View Future GrowthFLEX LNG 과거 순이익 실적과거 기준 점검 1/6FLEX LNG의 수입은 연평균 -9.2%의 비율로 감소해 온 반면, Oil and Gas 산업은 수입이 연평균 8.9% 증가했습니다. 매출은 연평균 4.4%의 비율로 증가해 왔습니다. FLEX LNG의 자기자본이익률은 10.8%이고 순이익률은 22.3%입니다.핵심 정보-9.17%순이익 성장률-9.42%주당순이익(EPS) 성장률Oil and Gas 산업 성장률33.67%매출 성장률4.43%자기자본이익률10.83%순이익률22.26%다음 순이익 업데이트28 Aug 2026최근 과거 실적 업데이트Reported Earnings • May 14First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.36 (up from US$0.35 in 1Q 2025). Revenue: US$80.5m (down 9.0% from 1Q 2025). Net income: US$19.5m (up 4.2% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Mar 11+ 4 more updatesFLEX LNG Ltd. to Report First Half, 2026 Results on Aug 28, 2026FLEX LNG Ltd. announced that they will report first half, 2026 results on Aug 28, 2026Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.38 (down from US$2.19 in FY 2024). Revenue: US$347.6m (down 2.4% from FY 2024). Net income: US$74.8m (down 36% from FY 2024). Profit margin: 22% (down from 33% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 13Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.31 (down from US$0.32 in 3Q 2024). Revenue: US$85.7m (down 5.3% from 3Q 2024). Net income: US$16.8m (down 3.4% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 21Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.33 (down from US$0.41 in 2Q 2024). Revenue: US$86.0m (up 1.5% from 2Q 2024). Net income: US$17.7m (down 19% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.공시 • Aug 06FLEX LNG Ltd. to Report Q2, 2025 Results on Aug 20, 2025FLEX LNG Ltd. announced that they will report Q2, 2025 results at 7:00 AM, Central European Standard Time on Aug 20, 2025모든 업데이트 보기Recent updatesMajor Estimate Revision • 17hConsensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$335.7m to US$353.2m. EPS estimate increased from US$1.70 to US$2.19 per share. Net income forecast to grow 58% next year vs 46% growth forecast for Oil and Gas industry in the US. Consensus price target down from US$25.62 to US$24.92. Share price rose 3.3% to US$32.73 over the past week.속보 • May 18Flex LNG Increases 2026 Outlook With Strong Charter Coverage and Steady DividendFlex LNG reported Q1 2026 net income of $19.5 million and adjusted EPS of $0.31, with revenues of $80.5 million reflecting an 8% year-on-year decline tied to seasonal softness and scheduled drydockings. The company secured multiple new and extended long-term charters, including a 15-year deal for Flex Constellation and multi-year extensions for vessels such as Flex Aurora and Flex Resolute. This lifted contract coverage to 91% of available vessel days for 2026 and extended some employment to 2032 with options to 2039. Management raised full-year 2026 guidance to revenues of $345 to $370 million, TCE rates of $73,000 to $78,000 per day and adjusted EBITDA of $255 to $280 million. The company also confirmed a $0.75 per share quarterly dividend for the 19th consecutive time, supported by liquidity that it says could sustain the payout for up to three years in weaker rate scenarios. The key takeaway is that higher contract coverage and updated guidance point to greater revenue visibility, even as Q1 results reflected softer seasonal conditions and drydockings. Investors will likely focus on how the long-term charter profile, modern fuel-efficient fleet and geopolitical disruptions in LNG trade flows affect future earnings resilience and the sustainability of the current dividend level.Declared Dividend • May 17First quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 29th May 2026 Payment date: 11th June 2026 Dividend yield will be 9.3%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (215% earnings payout ratio) nor is it covered by cash flows (147% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 138% to bring the payout ratio under control. EPS is expected to grow by 53% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.공시 • May 14Flex Lng Ltd. Increases Earnings Guidance for the Full Year 2026FLEX LNG Ltd. increased earnings guidance for the full year 2026. For the full year, the company expects revenues, excluding EUAs, in the range of $345 million - $370 million, representing an increase of around 10% versus the February guidance.Reported Earnings • May 14First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.36 (up from US$0.35 in 1Q 2025). Revenue: US$80.5m (down 9.0% from 1Q 2025). Net income: US$19.5m (up 4.2% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • May 14FLEX LNG Ltd. Declares Dividend for the First Quarter Ended March 31, 2026, Payable on or About June 11, 2026FLEX LNG Ltd. declared a dividend for the first quarter ended March 31, 2026 of $0.75 per share. The dividend is payable on or about June 11, 2026 to shareholders, on record as of May 29, 2026.내러티브 업데이트 • May 10FLNG: Lengthy Charter Backlog Will Continue To Leave Shares OverpricedAnalysts have trimmed their price target on FLEX LNG by $0.01 to reflect slightly higher required returns, with only minor adjustments to long run revenue growth, profit margin, and future P/E assumptions. What's in the News Flex LNG agreed a new time charter for Flex Aurora with a minimum firm period of two years and options that could extend the contract up to eight years in total, potentially committing the vessel until 2034 (Client Announcement).Seeking Alpha • May 07FLEX LNG: Secures Contracts Amid Iran War, Dividend Will Be Maintained For Longer (Upgrade)Summary FLEX LNG upgraded to Hold as improved contract coverage reduces spot exposure and supports near-term dividend sustainability. FLNG's fleet is modern and efficient, but current charter rates below $80,000/day remain insufficient to fully cover the $0.75 quarterly dividend. With $448 million in cash, FLNG can sustain the dividend for up to three years, but a reduction is likely unless rates rise materially. Risks include a large 2026–27 orderbook and Qatari relet tonnage, while upside depends on sustained rate strength from Asian LNG demand. Read the full article on Seeking Alpha공시 • May 06FLEX LNG Ltd., Annual General Meeting, May 05, 2026FLEX LNG Ltd., Annual General Meeting, May 05, 2026. Location: par-la-ville place, 4th floor, 14 par-la-ville road hm08, hamilton Bermuda내러티브 업데이트 • Apr 26FLNG: Extended Charter Backlog Will Keep Shares Looking OverpricedAnalysts now place their price target for FLEX LNG at about $25.78, slightly below the prior $26.13. The change reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that together point to a modestly adjusted outlook for the shares.내러티브 업데이트 • Apr 09FLNG: Lengthening Charter Backlog Will Continue To Leave Shares Looking ExpensiveAnalysts have maintained their average $26.13 price target for FLEX LNG, with only slight adjustments to inputs such as the discount rate and assumed future P/E. This reflects relatively unchanged expectations around the company’s valuation drivers.내러티브 업데이트 • Mar 26FLNG: Lengthening Charter Backlog Will Sustain View That Shares Stay ExpensiveAnalysts have raised their price target on FLEX LNG slightly from $25.25 to $26.13, citing small adjustments to the discount rate, long-term growth assumptions, and forward P/E expectations. What's in the News Flex LNG agreed a new time charter for Flex Aurora with a minimum firm period of two years and extension options of 2+2+2 years, which could take the total contract length to potentially eight years and keep the vessel employed until 2034 if all options are used (Company client announcement).내러티브 업데이트 • Mar 11FLNG: Steady Assumptions Will Sustain View That Shares Remain ExpensiveAnalysts are keeping their $25.25 price target for FLEX LNG unchanged, as small adjustments to inputs such as the discount rate, long term margin, and future P/E multiples do not materially alter their view of the stock's valuation. Valuation Changes Fair Value: Kept steady at $25.25, showing no change in the central valuation estimate.공시 • Mar 11+ 4 more updatesFLEX LNG Ltd. to Report First Half, 2026 Results on Aug 28, 2026FLEX LNG Ltd. announced that they will report first half, 2026 results on Aug 28, 2026내러티브 업데이트 • Feb 24FLNG: Fair Value View Will Balance Margin Reset And Higher P/EThe analyst price target for FLEX LNG has changed from $26.20 to $25.25. Analysts cite updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple as key factors driving this revision.Declared Dividend • Feb 13Fourth quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 27th February 2026 Payment date: 12th March 2026 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (217% earnings payout ratio) nor is it covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 141% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.38 (down from US$2.19 in FY 2024). Revenue: US$347.6m (down 2.4% from FY 2024). Net income: US$74.8m (down 36% from FY 2024). Profit margin: 22% (down from 33% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.