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ININSW

International Seaways, Inc.

$INSW·$4.6B·Marine Shipping·Industrials
$97.05+2.0%YTD+92.1%1Y+133.8%
Mentions · last 7 days
2026-08-07: 6 posts2026-08-08: 1 posts2026-08-09: 5 posts2026-08-10: 30 posts2026-08-11: 7 posts2026-08-12: 9 posts2026-08-13: 9 posts67+12%
Price updated 1d ago·X counts updated 2d ago
ININSW
$INSWInternational Seaways, Inc.
$97.05+2.00%67 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $INSW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

International Seaways is the crude tanker at 98% of 52w — Q2 EPS +6% beat, revenue +139%, VLCC TCE $118.9k/day, largest-ever dividend $5.05.

International Seaways is a global crude/product tanker operator — the equity is a real hot-momentum name on the tanker-cycle recovery with specific Q2 blowout metrics.

  • Q2 was a beat: EPS $5.91 vs $5.55 estimate (+6%), revenue $434M vs $406M (+139% YoY) — the top-line surge reflects the cycle inflection.
  • VLCC TCE (Time Charter Equivalent) at $118.9k/day (up from $86.7k Q1) — that's the specific fact pattern that reflects tanker-rate inflection.
  • Largest-ever quarterly dividend $5.05/share — capital-return signal that validates the free-cash-flow generation.
  • Bulls model FY26 EPS $18-20 vs Street's ~$15 — specific consensus-underestimate framework. 7% August pullback despite ATH results framed as opportunity.
  • Position at 98% of 52w, +38% above 200d MA, +92% YTD, +134% YoY. Fundamentals: 55% gross margin, 50% op margin at $325M/qtr. Valuation: 8x P/E, 4.4x EV/EBITDA at 27% ROE — cycle-peak deep-value.

November 5 is the next print — a fifth consecutive beat with continued VLCC TCE strength extends the run; any specific tanker-rate normalization or oil-demand deceleration is the invalidator. The real risk on shipping at 98% of 52w is that cycle-peak signals are already priced in — any rate softening compresses the multiple fast.

Agrees with X sentimentAgrees with the X bulls on all specific fact patterns — VLCC TCE $118.9k/day (from $86.7k), largest-ever $5.05 dividend, FY26 EPS $18-20 vs Street's ~$15, and the 7% August pullback despite ATH results as opportunity. The specific proof points validate the cycle-recovery thesis.

What to watch: November 5 Q3 print — VLCC TCE trajectory and rate-cycle commentary. A fifth beat extends the run; tanker-rate normalization or oil-demand deceleration is the invalidator.

On the calendar: 2026-11-05 — Q3 earnings

price missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-08-14

International Seaways is strongly bullish. Q2 EPS $5.91 beat ($5.43 est), revenue +138.9% YoY to $467.3M, VLCC TCE at $118.9k/day (up from $86.7k Q1), largest-ever quarterly dividend $5.05/share, and posters modeling FY26 EPS $18-20 vs Street's ~$15. A 7%+ August pullback despite ATH results framed as an opportunity.

Read the AI verdict + X sentiment for $INSW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Crude and product tanker company operating VLCCs, Aframaxes, and MR tankers for global seaborne transportation of crude oil and refined petroleum products.

Industry overviewAI analysisGenerated by AI from underlying data

Where Marine Shipping sits in its cycle right now — and what that implies for $INSW.

Marine Shipping · Industrials

No material change from last week — not fleet size — are the structural earnings lever.

What this means for $INSW

Neutral — Crude and product tanker company operating VLCCs, Aframaxes, and MR tankers for global seaborne transportation of crude oil and refined petroleum products; limited read-through from oil & gas midstream macro dynamics to this specific revenue mix.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+29.0%YTD
+29.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
50.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
27.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$5.91$5.55+6.5%
Q1 2026May 7, 2026$3.90$2.48+57.3%
Q4 2025Feb 26, 2026$2.45$1.75+40.0%
Q3 2025Nov 6, 2025$1.15$0.91+26.4%
Next earningsThu, Nov 5·consensus EPS $2.65

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$325.5M+77.5%63.9%61.0%$5.78$70.1M
Q4 FY25$267.9M+37.6%54.3%49.4%$2.59$-6.7M
Q3 FY25$196.4M-12.8%60.9%54.8%$1.43$-9.4M
Q2 FY25$195.6M-24.0%36.0%29.8%$1.25$67.7M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.3B$14.41$12.64 – $16.184
FY27$914.6M$879.8M – $940.7M$7.01$6.20 – $7.824
FY28$806.1M$764.1M – $868.3M$5.78$5.38 – $6.351
FY29$2.1B$2.0B – $2.2B$8.94$8.34 – $9.841

