SFL stock trades at USD 13.45 after earnings beat estimates

Published on 10/04/2026 at 09:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SFL stock beat Q2 2026 EPS consensus by USD 0.11, reaching USD 0.25 on August 26, 2026. Revenue totaled USD 200.77 million, up 4.1 percent year over year.

SFL, BMG7738W1064, Illustration mit AI erstellt.

SFL stock (ISIN BMG7738W1064) was last at USD 13.45 on the NYSE on October 2, 2026, down 0.22 percent from the previous close. The latest quarterly figures point to stronger earnings execution, while a major charter extension added USD 750 million to the company's contracted backlog.

Q2 earnings beat consensus

SFL reported diluted EPS of USD 0.25 for Q2 2026, compared with consensus of USD 0.14, a USD 0.11 beat. MarketBeat also reported Q2 revenue of USD 200.77 million against an estimate of USD 179.65 million, while revenue rose 4.1 percent from the prior-year quarter.

The finance data for Q2 2026 shows consolidated net income of USD 33.217 million and operating cash flow of USD 88.323 million. Revenue increased from USD 174.483 million in Q1 2026 to USD 200.765 million in Q2, a sequential gain of 15.1 percent.

Backlog adds long-term visibility

On September 11, 2026, SFL agreed to extend charters for six 15,400 TEU container vessels with Hapag-Lloyd for seven additional years. GlobeNewswire identified the extension in its SFL release coverage, with the contracts adding USD 750 million to fixed-rate charter backlog.

The backlog matters because SFL owns and charters maritime and offshore assets under medium- and long-term contracts. The same release coverage said the vessels will remain on fixed-rate contracts through 2035 and 2036, giving the revenue base a longer contractual horizon.

Stock remains below yearly high

SFL's October 2, 2026 trading range was USD 13.21 to USD 13.46, with volume of 1,100,439 shares. The USD 13.45 last price stood 3.8 percent below the 52-week high of USD 13.98 and 99.7 percent above the 52-week low of USD 6.73.

MarketBeat reported that analysts carried a consensus Moderate Buy view and an average price target of USD 14.00 on September 17, 2026. Its report also cited SFL's quarterly dividend of USD 0.22, equivalent to USD 0.88 annually.

USD 1.8 billion market value

SFL had a market capitalization of USD 1.8 billion as of October 2, 2026. The combination of a Q2 EPS beat, a USD 750 million backlog addition and a price 3.8 percent below the yearly high gives investors three concrete measures for judging the stock's next move.