International Seaways, Inc. (INSW)
NYSEEnergyMarine ShippingSnapshot 2026-09-04
$104.50+2.21%
Close 2026-09-04 · 1-day change
NYSEEnergyMarine ShippingSnapshot 2026-09-04
QuarterlyIQ Insights · INSW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within energy on a research-validated quality screen. As of 2026-09-04.
The screen ranks INSW against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Energy names rated strong grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=1735).
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 guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Maintain and increase dividend payouts with a target payout ratio of at least 85% of adjusted net income, including supplemental dividends.
Stated as a priority in 4 of last 4 quarters. Dividends increased from $0.86 per share in 2025-Q3 to $5.05 per share declared in 2026-Q2, with payout ratios maintained at or above 85% of adjusted net income for three consecutive quarters. Management is delivering on its commitment to return capital to shareholders through growing dividends.
“Largest quarterly dividend in Company history declared: $5.05 per share to be paid in September 2026.”
“Declared the largest quarterly dividend in Company history: $4.55 per share to be paid in June 2026.”
“Declared a combined dividend of $2.15 per share to be paid in March 2026, representing 87% adjusted net income.”
“Paid a combined $0.86 per share in dividends in December 2025.”
Continue to renew and optimize the fleet by acquiring new LR1 vessels, selling older vessels, and expanding commercial pools.
Stated as a priority in 4 of last 4 quarters. The Company sold vessels for $131 million in 2025 and $216 million in early 2026, while contracting four new LR1 vessels for $244 million with deliveries expected in 2028. Management is delivering on fleet renewal and optimization through vessel sales and newbuild contracts.
Preserve financial flexibility with low leverage, ample liquidity, and disciplined debt management.
Stated as a priority in 4 of last 4 quarters. Liquidity increased from approximately $918 million in 2026-Q1 to $935 million in 2026-Q2, with net loan-to-value improving from below 7% to approximately 6%. Management is delivering on maintaining a strong balance sheet and financial flexibility.
“Total liquidity approximately $935 million including $409 million cash and $526 million undrawn credit; net loan-to-value approximately 6%.”
Acquire full ownership of Tankers International and expand its commercial management into the Suezmax class.
Stated as a priority in 2 of last 4 quarters. The Company acquired full ownership of Tankers International and expanded its commercial management into the Suezmax pool, which commenced operations in March 2026. Management is delivering on expanding its commercial platform through this acquisition.
“Acquired sole ownership of Tankers International, expanding commercial management into Suezmax pool.”
The company aims to increase its dividend payout, including a supplemental dividend.
Over the trailing year it converted 0.81x of net income into operating cash flow. Historically, Energy names rated fragile grew net income 36% of the time over the next year (vs 47% for the rest of the cohort, n=996).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
25 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated volatile grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=640).
Not investment advice. As of 2026-09-04.
“Contracted four additional LR1 newbuildings for $244 million, deliveries expected in 2028; remaining two LR1 vessels expected in 2026-Q3.”
“Sold seven vessels for $216 million; took delivery of third and fourth LR1 newbuildings; remaining two expected in 2026-Q3.”
“Acquired sole ownership of Tankers International; took delivery of scrubber-fitted VLCC; sold 10 vessels for $131 million in 2025.”
“Sold or agreed to sell five vessels for $185 million in early 2026.”
“Total liquidity approximately $918 million including $377 million cash and $541 million undrawn credit; net loan-to-value below 7%.”
“Total liquidity $724 million including $167 million cash and $557 million undrawn credit; net loan-to-value approximately 13%.”
“Entered $240 million ECA Credit Facility secured by six LR1 newbuildings with 12-year term and 20-year amortization.”
“Acquired sole ownership of Tankers International; new Suezmax pool commenced operations in March.”