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SFL (SFL) investor relations material
SFL Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary19 Aug, 2025
Executive summary
Reported Q2 2025 revenues of $194M and adjusted EBITDA between $104M and $112M, with 12-month EBITDA at $526M.
Declared 86th consecutive quarterly dividend of $0.20 per share, yielding ~9% based on recent share price.
Charter backlog stands at $4.2B, with over two-thirds from investment grade customers, supporting cash flow visibility.
Ongoing fleet renewal through sale and redelivery of older vessels, reducing average fleet age and generating over $200M.
Secured five-year charter extension for three container vessels with Maersk, adding $225M to backlog from 2026.
Financial highlights
Q2 gross charter hire/revenue: $194M; adjusted EBITDA: $104M–$112M; net income: $1M–$1.5M or $0.01 per share.
Operating and G&A expenses: $83M, up from $78M in Q1, mainly due to high drydocking activity.
Cash and equivalents at quarter end: $156M, with total available liquidity up to $300M.
Net gain on sale of assets was $4M–$4.2M; negative mark-to-market effects from derivatives and equity investments totaled $3.4M.
Book equity ratio at quarter end: 25.5%.
Outlook and guidance
$4.2B fixed revenue backlog with a weighted average term of 6.7 years, providing earnings visibility.
Remaining CapEx of $850M for five container newbuilds, with deliveries starting in Q1 2028, to be funded via pre/post-delivery financing.
Drydocking costs expected to decrease significantly in Q3 and Q4, normalizing after a busy first half.
Ongoing focus on redeploying capital from vessel sales into new accretive assets.
Market for legacy drilling rig Hercules remains challenging, impacting near-term results.
Assess impact of fleet renewal on average fleet age.
Explain the rationale behind the dividend adjustment.
Detail expected dry docking costs for Q3 and Q4.
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Frequently asked questions
SFL Corporation Ltd. engages in the ownership and operation of vessels, which includes crude oil tankers, chemical carriers, clean product tankers and gas carriers; provision of offshore support services including platform supply services through a fleet of vessels providing logistics support to the oil and gas exploration, field development and production activities offshore and in the shallow waters; provision of ship management services to third parties through an associated company comprising, among others, crew management, technical management, procurement and accounting services; investment in real estate properties; investment holding and provision of general administrative services. SFL Corporation Ltd. was incorporated in 2003 and is based in Hamilton, Bermuda.
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