Welcome to our dedicated page for SIFCO INDS SEC filings (Ticker: SIF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SIFCO Industries, Inc. (NYSE American: SIF) SEC filings page on Stock Titan provides access to the company’s regulatory documents, including Forms 10‑K, 10‑Q, 8‑K, and proxy statements on Schedule 14A. SIFCO is engaged in the production of forgings and machined components primarily for the aerospace and energy markets, and its filings offer detailed insight into this business, including financial performance, risk factors, and governance practices.
Annual Reports on Form 10‑K, referenced in SIFCO’s proxy materials and earnings press releases, contain audited financial statements, management’s discussion and analysis, and descriptions of the company’s operations, including its forging, heat‑treating, coating, and machining processes. Quarterly updates are typically furnished through Form 8‑K items reporting results of operations and financial condition, where the company also presents non‑GAAP measures such as EBITDA and Adjusted EBITDA and reconciles them to GAAP metrics.
The definitive proxy statement on Schedule 14A describes matters submitted to shareholders, such as the election of directors, ratification of the independent registered public accounting firm, and advisory votes on executive compensation. It also outlines how SIFCO conducts its annual meeting, including virtual participation and voting procedures.
On Stock Titan, these filings are updated as they are made available through EDGAR, and AI‑powered tools can help summarize lengthy documents, highlight key sections, and clarify items related to SIFCO’s aerospace and energy component business. Users can review historical 8‑K filings for earnings announcements, governance changes, and labor agreements, and use the proxy and 10‑K materials to understand board structure, executive compensation, and the company’s financial reporting framework.
SIFCO Industries reported the initial share ownership of its Chief Financial Officer, Eric B. Shultz, on a Form 3. The filing reflects an award of 10,000 restricted shares of SIFCO common stock granted on January 5, 2026. These restrictions are scheduled to lapse on the day immediately preceding the three-year anniversary of the grant date, outlining a multi-year vesting horizon for the CFO’s equity compensation.
Minerva Advisors LLC and related entities filed an amended Schedule 13G reporting their beneficial ownership in SIFCO Industries, Inc. They report beneficial ownership of 488,984 common shares, or 7.9% of SIFCO’s outstanding common stock as of 12/31/2025.
Minerva Group, LP, Minerva GP, LP, Minerva GP, Inc., and David P. Cohen are also reporting persons. Minerva Group, LP holds 373,549 shares, or 6.0% of the class, over which the Minerva entities and Cohen have sole voting and dispositive power.
Minerva Advisors LLC and David P. Cohen each also have shared voting and dispositive power over an additional 115,435 shares beneficially owned by Minerva Advisors LLC. The filers certify the shares are not held to change or influence control of SIFCO, other than in connection with a Rule 14a-11 nomination.
SIFCO Industries, Inc. reported a strong first quarter of fiscal 2026, with net sales rising 14.8% to $24.0 million from $20.9 million a year earlier. The company moved from a net loss to net income from continuing operations of $1.8 million, or $0.29 per diluted share, compared with a loss of $2.4 million, or $(0.40) per diluted share, in the prior-year quarter.
EBITDA improved to $3.6 million from a loss of $0.8 million, and Adjusted EBITDA reached $3.9 million versus negative $0.2 million, reflecting better operating performance. Management attributed the improvement mainly to increased production throughput and lower fixed costs amid stable demand and order backlog across commercial and defense aerospace markets.
SIFCO Industries reported a strong turnaround for the quarter ended December 31, 2025, moving to net income from continuing operations of $1.8 million versus a $2.4 million loss a year earlier. Net sales rose to $24.0 million from $20.9 million, driven mainly by higher military demand and better pricing.
Gross profit increased sharply to $5.2 million from $0.9 million as cost of goods sold fell both in dollars and as a percentage of sales. Operating cash flow improved to $8.1 million, allowing the company to reduce total debt to $2.9 million from $10.6 million, largely by paying down its revolver.
Backlog grew to $139.5 million from $121.9 million a year earlier, reflecting recovery in aerospace markets. The company also recorded a $0.29 diluted EPS from continuing operations, compared with a loss of $0.40, and believes existing cash and credit availability can support operations for the next 12 months. SIFCO recorded a $156 thousand reserve related to recently received environmental notices at a California facility.
SIFCO Industries, Inc. announced that Chief Financial Officer Jennifer Wilson will resign effective February 20, 2026, under a Resignation Agreement dated January 28, 2026. She will continue to receive her current salary through the resignation date, be paid any accrued unused vacation, and be reimbursed for reasonable business expenses incurred through that date.
In return for transition support and a release of claims, Ms. Wilson will receive a $30,000 cash bonus after the resignation date. The Board appointed Eric Shultz, currently Director of Strategy and Administration, as the new Chief Financial Officer and principal accounting officer effective February 20, 2026. Mr. Shultz will receive an annual base salary of $250,000 and a $30,000 bonus payable when the Company pays FY2026 bonuses, and is eligible to participate in the management incentive plan.
SIFCO Industries reported the results of its 2026 Annual Meeting of Shareholders held on January 28, 2026. Shareholders elected four directors – Robert D. Johnson, Donald C. Molten, Jr., Alayne L. Reitman and Mark J. Silk – to serve until the 2027 annual meeting.
Shareholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending September 30, 2026. An advisory, non-binding vote approved the Company’s executive compensation, and shareholders expressed a preference on how often to hold future say-on-pay votes, with the largest vote total cast for a three-year frequency.
SIFCO Industries director Robert D. Johnson received an award of 6,000 restricted shares of SIFCO Industries, Inc. common stock on January 28, 2026. The shares were granted at a price of $0 per share and are scheduled to vest on the day immediately before the one-year anniversary of the grant date. Following this award, Johnson beneficially owns 24,000 shares of SIFCO Industries common stock in direct ownership.
SIFCO Industries director and 10% owner Mark J. Silk reported an award of 6,000 restricted shares of SIFCO common stock on January 28, 2026. The shares were granted at a price of $0 and are scheduled to have their restriction lapse on the day immediately preceding the one-year anniversary of the award.
Following this transaction, Silk directly beneficially owns 505,969 shares of SIFCO common stock. In addition, 300,000 shares are held indirectly by The HHS Trust, a trust established for the benefit of Mr. Silk's children.
SIFCO Industries director Donald C. Molten Jr. reported an award of 15,000 restricted shares of SIFCO Industries, Inc. common stock on January 28, 2026, at a price of $0 per share. These restricted shares are scheduled to lapse in restriction on the day immediately before the one-year anniversary of the grant.
After this award, Molten beneficially owns 108,049 shares directly, plus 5,000 shares held indirectly in a trust for which he serves as trustee.
SIFCO Industries director Alayne L. Reitman received an equity award of 19,500 restricted shares of SIFCO Industries, Inc. common stock on January 28, 2026. The award was granted at a price of $0 per share and is scheduled to lapse on the day immediately preceding the one-year anniversary of the grant date.
Following this transaction, Reitman directly beneficially owns 112,231 shares of SIFCO Industries common stock and indirectly beneficially owns 30 shares through her son's custodial account.