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.
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.
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.
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.
Frontline plc (FRO) Q1 2025 Earnings Call Transcript
Here is how Frontline (FRO) and Grupo Aeroportuario del Centro Norte (OMAB) have performed compared to their sector so far this year.
VZ provides critical unmanned aircraft systems to support the New Orleans Police Department during annual Mardi Gras celebrations.
QFIN, NMRK and FRO made it to the Zacks Rank #1 (Strong Buy) value stocks list on April 8, 2025.
Frontline (FRO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
HSNGY, FRO and TEF made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 4, 2025.
FRO, IX and UVSP made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 1, 2025.
FRO, SAN and IX made it to the Zacks Rank #1 (Strong Buy) value stocks list on April 1, 2025.