
SFL Corporation Ltd. (SFL) Q3 2026 Earnings Call Transcript
SFL Corporation Ltd. is engaged in the ownership, operation and chartering of vessels and related assets offshore in medium and long-term charters. The company is headquartered in Hamilton, Bermuda.
| Revenue (TTM) | $729.11M |
| Gross Profit (TTM) | $431.36M |
| EBITDA | $432.41M |
| Operating Margin | 29.20% |
| Return on Equity | 8.91% |
| Return on Assets | 3.56% |
| Revenue/Share (TTM) | $5.38 |
| Book Value | $7.65 |
| Price-to-Book | 1.44 |
| Price-to-Sales (TTM) | 2.13 |
| EV/Revenue | 5.3 |
| EV/EBITDA | 8.52 |
| Quarterly Earnings Growth (YoY) | 305.90% |
| Quarterly Revenue Growth (YoY) | 9.60% |
| Shares Outstanding | $142.03M |
| Float | $115.45M |
| % Insiders | 18.27% |
| % Institutions | 51.13% |
Volatility is currently expanding

SFL Corporation Ltd. (SFL) Q3 2026 Earnings Call Transcript

Please find enclosed the presentation of the preliminary third quarter results to be held November 04, 2026, in the link below.

Preliminary Q3 2026 results and quarterly cash dividend of $0.22 per share SFL Corporation Ltd. (“SFL” or the “Company”) today announced preliminary financial results for the quarter ended September 30, 2026.

SFL Corporation has improved its counterparty risk profile and is positioned to release capital by selling oil tankers. At $12.57, SFL offers a 7.0% dividend yield, but this may not cover financing costs for new vessels and reinvestment needs. My weighted target is $11.37, with a base value of $11.73; I recommend Hold unless shares drop to $10.50 or below.

SFL Corporation Ltd. ("SFL" or the “Company”) (NYSE: SFL) today announces that Borgarting Court of Appeal has delivered its judgment in the legal case between SFL's rig-owning subsidiary and certain subsidiaries of Seadrill Ltd. (“Seadrill”), following the redelivery of the drilling rig Hercules to SFL in December 2022.

SFL Corporation Ltd. (NYSE: SFL) ("SFL" or the "Company") today announced that it has agreed to sell four 2014- and 2015-built LR2 product tankers and three 2019-built Suezmax tankers, currently on time charters to Trafigura, a global leader in the commodities industry.

SFL Corporation Ltd. (NYSE: SFL) (“SFL” or the “Company”) today announced that it has agreed to build two 93,000 cbm Very Large Ammonia Carriers. The vessels will be able to carry a wide range of petrochemical gases, and will have dual-fuel propulsion and the latest technology for fuel efficiency and cargo intake optimization. Delivery is scheduled from the second quarter of 2028 and the aggregate yard construction cost is expected to be approximately $216 million.

Reference is made to SFL Corporation Ltd.'s Second Quarter 2026 Results published on August 26, 2026. Please find attached the Second Quarter 2026 Results, now including the Responsibility Statement, in accordance with Section 5-6 of the Norwegian Securities Trading Act. No other changes have been made to the report.

SFL Corporation Ltd. (NYSE: SFL) (the “Company”) announced today that it has agreed a charter extension for six 15,400 TEU container vessels with Hapag-Lloyd AG for additional seven years. The vessels will then have charter coverage until 2035-2036 at firm rates, reflecting the current strong container market.

SFL Corporation Ltd. (SFL) Q2 2026 Earnings Call Transcript
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