내러티브 업데이트 • Feb 09FLNG: Stable Fair Value Will Reflect 2025 TCE And Equity OfferingAnalysts have kept their price target on FLEX LNG broadly steady at around US$26.20 per share, reflecting only minor adjustments in the discount rate and forward P/E assumptions in their updated models. What's in the News FLEX LNG filed a follow-on equity offering of up to US$100 million in ordinary shares, structured as common stock with a dividend reinvestment plan feature (Key Developments).내러티브 업데이트 • Jan 26FLNG: Stable Fair Value Will Reflect 2025 Charter Rates And Capital ActionsNarrative Update on FLEX LNG Analysts now place their price target for FLEX LNG at about US$26.20 per share, up from roughly US$25.95. The adjustment is tied to updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E levels.내러티브 업데이트 • Jan 11FLNG: Stable Fair Value Will Reflect 2025 Cash Generation And Capital ActionsAnalysts have kept their fair value estimate for FLEX LNG steady at US$25.95, with only small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions supporting an unchanged price target narrative. What's in the News FLEX LNG issued earnings guidance for the full year 2025, indicating expected revenues of around US$340 million.분석 기사 • Jan 10Investors Aren't Entirely Convinced By FLEX LNG Ltd.'s (NYSE:FLNG) EarningsFLEX LNG Ltd.'s ( NYSE:FLNG ) price-to-earnings (or "P/E") ratio of 14.2x might make it look like a buy right now...내러티브 업데이트 • Dec 26FLNG: Future Cash Generation And Capital Plans Will Continue To Support Balanced OutlookAnalysts have slightly increased their price target on FLEX LNG to align with a refined fair value estimate of 25.95 dollars, reflecting modestly higher discount rate and future earnings assumptions, while keeping long term growth and margin expectations broadly unchanged. What's in the News FLEX LNG issued earnings guidance for full year 2025, targeting approximately 340 million dollars in revenues and a time charter equivalent rate of around 71,000 to 72,000 dollars per day, signaling steady earnings visibility into next year (Key Developments).내러티브 업데이트 • Dec 11FLNG: Future Cash Generation And Capital Plans Will Support Balanced OutlookAnalysts have modestly raised their price target on FLEX LNG to approximately 25.95 dollars from about 24.97 dollars, citing slightly higher projected revenue growth, improved profit margins, and a marginally lower expected future P/E multiple. Together, these factors support a higher fair value despite a small uptick in the discount rate.내러티브 업데이트 • Nov 27FLNG: Updated Guidance And Dividend Plan Will Support Balanced Prospects AheadAnalysts have revised their price target for FLEX LNG slightly downward, from approximately $25.33 to $24.97. This change is due to updated assessments around discount rates, increased revenue growth forecasts, and improving profit margins.Declared Dividend • Nov 16Third quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 28th November 2025 Payment date: 11th December 2025 Dividend yield will be 11%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (165% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 83% to bring the payout ratio under control. EPS is expected to grow by 38% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Nov 13Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.31 (down from US$0.32 in 3Q 2024). Revenue: US$85.7m (down 5.3% from 3Q 2024). Net income: US$16.8m (down 3.4% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공시 • Nov 13+ 1 more updateFLEX LNG Ltd. Provides Earnings Guidance for the Full Year 2025FLEX LNG Ltd. provided earnings guidance for the full year 2025. For the full financial year of 2025, the company expects 2025 revenues to come in around $340 million. The company expected TCE per day of around $71,000 to $72,000 per day.공시 • Nov 12Flex Lng Ltd. Declares Dividend for the Third Quarter of 2025, Payable on or About December 11, 2025Flex Lng Ltd. declared a dividend for the third quarter of 2025 of $0.75 per share. The dividend is payable on or about December 11, 2025 to shareholders, on record as of November 28, 2025.내러티브 업데이트 • Nov 11FLNG: Full Year Guidance And Buyback Program Will Sustain Stable OutlookAnalysts have modestly adjusted their price target for FLEX LNG, maintaining it at $25.33 per share. Their updated outlook incorporates a slightly lower discount rate and future price-to-earnings expectations, while growth and profit margin forecasts remain nearly unchanged.분석 기사 • Nov 01We Like These Underlying Return On Capital Trends At FLEX LNG (NYSE:FLNG)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...내러티브 업데이트 • Oct 28Improved Margins And Market Changes Will Expand Opportunities In Global LNGNarrative Update: FLEX LNG Analyst Price Target Raised Analysts have increased their price target for FLEX LNG from $24.00 to $25.33 per share. They cite slightly improved profit margins and a favorable adjustment in the discount rate as key factors behind this revision.Declared Dividend • Aug 22Second quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 5th September 2025 Payment date: 18th September 2025 Dividend yield will be 11%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (164% earnings payout ratio) nor is it adequately covered by cash flows (97% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 82% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Aug 21Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.33 (down from US$0.41 in 2Q 2024). Revenue: US$86.0m (up 1.5% from 2Q 2024). Net income: US$17.7m (down 19% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.공시 • Aug 21+ 1 more updateFLEX LNG Ltd. Reaffirms Earnings Guidance for the Full Year 2025FLEX LNG Ltd. reaffirmed earnings guidance for the full year 2025. For the year, the company reconfirming the full year 2025 guidance of revenues of $350 million to $370 million. The company also reported that it is reaffirming the guidance range of full year 2025 revenues of $340 million to $360 million.공시 • Aug 20FLEX LNG Ltd. (NYSE:FLNG) announces an Equity Buyback for 900,000 shares, for $15 million.Flex LNG Ltd. (OB:FLNG) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 shares for $15 million. The shares purchased will be held as treasury shares. The repurchase program will end on November 27, 2025.공시 • Aug 06FLEX LNG Ltd. to Report Q2, 2025 Results on Aug 20, 2025FLEX LNG Ltd. announced that they will report Q2, 2025 results at 7:00 AM, Central European Standard Time on Aug 20, 2025분석 기사 • Jul 16FLEX LNG Ltd.'s (NYSE:FLNG) Business And Shares Still Trailing The MarketFLEX LNG Ltd.'s ( NYSE:FLNG ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy right now...Declared Dividend • May 23First quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 6th June 2025 Payment date: 20th June 2025 Dividend yield will be 13%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (157% earnings payout ratio). However, it is covered by cash flows (86% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 74% to bring the payout ratio under control. EPS is expected to grow by 26% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • May 22First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$0.35 (down from US$0.62 in 1Q 2024). Revenue: US$88.4m (down 2.0% from 1Q 2024). Net income: US$18.7m (down 44% from 1Q 2024). Profit margin: 21% (down from 37% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • May 21Flex LNG Ltd Declares Cash Distribution for the First Quarter 2025, Payable on June 20,2025FLEX LNG Ltd. declared a dividend for the first quarter 2025 of $0.75 per share. The dividend is payable on or about June 20, 2025 to shareholders, on record as of June 6, 2025.Board Change • May 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Nikolai Grigoriev was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 09FLEX LNG Ltd. Approves to Elect Mikkel Storm Weum as a DirectorFLEX LNG Ltd. approved to elect Mikkel Storm Weum as a Director of the Company, at its AGM held on 8 May 2025.Recent Insider Transactions • Apr 21Director recently sold US$209k worth of stockOn the 17th of April, Susan Sakmar sold around 9k shares on-market at roughly US$23.20 per share. This transaction amounted to 87% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$201k more than they bought in the last 12 months.분석 기사 • Apr 04FLEX LNG (NYSE:FLNG) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...공시 • Mar 31FLEX LNG Ltd. Announces CEO ChangesFlex LNG Ltd. announced that the Company's Board of Directors, under the Chairmanship of Ola Lorentzon, has accepted the resignation by Øystein Kalleklev from his role as Chief Executive Officer (CEO). Mr. Kalleklev joined Flex LNG in October 2017 and was appointed CEO in August 2018 and has thus been with the Company for exactly seven and a half years. The Board has appointed Marius Foss, Chief Commercial Officer, as interim CEO. Mr. Kalleklev will however be available in an advisory capacity until end of the third quarter to ensure a smooth transition period.Price Target Changed • Mar 21Price target decreased by 9.4% to US$24.00Down from US$26.50, the current price target is an average from 2 analysts. New target price is 7.3% above last closing price of US$22.37. