International Seaways Inc (INSW) saw its stock price surge 5.29% in pre-market trading following the release of its fourth quarter 2025 financial results, which significantly exceeded analyst expectations across key metrics.

The tanker company reported adjusted earnings per share of $2.45, beating the consensus estimate of $1.92 by 27.6%. Revenue for the quarter reached $267.9 million, surpassing expectations of $244.65 million. The strong performance was driven by higher Time Charter Equivalent (TCE) revenues from spot earnings across the fleet, with particular strength in VLCC and Suezmax rates. Net income for the quarter surged 257.3% year-over-year to $128 million.

In addition to the earnings beat, International Seaways announced strategic developments including the acquisition of sole ownership of Tankers International, fleet optimization through vessel sales, and a substantial dividend of $2.15 per share representing 87% of adjusted net income. The company cited strong market fundamentals and geopolitical factors supporting tanker earnings as key drivers of its performance.