SFL Corporation Ltd.

NYSE:SFL 주식 리포트

시가총액: US$1.6b

SFL 과거 순이익 실적

과거 기준 점검 0/6

SFL은 연평균 14.7%의 비율로 수입이 증가해 온 반면, Oil and Gas 산업은 연평균 11.6%의 비율로 증가했습니다. 매출은 연평균 13%의 비율로 증가했습니다.

핵심 정보

14.71%

순이익 성장률

16.57%

주당순이익(EPS) 성장률

Oil and Gas 산업 성장률33.67%
매출 성장률12.98%
자기자본이익률-2.75%
순이익률-3.67%
다음 순이익 업데이트12 May 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha Apr 28

SFL Corporation: Hercules Is Coming Back, But So Is Valuation Risk

Summary SFL Corporation remains a diversified, high-yield shipping play, but recent price appreciation limits risk-reward, warranting a neutral stance. Despite industry tailwinds, SFL's long-term contracts limit near-term rate upside, while high debt and a delayed recovery of the Hercules rig cap valuation appeal. The current 7.2% dividend yield appears sustainable, but future hikes are unlikely given the $2.6 billion debt burden and cash flow priorities. Valuation is no longer compelling, with SFL trading at a high-9x forward EV/EBITDA, well above peers with cleaner balance sheets and stronger spot exposure. Read the full article on Seeking Alpha
내러티브 업데이트 Feb 08

SFL: Q3 Cash Flow And Capital Returns Will Shape Future Returns

Analysts lifted their price target on SFL to US$11 from US$10, citing stronger than expected Q3 adjusted EBITDA of US$113m versus US$95m consensus, a maintained US$0.20 dividend that equates to a 10% annualized yield, and an ongoing US$80m buyback authorization, along with continued fleet investment despite softer near term operating cash flow from re-deliveries and the drilling market. Analyst Commentary Bullish Takeaways Bullish analysts highlight Q3 adjusted EBITDA of US$113m versus US$95m consensus as a sign that recent execution is tracking ahead of market expectations, which they see as supportive for valuation.
내러티브 업데이트 Jan 25

SFL: Q3 Cash Flow And Dividend Yield Will Support Future Returns

Analysts have lifted their price target on SFL to US$11 from US$10, citing stronger than expected Q3 adjusted EBITDA, a maintained US$0.20 dividend that implies a 10% annualized yield, and ongoing fleet investment supported by remaining capacity under the share buyback program. Analyst Commentary Bullish Takeaways Bullish analysts highlight the new US$11 price target as reflecting confidence that the current share price does not fully reflect reported Q3 fundamentals and capital return potential.
내러티브 업데이트 Jan 09

SFL: Dividend And Buyback Capacity Will Support Returns Despite Cash Flow Headwinds

Analysts recently lifted their price target on SFL Corp. to $11 from $10, citing stronger than expected Q3 adjusted EBITDA of $113m versus the $95m consensus, a maintained $0.20 dividend that equates to a 10% annualized yield on the current share price, and an ongoing $80m buyback authorization that runs through Q2 2026.
내러티브 업데이트 Dec 18

SFL: Dividend Yield And Fleet Investment Will Drive Returns Despite Drilling Headwinds

Analysts have nudged their price target on SFL higher from $10.00 to $11.00 per share, citing stronger than expected Q3 EBITDA, a resilient dividend policy implying an attractive 10% yield, and continued fleet investment supported by remaining buyback capacity, despite near term headwinds from re-deliveries and a soft drilling market. Analyst Commentary Bullish analysts highlight that the recent earnings beat and unchanged dividend framework reinforce confidence in SFL's ability to execute on its capital allocation strategy, even as certain operating segments face cyclical pressure.
내러티브 업데이트 Dec 04

SFL: Dividend And Fleet Investment Will Drive Attractive Yield Ahead

Analysts have lifted their price target on SFL to $11 from $10, citing stronger than expected Q3 EBITDA, a maintained $0.20 quarterly dividend that implies a robust yield, and continued fleet investment supported by remaining share repurchase capacity despite near term headwinds in operating cash flow. Analyst Commentary Analysts are digesting the stronger than expected Q3 results alongside a higher price target, focusing on the balance between resilient shareholder returns and mixed near term operating trends.
내러티브 업데이트 Nov 20

