Every 10-Q that SIFCO Industries, Inc. (SIF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow SIF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SIF filings page.
SIFCO Industries reported stronger year-to-date results for the nine months ended June 30, 2026. Net sales were $76.6 million, up from $62.0 million, driven mainly by higher volumes and pricing on military programs, especially rotorcraft and munitions, partly offset by softer commercial space and energy demand.
Gross profit rose to $14.3 million from $8.4 million; excluding a prior-year $2.4 million Employee Retention Credit, margins improved on better mix, pricing and overhead absorption despite a $4.4 million increase in LIFO expense. Income from continuing operations improved to $4.4 million versus a loss of $0.4 million, and operating cash flow was $3.4 million. Backlog increased to $164.2 million, reflecting aerospace recovery, with 67% of sales recognized over time. The balance sheet shows low cash of $0.1 million, inventories up to $10.1 million, total debt reduced to $7.0 million and shareholders’ equity of $41.5 million. The company remains in compliance with its fixed charge coverage covenant and subsequently repaid its $1.95 million term loan, incurring a modest extinguishment loss.
SIFCO Industries, Inc. reported a sharp turnaround for the quarter ended March 31, 2026, with net sales rising to $26.4 million from $19.0 million a year earlier. Higher volumes and better pricing, especially on military rotorcraft and munitions programs, drove the improvement.
Income from continuing operations reached $2.7 million, compared with a loss of $1.3 million in the prior-year quarter, as gross profit expanded to $5.7 million. For the first six months, net sales grew to $50.4 million and income from continuing operations was $4.4 million, versus a $3.7 million loss last year.
Backlog increased to $157.7 million, supported by aerospace recovery and strong military demand. Operating cash flow was $5.2 million in the first half, total debt fell to $5.1 million, and revolver availability was $17.2 million, though cash on hand remained low at $0.3 million. The company also recorded a $291 thousand environmental reserve related to storm water compliance matters in California.
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.