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$1.90 for next year compared to US$2.19 last year.분석 기사 • Mar 03Investors Don't See Light At End Of FLEX LNG Ltd.'s (NYSE:FLNG) TunnelWith a price-to-earnings (or "P/E") ratio of 10.1x FLEX LNG Ltd. ( NYSE:FLNG ) may be sending bullish signals at the...Declared Dividend • Feb 06Fourth quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 20th February 2025 Payment date: 5th March 2025 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (137% earnings payout ratio). However, it is covered by cash flows (89% cash payout ratio). The dividend has increased by an average of 50% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 53% to bring the payout ratio under control. EPS is expected to grow by 16% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Seeking Alpha • Feb 06FLEX LNG: 11% Yield On LNG Shipping, Outperforming In 2025Summary FLEX LNG Ltd. benefits from long-term charters, insulating it from current low spot market rates and decreased European LNG imports. Despite lower TCE rates and earnings in 2024, FLNG maintains a high dividend yield of 11.55%, with a stable payout ratio. FLNG's valuations are higher than industry averages, leading to a cautious stance on acquiring new shares despite strong dividend coverage. Read the full article on Seeking AlphaReported Earnings • Feb 04Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$2.19 (down from US$2.24 in FY 2023). Revenue: US$356.3m (down 4.0% from FY 2023). Net income: US$117.7m (down 2.0% from FY 2023). Profit margin: 33% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Feb 04Flex LNG Ltd Declares Cash Distribution for the Fourth Quarter 2024, Payable on March 5, 2025, for NYSE Shareholders and March 10, 2025, for OSE ShareholdersFlex LNG Ltd. has announced key information regarding the cash distribution for the fourth quarter of 2024, as detailed on February 4, 2025, from Hamilton, Bermuda. The distribution will be made from the Company's Contributed Surplus For NYSE shareholders, the distribution amount is set at $0.75, with the declared currency being USD. The last day including the right to the distribution is February 19, 2025, followed by the ex-date and record date both on February 20, 2025. The payment date for this distribution is scheduled for March 5, 2025, and the date of approval was February 3, 2025. For OSE shareholders who have shares registered in Euronext Securities Oslo, the distribution amount is also $0.75, with the declared currency being USD, which will be distributed in NOK. The last day including the right for OSE shareholders is February 18, 2025, with the ex-date on February 19, 2025, and the record date on February 20, 2025. The payment date for OSE shareholders is set for March 10, 2025, and similarly, the date of approval was February 3, 2025.Seeking Alpha • Jan 04Flex LNG: Market Gears Turning In Its FavorSummary The LNG market is poised for growth in 2025 due to increased European demand following Russia's gas supply halt and delays in major LNG projects. Flex LNG, with its modern fleet and long-term charter contracts, is well-positioned to benefit from favorable market fundamentals. Supply-side challenges, including project delays and political factors, will support LNG prices, enhancing investment opportunities in the sector. U.S. political strategies, including potential sanctions on Russian LNG, will further bolster the LNG market, making it a compelling investment for 2025. Read the full article on Seeking Alpha공시 • Jan 02FLEX LNG Ltd., Annual General Meeting, May 09, 2025FLEX LNG Ltd., Annual General Meeting, May 09, 2025.공시 • Dec 31+ 3 more updatesFLEX LNG Ltd. to Report Q4, 2025 Results on Feb 27, 2026FLEX LNG Ltd. announced that they will report Q4, 2025 results on Feb 27, 2026분석 기사 • Dec 21We Like These Underlying Return On Capital Trends At FLEX LNG (NYSE:FLNG)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Dec 03FLEX LNG (NYSE:FLNG) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Seeking Alpha • Nov 22FLEX LNG: When A New Fleet And Appealing Yields Are Not Enough, Rating DowngradeSummary FLEX reported $90.5 million revenue in 3Q24, compared to $94.6 million in 3Q23. On the other hand, QoQ revenue increased by 6.4%. It declared $17.4 million net income and $0.32EPS. FLEX has a 208% Total Debt to Equity. The company reported $289 million cash and $330 million fully undrawn revolving tranches. For 3Q24, FLEX announced a $0.75/share dividend. The LTM yield is 11.85%. The payout ratio is 143%. FLEX was part of my book. I see better opportunities in other stocks. In the coming months, if Mr. Market feels depressed and the FLEX stock price falls below 100% PNAV, the company will become appealing again. Read the full article on Seeking AlphaMajor Estimate Revision • Nov 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$360.5m to US$355.3m. EPS estimate also fell from US$2.13 per share to US$1.85 per share. Net income forecast to grow 25% next year vs 6.7% growth forecast for Oil and Gas industry in the US. Consensus price target of US$27.00 unchanged from last update. Share price rose 8.4% to US$25.94 over the past week.Declared Dividend • Nov 14Third quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 27th November 2024 Payment date: 16th December 2024 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (176% earnings payout ratio). However, it is covered by cash flows (88% cash payout ratio). The dividend has increased by an average of 50% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 95% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Nov 13Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$0.32 (down from US$0.84 in 3Q 2023). Revenue: US$90.5m (down 4.3% from 3Q 2023). Net income: US$17.4m (down 61% from 3Q 2023). Profit margin: 19% (down from 48% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 41%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Nov 12FLEX LNG Ltd. Declares Cash Distribution for the Third Quarter 2024, Payable on or About December 11, 2024 and December 16, 2024FLEX LNG Ltd. declared a dividend for the third quarter 2024 of $0.75 per share. The shares traded on the New York Stock Exchange will be traded ex dividend on November 27, 2024. Record date is November 27, 2024. The dividend will be paid to shareholders on NYSE on or about December 11, 2024. The shares traded on Oslo Stock Exchange and registered with Euronext Securities Oslo will trade ex dividend of as of November 26, 2024. Record date is November 27, 2024. The dividend will be paid to shareholders on OSE on or about December 16, 2024.분석 기사 • Oct 26FLEX LNG Ltd.'s (NYSE:FLNG) Prospects Need A Boost To Lift SharesWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Seeking Alpha • Oct 04FLEX LNG: 12% Yield, TailwindsSummary FLEX LNG Ltd. benefited from higher LNG prices and shipping rates post-Russia's 2022 invasion of Ukraine, securing long-term charters and raising dividends. Despite a slight drop in Q2 '24 earnings due to lower TCE rates and derivative losses, adjusted net income increased. FLNG's forward dividend yield is around 12%, with a solid cash position and manageable debt, but its stock has underperformed recently. Given current uncertainties, I rate FLNG a Hold, awaiting the next dividend declaration and earnings release around 11/7/24. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Sep 25Principal Executive Officer exercised options and sold US$2.0m worth of stockOn the 19th of September, Oystein Kalleklev exercised 100k options at a strike price of around US$6.93 and sold these shares for an average price of US$26.65 per share. This trade did not impact their existing holding. For the year to December 2021, Oystein's total compensation was 48% salary and 52% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Oystein has owned 50.00k shares directly. Company insiders have collectively sold US$5.3m more than they bought, via options and on-market transactions in the last 12 months.