SFL: Dividend Strength and Fleet Investment Will Drive Attractive Yield

Analysts have lowered SFL's fair value estimate to $9.43 from $10.18, citing improved near-term revenue expectations along with more conservative profit margin and valuation assumptions following the latest quarterly results and market conditions. Analyst Commentary Analysts have presented a range of perspectives following SFL's recent results and market actions.
분석 기사 Nov 15

SFL Corporation Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

It's been a good week for SFL Corporation Ltd. ( NYSE:SFL ) shareholders, because the company has just released its...
분석 기사 Oct 29

Shareholders Should Be Pleased With SFL Corporation Ltd.'s (NYSE:SFL) Price

With a price-to-earnings (or "P/E") ratio of 28.2x SFL Corporation Ltd. ( NYSE:SFL ) may be sending very bearish...
내러티브 업데이트 Aug 21

Modern LNG Vessels Will Secure A Strong Maritime Future

Despite a substantial improvement in net profit margin, a sharp increase in SFL's discount rate has outweighed earnings gains, leading to a downward revision in the consensus analyst price target from $11.30 to $10.68. What's in the News SFL Corporation Ltd.
분석 기사 May 15

Returns Are Gaining Momentum At SFL (NYSE:SFL)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Apr 30

Investors Don't See Light At End Of SFL Corporation Ltd.'s (NYSE:SFL) Tunnel

With a price-to-earnings (or "P/E") ratio of 8.5x SFL Corporation Ltd. ( NYSE:SFL ) may be sending very bullish signals...
분석 기사 Apr 07

SFL (NYSE:SFL) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Feb 18

SFL Corporation: Offshore Drilling Exposure Becomes A Headache Again (Downgrade)

Summary SFL Corporation Ltd. reported fourth quarter and full year 2024 results largely in line with expectations and declared an unchanged quarterly cash dividend of $0.27 per share. With the company's largest asset, the harsh environment rig Hercules, expected to sit idle for at least the next couple of quarters, financial results will be negatively impacted. Should the rig fail to secure employment going into 2026, I would expect the company to cut its quarterly dividend quite meaningfully. With the company's financial performance and dividend sustainability highly dependent on a single non-core asset, I would urge management to consider strategic alternatives for the Hercules. Given the increased likelihood of the rig sitting idle for the entire year and the early part of 2026, I am lowering my rating on SFL Corporation's shares from “Buy” to “Hold.”. Read the full article on Seeking Alpha
Seeking Alpha Feb 12

What To Expect From SFL Corporation's Q4 Numbers, And Beyond

Summary Concerns about SFL Corporation's future debt gearing and potential share dilution lead us to maintain a Hold stance, despite their fleet renewal efforts. The container-ship segment faces challenges with a large order book and potential lower rates, impacting SFL's conventional fuel vessels. Offshore drilling assets, particularly the "Hercules" rig, significantly contribute to revenue but face employment uncertainties, affecting Q4 income projections. SFL's Q4 net income is estimated to drop to $12.98 million, with EPS at $0.10, and a dividend cut is possible. Read the full article on Seeking Alpha
분석 기사 Jan 09

SFL (NYSE:SFL) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
분석 기사 Dec 14

SFL (NYSE:SFL) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Nov 14

Investors Shouldn't Be Too Comfortable With SFL's (NYSE:SFL) Earnings

Last week's profit announcement from SFL Corporation Ltd. ( NYSE:SFL ) was underwhelming for investors, despite...
Seeking Alpha Sep 16

SFL Corporation: Offshore Segment Worries Seem Overdone - Buy

Summary Two months ago, shares of leading diversified shipping company SFL Corporation sold off after a $100 million equity offering caught market participants flat-footed. In mid-August, SFL reported Q2/2024 results well above muted consensus expectations and declared an unchanged quarterly cash dividend of $0.27. Despite better-than-expected results and a positive near-term outlook, the stock has remained in the penalty box, likely due to mounting concerns regarding the company's offshore drilling segment. While the semi-submersible rig Hercules might indeed face some near-term idle time, I consider a dividend cut as unlikely. With the stock now offering a 9.8% dividend yield, I view the recent weakness as overdone and would advise investors to consider initiating or adding to existing positions. Read the full article on Seeking Alpha
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새 내러티브 Sep 13

