SIFCO INDUSTRIES INC · Aircraft Engines & Engine Parts

SIF

Low riskNext report: Around Dec 21 (est.)

View price ↗

The short version

A company still losing money with growing sales. Institutions are adding.

Going well

Sales up 18% in the latest quarter vs a year ago
Little debt

Watch out for

Losing money

Money moves

No insider buying or selling in the last 30 days
Institutions added 43% to their holdings in the quarter ending June 2026 (27 bought, 7 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$20.12-1.0% that day

Company value: $126M; Share price times all shares
Price vs profit (P/E): 31.4x; You pay about $31 for each $1 of yearly profit
Price vs sales: 1.3x; Company value is 1.3 times a year of sales
Cash vs value: 0%; Cash as a share of company value
Debt vs value: 9%; Debt as a share of company value

From SIF's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$26.1M+18% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $99.4M, up 19% from the 12 months before. Over 5 years, sales shrank about 5.7% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of SIF. Starting points are the company's recent numbers.

Sales growth+19% a yearRecently: +19% a yearProfit margin4%Last 12 months: 4.0%P/E at the end31xToday: 31.4x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$237M

Profit in 5 years$9M

Price these guesses point to$44.73+122% vs $20.12 todayAbout +17% a year, before dividends

What today's price needs: with a 4% margin and a 31x P/E, sales would have to grow about 1.4% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

1/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.-2.0%
PassDebt under half of equityNot relying on borrowed money.0.29x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-0.9%
MissProfitable every yearSteady profits, not one good year.1 of 10 years
MissShare count not growingNot diluting owners. Falling means buybacks.+3.9% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.12.5%

Revenue: $84.8M; +6.5% vs prior year
5-year growth: -5.7%/yr; revenue, per year
Total debt: $11.4M; 0.29x equity
Current ratio: 1.72x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: free cash flow positive. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 10

Revenue: $26.1M; +18.3% YoY
EPS: -$0.01; vs $0.56
Op. margin: 1.1%; -13.7 pts
Gross margin: 13.1%; -13.6 pts
Free cash flow: -$2.1M
Share count: -0.1%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.2
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+43.1%

Institutions added 43.1% to their holdings. 27 bought, 7 sold.

Shares held by institutions1.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.8%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.0x · $15K debt

Shares outstandingLatest reported

Why low risk

Losing money

Earnings reports

Last 12

Next reportAround Dec 21 (est.)Estimated from the same quarter last year

Results filedAug 10
Results filedMay 8
Results filedFeb 11
Results filedDec 22, 2025
Results filedAug 14, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Quarterly reportAug 10 · Form 10-Q ↗Earnings resultsAug 10 · Form 8-K ↗5%+ holder update (passive)May 27 · Form SCHEDULE 13G/A ↗Quarterly reportMay 8 · Form 10-Q ↗Earnings resultsMay 8 · Form 8-K ↗5%+ holder update (passive)Apr 6 · Form SCHEDULE 13G/A ↗New insiderMar 4 · Form 3 ↗5%+ holder update (passive)Feb 17 · Form SCHEDULE 13G/A ↗Quarterly reportFeb 11 · Form 10-Q ↗Earnings resultsFeb 11 · Form 8-K ↗Shareholder vote resultsFeb 3 · Form 8-K ↗Leadership changeFeb 3 · Form 8-K ↗

Stock awardAlayne L ReitmanDirector

19,500 shares

+21% of holdings
Now owns 112,231 shares
Filed 2 days after trade

Jan 28Form 4 ↗

Stock awardDonald C Jr. MoltenDirector

15,000 shares

+16% of holdings
Now owns 108,049 shares
Filed 2 days after trade

Jan 28Form 4 ↗

Stock awardMark J SilkDirector, 10% owner

6,000 shares

+1% of holdings
Now owns 505,969 shares
Filed 2 days after trade

Jan 28Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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