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SFL Corp Ltd. (SFL) stock

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NYSE: SFL NYSE Marine Transportation Next results ~November 4, 2026

D Fundamentals grade

SFL Corp Ltd. is a US-listed company in the marine transportation industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: after-tax interest is 191% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy.

Price vs value

Under review: after-tax interest is 191% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy. We'll show the comparison once resolved.

SFL Corp Ltd. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter SFL files

Where SFL stands after its latest Filing

Revenue for the twelve months was $733m, down 18.9% on a year earlier, against growth of 20.2% a quarter earlier. That puts it 35 of 40 for growth among the marine transportation companies we cover. Free-cash-flow margin fell to 4.4% from 30.2% a year earlier. Operating margin narrowed to 18.6% from 47.3%. The diluted share count is up 2.4% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 0 of our 7 financial-health checks.

Our model value for SFL is under review, so past values are not shown until it is resolved.

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

SFL Corp Ltd.'s trailing-twelve-month revenue fell 18.9% year on year, with a free-cash-flow margin of 4.4%. Where it stands out: days sales outstanding of 6 days ranks 4 of 33 marine transportation companies we cover. Where it lags: long-term debt as % of assets of 53.9% ranks 31 of 35 marine transportation companies we cover.

Our discounted-cash-flow model values the business at ~$11 per share in the base case (~$4.2–$20 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 208% in the quarter to 2026-06-30, the 4th beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 7.2% over 90 days.

Things to watch

  • Revenue shrinking. Revenue fell 18.9% over the last 12 months.
  • Growth slowing. The growth rate is 39.2 points lower than a quarter earlier.
  • Margins narrowing. Operating margin is down 15.3 points on a year ago.
  • Share dilution. Diluted shares rose 2.4% in a year.
  • High debt. Long-term debt exceeds cash by $1.8bn, more than 1.5 times annual revenue.
  • Below peers: long-term debt as % of assets. Long-term debt as % of assets of 53.9% ranks 31 of 35 marine transportation companies we cover (median 24.2%).

Latest results

Earnings per share
$0.24 against an average estimate of $0.08: beat by 208.4%
Next report
November 4, 2026; average EPS estimate $0.07

SFL's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-5.8%
  • 1 week-4.5%
  • 1 month-9.3%
  • This year+65.1%
  • 1 year+72.8%
  • 5 years+132.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$733M
Operating margin
18.6%
Net margin
-3.6%
EPS (TTM, diluted)
$-0.20

Growth

Revenue growth
−18.9%
Change in growth rate
−39.2 pts
Share count change
+2.4%

Cash

Free cash flow (TTM)
$32.1M
FCF margin
4.4%

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

No recent updates are available for SFL from the sources we follow. See filings →

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

SFL Corp Ltd. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: held for review: after-tax interest is 191% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value SFL Corp Ltd. as an operating company, with every model that fits that kind of business. Cost of equity 8.3%: the 10-year Treasury yield (4.9%) plus a beta of 0.75 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. — Does not apply: This model is withheld pending its input or assumption review.
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$5.4 ~$4.6–$8.2 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$8.3 ~$6.5–$11 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$8.9 ~$7.9–$10 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare SFL Corp Ltd. with Marine Transportation in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025
Share price$6.02$6.08$7.10$5.34$8.19$3.94$5.51$6.81$9.16$9.08$7.39
Market value$716m$657m$731m$575m$882m$429m$768m$935m$1.2bn$1.2bn$983m
+ Net debt (− = net cash)$1.6bn$1.5bn$1.4bn$1.2bn$1.4bn$1.4bn$1.8bn$2.0bn$2.0bn$2.7bn$2.4bn
Enterprise value$2.3bn$2.2bn$2.1bn$1.8bn$2.3bn$1.9bn$2.5bn$3.0bn$3.2bn$3.9bn$3.4bn
Multiples
Price / sales 1.8x1.6x1.9x1.4x1.9x0.9x1.5x1.4x1.5x1.3x1.3x
Price / earnings 3.6x4.5x7.2x7.8x9.9x—4.7x4.6x13.8x9.0x—
Price / free cash flow ———————————
EV / EBITDA 9.5x8.3x8.7x8.2x9.1x—6.6x6.4x7.0x7.2x9.2x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

60 /100

Moderate moat

How hard SFL's competitive advantage looks for rivals to wear away, judged from 5 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 3 / 20

    Net income has been a median 3.4% of total assets over 5 years.

  • Durability 16 / 20

    Operating margin has been a median 43.3%; its worst year was 18.6%.

