SIFCO Industries

SIF

Market cap $164M

SIF's improving profitability, strong demand, backlog growth and operational gains are fueling investor optimism despite labor and supply-chain challenges.

SIFCO Industries is executing a turnaround with new leadership, improved contract discipline, and record backlog, driving accelerating revenue and margin recovery. SIF trades at 14-18x earnings, a discount to peers, despite recent 39% YoY revenue growth and 10% net margin in Q2 2026. A record $157.7M backlog, up 22% YoY, provides strong revenue visibility and is anchored by major aerospace and defense programs.

SIFCO and CPI Aero take different paths through aerospace demand, defense backlog and execution, but which setup looks more compelling right now? Let's dive in.

SIF reports strong growth in second-quarter fiscal 2026, driven by military sales and operational efficiencies, despite challenges in the supply chain and labor availability.

CLEVELAND--(BUSINESS WIRE)--SIFCO Industries, Inc. (NYSE American: SIF) today announced financial results for its second quarter and first half of fiscal 2026, which ended March 31, 2026. Second Quarter Results Net sales in the second quarter of fiscal 2026 increased 39.0% to $26.4 million, compared with $19.0 million for the same period in fiscal 2025. Net income from continuing operations for the second quarter of fiscal 2026 was $2.7 million, or $0.43 per diluted share, compared with net los.

SIFCO and Air Industries Group are taking different paths through aerospace demand and execution, but which setup looks more compelling right now? Let's dive in.

SIF is riding a sharp rally as a return to profitability, stronger margins and rising aerospace demand lift investor sentiment.

SIF delivers a return to profitability in first-quarter fiscal 2026 as military demand strengthens, margins expand and backlog growth points to sustained momentum.

CLEVELAND--(BUSINESS WIRE)--SIFCO Industries, Inc. (NYSE American: SIF) today announced financial results for its first quarter of fiscal 2026, which ended December 31, 2025. First Quarter Results Net sales in the first quarter of fiscal 2026 increased 14.8% to $24.0 million, compared with $20.9 million for the same period in fiscal 2025. Net income from continuing operations for the first quarter of fiscal 2026 was $1.8 million, or $0.29 per diluted share, compared with net loss of $2.4 millio.

SIF's fourth-quarter fiscal 2025 results benefit from stronger margins and improved operations as aerospace demand and order backlog continue to build.