새로운 내러티브 • Sep 14Optimizing Fleet Efficiency And Financial Strategies To Navigate Market Volatility And Propel Growth Strategic long-term charters and balance sheet optimization increase revenue stability and financial flexibility, enhancing earnings and net margins. Seeking Alpha • Sep 09FLEX LNG: A Bond-Like 11.9% Yield To Lock Before Rate CutsSummary FLEX LNG’s 11.9% dividend is well-supported by long-term charters, providing stable earnings even during temporary market softness. Lower EPS in Q2 was due to vessel drydockings and seasonal softness, but these are temporary factors, with all ships back in operation for Q3. Revenues are expected to rise in Q3 and Q4, driven by returning vessels and favorable market conditions, ensuring full dividend coverage. With minimal debt maturities until 2029 and substantial liquidity, FLNG is well-positioned for price appreciation as a high-yield alternative in a low-rate environment. Read the full article on Seeking Alpha분석 기사 • Sep 06FLEX LNG (NYSE:FLNG) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Aug 21Flex LNG: Trade The Yield, Don't Marry ItSummary Flex LNG's 11.4% dividend exceeds both net income and operating cash flows. This has been ongoing since interest rates began escalating rapidly, and is expected to continue until rates are reduced dramatically. FLNG stock's cyclicality allows investors to exploit other yield seekers and boost post tax returns by 50% versus collecting yield alone. Read the full article on Seeking AlphaDeclared Dividend • Aug 19Second quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 29th August 2024 Payment date: 12th September 2024 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (135% earnings payout ratio) nor is it adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 51% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 50% to bring the payout ratio under control. However, EPS is expected to remain steady over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$0.41 (vs US$0.73 in 2Q 2023)Second quarter 2024 results: EPS: US$0.41 (down from US$0.73 in 2Q 2023). Revenue: US$84.7m (down 2.3% from 2Q 2023). Net income: US$21.8m (down 44% from 2Q 2023). Profit margin: 26% (down from 45% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 1.8% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.공시 • Aug 14+ 1 more updateFLEX LNG Ltd. Provides Revenue Guidance for the Third Quarter and Second Half of 2024FLEX LNG Ltd. provided revenue guidance for the third quarter and second half of 2024. For the third quarter, the company expects revenues to increase to approximately $90 million. The company expects revenues to increase in the second half of the year due a new fixed hire contract for Flex Constellation, higher earnings for the ship with variable hire as spot rates have been picking up and the fact that the company has no more scheduled off-hire for the year.공시 • Aug 05FLEX LNG Ltd. to Report Q2, 2024 Results on Aug 14, 2024FLEX LNG Ltd. announced that they will report Q2, 2024 results at 7:00 AM, Central European Standard Time on Aug 14, 2024Seeking Alpha • Jul 14FLEX LNG: 11% Yield On LNG ShippingSummary FLEX LNG Ltd. yields over 11%. It uses a combo of EPS and cash flow to pay quarterly dividends. This article compares FLEX LNG Ltd.'s valuations, leverage, and performance to its industry's. Read the full article on Seeking Alpha분석 기사 • Jul 12Is FLEX LNG (NYSE:FLNG) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Declared Dividend • May 27First quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 10th June 2024 Payment date: 21st June 2024 Dividend yield will be 11%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio) nor is it adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 51% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 31% to bring the payout ratio under control, which is less than the 62% EPS growth achieved over the last 5 years.Reported Earnings • May 24First quarter 2024 earnings released: EPS: US$0.62 (vs US$0.31 in 1Q 2023)First quarter 2024 results: EPS: US$0.62 (up from US$0.31 in 1Q 2023). Revenue: US$90.2m (down 2.4% from 1Q 2023). Net income: US$33.2m (up 101% from 1Q 2023). Profit margin: 37% (up from 18% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 23FLEX LNG Ltd. Declares Dividend for the First Quarter of 2024. for NYSE and OSE Shareholders, Payable on or About June 21, 2024 and on or About June 26, 2024 RespectivelyFlex LNG Ltd. declared dividend for the first quarter of 2024. For NYSE shareholders, The company declared dividend of $0.75. Ex-date: June 10, 2024, Record date: June 10, 2024 and Payment date: On or about June 21, 2024. For OSE shareholders, The company declared dividend of $0.75. Ex-date: June 7, 2024, Record date: June 10, 2024 and Payment date: On or about June 26, 2024.Seeking Alpha • May 23FLEX LNG: Steady Amid Market Uncertainty, But Not A BuySummary FLEX LNG reported Q1 earnings in line with guidance, and guides a slightly weaker next quarter. It declared a dividend of $0.75, implying a yield of about 11 percent. FLNG's staggered contract backlog limits effects from fluctuation charter rates. Read the full article on Seeking Alpha분석 기사 • May 08FLEX LNG Ltd. (NYSE:FLNG) Could Be Riskier Than It LooksFLEX LNG Ltd.'s ( NYSE:FLNG ) price-to-earnings (or "P/E") ratio of 12.1x might make it look like a buy right now...공시 • Apr 30FLEX LNG Ltd. Appoints Ola Lorentzon as the New Chairman of the BoardFlex LNG Ltd. announced that the Board of Directors have elected Ola Lorentzon as the new Chairman of the Board. Mr. Lorentzon replaces David McManus who did not stand for re-election as a Director at the Annual General Meeting. Mr. Lorentzon has served as a Director of the Company since June 2017. He served as Principal Executive Officer of Golden Ocean Group Limited from 2010 to 2015 and held the role as Chief Executive Officer ofFrontline Management AS from 2000 to 2003. From 1986 to 2000, Mr. Lorentzon served as Chief Executive Officer of ICB Shipping. Mr. Lorentzon is also a Director and Chairman of Golden Ocean Group Limited and a Directorand Chairman of Frontline plc., both related parties of Geveran, and Erik Thun AB.Seeking Alpha • Apr 17FLEX LNG: Bet On Resilient Demand For LNG CarriersSummary India and China drive global LNG demand growth. On the other hand, LNG exports are increasing across major exporters. Despite the high order book, LNG shipping still offers upside potential. 93% of the incoming ships are booked, plus many LNG carriers with steam turbines will be redelivered in 24/25. The steamers will slowly go out of service, leaving place for the vessels with last-generation engines. FLNG realized adequate revenue and income growth, though disappointing net income and EPS. The company keeps a healthy balance sheet with ample liquidity; the next debt maturity is in 2028. Given FLNG fleet quality, robust liquidity position, and attractive dividends, I give a Buy rating. Read the full article on Seeking AlphaSeeking Alpha • Mar 13FLEX LNG Q4: Bankable Dividend In Turbulent WatersSummary Recent weeks witnessed a rebase of the company’s equity currency to an 11% - 12% dividend yield on the back of shifting LNG market fundamentals. The company’s strong liquidity position and FCFE generation are key to the $0.75 per share dividend distribution despite challenges in the LNG spot market. Investors should tread with caution since any prolonged price weakness may prompt management to adjust the distribution strategy to a more sustainable yield. Read the full article on Seeking Alpha분석 기사 • Feb 23Here's Why FLEX LNG (NYSE:FLNG) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Feb 15Upcoming dividend of US$0.75 per share at 12% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 March 2024. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 12%. Within top quartile of American dividend payers (4.9%). Higher than average of industry peers (4.5%).Declared Dividend • Feb 11Fourth quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 22nd February 2024 Payment date: 8th March 2024 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (134% earnings payout ratio) nor is it adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 67% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 49% to bring the payout ratio under control, which is less than the 50% EPS growth achieved over the last 5 years.Seeking Alpha • Feb 09FLEX LNG: LNG Terminal Pause Adds Some RiskSummary FLEX LNG's Q4 earnings were steady, with slightly improved results versus Q3. The LNG transport market is facing challenges due to increased vessel supply and potential delays in new LNG projects. While its spot exposure will increase temporarily, FLNG chartered vessels still offer a ballast in a more difficult LNG shipping market. Read the full article on Seeking AlphaReported Earnings • Feb 08Full year 2023 earnings released: EPS: US$2.24 (vs US$3.54 in FY 2022)Full year 2023 results: EPS: US$2.24 (down from US$3.54 in FY 2022). Revenue: US$371.0m (up 6.6% from FY 2022). Net income: US$120.0m (down 36% from FY 2022). Profit margin: 32% (down from 54% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.매출 및 비용 세부 내역FLEX LNG가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NYSE:FLNG 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 26340768031 Dec 25348758030 Sep 25351989030 Jun 25356999031 Mar 2535510310031 Dec 2435611810030 Sep 24363929030 Jun 2436712010031 Mar 243691379031 Dec 2337112010030 Sep 2337214211030 Jun 2336814411031 Mar 2336614910031 Dec 223481889030 Sep 223652169030 Jun 223552028031 Mar 223371719031 Dec 213431628030 Sep 212961198030 Jun 21248907031 Mar 21208706031 Dec 2016486030 Sep 2014967030 Jun 2014637031 Mar 2013967031 Dec 19120178030 Sep 1910487030 Jun 199396031 Mar 1981106031 Dec 1877125030 Sep 1849-24030 Jun 1840-73031 Mar 1841-113031 Dec 1727-103030 Sep 1719-123030 Jun 1710-82031 Mar 172-22031 Dec 160-21030 Sep 160-22030 Jun 160-22031 Mar 160-22031 Dec 150-22030 Sep 150-320양질의 수익: FLNG는 고품질 수익을 보유하고 있습니다.이익 마진 증가: FLNG의 현재 순 이익률 (22.3%)은 지난해 (29.1%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: FLNG의 수익은 지난 5년 동안 연평균 9.2% 감소했습니다.성장 가속화: FLNG은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: FLNG은 지난 1년 동안 수익이 감소(-26.7%)하여 Oil and Gas 업계 평균(-1.7%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: FLNG의 자본 수익률(10.8%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YEnergy 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 15:40종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스FLEX LNG Ltd.는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierGregory LewisBTIGMarius FurulyCarnegie Investment Bank AB9명의 분석가 더 보기
