Freehold Royalties Ltd. (FRHLF)
OTHER OTC:FRHLF
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Earnings Data
Report Date
Aug 05, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational and financial picture driven by a strong liquids mix, pricing premiums in U.S. assets, solid funds from operations, dividend returns, and strategic Permian acquisitions that add long-term value. Offsetting this were near-term headwinds from lower late-2025 drilling activity, a weather-driven production interruption, slightly higher net debt from strategic land purchases, and cautious U.S. operator behavior delaying some volume growth into late 2026 and 2027. On balance, the positives (production quality, pricing premiums, cash generation, accretive acreage additions, and maintained guidance) outweigh the near-term operational and timing challenges.Company Guidance
Geographic and Pricing Mix Benefits
North American production split 55% Canada / 45% U.S., while the U.S. delivered 51% of total revenue due to higher liquids weighting and market access; U.S. royalty volumes realized a 31% pricing premium versus Canadian production, and U.S. natural gas received a 58% premium over Canadian gas.
Active Canadian Drilling and Recent Additions
Continued strong activity in heavy oil plays (Clearwater, Mannville) and active programs in Viking and Southeast Saskatchewan light oil; new drilling in these two light oil plays contributed over 225 barrels/day as the company exited Q1.
Stable 2026 Production Guidance
Reiterated 2026 annual production guidance of 15,500 to 16,300 BOE/day, reflecting management's confidence in end-year and exit volume expectations given current activity and pricing environment.
Long-Term Track Record
Celebrating 30th year as a public company with a 4% compounded annual production growth rate over 30 years and uninterrupted monthly dividends over that period.
Strong Q1 Production and Liquids Focus
Q1 production of 15,533 BOE/day with a 65% liquids weighting; oil and gas portion contributed 90% of total revenue, reflecting the company's liquids-focused strategy benefitting from elevated oil prices.
Robust Funds from Operations and Shareholder Return
Generated $59 million of funds from operations ($0.36 per share) at a Q1 WTI of $72; returned $44 million in dividends during the quarter and maintained a monthly dividend program.
Strategic Permian Mineral Acquisitions
Invested $19 million in mineral title lands in the Permian, adding over 200 drilling locations under premier operators (ExxonMobil, Diamondback, Occidental, ConocoPhillips, Double Eagle); lands held in perpetuity in core undeveloped resource areas.
FRHLF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FRHLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $12.98 | $12.74 | -1.85% |
Mar 11, 2026 | $13.10 | $12.47 | -4.82% |
Nov 13, 2025 | $9.82 | $10.14 | +3.24% |
Jul 30, 2025 | $9.28 | $9.15 | -1.38% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Freehold Royalties Ltd. (FRHLF) report earnings?
Freehold Royalties Ltd. (FRHLF) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
What is Freehold Royalties Ltd. (FRHLF) earnings time?
Freehold Royalties Ltd. (FRHLF) earnings time is at Aug 05, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is FRHLF EPS forecast?
Currently, no data Available