Workflow
International Seaways(INSW)
icon
搜索文档
Wall Street Analysts Think International Seaways (INSW) Could Surge 51.69%: Read This Before Placing a Bet
ZACKS· 2025-06-26 22:56
Shares of International Seaways (INSW) have gained 6.1% over the past four weeks to close the last trading session at $38.5, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $58.4 indicates a potential upside of 51.7%.The mean estimate comprises five short-term price targets with a standard deviation of $9.94. While the lowest estimate of $48.00 indicates a 24.7% increase from th ...
5 Must-Buy Efficient Stocks to Buy for Solid Gains Amid Volatility
ZACKS· 2025-06-25 20:55
Key Takeaways Five stocks stood out for superior efficiency metrics like inventory turnover and asset utilization. INSW, ASR, BCRX, ASC and RRGB all posted positive four-quarter average earnings surprises. Each stock outperformed industry averages in four key efficiency ratios used in the screening process.Efficiency level measures a company’s capability to transform available input into output and is often considered an important parameter for gauging its potential to make profits. A company with a high- ...
International Seaways(INSW) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
International Seaways (INSW) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants James Small - Chief Administrative Officer, SVP, General Counsel & SecretaryLois Zabrocky - President and Chief Executive OfficerJeffrey Pribor - CFO, SVP & TreasurerOmar Nokta - Managing DirectorSherif Elmaghrabi - Equity Research AssociateLiam Burke - Managing Director Conference Call Participants Christopher Robertson - Equity Research Analyst - Vice President Operator Hello, and welcome to the International ...
International Seaways(INSW) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:00
International Seaways (INSW) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Hello, and welcome to the International CUA's First Quarter twenty twenty five Earnings Conference Call. My name is Carla, and I will be coordinating your call today. During the presentation, you will have the opportunity to ask questions by pressing star followed by one on your telephone keypad. If you change your mind, please press star followed by 2. I would now like to hand you over to the General Counsel, James Small, ...
International Seaways (INSW) Q1 Earnings and Revenues Top Estimates
ZACKS· 2025-05-08 20:55
International Seaways (INSW) came out with quarterly earnings of $0.80 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $2.92 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 35.59%. A quarter ago, it was expected that this company would post earnings of $0.70 per share when it actually produced earnings of $0.90, delivering a surprise of 28.57%.Over the last four quarters, the co ...
International Seaways(INSW) - 2025 Q1 - Quarterly Report
2025-05-08 20:15
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-37836-1 INTERNATIONAL SEAWAYS, INC. (Exact name of registrant as specified in its charter) | Marshall Islands | 98-0467117 | | - ...
International Seaways(INSW) - 2025 Q1 - Earnings Call Presentation
2025-05-08 19:31
Disclaimer Forward-Looking Statements During the course of this presentation, the Company (International Seaways, Inc. (INSW)) may make forward-looking statements or provide forward-looking information. All statements other than statements of historical facts should be considered forward-looking statements. Some of these statements include words such as ''outlook,'' ''believe,'' ''expect,'' ''potential,'' ''continue,'' "guidance," ''may,'' ''will,'' ''should,'' ''could,'' ''seek,'' ''predict,'' ''intend,'' ...
International Seaways(INSW) - 2025 Q1 - Quarterly Results
2025-05-08 19:30
Exhibit 99.1 INTERNATIONAL SEAWAYS REPORTS FIRST QUARTER 2025 RESULTS New York, NY – May 8, 2025– International Seaways, Inc. (NYSE: INSW) (the "Company," "Seaways," or "INSW"), one of the largest tanker companies worldwide providing energy transportation services for crude oil and petroleum products, today reported results for the first quarter 2025. HIGHLIGHTS & RECENT DEVELOPMENTS Quarterly Results: Fleet Optimization Program: · Total liquidity was approximately $673 million as of March 31, 2025, includi ...
Earnings Preview: International Seaways (INSW) Q1 Earnings Expected to Decline
ZACKS· 2025-05-01 23:07
International Seaways (INSW) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May ...
