NYSE$SFL

SFL Corporation Ltd · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

SFL Q1 2026: $174.5M revenue, $26.1M net income as vessel sales boost results

SFL Corporation Ltd. filed unaudited Q1 2026 financial statements on May 13, 2026, for the three months ended March 31, 2026. Total operating revenues were $174.5 million versus $186.7 million in Q1 2025, comprising time charter revenues of $133.8 million, voyage charter and pool revenues of $14.7 million, and drilling contract revenues of $23.0 million. The company recorded an $11.5 million gain on vessel sales. Operating income was $56.4 million compared with $10.7 million a year ago, when results were weighed down by a $34.1 million vessel impairment. Net income was $26.1 million ($0.20 basic and diluted EPS) versus a $31.9 million net loss in Q1 2025. Comprehensive income was $28.8 million. Cash and cash equivalents were $127.6 million at March 31, 2026; total assets $3.56 billion. Interest expense was $38.1 million, down from $46.2 million in Q1 2025.

  • Total operating revenues $174.5 million; operating income $56.4 million; net income $26.1 million ($0.20 EPS).
  • Gain on sale of vessels $11.5 million; prior-year Q1 included $34.1 million vessel impairment charge.
  • Time charter revenues $133.8 million; drilling contract revenues $23.0 million; voyage/pool revenues $14.7 million.
  • Cash $127.6 million at quarter end; net cash from operating activities $34.1 million.
  • Comprehensive income $28.8 million including $2.7 million of other comprehensive income from hedging.

Headline financials

Total Revenue

$174M

Previous: $194M-9.8%
EPS (adj)

$0.20

Previous: -$0.24+183.3%
Gain on sale of vessels

$11.5M

No prior period
Cash and cash equivalents

$128M

No prior period
Total assets

$3.56B

No prior period
Net Income

$26.1M

Previous: -$31.9M+181.7%
Operating Income

$56.4M

No prior period

Revenue & EPS history

SFL · Revenue · Quarterly

$174M

Q1 2026-9.8%vs Q1 2025
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Revenue by segment

SFL · $172M total across 3 segments · Q1 2026

  • Time charter revenues
    $134M
  • Drilling contract revenues
    $23M
  • Voyage charter and pool
    $14.7M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.8%

Avg return

Earnings day

+0.2%

Avg return

5 days after

-2.6%

Avg return

30 days after

54%

34 / 63 earnings

Positive

+12.9%

Q4 2021

Best reaction

-16.7%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%-2.2%-10.2%
Q4 2026+6.6%+3.7%-6.7%
Q2 2025-16.7%-9.2%-11.7%
Q1 2025-0.6%-0.2%-1.5%
Q4 2024-5.6%-14.1%-24.2%
Q3 2024-1.4%-5.0%-2.2%
Q1 2024-2.4%-2.0%-6.2%
Q3 2023-1.8%-0.2%+1.7%
Q2 2023+2.7%+2.0%+2.0%
Q1 2023-2.6%+0.1%+9.0%
Q4 2022-2.7%-1.9%-12.0%
Q2 2022+7.2%+2.9%-2.3%
Q1 2022+8.5%+11.8%+8.0%
Q4 2021+12.9%+12.6%+14.1%
Q3 2021-5.0%-8.4%-10.7%
Q2 2021+7.2%+10.1%+13.5%
Q1 2021+10.6%+11.1%+8.3%
Q4 2020-8.5%-0.7%+3.1%
Q3 2020-10.9%-6.0%-13.0%
Q2 2020-4.6%-6.8%-6.7%
Q1 2020+0.8%-1.7%-0.8%
Q4 2019-0.6%-1.8%-41.1%
Q3 2019-2.4%-2.1%+0.7%
Q2 2019+9.8%+7.0%+10.1%
Q1 2019+3.6%-1.2%-4.4%
Q4 2018-0.4%-1.5%-2.2%
Q3 2018+6.4%+3.3%-9.2%
Q2 2018-0.3%-0.3%-6.4%
Q1 2018+4.2%+7.6%+3.8%
Q4 2017-4.6%-4.6%-5.6%
Q3 2017+5.0%+4.7%+2.0%
Q2 2017-4.7%-4.7%+5.8%
Q1 2017+3.4%+5.4%+1.9%
Q4 2016+3.4%+0.3%+0.7%
Q3 2016+3.6%+4.0%+6.5%
Q2 2016-2.1%-1.0%-2.8%
Q1 2016-2.1%-2.0%-6.1%
Q4 2015+7.6%
Q3 2015+3.5%
Q2 2015+10.4%
Q1 2015+10.0%
Q4 2014+4.4%
Q3 2014+2.8%
Q2 2014+1.2%
Q1 2014+0.2%
Q4 2013+6.4%
Q3 2013+0.4%
Q2 2013+0.5%
Q1 2012-4.1%
Q1 2013-4.4%
Q2 2012-3.8%
Q4 2012+0.5%
Q3 2011-8.2%
Q3 2012+4.9%
Q4 2011-0.3%
Q2 2011-0.3%
Q1 2011+0.3%
Q4 2009+0.2%
Q4 2010+0.2%
Q4 2008+0.2%
Q3 2010-0.8%
Q2 2010-0.6%
Q1 2010+5.5%

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