The massive EPS beat (201% above consensus) is a strong positive catalyst, but the revenue was in line, suggesting the beat may be driven by cost controls or one-time items. The rejection of the preference share authorization removes a near-term dilution risk, which is incrementally positive. Monitor the upcoming 10-K for details on what drove the EPS beat and whether it is sustainable.
Price Chart
Executive Summary
SFL Corporation reported Q4 2025 EPS of $0.05, a 201% beat vs the $0.02 consensus, on revenue of $171.6M (in line with estimates). The company also held its 2026 AGM, where shareholders re-elected all directors and approved auditor reappointment, but voted against a proposal to authorize preference shares. The EPS beat is significant, but the revenue was in line and the AGM results are routine, with the preference share rejection removing a potential dilutive tool.
Key Financial Metrics
Key Facts
- Q4 2025 EPS of $0.05 beat consensus of $0.02 by 201%
- Revenue of $171.6M was in line with the $171.6M consensus estimate
- Shareholders rejected a proposal to authorize the issuance of preference shares
- All director nominees were re-elected and Ernst & Young AS was reappointed as auditor
- Board remuneration capped at $800,000 for FY2026
Financial Impact
EPS surprise of +$0.03 per share (201% beat) on consensus of $0.02; revenue in line at $171.6M
Risk Factors
- The EPS beat may be driven by non-recurring items; sustainability is unconfirmed
- Revenue was only in line with consensus, not a beat
- Shipping industry is cyclical and subject to volatile charter rates and geopolitical risks
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3292376 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 6-K | $13.05 | awaiting T+20 | — | $12.70 (−2.64%) |
Oct 7, 2026 20d ago | 6-K | $13.28 | awaiting T+20 | — | $12.70 (−4.33%) |
Oct 5, 2026 21d ago | 6-K | $13.50 | awaiting T+20 | — | $12.70 (−5.89%) |
Oct 5, 2026 22d ago | Press Release | $13.50 | awaiting T+20 | — | $12.70 (−5.89%) |
Sep 29, 2026 28d ago | Press Release | $13.06 | awaiting T+20 | — | $12.70 (−2.72%) |
Sep 11, 2026 6w ago | 6-K | $13.18 $13.34 | ▲ +1.21% | ▼ −0.65% | $12.70 (−3.60%) |
Aug 26, 2026 8w ago | Press Release | $12.03 | awaiting T+20 | — | $12.70 (+5.61%) |
Aug 26, 2026 8w ago | 6-K | $12.03 $12.98 | ▲ +7.90% | ▲ +7.67% | $12.70 (+5.61%) |
Aug 26, 2026 8w ago | Press Release | $12.03 $12.98 | ▲ +7.90% | ▲ +7.67% | $12.70 (+5.61%) |
Aug 14, 2026 10w ago | Press Release | $12.35 | awaiting T+20 | — | $12.70 (+2.87%) |
US Market Status
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