Frontline Performance degli utili passati
Criteri Il passato verificati 6/6
Frontline ha registrato una crescita degli utili a un tasso medio annuo di 24.2%, mentre il settore Oil and Gas ha registrato utili in crescita a un tasso medio annuo di 8.4%. I ricavi sono stati in crescita a un tasso medio annuo di 19.2%. Il ritorno sul capitale proprio di Frontline è 31.9% e ha margini netti di 40.2%.
Informazioni chiave
24.20%
Tasso di crescita degli utili
23.25%
Tasso di crescita dell'EPS
| Oil and Gas Crescita del settore | 33.67% |
| Tasso di crescita dei ricavi | 19.16% |
| Rendimento del capitale proprio | 31.85% |
| Margine netto | 40.19% |
| Prossimo aggiornamento sugli utili | 31 Aug 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 21
FRO: Winter Tanker Setup Will Face Reversion Risk And Softer Margins
Analysts have lifted their Frontline price target from $28.50 to $38.00, reflecting updated views on fair value, discount rate, revenue trends, profit margins and future P/E, informed by recent Street research that includes both a higher target from BTIG and a downgrade to In Line at Evercore ISI on reversion risk. Analyst Commentary Recent Street research on Frontline points to a more balanced tone, with some bullish adjustments to price targets alongside a clearer set of risks.Seeking Alpha • May 06
Frontline: Strong Dividends Today, But Rates Must Stay High To Justify Valuation (Rating Downgrade)
Summary Frontline is downgraded to hold due to elevated valuation and near-term fleet reduction ahead of newbuild deliveries. FRO's dividend policy remains attractive, distributing all adjusted earnings, but short-term payouts may be constrained by fewer vessels despite strong rates. The company maintains a robust liquidity position, with $705 million total liquidity and no major debt maturities until 2030. Valuation at 1.3x NAV limits upside; rate sustainability and the Strait of Hormuz reopening are key binary catalysts for FRO's near-term performance. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 03
FRO: Higher Earnings Quality Will Be Supported By Margins And Dividend Strength
Analysts now see Frontline's fair value at $45.00, down $1.00 from $46.00. The change reflects updated views on revenue trends, profit margins, and P/E assumptions after recent mixed Street research that included both price target hikes and a downgrade to In Line.Aggiornamento della narrazione • Apr 18
FRO: Higher Earnings Quality Will Be Driven By Margins And Winter Strength
Analysts raised their price target on Frontline by $5, citing updated assumptions around revenue trends, profit margins, and future P/E expectations that support the new valuation. Analyst Commentary Bullish analysts see the higher price target for Frontline as a signal that the market may not fully reflect current assumptions around revenue, margins, and P/E.Aggiornamento della narrazione • Apr 04
FRO: Winter Strength And Fleet Renewal Will Support Future Earnings Quality
Analysts have raised their fair value estimate for Frontline from $31.00 to $46.00, referencing updated assumptions around discount rates, revenue trends, profit margins, and future P/E that they see reflected in recent price target increases and rating changes on the stock. Analyst Commentary Recent Street research points to a more constructive view on Frontline, with bullish analysts adjusting both ratings and targets in a way that lines up with the higher fair value estimate.
