SFL Résultats passés
Passé contrôle des critères 1/6
Les bénéfices de SFL ont diminué à un taux annuel moyen de -0.7%, tandis que le secteur Oil and Gas a vu ses bénéfices augmenter de en à 8.4% par an. Les revenus ont augmenté de en à un taux moyen de 11.2% par an. Le rendement des capitaux propres de SFL est 3.3% et ses marges nettes sont de 4.5%.
Informations clés
-0.73%
Taux de croissance des bénéfices
0.16%
Taux de croissance du BPA
| Oil and Gas Croissance de l'industrie | 33.67% |
| Taux de croissance des recettes | 11.24% |
| Rendement des fonds propres | 3.27% |
| Marge nette | 4.46% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 16
SFL: Dividend Stability And New Rig Contract Will Shape Future Returns
Analysts have raised their price target on SFL by $2.30 to reflect updated views on the stock's fair value, discount rate, expected revenue growth, profit margin, and future P/E assumptions. What's in the News SFL Corporation Ltd.Seeking Alpha • Apr 28
SFL Corporation: Hercules Is Coming Back, But So Is Valuation Risk
Summary SFL Corporation remains a diversified, high-yield shipping play, but recent price appreciation limits risk-reward, warranting a neutral stance. Despite industry tailwinds, SFL's long-term contracts limit near-term rate upside, while high debt and a delayed recovery of the Hercules rig cap valuation appeal. The current 7.2% dividend yield appears sustainable, but future hikes are unlikely given the $2.6 billion debt burden and cash flow priorities. Valuation is no longer compelling, with SFL trading at a high-9x forward EV/EBITDA, well above peers with cleaner balance sheets and stronger spot exposure. Read the full article on Seeking AlphaMise à jour du récit • Feb 08
SFL: Q3 Cash Flow And Capital Returns Will Shape Future Returns
Analysts lifted their price target on SFL to US$11 from US$10, citing stronger than expected Q3 adjusted EBITDA of US$113m versus US$95m consensus, a maintained US$0.20 dividend that equates to a 10% annualized yield, and an ongoing US$80m buyback authorization, along with continued fleet investment despite softer near term operating cash flow from re-deliveries and the drilling market. Analyst Commentary Bullish Takeaways Bullish analysts highlight Q3 adjusted EBITDA of US$113m versus US$95m consensus as a sign that recent execution is tracking ahead of market expectations, which they see as supportive for valuation.Mise à jour du récit • Jan 25
SFL: Q3 Cash Flow And Dividend Yield Will Support Future Returns
Analysts have lifted their price target on SFL to US$11 from US$10, citing stronger than expected Q3 adjusted EBITDA, a maintained US$0.20 dividend that implies a 10% annualized yield, and ongoing fleet investment supported by remaining capacity under the share buyback program. Analyst Commentary Bullish Takeaways Bullish analysts highlight the new US$11 price target as reflecting confidence that the current share price does not fully reflect reported Q3 fundamentals and capital return potential.Mise à jour du récit • Jan 09
SFL: Dividend And Buyback Capacity Will Support Returns Despite Cash Flow Headwinds
Analysts recently lifted their price target on SFL Corp. to $11 from $10, citing stronger than expected Q3 adjusted EBITDA of $113m versus the $95m consensus, a maintained $0.20 dividend that equates to a 10% annualized yield on the current share price, and an ongoing $80m buyback authorization that runs through Q2 2026.Mise à jour du récit • Dec 18
SFL: Dividend Yield And Fleet Investment Will Drive Returns Despite Drilling Headwinds
Analysts have nudged their price target on SFL higher from $10.00 to $11.00 per share, citing stronger than expected Q3 EBITDA, a resilient dividend policy implying an attractive 10% yield, and continued fleet investment supported by remaining buyback capacity, despite near term headwinds from re-deliveries and a soft drilling market. Analyst Commentary Bullish analysts highlight that the recent earnings beat and unchanged dividend framework reinforce confidence in SFL's ability to execute on its capital allocation strategy, even as certain operating segments face cyclical pressure.Mise à jour du récit • Dec 04
SFL: Dividend And Fleet Investment Will Drive Attractive Yield Ahead
Analysts have lifted their price target on SFL to $11 from $10, citing stronger than expected Q3 EBITDA, a maintained $0.20 quarterly dividend that implies a robust yield, and continued fleet investment supported by remaining share repurchase capacity despite near term headwinds in operating cash flow. Analyst Commentary Analysts are digesting the stronger than expected Q3 results alongside a higher price target, focusing on the balance between resilient shareholder returns and mixed near term operating trends.Mise à jour du récit • Nov 20
