International Seaways, Inc. (INSW) AI Stock Analysis

International Seaways, Inc. is an operator in the global maritime industry, specializing in the transportation of crude oil and petroleum products using oceangoing vessels. It operates across two primary segments: Crude Tankers and Product Carriers. The company serves independent oil companies, state-owned entities, oil traders, refinery operators, and international government bodies. As of December 31, 2021, it owned and managed a fleet of 83 vessels, including 12 chartered-in vessels, along with ownership interests in two floating storage and offloading service vessels. Founded in 1999 and headquartered in New York, the company was formerly known as OSG International, Inc. before rebranding in October 2016.

International Seaways grew revenue at a 5-year CAGR of 14.9% from FY2020 to FY2025. Annual revenue expanded from $272.5M in FY2021 to a peak of $1.07B in FY2023, before declining to $951.6M in FY2024 and $843.3M in FY2025. Operating margin shifted from -33.1% in FY2021 to 57.4% in FY2023, settling at 36.3% in FY2025 as net income reached $309.3M. Diluted EPS was $5.42 in FY2025. Trailing twelve month results through the latest quarter ended June 30, 2026, showed revenue of $1.26B with an operating margin of 64.2%. In that quarter, quarterly revenue grew 140.1% year-over-year, while quarterly earnings grew 373.1%.

As of June 30, 2026, International Seaways held $409.4M in cash and short-term investments against total debt of $652.8M, resulting in net debt of $243.4M. Shareholders' equity was $2.27B on total assets of $3.02B. The company maintained a debt-to-equity ratio of 0.29 and a current ratio of 5.94. During FY2025, operating cash flow reached $380.1M while free cash flow was $38.1M. Cash deployment in FY2025 included $341.9M in capital expenditures, $144.6M in dividends paid, and $6.1M in share buybacks.

International Seaways trades at a trailing P/E of 7.0x and an EV/EBITDA of 5.4x, both lower than the median of its US-listed Energy peers at 15.0x and 8.0x, respectively. Its price-to-sales of 4.3x sits above the peer median of 1.8x, and its forward P/E of 15.1x is higher than the peer median of 12.7x. The company has an enterprise value of $5.29B and a market cap of $5.45B. Over the past year, the stock returned 186.8%, outperforming the S&P 500 (SPY) return of 16.8%, and gained 988.0% over five years compared to 83.0% for SPY.

International Seaways pays a quarterly dividend with an annualized forward payout of $8.18, representing a dividend yield of 7.44%. The company has paid dividends for 7 consecutive years and achieved a 5-year annualized dividend growth rate of 64.9%. Its payout ratio stands at 94.0%, and its last ex-dividend date was September 10, 2026.

Wall Street coverage consists of 5 Strong Buy ratings and 1 Hold rating, with no Buy, Sell, or Strong Sell ratings. The mean price target of $119.83 implies an 8.9% upside from the last close of $109.99 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate revenue of $1.45B and EPS of $15.29, up 182.1%. For the following fiscal year, 4 analysts project revenue to fall 24.8% to $1.09B and EPS to drop 51.2% to $7.46. The company beat EPS estimates in each of the last 4 quarters, with next earnings scheduled for November 5, 2026.

This page is an AI-written research summary of International Seaways, Inc. (INSW). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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