Fleet Modernization And Tactical Charters Propel Revenue And Profit Growth Amidst Economic Shifts

Expansion and modernization of the fleet with dual-fuel vessels and long-term charters boosts service offerings and financial stability.
Seeking Alpha Aug 20

We Watch Debt Levels As SFL Corporation Is Renewing Its Fleet (Downgrade)

Summary SFL Corporation share price increased by $2 in February, then fell back to previous levels. Second-quarter financial results showed a drop in EPS due to lower revenues and higher costs from the two offshore assets. Their fleet renewal should come with selling older assets and reducing the total debt level. We downgrade our stance to a Hold. Read the full article on Seeking Alpha
분석 기사 Aug 05

The Market Doesn't Like What It Sees From SFL Corporation Ltd.'s (NYSE:SFL) Earnings Yet

SFL Corporation Ltd.'s ( NYSE:SFL ) price-to-earnings (or "P/E") ratio of 12.4x might make it look like a buy right now...
Seeking Alpha Jul 04

SFL Corporation: Momentum Building On Multiple Fronts

Summary SFL is taking meaningful strides to grow its business through vessel additions and backlog growth. Attractive rates in the offshore drilling market and tanker business will drive meaningful revenue growth. The company has adequate free cash flow to continue to grow the dividend as well as fund the purchase of new vessels. Read the full article on Seeking Alpha
분석 기사 Jun 15

Returns On Capital Are Showing Encouraging Signs At SFL (NYSE:SFL)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
분석 기사 Apr 27

With SFL Corporation Ltd. (NYSE:SFL) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 19.8x SFL Corporation Ltd. ( NYSE:SFL ) may be sending bearish signals at...
Seeking Alpha Apr 18

SFL Corporation: Outperforming 8%-Yielding Shipping Stock

Summary SFL Corporation Ltd. has had a significant increase in stock price over the past year and offers a yield of over 8%. The company has a diverse fleet with well-known charterers, including Maersk and Hapag-Lloyd. SFL's earnings in Q4 '23 showed growth in revenue, EPS, and Adjusted EBITDA, but a decrease in net income due to one-off items. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

SFL가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:SFL 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 25720-26180
30 Sep 25775-2180
30 Jun 2585334190
31 Mar 2585353200
31 Dec 24894131210
30 Sep 24876142200
30 Jun 24826127180
31 Mar 24800123160
31 Dec 2374484160
30 Sep 23733101150
30 Jun 23695122150
31 Mar 23684162150
31 Dec 22665203150
30 Sep 22619234150
30 Jun 22588218150
31 Mar 22552180160
31 Dec 21509164130
30 Sep 21472-81120
30 Jun 21452-98120
31 Mar 21452-106100
31 Dec 20466-224110
30 Sep 20472-36110
30 Jun 20469-48100
31 Mar 20462-31100
31 Dec 1945689100
30 Sep 1945569100
30 Jun 1945495100
31 Mar 1944183100
31 Dec 184177490
30 Sep 183949090
30 Jun 183788990
31 Mar 183759480
31 Dec 1737910170
30 Sep 1738211080
30 Jun 1738211380
31 Mar 1739213280
31 Dec 1641014690
30 Sep 1642817280
30 Jun 1644418570
31 Mar 1643121580
31 Dec 1540520170
30 Sep 1537517270
30 Jun 1534916180

양질의 수익: SFL 은(는) 현재 수익성이 없습니다.

이익 마진 증가: SFL는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: SFL는 수익성이 없지만 지난 5년 동안 연평균 14.7%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 SFL의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: SFL은 수익성이 없어 지난 해 수익 성장률을 Oil and Gas 업계(-0.3%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: SFL는 현재 수익성이 없으므로 자본 수익률이 음수(-2.75%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 14:02
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

SFL Corporation Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Liam BurkeB. Riley Securities, Inc.
Gregory LewisBTIG
Axel StyrmanCarnegie Investment Bank AB