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What's in the Offing for International Seaways in Q3 Earnings?

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Key Takeaways

  • INSW's Q3 earnings are likely to surge 300% year over year to $4.60 per share, with revenues up over 94%.
  • Higher spot earnings, improved profit-sharing and strong tanker revenues are likely to aid Q3 results.
  • INSW's cost controls and diverse fleet may aid results, while high fuel costs pose challenges.

International Seaways (INSW - Free Report) is scheduled to report third-quarter 2026 results on Nov. 5, before the market opens. 

The Zacks Consensus Estimate for the to-be-reported quarter's earnings has surged 73.6% to $4.60 per share over the past 60 days. The consensus mark for earnings implies a massive increase of 300% from third-quarter 2025 actuals. The Zacks Consensus Estimate for third-quarter revenues is currently pegged at $381.3 million, indicating a year-over-year increase of more than 94%.

Zacks Investment ResearchImage Source: Zacks Investment Research

International Seaways has an encouraging earnings surprise history. The shipping company's earnings have outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 33.9%.

International Seaways Inc. Price and EPS Surprise

International Seaways Inc. Price and EPS Surprise

International Seaways Inc. price-eps-surprise | International Seaways Inc. Quote

Factors Influencing INSW’s Q3 Performance

We expect International Seaways’performance in the to-be-reported quarter to have been significantly impacted by persistent macroeconomic uncertainty, which might have affected customer demand and shipment volumes.

On the brighter side, higher spot earnings and improved profit-sharing results from applicable time charters are likely to have boosted the company’s performance in the to-be-reported quarter. Consolidated time charter equivalent revenues and crude tanker revenues are likely to have been strong in the quarter to be reported.

However, the diverse fleet maintained by International Seaways, which focuses on diversification across market segments, might boost results. Efforts to control costs are also expected to have aided INSW’s bottom-line performance in the to-be-reported quarter. However, high fuel costs are likely to have hurt INSW’s performance in the third quarter.

Earnings Whisper for INSW

Our proven model does not conclusively predict an earnings beat for International Seaways this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.

Earnings ESP of INSW: International Seaways has an Earnings ESP of 0.00% at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

INSW’s Zacks Rank: International Seaways currently sports a Zacks Rank #1.

A Transportation Stock to Consider

Here is a stock from the broader Zacks Transportation sector that investors may consider, as our model shows that it has the right combination of elements to beat on earnings this reporting cycle.

ArcBest Corporation (ARCB - Free Report) has an Earnings ESP of +0.82% and a Zacks Rank #2 at present. ARCB is scheduled to report third-quarter 2026 earnings on Nov. 4.

The Zacks Consensus Estimate for ArcBest Corporation’s third-quarter 2026 earnings has been revised upward by 5.8% over the past 60 days to $2.54 per share. ARCB’s earnings beat the Zacks Consensus Estimate in three of the preceding four quarters, missing in one. The average beat is 2.14%.

A Transportation Stock That Has Already Released Q3 Results

Wabtec Corporation (WAB - Free Report) reported mixed third-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate, but revenues missed the same.

Wabtec’s quarterly earnings (excluding 41 cents from non-recurring items) of $2.83 per share beat the Zacks Consensus Estimate of $2.72 by 4.04% and increased 22% year over year. Revenues climbed 8.1% year over year to $3.12 billion but missed the consensus mark of $3.18 billion by 2%. Wabtec’s 12-month backlog increased 8.8% to $8.99 billion. 

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