SFL: Dividend Strength and Fleet Investment Will Drive Attractive Yield
Analysts have lowered SFL's fair value estimate to $9.43 from $10.18, citing improved near-term revenue expectations along with more conservative profit margin and valuation assumptions following the latest quarterly results and market conditions. Analyst Commentary Analysts have presented a range of perspectives following SFL's recent results and market actions.Article d’analyse • Nov 15
SFL Corporation Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
It's been a good week for SFL Corporation Ltd. ( NYSE:SFL ) shareholders, because the company has just released its...Article d’analyse • Oct 29
Shareholders Should Be Pleased With SFL Corporation Ltd.'s (NYSE:SFL) Price
With a price-to-earnings (or "P/E") ratio of 28.2x SFL Corporation Ltd. ( NYSE:SFL ) may be sending very bearish...Mise à jour du récit • Aug 21
Modern LNG Vessels Will Secure A Strong Maritime Future
Despite a substantial improvement in net profit margin, a sharp increase in SFL's discount rate has outweighed earnings gains, leading to a downward revision in the consensus analyst price target from $11.30 to $10.68. What's in the News SFL Corporation Ltd.Article d’analyse • May 15
Returns Are Gaining Momentum At SFL (NYSE:SFL)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Apr 30
Investors Don't See Light At End Of SFL Corporation Ltd.'s (NYSE:SFL) Tunnel
With a price-to-earnings (or "P/E") ratio of 8.5x SFL Corporation Ltd. ( NYSE:SFL ) may be sending very bullish signals...Article d’analyse • Apr 07
SFL (NYSE:SFL) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Feb 18
SFL Corporation: Offshore Drilling Exposure Becomes A Headache Again (Downgrade)
Summary SFL Corporation Ltd. reported fourth quarter and full year 2024 results largely in line with expectations and declared an unchanged quarterly cash dividend of $0.27 per share. With the company's largest asset, the harsh environment rig Hercules, expected to sit idle for at least the next couple of quarters, financial results will be negatively impacted. Should the rig fail to secure employment going into 2026, I would expect the company to cut its quarterly dividend quite meaningfully. With the company's financial performance and dividend sustainability highly dependent on a single non-core asset, I would urge management to consider strategic alternatives for the Hercules. Given the increased likelihood of the rig sitting idle for the entire year and the early part of 2026, I am lowering my rating on SFL Corporation's shares from “Buy” to “Hold.”. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
What To Expect From SFL Corporation's Q4 Numbers, And Beyond
Summary Concerns about SFL Corporation's future debt gearing and potential share dilution lead us to maintain a Hold stance, despite their fleet renewal efforts. The container-ship segment faces challenges with a large order book and potential lower rates, impacting SFL's conventional fuel vessels. Offshore drilling assets, particularly the "Hercules" rig, significantly contribute to revenue but face employment uncertainties, affecting Q4 income projections. SFL's Q4 net income is estimated to drop to $12.98 million, with EPS at $0.10, and a dividend cut is possible. Read the full article on Seeking AlphaArticle d’analyse • Jan 09
SFL (NYSE:SFL) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Article d’analyse • Dec 14
SFL (NYSE:SFL) Seems To Be Using A Lot Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Nov 14
Investors Shouldn't Be Too Comfortable With SFL's (NYSE:SFL) Earnings
Last week's profit announcement from SFL Corporation Ltd. ( NYSE:SFL ) was underwhelming for investors, despite...Seeking Alpha • Sep 16
SFL Corporation: Offshore Segment Worries Seem Overdone - Buy
Summary Two months ago, shares of leading diversified shipping company SFL Corporation sold off after a $100 million equity offering caught market participants flat-footed. In mid-August, SFL reported Q2/2024 results well above muted consensus expectations and declared an unchanged quarterly cash dividend of $0.27. Despite better-than-expected results and a positive near-term outlook, the stock has remained in the penalty box, likely due to mounting concerns regarding the company's offshore drilling segment. While the semi-submersible rig Hercules might indeed face some near-term idle time, I consider a dividend cut as unlikely. With the stock now offering a 9.8% dividend yield, I view the recent weakness as overdone and would advise investors to consider initiating or adding to existing positions. Read the full article on Seeking Alpha
