NYSE$SFL

SFL Corporation Ltd · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

SFL Q4 2026 — extraction skipped

SFL Corporation Ltd filed Form 6-K (accession 0001289877-26-000010) for Q4 2026, but headline financial numerics could not be extracted automatically: cached document missing (fetch error or PDF). The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 6-K filed; press release body not parseable here.
  • Reason: cached document missing (fetch error or PDF).
  • Numerics rely on the Financial Datasets fallback.

Headline financials

Total Revenue

$176M

No prior period
EPS (adj)

-$0.04

No prior period
Net Income

-$4.7M

No prior period
Operating Income

-$4.7M

No prior period

Revenue & EPS history

SFL · Revenue · Quarterly

$176M

Q4 2026
Beat estimate in 10 of 13 quarters(77%)
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

Forward guidance

The company did not provide specific quantitative forward guidance but highlighted continued portfolio optimization, tanker market exposure and long-term charter coverage supporting future cash flows.

Tailwinds

  • 88th consecutive quarterly dividend declared.
  • Strong contribution from shipping segment.
  • Exposure to strong tanker market.
  • Ongoing asset sales generating liquidity.
  • Long-term charter portfolio supporting cash flow.

Headwinds

  • Reported net loss in the quarter.
  • Exposure to cyclical shipping markets.
  • Sensitivity to charter rate volatility.
  • Dependence on counterparty performance.
  • Macroeconomic and geopolitical uncertainties affecting global trade.

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 Q4 2026

Historical avgQ4 2026

+0.8%

Avg return

Earnings day

+0.2%

Avg return

5 days after

-2.2%

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%
Q4 2026+6.6%+3.7%
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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