EBITDA of USD 241.0m (+4% vs. ARCe, +25% vs. Cons.)Surprising the market with a USD 4.55/sh DPS (5.3% of current mcap in one quarter alone)37% of Suezmax spot days booked at USD 151.4k/dWe eye an EBITDA of USD 350-360m with current rates on open daysWhile consensus is at USD 198.6m, but spot rates are sliding so will likely be somewhat lowerVERY strong report. We see the stock outperforming peers today
07 May 2026
Arctic FLASH: International Seaways - From great in Q4 to fantastic now... and Q2 will likely be even better
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Arctic FLASH: International Seaways - From great in Q4 to fantastic now... and Q2 will likely be even better
International Seaways Inc (INSW:NYSE) | 0 0 0.0%
- Published:
07 May 2026 -
Author:
Kristoffer Barth Skeie | Lars Moen Eide -
Pages:
11 -
EBITDA of USD 241.0m (+4% vs. ARCe, +25% vs. Cons.)Surprising the market with a USD 4.55/sh DPS (5.3% of current mcap in one quarter alone)37% of Suezmax spot days booked at USD 151.4k/dWe eye an EBITDA of USD 350-360m with current rates on open daysWhile consensus is at USD 198.6m, but spot rates are sliding so will likely be somewhat lowerVERY strong report. We see the stock outperforming peers today