SFL: Decent Earnings But No Catalyst For Near-Term Growth

SFL Corporation Ltd. (SFL) beat Q3 2025 analyst expectations for both revenue and EPS, maintaining its $0.20 per share dividend. Despite stable revenues from long-term leases, SFL's dividend has trended downward, and recent cuts have reduced investor income. Fleet optimization and cost reductions improved SFL's operating margin, but near-term growth prospects remain limited until new vessels arrive in 2028.

Seeking Alpha • Nov 12, 2025

SFL Corporation Ltd. (SFL) Q3 2025 Earnings Call Transcript

SFL Corporation Ltd. ( SFL ) Q3 2025 Earnings Call November 11, 2025 10:00 AM EST Company Participants Espen Nilsen Gjøsund Ole Hjertaker - CEO of SFL Management AS & Director Trym Sjølie - Chief Operating Officer Aksel Olesen - Chief Financial Officer of SFL Management AS Conference Call Participants Sherif Elmaghrabi - BTIG, LLC, Research Division Presentation Espen Nilsen Gjøsund Welcome to SFL's Third Quarter 2025 Conference Call.

Seeking Alpha • Nov 11, 2025

SFL - Third Quarter 2025 Results Presentation

Please find enclosed the presentation of the preliminary third quarter results to be held November 11, 2025, in the link below.

GlobeNewsWire • Nov 11, 2025

SFL - Third Quarter 2025 Results

Preliminary Q3 2025 results and quarterly cash dividend of $0.20 per share Hamilton, Bermuda, November 11, 2025, SFL Corporation Ltd. (“SFL” or the “Company”) today announced preliminary financial results for the quarter ended September 30, 2025, and its 87th consecutive quarterly dividend.

GlobeNewsWire • Nov 11, 2025

SFL - Invitation to Presentation of Q3 2025 Results

SFL Corporation Ltd. ("SFL" or the “Company”) (NYSE: SFL) plans to release its preliminary financial results for the third quarter of 2025 on Tuesday, November 11, 2025.

GlobeNewsWire • Nov 4, 2025

SFL: Is The Above-10% Yield Worth Chasing Post-Cut?

SFL Corporation recently cut its dividend to $0.20 due to soft Q2 results, idle Hercules rig, and vessel sales reducing cash flow. Despite a high 10.3% yield, SFL's dividend coverage is tighter, with high interest expenses and EBITDA estimates at soft levels in the coming years. Valuation appears cheap on book but less attractive on forward cash flow; mid-9x EV/EBITDA isn't compelling given rising leverage and idle assets.

Seeking Alpha • Sep 26, 2025

SFL Corporation: Weighing The Fallout Of A Dividend Cut And An Idle Hercules Rig

SFL's dividend cut and vessel sales have left the company highly dependent on re-contracting the Hercules rig for future cash flow stability. The Hercules remains idle, incurring high costs, with its next contract opportunity likely not until mid-2026 amid uncertain oil market dynamics. Fleet downsizing and reduced segment earnings have pushed SFL to a near breakeven free cash flow position, raising the risk of further dividend cuts.

Seeking Alpha • Aug 23, 2025

SFL Corporation Ltd. (SFL) Q2 2025 Earnings Call Transcript

SFL Corporation Ltd. (NYSE:SFL ) Q2 2025 Earnings Conference Call August 19, 2025 10:00 AM ET Company Participants Aksel C.

Seeking Alpha • Aug 19, 2025

SFL - Second Quarter 2025 Results Presentation

Please find enclosed the presentation of the preliminary second quarter results to be held August 19, 2025, in the link below.   Attachment SFL - Second Quarter 2025 Results Presentation

GlobeNewsWire • Aug 19, 2025

SFL - Second Quarter 2025 Results

Preliminary Q2 2025 results and quarterly cash dividend of $0.20 per share Hamilton, Bermuda, August 19, 2025, SFL Corporation Ltd. (“SFL” or the “Company”) today announced its preliminary financial results for the quarter ended June 30, 2025.

GlobeNewsWire • Aug 19, 2025