Reported Earnings • May 14First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.36 (up from US$0.35 in 1Q 2025). Revenue: US$80.5m (down 9.0% from 1Q 2025). Net income: US$19.5m (up 4.2% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Mar 11+ 4 more updatesFLEX LNG Ltd. to Report First Half, 2026 Results on Aug 28, 2026FLEX LNG Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.38 (down from US$2.19 in FY 2024). Revenue: US$347.6m (down 2.4% from FY 2024). Net income: US$74.8m (down 36% from FY 2024). Profit margin: 22% (down from 33% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 13Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.31 (down from US$0.32 in 3Q 2024). Revenue: US$85.7m (down 5.3% from 3Q 2024). Net income: US$16.8m (down 3.4% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 21Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.33 (down from US$0.41 in 2Q 2024). Revenue: US$86.0m (up 1.5% from 2Q 2024). Net income: US$17.7m (down 19% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
공시 • Aug 06FLEX LNG Ltd. to Report Q2, 2025 Results on Aug 20, 2025FLEX LNG Ltd. announced that they will report Q2, 2025 results at 7:00 AM, Central European Standard Time on Aug 20, 2025
Major Estimate Revision • 17hConsensus EPS estimates increase by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$335.7m to US$353.2m. EPS estimate increased from US$1.70 to US$2.19 per share. Net income forecast to grow 58% next year vs 46% growth forecast for Oil and Gas industry in the US. Consensus price target down from US$25.62 to US$24.92. Share price rose 3.3% to US$32.73 over the past week.
속보 • May 18Flex LNG Increases 2026 Outlook With Strong Charter Coverage and Steady DividendFlex LNG reported Q1 2026 net income of $19.5 million and adjusted EPS of $0.31, with revenues of $80.5 million reflecting an 8% year-on-year decline tied to seasonal softness and scheduled drydockings. The company secured multiple new and extended long-term charters, including a 15-year deal for Flex Constellation and multi-year extensions for vessels such as Flex Aurora and Flex Resolute. This lifted contract coverage to 91% of available vessel days for 2026 and extended some employment to 2032 with options to 2039. Management raised full-year 2026 guidance to revenues of $345 to $370 million, TCE rates of $73,000 to $78,000 per day and adjusted EBITDA of $255 to $280 million. The company also confirmed a $0.75 per share quarterly dividend for the 19th consecutive time, supported by liquidity that it says could sustain the payout for up to three years in weaker rate scenarios. The key takeaway is that higher contract coverage and updated guidance point to greater revenue visibility, even as Q1 results reflected softer seasonal conditions and drydockings. Investors will likely focus on how the long-term charter profile, modern fuel-efficient fleet and geopolitical disruptions in LNG trade flows affect future earnings resilience and the sustainability of the current dividend level.
Declared Dividend • May 17First quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 29th May 2026 Payment date: 11th June 2026 Dividend yield will be 9.3%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (215% earnings payout ratio) nor is it covered by cash flows (147% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 138% to bring the payout ratio under control. EPS is expected to grow by 53% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
공시 • May 14Flex Lng Ltd. Increases Earnings Guidance for the Full Year 2026FLEX LNG Ltd. increased earnings guidance for the full year 2026. For the full year, the company expects revenues, excluding EUAs, in the range of $345 million - $370 million, representing an increase of around 10% versus the February guidance.
Reported Earnings • May 14First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.36 (up from US$0.35 in 1Q 2025). Revenue: US$80.5m (down 9.0% from 1Q 2025). Net income: US$19.5m (up 4.2% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • May 14FLEX LNG Ltd. Declares Dividend for the First Quarter Ended March 31, 2026, Payable on or About June 11, 2026FLEX LNG Ltd. declared a dividend for the first quarter ended March 31, 2026 of $0.75 per share. The dividend is payable on or about June 11, 2026 to shareholders, on record as of May 29, 2026.
내러티브 업데이트 • May 10FLNG: Lengthy Charter Backlog Will Continue To Leave Shares OverpricedAnalysts have trimmed their price target on FLEX LNG by $0.01 to reflect slightly higher required returns, with only minor adjustments to long run revenue growth, profit margin, and future P/E assumptions. What's in the News Flex LNG agreed a new time charter for Flex Aurora with a minimum firm period of two years and options that could extend the contract up to eight years in total, potentially committing the vessel until 2034 (Client Announcement).
Seeking Alpha • May 07FLEX LNG: Secures Contracts Amid Iran War, Dividend Will Be Maintained For Longer (Upgrade)Summary FLEX LNG upgraded to Hold as improved contract coverage reduces spot exposure and supports near-term dividend sustainability. FLNG's fleet is modern and efficient, but current charter rates below $80,000/day remain insufficient to fully cover the $0.75 quarterly dividend. With $448 million in cash, FLNG can sustain the dividend for up to three years, but a reduction is likely unless rates rise materially. Risks include a large 2026–27 orderbook and Qatari relet tonnage, while upside depends on sustained rate strength from Asian LNG demand. Read the full article on Seeking Alpha
공시 • May 06FLEX LNG Ltd., Annual General Meeting, May 05, 2026FLEX LNG Ltd., Annual General Meeting, May 05, 2026. Location: par-la-ville place, 4th floor, 14 par-la-ville road hm08, hamilton Bermuda
내러티브 업데이트 • Apr 26FLNG: Extended Charter Backlog Will Keep Shares Looking OverpricedAnalysts now place their price target for FLEX LNG at about $25.78, slightly below the prior $26.13. The change reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that together point to a modestly adjusted outlook for the shares.
내러티브 업데이트 • Apr 09FLNG: Lengthening Charter Backlog Will Continue To Leave Shares Looking ExpensiveAnalysts have maintained their average $26.13 price target for FLEX LNG, with only slight adjustments to inputs such as the discount rate and assumed future P/E. This reflects relatively unchanged expectations around the company’s valuation drivers.
내러티브 업데이트 • Mar 26FLNG: Lengthening Charter Backlog Will Sustain View That Shares Stay ExpensiveAnalysts have raised their price target on FLEX LNG slightly from $25.25 to $26.13, citing small adjustments to the discount rate, long-term growth assumptions, and forward P/E expectations. What's in the News Flex LNG agreed a new time charter for Flex Aurora with a minimum firm period of two years and extension options of 2+2+2 years, which could take the total contract length to potentially eight years and keep the vessel employed until 2034 if all options are used (Company client announcement).
내러티브 업데이트 • Mar 11FLNG: Steady Assumptions Will Sustain View That Shares Remain ExpensiveAnalysts are keeping their $25.25 price target for FLEX LNG unchanged, as small adjustments to inputs such as the discount rate, long term margin, and future P/E multiples do not materially alter their view of the stock's valuation. Valuation Changes Fair Value: Kept steady at $25.25, showing no change in the central valuation estimate.
공시 • Mar 11+ 4 more updatesFLEX LNG Ltd. to Report First Half, 2026 Results on Aug 28, 2026FLEX LNG Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
내러티브 업데이트 • Feb 24FLNG: Fair Value View Will Balance Margin Reset And Higher P/EThe analyst price target for FLEX LNG has changed from $26.20 to $25.25. Analysts cite updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple as key factors driving this revision.