Nouveau récit • Sep 13
Fleet Modernization And Tactical Charters Propel Revenue And Profit Growth Amidst Economic Shifts
Expansion and modernization of the fleet with dual-fuel vessels and long-term charters boosts service offerings and financial stability.Seeking Alpha • Aug 20
We Watch Debt Levels As SFL Corporation Is Renewing Its Fleet (Downgrade)
Summary SFL Corporation share price increased by $2 in February, then fell back to previous levels. Second-quarter financial results showed a drop in EPS due to lower revenues and higher costs from the two offshore assets. Their fleet renewal should come with selling older assets and reducing the total debt level. We downgrade our stance to a Hold. Read the full article on Seeking AlphaArticle d’analyse • Aug 05
The Market Doesn't Like What It Sees From SFL Corporation Ltd.'s (NYSE:SFL) Earnings Yet
SFL Corporation Ltd.'s ( NYSE:SFL ) price-to-earnings (or "P/E") ratio of 12.4x might make it look like a buy right now...Seeking Alpha • Jul 04
SFL Corporation: Momentum Building On Multiple Fronts
Summary SFL is taking meaningful strides to grow its business through vessel additions and backlog growth. Attractive rates in the offshore drilling market and tanker business will drive meaningful revenue growth. The company has adequate free cash flow to continue to grow the dividend as well as fund the purchase of new vessels. Read the full article on Seeking AlphaArticle d’analyse • Jun 15
Returns On Capital Are Showing Encouraging Signs At SFL (NYSE:SFL)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Article d’analyse • Apr 27
With SFL Corporation Ltd. (NYSE:SFL) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 19.8x SFL Corporation Ltd. ( NYSE:SFL ) may be sending bearish signals at...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment SFL gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 707 | 32 | 21 | 0 |
| 31 Dec 25 | 720 | -26 | 18 | 0 |
| 30 Sep 25 | 775 | -2 | 18 | 0 |
| 30 Jun 25 | 853 | 34 | 19 | 0 |
| 31 Mar 25 | 853 | 53 | 20 | 0 |
| 31 Dec 24 | 894 | 131 | 21 | 0 |
| 30 Sep 24 | 876 | 142 | 20 | 0 |
| 30 Jun 24 | 826 | 127 | 18 | 0 |
| 31 Mar 24 | 800 | 123 | 16 | 0 |
| 31 Dec 23 | 744 | 84 | 16 | 0 |
| 30 Sep 23 | 733 | 101 | 15 | 0 |
| 30 Jun 23 | 695 | 122 | 15 | 0 |
| 31 Mar 23 | 684 | 162 | 15 | 0 |
| 31 Dec 22 | 665 | 203 | 15 | 0 |
| 30 Sep 22 | 619 | 234 | 15 | 0 |
| 30 Jun 22 | 588 | 218 | 15 | 0 |
| 31 Mar 22 | 552 | 180 | 16 | 0 |
| 31 Dec 21 | 509 | 164 | 13 | 0 |
| 30 Sep 21 | 472 | -81 | 12 | 0 |
| 30 Jun 21 | 452 | -98 | 12 | 0 |
| 31 Mar 21 | 452 | -106 | 10 | 0 |
| 31 Dec 20 | 466 | -224 | 11 | 0 |
| 30 Sep 20 | 472 | -36 | 11 | 0 |
| 30 Jun 20 | 469 | -48 | 10 | 0 |
| 31 Mar 20 | 462 | -31 | 10 | 0 |
| 31 Dec 19 | 456 | 89 | 10 | 0 |
| 30 Sep 19 | 455 | 69 | 10 | 0 |
| 30 Jun 19 | 454 | 95 | 10 | 0 |
| 31 Mar 19 | 441 | 83 | 10 | 0 |
| 31 Dec 18 | 417 | 74 | 9 | 0 |
| 30 Sep 18 | 394 | 90 | 9 | 0 |
| 30 Jun 18 | 378 | 89 | 9 | 0 |
| 31 Mar 18 | 375 | 94 | 8 | 0 |
| 31 Dec 17 | 379 | 101 | 7 | 0 |
| 30 Sep 17 | 382 | 110 | 8 | 0 |
| 30 Jun 17 | 382 | 113 | 8 | 0 |
| 31 Mar 17 | 392 | 132 | 8 | 0 |
| 31 Dec 16 | 410 | 146 | 9 | 0 |
| 30 Sep 16 | 428 | 172 | 8 | 0 |
| 30 Jun 16 | 444 | 185 | 7 | 0 |
| 31 Mar 16 | 431 | 215 | 8 | 0 |
| 31 Dec 15 | 405 | 201 | 7 | 0 |
| 30 Sep 15 | 375 | 172 | 7 | 0 |
| 30 Jun 15 | 349 | 161 | 8 | 0 |
Des revenus de qualité: SFL a un important ponctuel gain de $6.6M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SFL sont inférieures à celles de l'année dernière SFL. (4.5%) sont inférieures à celles de l'année dernière (6.3%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: SFL est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de -0.7% par an.
Accélération de la croissance: SFL a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: SFL a enregistré une croissance négative de ses bénéfices ( -41.1% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Oil and Gas ( 6% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de SFL ( 3.3% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 18:46 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SFL Corporation Ltd. est couverte par 15 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Liam Burke | B. Riley Securities, Inc. |
| Gregory Lewis | BTIG |
| Axel Styrman | Carnegie Investment Bank AB |