

SFL Corporation Ltd. defied my Hold rating and has delivered strong returns since January. My initial concerns centered on SFL's cyclical risks, long-term leases, and debt burden. I doubted SFL's ability to recover or offer a risk-adjusted discount despite a 9.5% dividend.

SFL Corporation Ltd. (SFL) Q2 2026 Earnings Call Transcript

SFL NYSE: SFL reported second-quarter revenue of approximately $201 million and adjusted EBITDA of $130 million, up 20% from the prior quarter, as higher spot tanker earnings contributed to results. Net income was $34 million, or $0.25 per share, compared with $26 million, or $0.20 per share, in the first quarter.

SFL Corporation Ltd. ("SFL" or the “Company”) (NYSE: SFL) plans to release its preliminary financial results for the second quarter of 2026 on Wednesday, August 26, 2026.

Colonial SFL, Socimi S. A. (IMQCF) Q2 2026 Earnings Call Transcript

SFL Corporation offers high cash flow visibility through long-term charters across a diversified maritime fleet. Fundamentals are improving: dividend growth has resumed, the balance sheet is cleaner, and tanker spot exposure provides near-term upside. At 10x forward EV/EBITDA, SFL is not deep value, but the 8% yield is now better covered, and the dividend may rise further.

TORONTO--(BUSINESS WIRE)--SFL Missions Inc. is a member of the team led by Prime Contractor NUVIEW GmbH selected by the European Space Agency (ESA) to conduct the Moonraker Phase A study. SFL Missions is the spacecraft team member responsible for developing the small satellite platform that will host the laser scanning (LiDAR) payload. SFL is also performing mission analysis and planning for launch and operations of the Moonraker spacecraft.Following completion of a successful Pre-Phase A study.

Colonial SFL, Socimi S. A. (IMQCF) Shareholder/Analyst Call Prepared Remarks Transcript