SIF
SIFCO Industries, Inc.6.73
-0.16-2.32%
Dec 16, 3:59:55 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
41.66MP/E (TTM)
-Basic EPS (TTM)
-0.31Dividend Yield
0%Recent Filings
8-K
Q1 profit surge on sales jump
SIFCO Industries swung to a $1.8 million net income from continuing operations in Q1 fiscal 2026 ended December 31, 2025, versus a $2.4 million loss last year, fueled by 14.8% sales growth to $24.0 million. Higher production throughput cut fixed costs while demand holds firm in aerospace. Backlog stable. Risks lurk in economic conditions.
10-Q
Q1 FY2026 results
SIFCO Industries swung to $24.0M net sales and $2.6M operating profit in Q1 FY2026 ended December 31, 2025, up from $20.9M sales and $1.9M operating loss y/y, while gross margin leaped to 21.6% from 4.4% on higher military revenue (64%, +$5.6M y/y derived) and better fixed-cost absorption. Diluted EPS hit $0.29 from -$0.38, confirmed vs. 6,159k shares with minor dilution from 80 restricted/performance shares. Operating cash flow roared $8.1M; free cash flow $8.0M (derived). Cash sits at $1.1M with $16.1M revolver availability under Oct 2024 Siena facility (matures 2027, 10.5% effective); total debt $2.9M. Clean Water Act notices at Quality Aluminum Forge prompted $156 reserve. Backlog climbed to $139.5M. Military spending cuts loom.
8-K
Shareholders elect directors, ratify auditors
SIFCO Industries shareholders at the January 28, 2026 annual meeting elected Robert D. Johnson, Donald C. Molten Jr., Alayne L. Reitman, and Mark J. Silk as directors through 2027, with votes ranging 2.56M-2.64M for amid 155K-174K withholds. Ratification of Deloitte & Touche as auditors passed decisively at 3.34M for. Say-on-pay won approval; three-year frequency topped with 1.66M votes. Routine governance locked in.
8-K
CFO resigns; insider tapped
SIFCO Industries' CFO Jennifer Wilson resigns effective February 20, 2026, securing a $30,000 transition bonus and full salary through exit via resignation agreement. Board names internal Director of Strategy Eric Shultz, 59, as successor CFO on same date, with $250,000 base and FY2026 bonus eligibility. Shultz packs 25+ years in manufacturing finance. Smooth handoff minimizes disruption.
10-K
FY2025 results
SIFCO Industries posted FY2025 net sales of $84.8M, up 6.5% y/y from $79.6M, driven by fixed wing aircraft surging $9.6M while commercial space plunged $8.2M on inventory adjustments; military mix swelled to 56.5% of sales. Gross margins leaped to 12.5% from 7.5% thanks to volume leverage and $3.0M ERC benefit, though operating income stayed slim at $0.2M amid steady SG&A. Backlog hit $119.2M, with $87.3M due next year—stronger bookings signal Q4 momentum. Debt slashed to $10.6M post-CBlade sale proceeds and refinancing; capex stayed modest at $0.5M. No annual guidance disclosed. Backlog cancellations threaten quarterly flows.
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