AI-extracted from the 10-Q filed 2026-08-10 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q3 revenue grew 18% YoY to $26.1M driven by military orders, but operating profit fell to near-zero as LIFO expense and absence of prior-year ERC credits offset volume gains.
Biggest Revenue Drivers
Military revenue$19.2M+43% YoY
Increased demand across multiple programs, such as munitions, V-22 Osprey and UH-60 Black Hawk.
Commercial revenue$7.0M-20% YoY
Reduced procurement of components for power generation and commercial space markets, partially offset by higher commercial aerospace demand.
Biggest Revenue Drivers
Total revenue: $26.1M+18% YoY
Military revenue$19.2M+43% YoY
Increased demand across multiple programs, such as munitions, V-22 Osprey and UH-60 Black Hawk.
Within Military revenue
Rotorcraft$7.6M+46% YoY
Timing of orders for V-22 Osprey and UH-60 Black Hawk programs.
Commercial revenue$7.0M-20% YoY
Reduced procurement of components for power generation and commercial space markets, partially offset by higher commercial aerospace demand.
Within Commercial revenue
Fixed wing aircraft$12.7M-4% YoY
Timing across most programs.
Largest Expense Items
Cost of goods sold$22.7M+40% YoY
Higher sales volume, $3.2M increase in LIFO expense from higher inventory costs and increased purchases, and customer-supplied raw materials.
Selling, general and administrative expenses$3.1M+18% YoY
Primarily driven by $0.5M in incentive compensation accruals.
Interest expense, net$0.3M-26% YoY
Lower interest rates and reduced debt balances, partially offset by minimum borrowing provision in loan agreement.
Watch Items from the Filing
LIFO inventory accounting created $3.2M additional Q3 expense, with cumulative $4.4M YTD impact; represents 5.7% of YTD revenue and masks underlying operational performance.
Military revenue now represents 73% of Q3 sales (up from 61% prior year), creating customer/program concentration risk; V-22 Osprey and UH-60 Black Hawk timing-dependent.
Environmental compliance litigation filed February 2026 at Orange, California facility; $175K accrual recorded, but ultimate exposure remains uncertain pending validation of alleged Clean Water Act violations.
Revolving credit facility effective interest rate 11.2% reflects minimum borrowing provision requirement; company refinanced October 2024 at higher cost; $15.2M availability but debt covenant compliance required.
Backlog increased 26% YoY to $164.2M; $99.2M (60%) expected within 12 months provides near-term revenue visibility but backlog realization remains subject to customer modification/cancellation.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Officers, directors and 10% owners with a Form 4 filed in the last 24 months, most recent first. From SEC EDGAR.
Reitman Alayne LDirectorGrant or award · Jan 28, 2026
Molten Donald C Jr.DirectorGrant or award · Jan 28, 2026
Silk Mark JDirectorGrant or award · Jan 28, 2026
Johnson Robert DDirectorGrant or award · Jan 28, 2026
Scherff GeorgeCEOGrant or award · Dec 16, 2025
About SIFCO INDUSTRIES INC (SIF): stock profile, AI score and financials
SIFCO INDUSTRIES INC (SIF) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores SIF at 53.1/100 on a composite quality score built from its SEC filings, placing it at rank #1,426 of 2,925 stocks — the top half of the AI-ranked universe. SIF scores in the top quartile across institutional flow (86.8). Areas of concern include revenue scale (16.2) and earnings quality (35.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), SIFCO INDUSTRIES INC reports quarterly revenue of $26.1M, net income of $-40.0K, an operating margin of 1.1%. Top institutional holders of SIF by reported 13-F value include Minerva Advisors, DIMENSIONAL FUND ADVISORS, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. SIF trades on the NYSE exchange and files with the SEC under CIK 90168. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SIF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SIFCO INDUSTRIES INC directly from SEC EDGAR.