Declared Dividend • Feb 13Fourth quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 27th February 2026 Payment date: 12th March 2026 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (217% earnings payout ratio) nor is it covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 141% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.38 (down from US$2.19 in FY 2024). Revenue: US$347.6m (down 2.4% from FY 2024). Net income: US$74.8m (down 36% from FY 2024). Profit margin: 22% (down from 33% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
내러티브 업데이트 • Feb 09FLNG: Stable Fair Value Will Reflect 2025 TCE And Equity OfferingAnalysts have kept their price target on FLEX LNG broadly steady at around US$26.20 per share, reflecting only minor adjustments in the discount rate and forward P/E assumptions in their updated models. What's in the News FLEX LNG filed a follow-on equity offering of up to US$100 million in ordinary shares, structured as common stock with a dividend reinvestment plan feature (Key Developments).
내러티브 업데이트 • Jan 26FLNG: Stable Fair Value Will Reflect 2025 Charter Rates And Capital ActionsNarrative Update on FLEX LNG Analysts now place their price target for FLEX LNG at about US$26.20 per share, up from roughly US$25.95. The adjustment is tied to updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E levels.
내러티브 업데이트 • Jan 11FLNG: Stable Fair Value Will Reflect 2025 Cash Generation And Capital ActionsAnalysts have kept their fair value estimate for FLEX LNG steady at US$25.95, with only small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions supporting an unchanged price target narrative. What's in the News FLEX LNG issued earnings guidance for the full year 2025, indicating expected revenues of around US$340 million.
분석 기사 • Jan 10Investors Aren't Entirely Convinced By FLEX LNG Ltd.'s (NYSE:FLNG) EarningsFLEX LNG Ltd.'s ( NYSE:FLNG ) price-to-earnings (or "P/E") ratio of 14.2x might make it look like a buy right now...
내러티브 업데이트 • Dec 26FLNG: Future Cash Generation And Capital Plans Will Continue To Support Balanced OutlookAnalysts have slightly increased their price target on FLEX LNG to align with a refined fair value estimate of 25.95 dollars, reflecting modestly higher discount rate and future earnings assumptions, while keeping long term growth and margin expectations broadly unchanged. What's in the News FLEX LNG issued earnings guidance for full year 2025, targeting approximately 340 million dollars in revenues and a time charter equivalent rate of around 71,000 to 72,000 dollars per day, signaling steady earnings visibility into next year (Key Developments).
내러티브 업데이트 • Dec 11FLNG: Future Cash Generation And Capital Plans Will Support Balanced OutlookAnalysts have modestly raised their price target on FLEX LNG to approximately 25.95 dollars from about 24.97 dollars, citing slightly higher projected revenue growth, improved profit margins, and a marginally lower expected future P/E multiple. Together, these factors support a higher fair value despite a small uptick in the discount rate.
내러티브 업데이트 • Nov 27FLNG: Updated Guidance And Dividend Plan Will Support Balanced Prospects AheadAnalysts have revised their price target for FLEX LNG slightly downward, from approximately $25.33 to $24.97. This change is due to updated assessments around discount rates, increased revenue growth forecasts, and improving profit margins.
Declared Dividend • Nov 16Third quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 28th November 2025 Payment date: 11th December 2025 Dividend yield will be 11%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (165% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 83% to bring the payout ratio under control. EPS is expected to grow by 38% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Nov 13Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.31 (down from US$0.32 in 3Q 2024). Revenue: US$85.7m (down 5.3% from 3Q 2024). Net income: US$16.8m (down 3.4% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공시 • Nov 13+ 1 more updateFLEX LNG Ltd. Provides Earnings Guidance for the Full Year 2025FLEX LNG Ltd. provided earnings guidance for the full year 2025. For the full financial year of 2025, the company expects 2025 revenues to come in around $340 million. The company expected TCE per day of around $71,000 to $72,000 per day.
공시 • Nov 12Flex Lng Ltd. Declares Dividend for the Third Quarter of 2025, Payable on or About December 11, 2025Flex Lng Ltd. declared a dividend for the third quarter of 2025 of $0.75 per share. The dividend is payable on or about December 11, 2025 to shareholders, on record as of November 28, 2025.
내러티브 업데이트 • Nov 11FLNG: Full Year Guidance And Buyback Program Will Sustain Stable OutlookAnalysts have modestly adjusted their price target for FLEX LNG, maintaining it at $25.33 per share. Their updated outlook incorporates a slightly lower discount rate and future price-to-earnings expectations, while growth and profit margin forecasts remain nearly unchanged.
분석 기사 • Nov 01We Like These Underlying Return On Capital Trends At FLEX LNG (NYSE:FLNG)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
내러티브 업데이트 • Oct 28Improved Margins And Market Changes Will Expand Opportunities In Global LNGNarrative Update: FLEX LNG Analyst Price Target Raised Analysts have increased their price target for FLEX LNG from $24.00 to $25.33 per share. They cite slightly improved profit margins and a favorable adjustment in the discount rate as key factors behind this revision.
Declared Dividend • Aug 22Second quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 5th September 2025 Payment date: 18th September 2025 Dividend yield will be 11%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (164% earnings payout ratio) nor is it adequately covered by cash flows (97% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 82% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Aug 21Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.33 (down from US$0.41 in 2Q 2024). Revenue: US$86.0m (up 1.5% from 2Q 2024). Net income: US$17.7m (down 19% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
공시 • Aug 21+ 1 more updateFLEX LNG Ltd. Reaffirms Earnings Guidance for the Full Year 2025FLEX LNG Ltd. reaffirmed earnings guidance for the full year 2025. For the year, the company reconfirming the full year 2025 guidance of revenues of $350 million to $370 million. The company also reported that it is reaffirming the guidance range of full year 2025 revenues of $340 million to $360 million.
공시 • Aug 20FLEX LNG Ltd. (NYSE:FLNG) announces an Equity Buyback for 900,000 shares, for $15 million.Flex LNG Ltd. (OB:FLNG) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 shares for $15 million. The shares purchased will be held as treasury shares. The repurchase program will end on November 27, 2025.
공시 • Aug 06FLEX LNG Ltd. to Report Q2, 2025 Results on Aug 20, 2025FLEX LNG Ltd. announced that they will report Q2, 2025 results at 7:00 AM, Central European Standard Time on Aug 20, 2025
분석 기사 • Jul 16FLEX LNG Ltd.'s (NYSE:FLNG) Business And Shares Still Trailing The MarketFLEX LNG Ltd.'s ( NYSE:FLNG ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy right now...
Declared Dividend • May 23First quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 6th June 2025 Payment date: 20th June 2025 Dividend yield will be 13%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (157% earnings payout ratio). However, it is covered by cash flows (86% cash payout ratio). The dividend has increased by an average of 40% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 74% to bring the payout ratio under control. EPS is expected to grow by 26% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • May 22First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$0.35 (down from US$0.62 in 1Q 2024). Revenue: US$88.4m (down 2.0% from 1Q 2024). Net income: US$18.7m (down 44% from 1Q 2024). Profit margin: 21% (down from 37% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • May 21Flex LNG Ltd Declares Cash Distribution for the First Quarter 2025, Payable on June 20,2025FLEX LNG Ltd. declared a dividend for the first quarter 2025 of $0.75 per share. The dividend is payable on or about June 20, 2025 to shareholders, on record as of June 6, 2025.
Board Change • May 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Nikolai Grigoriev was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 09FLEX LNG Ltd. Approves to Elect Mikkel Storm Weum as a DirectorFLEX LNG Ltd. approved to elect Mikkel Storm Weum as a Director of the Company, at its AGM held on 8 May 2025.
Recent Insider Transactions • Apr 21Director recently sold US$209k worth of stockOn the 17th of April, Susan Sakmar sold around 9k shares on-market at roughly US$23.20 per share. This transaction amounted to 87% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$201k more than they bought in the last 12 months.
