Frontline to Report Q1 Earnings: What's in Store for the Stock?

Core Viewpoint - Frontline Plc (FRO) is expected to report its first-quarter 2025 results on May 23, with earnings per share estimated at 18 cents, remaining stable over the past 60 days [1][2]. Group 1: Earnings Estimates and Trends - The Zacks Consensus Estimate for FRO's earnings per share for Q1 2025 is 0.18, with no changes over the past 60 days [2]. - The earnings estimates for subsequent quarters are 0.49 for Q2, 2.09 for E1, and 3.19 for F2, with a notable decrease of 12.50% for Q2 compared to 30 days ago [2]. - FRO has missed the Zacks Consensus Estimate in three of the last four quarters, with an average miss of 10% [2]. Group 2: Factors Influencing Performance - Supply-chain disruptions and escalated voyage operating costs are expected to negatively impact FRO's bottom-line performance for the first quarter [3]. - Geopolitical risks are anticipated to pose operational challenges that may hurt results [3]. - Low spot tanker rates are also expected to be reflected in the first-quarter results, with management likely to provide updates on the current tariff-related scenario [4]. Group 3: Positive Aspects - Continued fleet expansion initiatives are likely to have positively influenced the company's performance [5]. - Increased freight costs due to reduced container availability from Red Sea tensions are expected to aid FRO's quarterly performance, particularly in services to East Mediterranean and Israeli ports [5]. - Revenues and carried volumes are anticipated to surge due to disruptions, with lower capacity expected to boost earnings in the upcoming quarter [5]. Group 4: Zacks Model Insights - The Zacks model does not predict an earnings beat for FRO this time, as the Earnings ESP is 0.00%, indicating the Most Accurate Estimate aligns with the Zacks Consensus Estimate [6]. - FRO currently holds a Zacks Rank of 4 (Sell), suggesting a less favorable outlook compared to higher-ranked stocks [7].