gross debt ~$650M and low near-term mandatory repayments. Booked-to-date spot TCE for Q2 covers ~45% of expected revenue at a blended >$100k/day, and management cites a fleet-wide spot cash breakeven of about $14,900/day for the next 12 months — implying substantial free cash flow potential while current disruptions (Strait of Hormuz) keep rates volatile and elevated. Capital allocation remains balanced: prioritize fleet renewal and a conservative dividend policy (85% payout), while retaining flexibility for buybacks or M&A when accretive. Operationally, lightering demand is recovering in Q2 after disruption-related weakness in Q1, and the company expects lasting structural tailwinds from an aging global fleet and orderbook dynamics.
