SIFNYSEAircraft Engines & Engine PartsUS GAAP · USD

SIFCO Industries, Inc

SIFCO Industries is a U.S.-based manufacturer of forgings, machined components, and sub-assemblies for aerospace and defense, energy, and commercial space applications. Its operations are centered on producing envelope and precision forgings in metals such as steel, nickel alloys, titanium, and aluminum from facilities in Cleveland, Ohio and Orange, California.

Kysy yhtiöstä
Liikevaihto84,8milj. USD
+291,6 %v/v
Liikevoitto (EBIT)0,2milj. USD
+103,5 %v/v
EBIT-marginaali0,2%
+24,0 %-yks.v/v
Nettotulos−0,7milj. USD
−64,6 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−50050100150milj. USD2020: 114 milj. USD2020: EBIT 10 milj. USD20202021: 100 milj. USD2021: EBIT −1,1 milj. USD20212022: 84 milj. USD2022: EBIT −14 milj. USD20222023: 87 milj. USD2023: EBIT −6,7 milj. USD20232024: 22 milj. USD2024: EBIT −5,2 milj. USD20242025: 85 milj. USD2025: EBIT 0,18 milj. USD2025850,18
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: SIFCO Industries, Inc

Liiketoiminta

Osuus liikevaihdosta
Forgings45 %

Open-die and precision forged metal parts for aerospace, defense, and adjacent markets.

Machined Components30 %

Rough and finished machined parts produced from forged or customer-supplied material.

Sub-assemblies10 %

Integrated component assemblies built for OEM and supplier customers.

Military Aerospace Programs10 %

Components and parts sold into defense platforms and munitions programs.

Commercial Aerospace, Energy and Space5 %

Parts for commercial aircraft, energy applications, and commercial space programs.

Tuotteet

Raportoitu · osuus liikevaihdosta
60,6%20,1%10,4%FY2025100 %
  • Fixed Wing Aircraft Revenue60,6 %
  • Rotocraft Revenue20,1 %
  • Commercial Products and Other Revenue10,4 %
  • Commercial Space5,9 %
  • Energy Components for Power Generation Units2,9 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

SIFCO sells to OEMs, Tier 1 and Tier 2 suppliers, and aftermarket service providers that need technically demanding forged and machined metal parts. Its end markets include aerospace and defense, energy, and commercial space, with both military and commercial aerospace demand represented in the customer mix. The company also serves customers that outsource critical manufacturing steps because of qualification, capacity, or process requirements.

OEMs

Buy forged and machined components for direct integration into aircraft, defense, energy, and space systems.

Tier 1 and Tier 2 suppliers

Source outsourced forgings and machined parts to support larger platform programs and supply chains.

Aftermarket service providers

Purchase replacement and repair parts for maintenance, overhaul, and sustainment work.

Military program customers

Buy components for defense platforms and munitions programs where qualification and reliability matter.

Commercial aerospace and adjacent markets

Buy parts for aircraft, commercial space, and energy applications requiring technical competence.

Strategia

SIFCO’s strategy is to balance military and commercial aerospace revenue while supplementing growth with energy, commercial space, and adjacent markets. It also emphasizes capacity utilization, broader manufacturing capability, and new customer development to strengthen its position in technically demanding forgings and machined components.

Balance military and commercial aerospace exposureKeskipitkä aikaväli

Diversifies demand across defense and civil programs and reduces reliance on any one cycle.

Increase capacity utilizationLyhyt aikaväli

Higher utilization improves manufacturing efficiency and supports competitive pricing.

Broaden manufacturing capabilitiesKeskipitkä aikaväli

More process capability allows the company to bid on a wider set of forgings and machined parts.

Develop new customers in adjacent marketsKeskipitkä aikaväli

New accounts help offset program volatility and customer concentration.

Maantiede

Q2/2024

SIFCO operates primarily from two U.S. manufacturing sites in Cleveland, Ohio and Orange, California. Its customer base is global, and the company competes with both U.S. and non-U.S. suppliers as aerospace and defense supply chains expand internationally. Geography matters because certification, customer proximity, and trade measures can affect sourcing, pricing, and delivery performance.

North America75 %
Europe25 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

SIFCO is exposed to customer concentration, program timing, and price pressure in a highly competitive forgings market. Its business also depends on supplier performance, defense spending, metals pricing, and compliance with trade and cybersecurity requirements, all of which can affect delivery, margins, and continuity of operations.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer concentration1Defense and program demand volatility2Metals and tariff inflation3Competitive and pricing pressure4Cybersecurity and operational disruption5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A small number of customers account for a meaningful share of sales, so lost volume would hurt revenue.

    Kohdistuu: One direct customer accounted for 18% of net sales; two customers and subcontractors 34% combined

  2. Defense and program demand volatilityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Military and government-related orders can fluctuate with budgets, build rates, and contract timing.

    Kohdistuu: Military programs and U.S. government-related contracts

  3. Metals and tariff inflationVaikutus: KeskitasoTodennäköisyys: Korkea

    Steel, aluminum, and other input costs may rise faster than the company can recover them.

    Kohdistuu: Aluminum and steel tariffs; raw material pricing

  4. Competitive and pricing pressureVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Larger domestic and international competitors can underbid or offer broader capabilities.

    Kohdistuu: Aerospace and defense forgings market

  5. Cybersecurity and operational disruptionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Manufacturing and customer data systems are exposed to intrusion, downtime, and data loss.

    KohdistuuIT infrastructureCustomer/supplier interfacesRemote work
Kysy Clarifolta: SIFCO Industries, Inc

Kirjanpito

Harkinnanvaraiset erät
Contract pricing estimates

Management uses estimates when pricing contracts, so changes can affect margins and earnings.

Vaikutus: Reported profitability and contract performance

Inventory valuation

Forgings and machined parts require valuation of raw materials, WIP, and finished goods.

Vaikutus: Cost of goods sold and working capital

Goodwill impairment

Goodwill is tested at the reporting unit level and depends on future cash flow assumptions.

Vaikutus: Potential non-cash impairment charges

Defined benefit pension assumptions

Discount rate and expected return assumptions affect pension expense and obligations.

Vaikutus: Pension expense and projected benefit obligation

Credit loss allowances

Receivables from aerospace and defense customers require judgment on collectability.

Vaikutus: Allowance for credit losses and net income

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

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Park-Ohio Holdings Corp

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SVCO · Services-Prepackaged Software

Päivitetty: 24.9.2026

SIFCO Industries, Inc (SIF) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo