Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
International Seaways, Inc. (INSW)
NYSEEnergyMarine ShippingSnapshot 2026-11-04
$99.36-5.15%
Close 2026-11-04 · 1-day change
NYSEEnergyMarine ShippingSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
9.44 → 12.26 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for INSW yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS at or above $4.55 next quarter | The company beat EPS estimates by 43%, with guidance for $4.55 per share next quarter. | Intact | EPS falls below $4.55 next quarter | Diluted EPS: $5.91 per share FY2026-Q2; GAAP. Published target: >= $4.55 per share. The target does not explicitly identify fiscal versus calendar quarters. Aug 10, 20265.91 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a cyclical shipping business with recent financial performance in the top half of its industry, rather than a steady compounder. The long-term thesis is intact, but earnings quality is fragile and management execution is rated volatile, so confidence is medium.
The evidence describes INSW as cheap versus peers, while also tagging its setup as stretched; these signals point to valuation uncertainty rather than a clear expectations gap. The model shows a 0.15 expectations gap and medium confidence, but does not specify exactly what operating assumptions the market has priced in.
Near-term results have been strong, with revenue rising across the three reported quarters and a substantial dividend declared for 2026-Q2. Balance-sheet measures improved, though the priority to maintain strong liquidity is rated mixed and fleet renewal remains on watch. Near-term miss risk is described as low, but a guidance cut would be a meaningful negative given past earnings volatility.
Over the next few quarters, the thesis hinges on management maintaining guidance and continuing to execute on fleet renewal and balance-sheet priorities. The sector backdrop is a key swing factor: continued strength from energy bellwethers could support the sector tailwind, while weaker results or guidance could remove it.
For the next 1 to 3 years, strong recent performance, capital returns, and improved leverage support the long-term thesis, but fragile earnings quality and sensitivity to sector conditions leave meaningful execution risk. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in International Seaways, Inc.'s published investment case. The stated target is No further significant insider selling or negative guidance. |
| Improving |
| Additional large insider sales or negative guidance issued |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain revenue near $1.24B in FY26 | A primary condition in International Seaways, Inc.'s published investment case. The stated target is >= $1.24B total revenue. | Intact | total revenue falls below $1.24B in FY26 | Revenue: $467.287M FY2026-Q2; GAAP. Published target: >= $1.24B total revenue. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 2026467,287,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain PE below 15 | A supporting condition in International Seaways, Inc.'s published investment case. The stated target is <= 15 PE ratio. | Intact | PE rises above 15 without earnings growth | P/E (TTM): 7.41x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 20267.4094 ratio · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$6.44 → $12.26 · observed estimates
$0.95B → $1.16B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.44 | $951,344,570 | 5 / 5 |
| 2026-07-25 | $7.23 | $926,989,105 | 4 / 4 |
| 2026-07-26 | $6.44 | $951,344,570 | 5 / 5 |
| 2026-07-27 | $7.23 | $916,379,230 | 4 / 4 |
| 2026-07-28 | $7.23 | $916,379,230 | 4 / 4 |
| 2026-07-29 | $7.01 | $914,607,549 | 4 / 4 |
| 2026-07-30 | $6.22 | $940,832,570 | 5 / 5 |
| 2026-07-31 | $6.22 | $940,832,570 | 5 / 5 |
| 2026-08-01 | $7.01 | $914,607,549 | 4 / 4 |
| 2026-08-02 | $6.22 | $940,832,570 | 5 / 5 |
| 2026-08-03 | $6.22 | $940,832,570 | 5 / 5 |
| 2026-08-04 | $6.22 | $940,832,570 | 5 / 5 |
| 2026-08-05 | $7.23 | $940,832,570 | 4 / 5 |
| 2026-08-06 | $7.23 | $940,832,570 | 4 / 5 |
| 2026-08-07 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-08 | $7.23 | $940,832,570 | 4 / 5 |
| 2026-08-09 | $7.23 | $940,832,570 | 4 / 5 |
| 2026-08-10 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-12 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-13 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-14 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-15 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-16 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-17 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-18 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-19 | $7.04 | $914,607,549 | 4 / 4 |
| 2026-08-20 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-21 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-22 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-23 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-24 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-25 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-26 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-27 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-28 | $7.11 | $924,594,947 | 4 / 4 |
| 2026-08-29 | $7.11 | $924,627,447 | 4 / 4 |
| 2026-08-30 | $7.11 | $924,627,447 | 4 / 4 |
| 2026-08-31 | $7.11 | $924,627,447 | 4 / 4 |
| 2026-09-01 | $7.11 | $924,627,447 | 4 / 4 |
| 2026-09-02 | $8.25 | $902,088,790 | 4 / 4 |
| 2026-09-03 | $8.25 | $902,088,790 | 3 / 4 |
| 2026-09-04 | $8.25 | $902,088,790 | 3 / 4 |
| 2026-09-05 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-06 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-07 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-08 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-09 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-10 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-11 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-12 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-13 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-14 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-15 | $8.96 | $942,260,219 | 3 / 4 |
| 2026-09-16 | $8.96 | $1,054,007,364 | 3 / 4 |
| 2026-09-17 | $8.96 | $1,054,007,364 | 3 / 4 |
| 2026-09-18 | $8.96 | $1,054,007,364 | 3 / 4 |
| 2026-09-19 | $8.96 | $1,054,007,364 | 3 / 4 |
| 2026-09-20 | $9.44 | $1,078,201,151 | 3 / 4 |
| 2026-09-21 | $9.44 | $1,078,201,151 | 3 / 4 |
| 2026-09-22 | $9.44 | $1,078,201,151 | 3 / 4 |
| 2026-09-23 | $9.44 | $1,078,201,151 | 3 / 4 |
| 2026-09-24 | $9.44 | $1,078,201,151 | 3 / 4 |
| 2026-09-25 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-09-26 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-09-27 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-09-28 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-09-29 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-09-30 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-10-01 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-10-02 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-10-03 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-10-04 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-10-05 | $9.44 | $1,068,734,357 | 3 / 4 |
| 2026-10-06 | $10.39 | $1,115,067,690 | 3 / 4 |
| 2026-10-07 | $10.41 | $1,115,843,357 | 3 / 4 |
| 2026-10-08 | $10.41 | $1,115,843,357 | 3 / 4 |
| 2026-10-09 | $10.41 | $1,115,843,357 | 4 / 4 |
| 2026-10-10 | $10.41 | $1,115,843,357 | 4 / 4 |
| 2026-10-11 | $10.41 | $1,115,843,357 | 4 / 4 |
| 2026-10-12 | $10.41 | $1,115,843,357 | 4 / 4 |
| 2026-10-13 | $10.41 | $1,115,843,357 | 4 / 4 |
| 2026-10-14 | $10.41 | $1,115,843,357 | 4 / 4 |
| 2026-10-15 | $10.41 | $1,115,843,357 | 3 / 4 |
| 2026-10-16 | $10.41 | $1,115,843,357 | 3 / 4 |
| 2026-10-17 | $10.41 | $1,115,843,357 | 3 / 4 |
| 2026-10-18 | $10.34 | $1,117,276,479 | 3 / 4 |
| 2026-10-19 | $10.34 | $1,117,276,479 | 3 / 4 |
| 2026-10-20 | $10.34 | $1,117,276,479 | 3 / 4 |
| 2026-10-21 | $10.34 | $1,117,276,479 | 3 / 4 |
| 2026-10-22 | $11.76 | $1,135,202,702 | 3 / 4 |
| 2026-10-23 | $11.76 | $1,135,194,479 | 3 / 4 |
| 2026-10-24 | $11.76 | $1,135,194,479 | 3 / 4 |
| 2026-10-25 | $11.76 | $1,135,194,479 | 3 / 4 |
| 2026-10-26 | $11.76 | $1,135,194,479 | 3 / 4 |
| 2026-10-27 | $11.76 | $1,135,194,479 | 3 / 4 |
| 2026-10-28 | $11.76 | $1,135,194,479 | 3 / 4 |
| 2026-10-29 | $12.26 | $1,159,901,943 | 3 / 4 |
| 2026-10-30 | $12.26 | $1,159,901,943 | 3 / 4 |
| 2026-10-31 | $12.26 | $1,159,917,094 | 3 / 4 |
| 2026-11-01 | $12.26 | $1,159,917,094 | 3 / 4 |
| 2026-11-02 | $12.26 | $1,159,917,094 | 3 / 4 |
| 2026-11-03 | $12.26 | $1,159,865,755 | 3 / 4 |
| 2026-11-04 | $12.26 | $1,159,865,755 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.