Aggiornamento della narrazione • Mar 20
FRO: Fleet Renewal Will Support Higher Future Earnings Multiples
Analysts have raised their average price target for Frontline by $5 to $28.33, citing recent upgrades and a modest adjustment to valuation inputs, including a slightly higher discount rate and updated forward P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the higher average price target of $28.33 as consistent with their updated forward P/E assumptions, suggesting the current valuation still leaves room for upside if execution aligns with forecasts.Aggiornamento della narrazione • Mar 06
FRO: Fleet Renewal And Time Charters Will Support Higher Future Earnings Multiples
Analysts have lifted their Frontline price target by $9.25 to $41.25, citing updated expectations around fair value, discount rates, revenue growth, profit margins, and future P/E assumptions as reflected in recent rating and target changes. Analyst Commentary Recent research takes a more constructive view on Frontline, with price targets clustered around the mid to high $20s and some analysts now willing to ascribe higher fair value based on updated assumptions for earnings power and risk.Aggiornamento della narrazione • Feb 20
FRO: Fleet Renewal And Time Charters Will Shape Balanced Forward Risk Profile
Analysts have raised their Frontline price target by $0.50 to $32.00, citing updated assumptions that include different revenue trends, higher profit margins, and a lower expected future P/E multiple. Analyst Commentary Recent research updates on Frontline highlight a mix of optimism on earnings power and some caution around how much of that is already reflected in the share price.Aggiornamento della narrazione • Feb 06
FRO: Modern Fleet Expansion Will Be Positioned To Capture Higher Winter Rates
Analysts have lifted their fair value estimate for Frontline from US$29.50 to US$31.50, citing updated assumptions on discount rates, revenue trends, margins and future P/E that align with recent Street research, which highlights higher price targets and improving views on the stock. Analyst Commentary Recent Street research has turned more constructive on Frontline, with higher price targets and rating upgrades feeding into the refreshed fair value estimate.Articolo di analisi • Jan 29
Frontline plc (NYSE:FRO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable
Frontline plc ( NYSE:FRO ) shareholders would be excited to see that the share price has had a great month, posting a...Aggiornamento della narrazione • Jan 23
FRO: Winter Tanker Strength Will Support Upside For Renewed VLCC Fleet
Analysts have adjusted their price target on Frontline to US$31 from US$30, citing recent rating upgrades and higher targets from firms that see a promising tanker market setup heading into the winter season. Analyst Commentary Recent Street research has leaned more positive on Frontline, with bullish analysts pointing to a constructive tanker backdrop into the winter season and adjusting their views accordingly.Aggiornamento della narrazione • Jan 09
FRO: Winter Tanker Setup And Higher Cash Returns Will Drive Upside
Narrative Update: Frontline Analyst Price Target Shift Analysts have lifted their fair value estimate for Frontline from $20.00 to $28.50, citing a revised price target of $26 and a generally more favorable tanker market setup into the winter season. Analyst Commentary Recent research commentary around Frontline highlights a more constructive view on the tanker setup into the winter season, with a higher fair value estimate and a revised price target of $26.Aggiornamento della narrazione • Dec 14
FRO: Winter Tanker Market Will Drive Upside For VLCC Heavy Fleet
Analysts have lifted their price target on Frontline to $30.00 from $25.00, citing a promising winter tanker market setup and expectations that the company’s modern, VLCC heavy fleet will outperform smaller tankers, supporting stronger margins and earnings. Analyst Commentary Bullish analysts are highlighting Frontline as a key beneficiary of what they view as a constructive winter tanker market, pointing to strong fundamentals and improving earnings visibility.Aggiornamento della narrazione • Nov 30
FRO: Modern VLCC Fleet Is Expected To Capture Higher Winter Rates