  • Cash conversion 20 / 20

    Free cash flow was positive in 5 of 5 years, at a median 27.6% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (65 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, before the open. Analysts expect revenue of $172m and EPS of $0.07 (range $0.06 to $0.09) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.35 +138% $696m −5%
Next $0.64 +79% $762m +10%

Next year's EPS estimate has moved +7.2% in 90 days, across 4 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +56.1% on 90 days ago. In the last 30 days, 2 analysts raised SFL Corp Ltd.'s forecast and 0 cut it.

Consensus EPS forecast SFL Corp Ltd., last 90 days
$0.20 $0.40 $0.60 $0.80 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.23 Current fiscal year, 60 days ago: $0.30 Current fiscal year, 30 days ago: $0.38 Current fiscal year, 7 days ago: $0.38 Current fiscal year, Now: $0.35 $0.35 Next fiscal year, 90 days ago: $0.59 Next fiscal year, 60 days ago: $0.64 Next fiscal year, 30 days ago: $0.64 Next fiscal year, 7 days ago: $0.64 Next fiscal year, Now: $0.64 $0.64

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.23$0.59
60 days ago $0.30$0.64
30 days ago $0.38$0.64
7 days ago $0.38$0.64
Now $0.35$0.64

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.08 $0.24 +208.4%
Mar 2026 $0.02 $0.08 +217.7%
Dec 2025 −$0.00 $0.04 +6247.1%
Sept 2025 −$0.01 $0.07 +594.0%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

4 analysts, Oct 2026
Buy250%
Hold250%
Sell00%

Monthly trend

  1. Oct 2026224
  2. Sep 2026224
  3. Aug 2026224
  4. Jul 2026224

Counts of recommendations published by analysts covering SFL Corp Ltd., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.9%
of tradable shares
Days to cover
3.09
at average volume
Short interest, 1 month
+9%
to October 15, 2026
Held by institutions
48%
of shares
Held by insiders
17.2%
of shares
Employees
24
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
SFL+40%+24%+35%−1%−19%+65%
Industry peers (median)+20%+10%+20%−11%+22%+28%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
SFL58%58%67%58%50%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
SFL−24%−21%−19%−29%−35%−19%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 55% from January 9, 2020 to December 22, 2020. Getting back needed a 124% gain, reached on August 17, 2023, 968 days after the low.

Price behaviour

52-week range
$6.93 – $13.75
From 52-week high
−11.3%
vs 50-day average
−4.8%
vs 200-day average
+9.3%
Volatility (1 year)
31%
Beta vs S&P 500
0.36

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

SFL Corp Ltd. in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) SFL Corp Ltd.
$200M $400M $600M $800M $1B FY14 Q4 FY17 Q4 FY20 Q4 FY25 Q4 Revenue (TTM), FY14 Q4: $327.5M Revenue (TTM), FY15 Q4: $406.7M Revenue (TTM), FY16 Q4: $413M Revenue (TTM), FY17 Q4: $380.9M Revenue (TTM), FY18 Q4: $418.7M Revenue (TTM), FY19 Q4: $458.8M Revenue (TTM), FY20 Q4: $471M Revenue (TTM), FY21 Q4: $513.4M Revenue (TTM), FY22 Q4: $670.4M Revenue (TTM), FY23 Q4: $752.3M Revenue (TTM), FY24 Q4: $904.4M Revenue (TTM), FY25 Q4: $733M $733M