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+37.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 15Jeffrey PriborCFO1.0K sh$87KSellJul 15Lois K ZabrockyCEO2.0K sh$175KSellJun 15Jeffrey PriborCFO1.0K sh$82KSellJun 15Lois K ZabrockyCEO2.0K sh$163KSellMay 15Jeffrey PriborCFO1.0K sh$84KSellMay 15Lois K ZabrockyCEO2.0K sh$168KSellMay 14William F. NugentPresident6.8K sh$582KSellMay 12Lois K ZabrockyCEO25.0K sh$2.2MSellMay 12Derek G. SolonPresident4.7K sh$419KSellApr 15Jeffrey PriborCFO1.0K sh$75K
1–10 of 13
+ 35 other (15 others · 7 inkinds · 6 returns · 6 awards · 1 exempt) in window

See when $INSW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

International Seaways (INSW) filed an 8-K reporting its Q2 2026 earnings via a press release furnished as Exhibit 99.1, and also furnished supplemental investor materials under Item 7.01. No financial figures appear in the 8-K body; the full results are in the attached press release. The information is furnished rather than filed for Exchange Act Section 18 purposes.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

International Seaways (INSW) held its 2026 Annual Meeting on June 8, 2026 with 90.43% of shares represented (44.77M of 49.50M eligible). Stockholders elected nine directors, ratified Ernst & Young LLP as independent auditor, approved executive compensation, and ratified the Second Amended and Restated Rights Agreement (poison pill) with Computershare Trust dated April 9, 2026. The ratification of a freshly refreshed poison pill is the most notable governance item — a meaningful signal for investors in the tanker sector.

8-KMaterial agreementMay 118-K — Item 1.01: Material agreement
AI summary

International Seaways (INSW) entered an Equity Distribution Agreement on May 11, 2026 with four sales agents — BTIG, B. Riley Securities, Clarksons Securities, and Fearnley Securities — to conduct ATM offerings of up to $200M in common shares at up to 3.0% commission. No shares had been sold as of the filing date. The $200M ATM program is a sizable potential dilution relative to INSW's market cap — likely opportunistic capital-building during a strong tanker freight rate environment.

424B5Prospectus supplement (offering)May 11424B5
AI summary

International Seaways (INSW) filed its 424B5 prospectus supplement on May 11, 2026 formally registering the ATM offering of up to $200M in common shares via BTIG, B. Riley Securities, Clarksons Securities, and Fearnley Securities (up to 3.0% commission each). The last reported share price was $91.62 on May 8, 2026. This is the operative dilution document accompanying the same-day Equity Distribution Agreement, making the $200M program live and available for immediate use.

SC 13D/AActivist amendmentMay 11SC 13D/A
AI summary

SC 13D/A (Amendment No. 5) filed regarding International Seaways (INSW) by a Cyprus/Jersey offshore trust group: Famatown Finance Limited, Greenwich Holdings Limited, and trustee C.K. Limited all report the same 7,254,022 shares of INSW common stock, representing approximately 14.65% of the class, as of May 8, 2026. C.K. Limited holds as trustee of trusts that indirectly own the other two entities. Material: a concentrated 14.65% block held by an offshore trust structure; intent beyond passive holding is not detailed in the available excerpt.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

International Seaways (INSW) reported Q1 2026 earnings on May 7, 2026 and declared a combined dividend of $4.55 per share payable June 26, 2026 to shareholders of record June 12, 2026. The dividend comprises a regular quarterly payment of $0.12/share and a large supplemental dividend of $4.43/share, reflecting strong tanker market cash flows. The $4.43 supplemental dividend is highly material — an extraordinary cash return signaling management confidence in near-term earnings strength from the tanker business.

8-KMaterial agreementApr 98-K — Item 1.01: Material agreement · Item 3.03
8-KMaterial agreementMar 318-K — Item 1.01: Material agreement
+ 12 other (3 proxys · 2 10-Qs · 2 13Gs · 1 PRE 14A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

International Seaways Q2 Earnings Beat Estimates, Revenues Surge Y/Yzacks.com·3d agoInternational Seaways Q2 Earnings Call Highlightsmarketbeat.com·5d agoInternational Seaways, Inc. (INSW) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d agoInternational Seaways (INSW) Beats Q2 Earnings and Revenue Estimateszacks.com·6d agoInternational Seaways Reports Second Quarter 2026 Resultsbusinesswire.com·6d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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