분석 기사 • Apr 04FLEX LNG (NYSE:FLNG) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
공시 • Mar 31FLEX LNG Ltd. Announces CEO ChangesFlex LNG Ltd. announced that the Company's Board of Directors, under the Chairmanship of Ola Lorentzon, has accepted the resignation by Øystein Kalleklev from his role as Chief Executive Officer (CEO). Mr. Kalleklev joined Flex LNG in October 2017 and was appointed CEO in August 2018 and has thus been with the Company for exactly seven and a half years. The Board has appointed Marius Foss, Chief Commercial Officer, as interim CEO. Mr. Kalleklev will however be available in an advisory capacity until end of the third quarter to ensure a smooth transition period.
Price Target Changed • Mar 21Price target decreased by 9.4% to US$24.00Down from US$26.50, the current price target is an average from 2 analysts. New target price is 7.3% above last closing price of US$22.37. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$1.90 for next year compared to US$2.19 last year.
분석 기사 • Mar 03Investors Don't See Light At End Of FLEX LNG Ltd.'s (NYSE:FLNG) TunnelWith a price-to-earnings (or "P/E") ratio of 10.1x FLEX LNG Ltd. ( NYSE:FLNG ) may be sending bullish signals at the...
Declared Dividend • Feb 06Fourth quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 20th February 2025 Payment date: 5th March 2025 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (137% earnings payout ratio). However, it is covered by cash flows (89% cash payout ratio). The dividend has increased by an average of 50% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 53% to bring the payout ratio under control. EPS is expected to grow by 16% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Seeking Alpha • Feb 06FLEX LNG: 11% Yield On LNG Shipping, Outperforming In 2025Summary FLEX LNG Ltd. benefits from long-term charters, insulating it from current low spot market rates and decreased European LNG imports. Despite lower TCE rates and earnings in 2024, FLNG maintains a high dividend yield of 11.55%, with a stable payout ratio. FLNG's valuations are higher than industry averages, leading to a cautious stance on acquiring new shares despite strong dividend coverage. Read the full article on Seeking Alpha
Reported Earnings • Feb 04Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$2.19 (down from US$2.24 in FY 2023). Revenue: US$356.3m (down 4.0% from FY 2023). Net income: US$117.7m (down 2.0% from FY 2023). Profit margin: 33% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Feb 04Flex LNG Ltd Declares Cash Distribution for the Fourth Quarter 2024, Payable on March 5, 2025, for NYSE Shareholders and March 10, 2025, for OSE ShareholdersFlex LNG Ltd. has announced key information regarding the cash distribution for the fourth quarter of 2024, as detailed on February 4, 2025, from Hamilton, Bermuda. The distribution will be made from the Company's Contributed Surplus For NYSE shareholders, the distribution amount is set at $0.75, with the declared currency being USD. The last day including the right to the distribution is February 19, 2025, followed by the ex-date and record date both on February 20, 2025. The payment date for this distribution is scheduled for March 5, 2025, and the date of approval was February 3, 2025. For OSE shareholders who have shares registered in Euronext Securities Oslo, the distribution amount is also $0.75, with the declared currency being USD, which will be distributed in NOK. The last day including the right for OSE shareholders is February 18, 2025, with the ex-date on February 19, 2025, and the record date on February 20, 2025. The payment date for OSE shareholders is set for March 10, 2025, and similarly, the date of approval was February 3, 2025.
Seeking Alpha • Jan 04Flex LNG: Market Gears Turning In Its FavorSummary The LNG market is poised for growth in 2025 due to increased European demand following Russia's gas supply halt and delays in major LNG projects. Flex LNG, with its modern fleet and long-term charter contracts, is well-positioned to benefit from favorable market fundamentals. Supply-side challenges, including project delays and political factors, will support LNG prices, enhancing investment opportunities in the sector. U.S. political strategies, including potential sanctions on Russian LNG, will further bolster the LNG market, making it a compelling investment for 2025. Read the full article on Seeking Alpha
공시 • Jan 02FLEX LNG Ltd., Annual General Meeting, May 09, 2025FLEX LNG Ltd., Annual General Meeting, May 09, 2025.
공시 • Dec 31+ 3 more updatesFLEX LNG Ltd. to Report Q4, 2025 Results on Feb 27, 2026FLEX LNG Ltd. announced that they will report Q4, 2025 results on Feb 27, 2026
분석 기사 • Dec 21We Like These Underlying Return On Capital Trends At FLEX LNG (NYSE:FLNG)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Dec 03FLEX LNG (NYSE:FLNG) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha • Nov 22FLEX LNG: When A New Fleet And Appealing Yields Are Not Enough, Rating DowngradeSummary FLEX reported $90.5 million revenue in 3Q24, compared to $94.6 million in 3Q23. On the other hand, QoQ revenue increased by 6.4%. It declared $17.4 million net income and $0.32EPS. FLEX has a 208% Total Debt to Equity. The company reported $289 million cash and $330 million fully undrawn revolving tranches. For 3Q24, FLEX announced a $0.75/share dividend. The LTM yield is 11.85%. The payout ratio is 143%. FLEX was part of my book. I see better opportunities in other stocks. In the coming months, if Mr. Market feels depressed and the FLEX stock price falls below 100% PNAV, the company will become appealing again. Read the full article on Seeking Alpha
Major Estimate Revision • Nov 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$360.5m to US$355.3m. EPS estimate also fell from US$2.13 per share to US$1.85 per share. Net income forecast to grow 25% next year vs 6.7% growth forecast for Oil and Gas industry in the US. Consensus price target of US$27.00 unchanged from last update. Share price rose 8.4% to US$25.94 over the past week.
Declared Dividend • Nov 14Third quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 27th November 2024 Payment date: 16th December 2024 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (176% earnings payout ratio). However, it is covered by cash flows (88% cash payout ratio). The dividend has increased by an average of 50% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 95% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Nov 13Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$0.32 (down from US$0.84 in 3Q 2023). Revenue: US$90.5m (down 4.3% from 3Q 2023). Net income: US$17.4m (down 61% from 3Q 2023). Profit margin: 19% (down from 48% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 41%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Nov 12FLEX LNG Ltd. Declares Cash Distribution for the Third Quarter 2024, Payable on or About December 11, 2024 and December 16, 2024FLEX LNG Ltd. declared a dividend for the third quarter 2024 of $0.75 per share. The shares traded on the New York Stock Exchange will be traded ex dividend on November 27, 2024. Record date is November 27, 2024. The dividend will be paid to shareholders on NYSE on or about December 11, 2024. The shares traded on Oslo Stock Exchange and registered with Euronext Securities Oslo will trade ex dividend of as of November 26, 2024. Record date is November 27, 2024. The dividend will be paid to shareholders on OSE on or about December 16, 2024.
분석 기사 • Oct 26FLEX LNG Ltd.'s (NYSE:FLNG) Prospects Need A Boost To Lift SharesWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Seeking Alpha • Oct 04FLEX LNG: 12% Yield, TailwindsSummary FLEX LNG Ltd. benefited from higher LNG prices and shipping rates post-Russia's 2022 invasion of Ukraine, securing long-term charters and raising dividends. Despite a slight drop in Q2 '24 earnings due to lower TCE rates and derivative losses, adjusted net income increased. FLNG's forward dividend yield is around 12%, with a solid cash position and manageable debt, but its stock has underperformed recently. Given current uncertainties, I rate FLNG a Hold, awaiting the next dividend declaration and earnings release around 11/7/24. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Sep 25Principal Executive Officer exercised options and sold US$2.0m worth of stockOn the 19th of September, Oystein Kalleklev exercised 100k options at a strike price of around US$6.93 and sold these shares for an average price of US$26.65 per share. This trade did not impact their existing holding. For the year to December 2021, Oystein's total compensation was 48% salary and 52% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Oystein has owned 50.00k shares directly. Company insiders have collectively sold US$5.3m more than they bought, via options and on-market transactions in the last 12 months.
새로운 내러티브 • Sep 14Optimizing Fleet Efficiency And Financial Strategies To Navigate Market Volatility And Propel Growth Strategic long-term charters and balance sheet optimization increase revenue stability and financial flexibility, enhancing earnings and net margins.