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Revenue (TTM)
FY14 Q4 $327.5M
FY15 Q4 $406.7M
FY16 Q4 $413M
FY17 Q4 $380.9M
FY18 Q4 $418.7M
FY19 Q4 $458.8M
FY20 Q4 $471M
FY21 Q4 $513.4M
FY22 Q4 $670.4M
FY23 Q4 $752.3M
FY24 Q4 $904.4M
FY25 Q4 $733M
Revenue growth, TTM YoY SFL Corp Ltd.
-20% 0% 20% 40% FY14 Q4 FY17 Q4 FY20 Q4 FY25 Q4 Revenue growth, TTM YoY, FY14 Q4: 20.9% Revenue growth, TTM YoY, FY15 Q4: 24.2% Revenue growth, TTM YoY, FY16 Q4: 1.5% Revenue growth, TTM YoY, FY17 Q4: -7.8% Revenue growth, TTM YoY, FY18 Q4: 9.9% Revenue growth, TTM YoY, FY19 Q4: 9.6% Revenue growth, TTM YoY, FY20 Q4: 2.7% Revenue growth, TTM YoY, FY21 Q4: 9.0% Revenue growth, TTM YoY, FY22 Q4: 30.6% Revenue growth, TTM YoY, FY23 Q4: 12.2% Revenue growth, TTM YoY, FY24 Q4: 20.2% Revenue growth, TTM YoY, FY25 Q4: -18.9% -18.9%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Revenue growth, TTM YoY
FY14 Q4 20.9%
FY15 Q4 24.2%
FY16 Q4 1.5%
FY17 Q4 -7.8%
FY18 Q4 9.9%
FY19 Q4 9.6%
FY20 Q4 2.7%
FY21 Q4 9.0%
FY22 Q4 30.6%
FY23 Q4 12.2%
FY24 Q4 20.2%
FY25 Q4 -18.9%
Operating margin (TTM) SFL Corp Ltd.
-40% -20% 0% 20% 40% 60% FY14 Q4 FY17 Q4 FY20 Q4 FY25 Q4 Operating margin (TTM), FY14 Q4: 44.3% Operating margin (TTM), FY15 Q4: 40.8% Operating margin (TTM), FY16 Q4: 40.7% Operating margin (TTM), FY17 Q4: 40.6% Operating margin (TTM), FY18 Q4: 28.1% Operating margin (TTM), FY19 Q4: 30.0% Operating margin (TTM), FY20 Q4: -29.3% Operating margin (TTM), FY21 Q4: 47.3% Operating margin (TTM), FY22 Q4: 41.1% Operating margin (TTM), FY23 Q4: 31.9% Operating margin (TTM), FY24 Q4: 33.9% Operating margin (TTM), FY25 Q4: 18.6% 18.6%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Operating margin (TTM)
FY14 Q4 44.3%
FY15 Q4 40.8%
FY16 Q4 40.7%
FY17 Q4 40.6%
FY18 Q4 28.1%
FY19 Q4 30.0%
FY20 Q4 -29.3%
FY21 Q4 47.3%
FY22 Q4 41.1%
FY23 Q4 31.9%
FY24 Q4 33.9%
FY25 Q4 18.6%
FCF margin (TTM) SFL Corp Ltd.
0% 20% 40% 60% FY14 Q4 FY17 Q4 FY20 Q4 FY25 Q4 FCF margin (TTM), FY14 Q4: 19.9% FCF margin (TTM), FY15 Q4: 44.3% FCF margin (TTM), FY16 Q4: 32.9% FCF margin (TTM), FY17 Q4: 23.5% FCF margin (TTM), FY18 Q4: 23.1% FCF margin (TTM), FY19 Q4: 29.1% FCF margin (TTM), FY20 Q4: 35.1% FCF margin (TTM), FY21 Q4: 30.2% FCF margin (TTM), FY22 Q4: 25.0% FCF margin (TTM), FY23 Q4: 17.2% FCF margin (TTM), FY24 Q4: 14.4% FCF margin (TTM), FY25 Q4: 4.4% 4.4%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period FCF margin (TTM)
FY14 Q4 19.9%
FY15 Q4 44.3%
FY16 Q4 32.9%
FY17 Q4 23.5%
FY18 Q4 23.1%
FY19 Q4 29.1%
FY20 Q4 35.1%
FY21 Q4 30.2%
FY22 Q4 25.0%
FY23 Q4 17.2%
FY24 Q4 14.4%
FY25 Q4 4.4%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 20-F. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025
Income
Revenue 345 308 295 320 271 327 407 413 381 419 459 471 513 670 752 904 733
EBITDA 240 246 213 263 176 213 244 262 243 222 254 −27 381 463 454 546 372
Operating income 209 212 163 208 117 145 166 168 155 118 138 −138 243 275 240 307 137
Net income 193 166 131 186 89 123 201 146 101 74 89 −224 164 203 84 131 −26
Diluted EPS $2.59 $2.09 $1.62 $2.22 $0.99 $1.24 $1.88 $1.50 $1.03 $0.69 $0.83 −$2.06 $1.30 $1.53 $0.66 $1.01 −$0.20
Growth (year on year)
Revenue −24.6% −10.8% −4.2% +8.3% −15.3% +20.9% +24.2% +1.5% −7.8% +9.9% +9.6% +2.7% +9.0% +30.6% +12.2% +20.2% −18.9%
EBITDA −34.5% +2.7% −13.6% +23.8% −33.2% +20.9% +14.9% +7.5% −7.5% −8.7% +14.6% −110.6% — +21.5% −2.0% +20.2% −31.9%
Operating income −38.0% +1.2% −23.2% +27.6% −43.5% +23.7% +14.4% +1.2% −8.0% −23.9% +17.1% −200.3% — +13.4% −12.8% +27.7% −55.4%
Net income +6.0% −14.0% −20.8% +41.7% −52.0% +37.7% +63.5% −27.1% −30.9% −27.3% +21.1% −351.7% — +23.4% −58.6% +55.7% −120.2%
Diluted EPS +3.6% −19.3% −22.5% +37.0% −55.4% +25.3% +51.6% −20.2% −31.3% −33.0% +20.3% −348.2% — +17.7% −56.9% +53.0% −119.8%
Margins
EBITDA margin 69.4% 79.9% 72.1% 82.3% 64.9% 64.9% 60.0% 63.5% 63.7% 52.9% 55.4% −5.7% 74.2% 69.1% 60.4% 60.4% 50.7%
Operating margin 60.6% 68.8% 55.1% 64.9% 43.3% 44.3% 40.8% 40.7% 40.6% 28.1% 30.0% −29.3% 47.3% 41.1% 31.9% 33.9% 18.6%
Net margin 55.8% 53.8% 44.4% 58.1% 32.9% 37.5% 49.4% 35.5% 26.6% 17.6% 19.4% −47.6% 32.0% 30.2% 11.2% 14.4% −3.6%
Cash flow
Cash from operations 126 154 164 87 140 132 258 230 178 201 250 276 294 355 343 370 267
Stock-based pay 1 1 1 1 0 0 0 0 0 — — — — — — — —
Balance sheet
Cash 84 87 95 61 59 51 70 62 153 211 200 215 146 188 165 135 151
Total debt 2,136 1,923 1,910 1,831 1,737 1,732 1,666 1,580 1,523 1,460 1,627 1,663 1,904 2,214 2,164 2,862 2,584
Net debt (negative = net cash) 2,052 1,836 1,816 1,771 1,678 1,682 1,596 1,518 1,370 1,249 1,428 1,448 1,758 2,025 1,998 2,728 2,433
Diluted shares 74m 79m 84m 86m 95m 117m 119m 108m 103m 108m 108m 109m 139m 137m 127m 130m 133m
Returned to shareholders
Dividends 76 117 123 152 109 152 163 168 153 149 151 109 78 112 123 138 125
Buybacks — — — — — — — — — — — — 0 0 10 — 10
Total returned 76 117 123 152 109 152 163 168 153 149 151 109 78 112 133 138 135

