SFL Beats Q3 2026 Estimates as Revenue Rises 15% to $202.0M

SFL (SFL) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $202.0 million, up 15% from a year earlier, above the $187.8 million estimate, and adjusted EPS was $0.26, up 271% from a year earlier, above the $0.21 estimate.

Q3 2026 scorecard

By our calculation, revenue was $14.2 million above the estimate and adjusted EPS was $0.05 above it. The QoQ column compares with the previous quarter's revenue of $200.8 million and adjusted EPS of $0.23. The YoY column compares with $175.2 million and $0.07 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 6 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $175.2 million, $175.5 million, $174.5 million, $200.8 million and $202.0 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.48 and revenue of $175.0 million next quarter, based on 4 analysts.
• Next report. SFL is next expected to report on Feb. 17, 2027.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 15% increase to $202.0 million.
• Related coverage. See our reports on VSE, Allied Gold, Hyperliquid Strategies and Northwestern Energy.

Sources: Results are from SFL's Nov. 4, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from SFL's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.