NYSE$FRO

Frontline PLC · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Frontline PLC reported strong Q1 2026 results with record adjusted profits driven by high TCE earnings and vessel sales.

Frontline PLC reported unaudited results for the three months ended March 31, 2026, with revenues of $714.2 million, net profit of $559.1 million ($2.51 per share), and adjusted profit of $344.9 million ($1.55 per share). The quarter featured exceptional tanker market conditions leading to high spot TCE rates across the fleet and a significant gain on vessel sales. The company declared a $1.55 per share dividend and secured new financing facilities.

  • Net profit reached $559.1 million or $2.51 per share, with adjusted profit of $344.9 million or $1.55 per share, the strongest since Q4 2004.
  • Revenues totaled $714.2 million, supported by average daily spot TCE earnings of $103,500 (VLCC), $72,400 (Suezmax), and $50,700 (LR2/Aframax).
  • Gain on sale of eight VLCCs contributed $210.9 million; declared quarterly cash dividend of $1.55 per share.
  • Secured up to $737 million in new credit facilities for newbuildings and additional refinancing facilities totaling up to $237.5 million.

Headline financials

Total Revenue

$714M

Previous: $428M+66.9%
EPS (adj)

$1.55

Previous: $0.18+761.1%
LR2/Aframax Spot TCE

$50.7K

No prior period
Suezmax Spot TCE

$72.4K

No prior period
VLCC Spot TCE

$104K

No prior period
Q1 2026 Dividend

$1.55

No prior period
Net Income

$559M

Previous: $33.3M+1579.6%

Revenue & EPS history

Frontline · Revenue · Quarterly

$714M

Q1 2026+66.9%vs Q1 2025
Beat estimate in 14 of 14 quarters(100%)
ActualEstimate

Forward guidance

Market volatility expected to continue into Q2 2026 with lower full-quarter spot TCEs due to ballast days; constructive longer-term outlook on energy security and diversified oil sourcing.

Tailwinds

  • Fundamentally firm tanker market carrying into Q2 2026
  • New financing achieved at attractive terms strengthening liquidity and reducing breakeven rates
  • Heightened focus on energy security expected to benefit tanker market for years

Headwinds

  • Geopolitical disruptions in Middle East creating opaque near-term conditions
  • Spot TCEs for full Q2 2026 expected lower than currently contracted rates due to ballast days

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-1.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.5%

Avg return

30 days after

46%

28 / 61 earnings

Positive

+16.7%

Q1 2022

Best reaction

-29.3%

Q4 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2026-0.8%+8.8%+7.8%
Q2 2025+0.9%+5.3%+11.4%
Q1 2025+6.8%+2.2%+10.5%
Q4 2024+4.8%+3.1%-2.2%
Q3 2024-10.5%-13.1%-22.5%
Q2 2024-1.4%-4.7%-2.1%
Q1 2024-1.4%-6.4%-10.3%
Q4 2023-0.7%+2.7%+2.8%
Q3 2023-5.1%-9.1%-5.3%
Q2 2023+3.2%+3.9%+1.1%
Q1 2023-3.1%-8.9%-3.3%
Q4 2022-0.2%+2.3%-12.0%
Q3 2022+5.8%+7.6%-6.2%
Q2 2022-0.9%-1.3%+0.9%
Q1 2022+16.7%+27.0%-4.2%
Q4 2021+4.7%+9.9%+12.7%
Q3 2021+0.7%-2.8%+2.6%
Q2 2021-1.9%-3.9%+12.5%
Q1 2021+0.1%+2.9%+3.9%
Q4 2020-1.0%-3.2%+8.2%
Q3 2020-10.7%-15.5%-13.1%
Q2 2020-5.3%-5.9%-22.2%
Q1 2020+3.3%+2.7%-3.3%
Q4 2019+11.9%+6.4%+28.3%
Q3 2019-0.3%-4.1%+10.1%
Q2 2019+3.8%+3.9%+12.8%
Q1 2019+0.2%+1.1%-15.5%
Q4 2018+4.3%+7.1%+2.5%
Q3 2018+5.3%+2.2%+7.9%
Q2 2018+3.5%+5.4%+5.4%
Q1 2018+8.8%+7.3%+11.5%
Q4 2017-4.0%+0.2%+9.9%
Q3 2017-4.6%-7.0%-21.3%
Q2 2017-2.0%+0.0%+18.4%
Q1 2017+2.8%+2.3%-0.5%
Q3 2016-5.5%-5.4%-5.2%
Q2 2016-11.9%-11.0%-11.7%
Q1 2016+7.7%+11.7%-1.9%
Q4 2015-0.7%
Q3 2015+6.9%
Q1 2015-10.5%
Q4 2014+3.3%
Q3 2014-20.5%
Q1 2014-1.1%
Q4 2013+1.6%
Q3 2013+13.9%
Q2 2013-13.5%
Q1 2013-10.4%
Q4 2012-29.3%
Q2 2012-15.9%
Q4 2008-2.8%
Q4 2011-2.8%
Q1 2012+1.8%
Q3 2011-7.0%
Q2 2011+1.0%
Q4 2010-1.9%
Q4 2009-1.9%
Q1 2011+2.2%
Q3 2010-2.4%
Q2 2010+0.6%
Q1 2010+0.6%

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