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

0 of 7 checks passed · December 31, 2025
What it owns · $3.6bn
Short-term assets $259mLonger-term assets $3.4bn
What it owes, and who funded it · $3.6bn
Short-term liabilities $710mLonger-term liabilities $2.0bnShareholders' equity $961m
  • Short-term assets cover short-term liabilities $259m of assets due within a year against $710m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $259m short-term assets against $2.0bn of longer-dated liabilities.
  • More cash than debt $151m of cash against $2.6bn of debt.
  • Debt below 40% of shareholders' equity Debt is 267% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 146% to 267% over five years.
  • A year's operating cash flow covers at least 20% of debt $267m of operating cash flow against $2.6bn of debt.
  • Operating profit covers interest at least five times over Operating income of $137m against $181m of interest.

From SFL Corp Ltd.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2025 Q4 TTM
Buybacks (TTM)
$10M
Dividends (TTM)
$125M
Returned to shareholders
420%
of free cash flow
Buybacks, last 3 fiscal years
$20.2M
Diluted share count
+2.4%
year over year
Total shareholder yield
7.7%
dividends 7.1% + buybacks 0.6% of market value
Days sales outstanding
6 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in marine transportation
Last 12 months unless stated SFL PANL GSL TEN CMRE CMDB Median
Revenue, last 12 months $733m $710m $766m $799m $878m $597m $329m
Revenue growth, last 12 months −18.9% 22.5% 7.8% −0.7% −1.2% — 0.8%
Revenue growth, 3-year average 39.4% 9.3% 74.9% 24.1% — — 16.8%
Operating margin 18.6% 9.3% 56.8% 31.6% 52.0% −5.1% 18.6%
Operating margin, 3-year average 35.5% 8.4% 33.4% 7.2% 46.9% — 13.1%
Net margin −3.6% 6.7% 54.3% 20.1% 41.5% −6.3% 13.3%
Cash from operations / revenue 36.4% 9.8% 68.9% 37.3% 61.2% 12.7% 33.1%
Free-cash-flow margin 4.4% 9.8% 67.1% −0.6% 46.4% 7.9% 14.2%
Free-cash-flow margin, 3-year average 19.4% 10.4% 54.5% — 37.0% — 9.4%
Stock pay / revenue 0.1% 0.6% 1.8% 0.9% 0.8% 0.4% 0.7%
Change in share count 2.4% 18.4% — 0.8% 0.8% >999% 0.5%

Median of all 42 companies we cover in marine transportation. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

