SIFCO INDS INC SEC Filings

SIFCO Industries, Inc. reported that it has released its financial results for the fourth quarter and full fiscal year ended September 30, 2025. The company disclosed these results through an earnings press release dated December 22, 2025, which is attached as an exhibit to this report. The common shares of SIFCO trade on the NYSE American under the symbol SIF. The earnings press release is furnished as an exhibit rather than filed, which affects how it is treated under federal securities laws and how it may be incorporated into other regulatory documents.

SIFCO Industries, Inc. is a Cleveland-based manufacturer of forgings, machined components and sub-assemblies for aerospace, defense, energy, commercial space and semiconductor markets, operating primarily from plants in Ohio and California. In October 2024, the company sold its CBlade European operations, which are now presented as discontinued operations, to streamline operations and focus on core aerospace forging activities. In fiscal 2025, revenue mix shifted toward military programs, with military accounting for 56.5% of sales and commercial 43.5%. Customer concentration remains high: one direct customer represented 18% of net sales and two customers and their subcontractors together represented 34%. Backlog grew to $119.2 million as of September 30, 2025, with $87.3 million scheduled for fiscal 2026, reflecting commercial airline recovery, new content awards and longer raw material lead times. The company employed about 259 U.S. workers at year-end 2025 and highlights extensive risk factors, including cyclical aerospace demand, government budget shifts, supply chain pressures, trade tariffs, cyber threats, liquidity and pension funding risks.

SIFCO Industries, Inc. reported that its Chief Financial Officer, Jennifer Wilson, has informed the Board of Directors of her decision to resign, effective February 20, 2026. The company states that her resignation is not due to any dispute or disagreement regarding operations, policies, or practices, indicating an orderly leadership transition rather than a conflict-driven departure.

The Board intends to identify and name a successor before Ms. Wilson’s resignation becomes effective, signaling a planned handover for the company’s financial leadership. SIFCO’s common shares continue to trade on the NYSE American under the symbol SIF.

SIFCO Industries Inc reported that CEO George Scherff received 50,000 restricted shares of common stock on December 16, 2025 at a reported price of $0.

After this award, he beneficially owns 50,000 shares directly, and the restrictions will lapse on the day immediately preceding the three-year anniversary of the grant.

SIFCO Industries Inc. reported that its CEO, George Scherff, filed an initial insider ownership statement indicating he beneficially owns no company securities as of July 8, 2024. This means he reported holding neither common shares nor derivative securities such as options or warrants at that time.

The document also notes that the form was signed on his behalf by Elizabeth Button as Attorney-in-Fact, acting under a power of attorney. The report is filed for one reporting person and confirms his role as Chief Executive Officer of SIFCO Industries Inc.

SIFCO Industries, Inc. reported that on November 11, 2025 it completed ratification of a collective bargaining agreement with the International Brotherhood of Boilermakers, the union representing one of its bargaining units at the company’s Cleveland, Ohio location. This confirms that SIFCO and this unionized group have formally agreed to the terms governing work conditions and other labor-related matters at that facility.