Frontline's analyst price target has increased from $27.80 to $29.50 per share. Analysts cite an encouraging tanker market outlook and expectations that its modern fleet will outperform in the coming season.Articolo di analisi • Nov 27
Frontline (NYSE:FRO) Has Announced That Its Dividend Will Be Reduced To $0.19
Frontline plc ( NYSE:FRO ) is reducing its dividend from last year's comparable payment to $0.19 on the 19th of...Aggiornamento della narrazione • Nov 15
FRO: Winter Season Will Shape Earnings Amid Modern Fleet Advantage
Analysts have increased their price target for Frontline from $27.20 to $27.80 per share, citing improved profit margin forecasts and a favorable outlook for the company's modern tanker fleet this winter. Analyst Commentary Recent Street Research highlights a generally optimistic outlook on Frontline, with analysts adjusting their models and price targets upward ahead of the winter tanker season.Aggiornamento della narrazione • Nov 01
FRO: Winter Tanker Market And VLCC Fleet Will Support Earnings Momentum
Analysts have raised their price target for Frontline from $26.40 to $27.20. They cite greater profit margins and a stronger tanker market outlook heading into the winter season.Aggiornamento della narrazione • Oct 17
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
Analysts have raised Frontline's price target by $1.00 to $26.40, citing expectations for the company's modern, VLCC-heavy fleet to outperform during the upcoming winter season. Analyst Commentary Bullish Takeaways Bullish analysts are raising price targets, reflecting greater confidence in the company's valuation outlook.Aggiornamento della narrazione • Oct 03
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
Frontline's analyst price target has been increased by $0.62 to $25.40, as analysts cite anticipated outperformance from the company's modern, large vessel fleet and improving sector dynamics. Analyst Commentary Bullish analysts have responded positively to Frontline's updated fleet and market position, leading to higher price targets and renewed investor confidence.Aggiornamento della narrazione • Sep 17
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
The modest increase in Frontline's consensus analyst price target to $24.78 reflects slightly improved revenue growth expectations, despite projections remaining negative. What's in the News Frontline plc announced a dividend of $0.36 per share for the second quarter of 2025.Articolo di analisi • Sep 05
Frontline's (NYSE:FRO) Shareholders Have More To Worry About Than Only Soft Earnings
The subdued market reaction suggests that Frontline plc's ( NYSE:FRO ) recent earnings didn't contain any surprises...Articolo di analisi • Jul 28
Is Frontline (NYSE:FRO) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Mar 24
Frontline: Challenges, Opportunities, And Tanker Business In 2025
Summary Frontline is one of the largest oil tanker companies, and like all companies in this field, Frontline is highly susceptible to market cycles. The financial situation of the company does not look the best, which is related to the specifics of its business. Frontline will be interested in buying closer to $14 per share. Read the full article on Seeking AlphaSeeking Alpha • Jan 01
Frontline: One Of The Most Aggressive Capital Structure In The Tanker Industry
Summary With a fleet of 82 tankers and a combined capacity of 17.9 million deadweight tons, Frontline is one of the world's largest tanker operators. With an average age of 6.4 years, Frontline's portfolio is also one of the youngest in the industry, second only to the one owned by Okeanis Eco Tankers. Using spot rates at the end of November 2024, Frontline would generate approximately $314.0 million in free cash flow annually, the equivalent of a free cash flow yield of ~10%. The aggressive capital structure composed of 53% debt is the key reason behind my hold rating. Although the debt load is manageable at current rates, it could change pretty quickly. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
Frontline: Tanker Market Strategy And Ongoing Disruptions (Podcast Transcript)