42 marine transportation companies
Measure Company Peer median Rank
Revenue growth Growth -18.9% 0.8% 35 of 40
Change in growth rate Growth -39.2pp +0.7pp 35 of 40
Operating margin Profitability 18.6% 19.8% 21 of 40
Net margin Profitability -3.6% 13.4% 35 of 42
Free-cash-flow margin Cash generation 4.4% 13.6% 31 of 41
Long-term debt as % of assets Balance sheet 53.9% 24.2% 31 of 35
Change in share count Balance sheet 2.4% 0.5% 28 of 39
Days sales outstanding Balance sheet 6 days 19 days 4 of 33

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$592M
Institutions reporting
222
Shares held vs prior quarter
▲ 15.9%
Positions opened / closed
36 / 29

Top buyers and sellers, Q2 2026: 129 institutions bought and 83 sold ; the biggest buyer was Qube Research & Technologies Ltd (+2.4M shares) and the biggest seller Arrowstreet Capital, Limited Partnership (−679K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Dimensional Fund Advisors LP $91.9M 9.0M 15.5% ▲ 2.4%
Blackrock, Inc. $73.5M 7.2M 12.4% ▲ 11.4%
American Century Companies Inc $36.3M 3.6M 6.1% ▲ 31.2%
Mirae Asset Global Etfs Holdings Ltd. $36.3M 3.6M 6.1% ▲ 3.0%
Qube Research & Technologies Ltd $26.8M 2.6M 4.5% ▲ 889.7%
State Street Corp $22.3M 2.2M 3.8% ▲ 5.9%
Bank Of New York Mellon Corp $22.2M 2.2M 3.8% ▼ 2.6%
Geode Capital Management, LLC $16.9M 1.7M 2.9% ▲ 9.8%
Marshall Wace, LLP $12.9M 1.3M 2.2% ▲ 48.2%
Man Group PLC $12.5M 1.2M 2.1% ▲ 64.8%
Morgan Stanley $12.2M 1.2M 2.1% ▲ 38.7%
Jacobs Levy Equity Management, Inc $12M 1.2M 2.0% ▲ 557.5%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not SFL Corp Ltd.'s complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 1 trade and filings

In the last 12 months, 1 member of Congress disclosed 0 purchases and 1 sale of SFL Corp Ltd. shares.

  • J. French Hill(R-AR 2):Sale (full), $15,001 - $50,000, traded December 31, 2025, filed January 23, 2026

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Recent SEC filings

Data status

When each part of this page on SFL Corp Ltd. was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

SFL Corp Ltd. in brief

What does SFL Corp Ltd. do?
SFL Corp Ltd. is a US-listed company in the marine transportation industry. Its financial year ends in December.
What is SFL Corp Ltd.'s stock ticker?
SFL Corp Ltd. trades under the ticker SFL on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is SFL Corp Ltd.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, SFL Corp Ltd. reported revenue of $733M, 18.9% lower than a year earlier, according to its SEC filings.
What is SFL Corp Ltd.'s free cash flow?
SFL Corp Ltd.'s free-cash-flow margin is 4.4% of revenue over the trailing twelve months, ranking 31 of the 41 marine transportation companies we cover.
Who are SFL Corp Ltd.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Dimensional Fund Advisors LP, Blackrock, Inc. and American Century Companies Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is SFL Corp Ltd. buying back stock, and does it pay a dividend?
SFL Corp Ltd. spent $10M on share repurchases over the trailing twelve months, and its diluted share count still rose 2.4% over the year.
What is SFL Corp Ltd.'s market cap?
On December 31, 2025, SFL Corp Ltd.'s market capitalisation was about $983M and net debt of $2.4B. Market figures come from third-party market data and may be delayed.
Does SFL Corp Ltd. pay a dividend?
Yes: SFL Corp Ltd. paid $125M in dividends over the trailing twelve months, a dividend yield of 7.09%.
How much debt does SFL Corp Ltd. have?
SFL Corp Ltd.'s debt-to-equity ratio is 267.1%, from its latest balance sheet (146.3% five years earlier). The financial health section below sets out its other solvency checks.
Who are SFL Corp Ltd.'s competitors?
In our Marine Transportation peer group, the companies closest to SFL Corp Ltd. are Pangaea Logistics Solutions Ltd., Global Ship Lease, Inc., Tsakos Energy Navigation LTD, Costamare Inc. and Costamare Bulkers Holdings Ltd. The side-by-side comparison below sets their revenue, margins and growth against SFL Corp Ltd.'s.
When is SFL Corp Ltd.'s next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — SFL Corp Ltd. announces its own schedule.