Frontline Plc · FRO · Next earnings

Frontline Plc reports Monday, Nov 30, 2026

FRO reports before market open with consensus EPS at $2.56 and revenue at $671.4M. Last quarter: Frontline posts a record quarter as tanker rates remain elevated

Reports Before market open70 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.56 Calendar consensus
Consensus revenue $671.4M Calendar consensus
Report date Nov 30, 2026 Monday, date estimated
Session Before market open 70 days away

Where FRO left off: FY2026 Q2

Full report

Frontline posts a record quarter as tanker rates remain elevated

EPS surprise +8.0% Reported $2.96 vs $2.74
Revenue surprise -0.7% Reported $753.3M vs $758.9M
Stock move +1.0% Event window
Subsequent drift +16.4% Up to 20 sessions

No formal guidance was provided; management discussed fleet delivery, financing, routing and shareholder returns instead.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Escalating geopolitical risk in the Gulf of Oman, Red Sea and Black Sea.
  • Higher fleet inefficiency and vessel idling creating operational uncertainty.
  • Sanctioned older vessels and limited recycling options.
  • Volatile oil prices affecting charter rates.
  • Higher dry-dock expenses and financing-cost volatility.

Questions analysts left open

  • How many ships are idled and where they are positioned outside the Strait of Hormuz.
  • Whether elevated two- to three-year VLCC time-charter rates are sustainable.
  • Rising Suezmax cash-breakeven costs and their key drivers.
  • Utilisation and disposal options for sanctioned vessels.
  • Future scrapping activity and recycling constraints.

Ask FN2 about FRO next report

Transcript, numbers and history already loaded
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Recent FRO quarters

All FRO earnings
+1.0%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.