---
title: "International Seaways Q4 adjusted EPS beats expectations on higher TCE revenue"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/277033796.md"
datetime: "2026-02-26T11:52:30.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277033796.md)
  - [en](https://longbridge.com/en/news/277033796.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277033796.md)
---

# International Seaways Q4 adjusted EPS beats expectations on higher TCE revenue

)

Overview

-   Tanker company’s Q4 adjusted EPS beat analyst expectations
-   Adjusted net income for Q4 beat analyst expectations
-   Company completed strategic fleet optimizations and announced substantial shareholder returns

Outlook

-   Company expects continued strength in tanker markets into 2026
-   Seaways plans to leverage operating leverage for cash flow generation
-   Company aims to focus on fleet renewal and shareholder returns

Result Drivers

-   HIGHER SPOT EARNINGS - Co attributed increased Q4 net income to higher TCE revenues from spot earnings across the fleet, with significant gains in VLCC and Suezmax rates
-   FLEET OPTIMIZATION - Co’s fleet optimization through vessel sales and strategic acquisitions reduced expenses and contributed to Q4 gains
-   MARKET FUNDAMENTALS - Strong market fundamentals and geopolitical factors supported tanker earnings, according to CEO Lois K. Zabrocky Company press release:

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $2.45 $1.92 (4

Adjusted Analysts

### EPS )

### Q4 EPS $2.56

Q4 Beat $122 mln $92.53

Adjusted mln (4

Net Analysts

Income )

Q4 Net $128 mln

Income

Q4 Beat $175 mln $157.77

Adjusted mln (6

EBITDA Analysts

)

Analyst Coverage

-   The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 7 “strong buy” or “buy”, no “hold” and no “sell” or “strong sell”
-   The average consensus recommendation for the oil & gas transportation services peer group is “buy”
-   Wall Street’s median 12-month price target for International Seaways Inc is $64.00, about 7.9% below its February 25 closing price of $69.52
-   The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 9 three months ago For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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