International Seaways(INSW) - 2024 Q4 - Earnings Call Transcript
2025-02-28 11:19
财务数据和关键指标变化 - 第四季度净收入3600万美元,摊薄后每股0.72%,剔除船舶销售损失后调整后净收入4500万美元,摊薄后每股0.90%,调整后EBITDA为9500万美元 [10][26][27] - 第四季度因船舶交易支付5300万美元现金,为此借款7000万美元,已在2025年第一季度偿还,第四季度末信贷额度降至4.75亿美元,预计按预估基础约为5.06亿美元 [12][13] - 总流动性6.32亿美元,包括1.57亿美元现金和4.75亿美元循环信贷额度,债务6.95亿美元,净贷款与价值比率低于16%,现货盈亏平衡率约为每天13700美元 [13][14] - 2024年向股东返还超3亿美元,股息率5.77%,股息收益率12%,还回购50万股,花费2500万美元,宣布3月支付0.70%股息,派息率约77%,预计未来派息率维持在75%左右 [14][15] - 第四季度实现自由现金流约7800万美元,按年化计算现金流收益率超17% [31] 各条业务线数据和关键指标变化 - 第四季度减载业务收入超900万美元,贡献近300万美元EBITDA,2024年全年EBITDA贡献近2000万美元 [29] 各个市场数据和关键指标变化 - 2025年石油需求预计按历史速度增长1%,日需求1亿桶,预计增长100 - 150万桶 [16] - 2024年下半年经合组织库存减少约1亿桶,短期内影响油轮费率,后续将按历史模式补充 [20] - 2024年美国战略石油储备(SPR)小幅增长,特朗普总统表示将补充至历史水平,可能进口约3亿桶以上中质含硫原油 [21] - 2024年订单量增加,但与历史相比,订单船舶数量相对船队规模仍较低,45%的船队船龄将超20年,需替换的船舶约有900艘已达20年船龄,另有1500多艘将在交付期达到20年船龄 [22][23] 公司战略和发展方向和行业竞争 - 继续执行平衡的资本配置策略,更新船队,适应行业条件,保持强劲资产负债表并回报股东 [24] - 投资多种资产类别,通过加入更大的联营体扩大规模,保持资产负债表稳健以应对下行周期 [42] 管理层对经营环境和未来前景的评论 - 油轮市场受地缘政治等因素影响,但市场会调整,制裁有助于合法商业船队,预计未来几年油轮市场处于上升周期 [18][20][24] - 公司有能力利用市场条件,继续产生现金并为公司和股东创造价值 [44] 其他重要信息 - 电话会议中管理层的陈述包含前瞻性声明,受多种风险和不确定性影响,实际结果可能与声明存在重大差异 [5][6] 总结问答环节所有的提问和回答 问题1: 公司目前的租船策略,是否考虑锁定部分运力 - 公司船队中有14份定期租船合同,占运营船舶78艘及6艘在建新船的近20%,公司会持续评估定期租船,关注合适的合作伙伴、期限和费率 [50][53] 问题2: 第一季度MR船费率情况及后续展望 - 第一季度MR船预订情况良好,与同行相比表现出色,费率出现分化,美国海湾地区费率有所下降,亚洲地区费率上升,公司在东部市场有良好布局,有望抓住上涨机会 [61][62] 问题3: 如何看待股息支付比率的变化及未来趋势 - 公司逐步提高股息支付比率,从2022年开始,随着杠杆率降低,目前支付比率达到77%,未来股东可预期最低75%的派息率,收益变化时派息也会相应调整 [71][72][73] 问题4: 如何看待VLCC与MR船互换交易,后续是否有特定的船队扩充方向 - 交易主要是为降低船队船龄,并非弱化VLCC业务,后续船队扩充将取决于机会,会关注大型原油船领域 [76][80] 问题5: 盈亏平衡成本的构成及未来下降空间 - 公司会控制运营成本和一般及行政费用(G&A),随着债务到期和融资结构调整,未来盈亏平衡成本有一定下降空间,目前对盈亏平衡水平感到满意 [85][87][88] 问题6: LR1船市场现状及公司竞争优势 - LR1船市场是公司的优势领域,第四季度仍跑赢竞争对手,费率下降受整体市场和厄瓜多尔出口变化影响,预计市场动态转变后该市场将回升 [90][91][92] 问题7: 苏伊士型油轮(SUEZ MAX)的前景 - 苏伊士型油轮与VLCC有较高相关性,随着贸易格局变化和VLCC市场改善,苏伊士型油轮有望随之发展 [98][99] 问题8: 公司是否有机会性股票回购计划 - 派息是主要的现金回报方式,但公司有5000万美元的股票回购计划,有能力进行股票回购 [102][103] 问题9: 租船方是否会放宽对船舶规格的要求 - 租船方会根据船舶供应和市场情况在一定程度上放宽要求,但不会全面放宽,维护良好的船舶仍有交易能力 [108][109] 问题10: 租船方是否在推动红海航线运输恢复 - 市场期待地区局势稳定和缓和,目前未收到租船方相关压力或咨询 [113]