Seeking Alpha • Sep 09FLEX LNG: A Bond-Like 11.9% Yield To Lock Before Rate CutsSummary FLEX LNG’s 11.9% dividend is well-supported by long-term charters, providing stable earnings even during temporary market softness. Lower EPS in Q2 was due to vessel drydockings and seasonal softness, but these are temporary factors, with all ships back in operation for Q3. Revenues are expected to rise in Q3 and Q4, driven by returning vessels and favorable market conditions, ensuring full dividend coverage. With minimal debt maturities until 2029 and substantial liquidity, FLNG is well-positioned for price appreciation as a high-yield alternative in a low-rate environment. Read the full article on Seeking Alpha
분석 기사 • Sep 06FLEX LNG (NYSE:FLNG) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha • Aug 21Flex LNG: Trade The Yield, Don't Marry ItSummary Flex LNG's 11.4% dividend exceeds both net income and operating cash flows. This has been ongoing since interest rates began escalating rapidly, and is expected to continue until rates are reduced dramatically. FLNG stock's cyclicality allows investors to exploit other yield seekers and boost post tax returns by 50% versus collecting yield alone. Read the full article on Seeking Alpha
Declared Dividend • Aug 19Second quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 29th August 2024 Payment date: 12th September 2024 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (135% earnings payout ratio) nor is it adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 51% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 50% to bring the payout ratio under control. However, EPS is expected to remain steady over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$0.41 (vs US$0.73 in 2Q 2023)Second quarter 2024 results: EPS: US$0.41 (down from US$0.73 in 2Q 2023). Revenue: US$84.7m (down 2.3% from 2Q 2023). Net income: US$21.8m (down 44% from 2Q 2023). Profit margin: 26% (down from 45% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 1.8% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
공시 • Aug 14+ 1 more updateFLEX LNG Ltd. Provides Revenue Guidance for the Third Quarter and Second Half of 2024FLEX LNG Ltd. provided revenue guidance for the third quarter and second half of 2024. For the third quarter, the company expects revenues to increase to approximately $90 million. The company expects revenues to increase in the second half of the year due a new fixed hire contract for Flex Constellation, higher earnings for the ship with variable hire as spot rates have been picking up and the fact that the company has no more scheduled off-hire for the year.
공시 • Aug 05FLEX LNG Ltd. to Report Q2, 2024 Results on Aug 14, 2024FLEX LNG Ltd. announced that they will report Q2, 2024 results at 7:00 AM, Central European Standard Time on Aug 14, 2024
Seeking Alpha • Jul 14FLEX LNG: 11% Yield On LNG ShippingSummary FLEX LNG Ltd. yields over 11%. It uses a combo of EPS and cash flow to pay quarterly dividends. This article compares FLEX LNG Ltd.'s valuations, leverage, and performance to its industry's. Read the full article on Seeking Alpha
분석 기사 • Jul 12Is FLEX LNG (NYSE:FLNG) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Declared Dividend • May 27First quarter dividend of US$0.75 announcedDividend of US$0.75 is the same as last year. Ex-date: 10th June 2024 Payment date: 21st June 2024 Dividend yield will be 11%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio) nor is it adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 51% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 31% to bring the payout ratio under control, which is less than the 62% EPS growth achieved over the last 5 years.
Reported Earnings • May 24First quarter 2024 earnings released: EPS: US$0.62 (vs US$0.31 in 1Q 2023)First quarter 2024 results: EPS: US$0.62 (up from US$0.31 in 1Q 2023). Revenue: US$90.2m (down 2.4% from 1Q 2023). Net income: US$33.2m (up 101% from 1Q 2023). Profit margin: 37% (up from 18% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 23FLEX LNG Ltd. Declares Dividend for the First Quarter of 2024. for NYSE and OSE Shareholders, Payable on or About June 21, 2024 and on or About June 26, 2024 RespectivelyFlex LNG Ltd. declared dividend for the first quarter of 2024. For NYSE shareholders, The company declared dividend of $0.75. Ex-date: June 10, 2024, Record date: June 10, 2024 and Payment date: On or about June 21, 2024. For OSE shareholders, The company declared dividend of $0.75. Ex-date: June 7, 2024, Record date: June 10, 2024 and Payment date: On or about June 26, 2024.
Seeking Alpha • May 23FLEX LNG: Steady Amid Market Uncertainty, But Not A BuySummary FLEX LNG reported Q1 earnings in line with guidance, and guides a slightly weaker next quarter. It declared a dividend of $0.75, implying a yield of about 11 percent. FLNG's staggered contract backlog limits effects from fluctuation charter rates. Read the full article on Seeking Alpha
분석 기사 • May 08FLEX LNG Ltd. (NYSE:FLNG) Could Be Riskier Than It LooksFLEX LNG Ltd.'s ( NYSE:FLNG ) price-to-earnings (or "P/E") ratio of 12.1x might make it look like a buy right now...
공시 • Apr 30FLEX LNG Ltd. Appoints Ola Lorentzon as the New Chairman of the BoardFlex LNG Ltd. announced that the Board of Directors have elected Ola Lorentzon as the new Chairman of the Board. Mr. Lorentzon replaces David McManus who did not stand for re-election as a Director at the Annual General Meeting. Mr. Lorentzon has served as a Director of the Company since June 2017. He served as Principal Executive Officer of Golden Ocean Group Limited from 2010 to 2015 and held the role as Chief Executive Officer ofFrontline Management AS from 2000 to 2003. From 1986 to 2000, Mr. Lorentzon served as Chief Executive Officer of ICB Shipping. Mr. Lorentzon is also a Director and Chairman of Golden Ocean Group Limited and a Directorand Chairman of Frontline plc., both related parties of Geveran, and Erik Thun AB.
Seeking Alpha • Apr 17FLEX LNG: Bet On Resilient Demand For LNG CarriersSummary India and China drive global LNG demand growth. On the other hand, LNG exports are increasing across major exporters. Despite the high order book, LNG shipping still offers upside potential. 93% of the incoming ships are booked, plus many LNG carriers with steam turbines will be redelivered in 24/25. The steamers will slowly go out of service, leaving place for the vessels with last-generation engines. FLNG realized adequate revenue and income growth, though disappointing net income and EPS. The company keeps a healthy balance sheet with ample liquidity; the next debt maturity is in 2028. Given FLNG fleet quality, robust liquidity position, and attractive dividends, I give a Buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13FLEX LNG Q4: Bankable Dividend In Turbulent WatersSummary Recent weeks witnessed a rebase of the company’s equity currency to an 11% - 12% dividend yield on the back of shifting LNG market fundamentals. The company’s strong liquidity position and FCFE generation are key to the $0.75 per share dividend distribution despite challenges in the LNG spot market. Investors should tread with caution since any prolonged price weakness may prompt management to adjust the distribution strategy to a more sustainable yield. Read the full article on Seeking Alpha
분석 기사 • Feb 23Here's Why FLEX LNG (NYSE:FLNG) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Feb 15Upcoming dividend of US$0.75 per share at 12% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 March 2024. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 12%. Within top quartile of American dividend payers (4.9%). Higher than average of industry peers (4.5%).
Declared Dividend • Feb 11Fourth quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 22nd February 2024 Payment date: 8th March 2024 Dividend yield will be 12%, which is higher than the industry average of 4.5%. Sustainability & Growth Dividend is not covered by earnings (134% earnings payout ratio) nor is it adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 67% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 49% to bring the payout ratio under control, which is less than the 50% EPS growth achieved over the last 5 years.
Seeking Alpha • Feb 09FLEX LNG: LNG Terminal Pause Adds Some RiskSummary FLEX LNG's Q4 earnings were steady, with slightly improved results versus Q3. The LNG transport market is facing challenges due to increased vessel supply and potential delays in new LNG projects. While its spot exposure will increase temporarily, FLNG chartered vessels still offer a ballast in a more difficult LNG shipping market. Read the full article on Seeking Alpha
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$2.24 (vs US$3.54 in FY 2022)Full year 2023 results: EPS: US$2.24 (down from US$3.54 in FY 2022). Revenue: US$371.0m (up 6.6% from FY 2022). Net income: US$120.0m (down 36% from FY 2022). Profit margin: 32% (down from 54% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.