Summary Value Investor's Edge Live returns with the latest episode focused on the crude oil shipping sector. Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad joined us in early September to share current strategy and market insights. We reviewed the current tanker market conditions, disruptions in Red Sea, and ongoing Russian sanctions, along with weaker Chinese demand. Despite ongoing seasonal weakness, Frontline is optimistic about long-term market balances and potential for higher rates driven by low order books and supply constraints and aims to return roughly 80%. An audio recording with time stamps is included below, along with a full-length transcript. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
The Tanker Titan: Frontline Well-Positioned To Get Lucky
Summary Shipping companies are in a good position due to the energy transition, despite volatility and environmental uncertainties impacting investment in transport capacity. Frontline's stock trades at ~$22, with forward earnings estimates at $2.66 for 2024 and $3.14 for 2025, reflecting a 7x forward earnings multiple. The shadow fleet's older, uninsured vessels increase short-term supply but may reverse the impact in the long term; order book growth is manageable. Frontline's liquidity and strategy to pay out excess cash flow make it a decent hold, with potential for strong returns from unexpected events. Read the full article on Seeking Alpha
Nuova narrazione • Sep 02
Winter Demand Surge And Strategic Fleet Optimization Propel Oil Transporter's Earnings And Market Position
Seasonal upticks in oil demand and a growing compliant versus noncompliant fleet divide could raise Frontline's freight rates, enhancing revenue and margins.Seeking Alpha • Aug 09
Frontline Plc's Stock And Fleet Are On The Upswing
Summary Frontline plc stock is rated as a buy-to-strong buy opportunity after a recent drop in share price. Growth opportunities in the marine shipping industry outweigh risks, with demand for crude tankers expected to remain high in the coming years. Frontline plc has a high dividend yield of 10.9% and strong financial metrics, despite accumulating debt to finance its fleet of tankers. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Frontline guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 2,251 | 905 | 64 | 0 |
| 31 Dec 25 | 1,965 | 379 | 51 | 0 |
| 30 Sep 25 | 1,766 | 218 | 42 | 0 |
| 30 Jun 25 | 1,824 | 238 | 34 | 0 |
| 31 Mar 25 | 1,900 | 348 | 35 | 0 |
| 31 Dec 24 | 2,050 | 496 | 36 | 0 |
| 30 Sep 24 | 2,040 | 547 | 48 | 0 |
| 30 Jun 24 | 1,927 | 595 | 57 | 0 |
| 31 Mar 24 | 1,883 | 638 | 56 | 0 |
| 31 Dec 23 | 1,802 | 656 | 54 | 0 |
| 30 Sep 23 | 1,917 | 777 | 58 | 0 |
| 30 Jun 23 | 1,922 | 826 | 56 | 0 |
| 31 Mar 23 | 1,710 | 646 | 53 | 0 |
| 31 Dec 22 | 1,430 | 476 | 47 | 0 |
| 30 Sep 22 | 1,114 | 252 | 35 | 0 |
| 30 Jun 22 | 903 | 63 | 28 | 0 |
| 31 Mar 22 | 773 | -15 | 27 | 0 |
| 31 Dec 21 | 749 | -15 | 26 | 0 |
| 30 Sep 21 | 711 | -40 | 34 | 0 |
| 30 Jun 21 | 786 | 50 | 38 | 0 |
| 31 Mar 21 | 1,003 | 276 | 39 | 0 |
| 31 Dec 20 | 1,221 | 413 | 44 | 0 |
| 30 Sep 20 | 1,384 | 531 | 44 | 0 |
| 30 Jun 20 | 1,324 | 464 | 45 | 0 |
| 31 Mar 20 | 1,130 | 265 | 46 | 0 |
| 31 Dec 19 | 957 | 140 | 45 | 0 |
| 30 Sep 19 | 836 | 57 | 41 | 0 |
| 30 Jun 19 | 836 | 69 | 39 | 0 |
| 31 Mar 19 | 810 | 45 | 38 | 0 |
| 31 Dec 18 | 741 | -9 | 37 | 0 |
| 30 Sep 18 | 702 | -283 | 37 | 0 |
| 30 Jun 18 | 655 | -309 | 37 | 0 |
| 31 Mar 18 | 637 | -306 | 39 | 0 |
| 31 Dec 17 | 645 | -265 | 38 | 0 |
| 30 Sep 17 | 642 | 2 | 41 | 0 |
| 30 Jun 17 | 660 | 31 | 41 | 0 |
| 31 Mar 17 | 702 | 65 | 39 | 0 |
| 31 Dec 16 | 752 | 117 | 41 | 0 |
| 30 Sep 16 | 724 | 157 | 34 | 0 |
| 30 Jun 16 | 674 | 214 | 27 | 0 |
| 31 Mar 16 | 585 | 278 | 20 | 0 |
| 31 Dec 15 | 452 | 286 | 11 | 0 |
| 30 Sep 15 | 376 | 294 | 3 | 0 |
| 30 Jun 15 | 324 | 291 | 2 | 0 |
Guadagni di qualità: FRO ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di FRO (40.2%) FRO sono più alti rispetto allo scorso anno (18.3%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di FRO sono cresciuti in modo significativo del 24.2% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di FRO nell'ultimo anno ( 160% ) supera la media quinquennale ( 24.2% all'anno).
Guadagni vs Settore: La crescita degli utili FRO nell'ultimo anno ( 160% ) ha superato la percentuale del settore Oil and Gas 6%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 31.9% ) di FRO è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 17:13 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Frontline plc è coperta da 16 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | ABG Sundal Collier |
| Gregory Lewis | BTIG |
| Marius Furuly | Carnegie Investment Bank AB |