Frontline Q3: The Macro Is Finally Favorable

Frontline plc (FRO) remains a buy but is now best suited for aggressive investors due to a lower yield and higher valuation. FRO faces ongoing geopolitical risks and insurance costs, but the recent Red Sea ceasefire and sanctions on Russian oil create positive macro tailwinds. Q3 earnings missed expectations, but a surge in VLCC bookings and higher rates signal a potentially strong Q4 performance.

Seeking Alpha • Nov 25, 2025

Frontline plc (FRO) Q3 2025 Earnings Call Transcript

Frontline plc ( FRO ) Q3 2025 Earnings Call November 21, 2025 9:00 AM EST Company Participants Lars Barstad - Chief Executive Officer of Frontline Management AS Inger Klemp - Chief Financial Officer of Frontline Management AS Conference Call Participants Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Sherif Elmaghrabi - BTIG, LLC, Research Division Omar Nokta - Jefferies LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Third Quarter 2025 Frontline Earnings Conference Call and Webcast.

Seeking Alpha • Nov 21, 2025

FRO – Third Quarter and Nine Months 2025 Results

FRONTLINE PLC REPORTS RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2025 Frontline plc (the “Company”, “Frontline,” “we,” “us,” or “our”), today reported unaudited results for the three and nine months ended September 30, 2025: Highlights Profit of $40.3 million, or $0.18 per share for the third quarter of 2025. Adjusted profit of $42.5 million, or $0.19 per share for the third quarter of 2025.

GlobeNewsWire • Nov 21, 2025

The Top-Performing Energy Stocks Of Q3 2025

Markets carried their momentum into the third quarter of 2025, even as political uncertainty and softer labor data kept investors cautious.

Forbes • Oct 2, 2025

Jefferies Loves 3 Strong Buy High-Yielding Tankers as Day Rates Skyrocket

Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.

24/7 Wall Street • Oct 1, 2025

Frontline Q2: More Tanker Gains To Be Had

Frontline plc remains a buy, due to strong fundamentals and favorable macro trends in oil shipping, including continued profitability and a (relatively) rising dividend. The company experienced a positive summer, validating my previous optimistic outlook. Shipping industry tailwinds continue to support Frontline's growth prospects and earnings potential, including increased political pushback against sanctioned crude.

Seeking Alpha • Sep 1, 2025

Frontline plc (FRO) Q2 2025 Earnings Call Transcript

Frontline plc (NYSE:FRO ) Q2 2025 Earnings Conference Call August 29, 2025 9:00 AM ET Company Participants Inger Marie Klemp - Chief Financial Officer of Frontline Management AS Lars H. Barstad - Chief Executive Officer of Frontline Management AS Conference Call Participants Omar Mostafa Nokta - Jefferies LLC, Research Division Operator Good day, and thank you for standing by.

Seeking Alpha • Aug 29, 2025

FRO – Second Quarter and Six Months 2025 Results

FRONTLINE PLC REPORTS RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2025 Frontline plc (the “Company”, “Frontline,” “we,” “us,” or “our”), today reported unaudited results for the six months ended June 30, 2025: Highlights Profit of $77.5 million, or $0.35 per share for the second quarter of 2025. Adjusted profit of $80.4 million, or $0.36 per share for the second quarter of 2025.

GlobeNewsWire • Aug 29, 2025

Frontline (FRO) Lags Q2 Earnings and Revenue Estimates

Frontline (FRO) came out with quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.62 per share a year ago.

Zacks Investment Research • Aug 29, 2025

Frontline May Have Calmer Seas Ahead Of It

Frontline (FRO) remains a volatile but attractive long-term play, especially for investors able to stomach wild price swings and inconsistent dividends. Recent geopolitical improvements, especially the Iran-Israel ceasefire, should reduce shipping risks and costs, benefiting Frontline's operations and margins going forward. Despite a recent dividend cut and oil price risks, Frontline's high yield and potential for increased oil transport support a bullish long-term outlook.

Seeking Alpha • Jun 24, 2025