SIFCO Industries (NYSEAM) Q3 2025 earnings summary

Executive summary

• Q3 FY2025 net sales were $22.095M versus $21.986M; continuing-operations income was $3.302M versus a $0.917M loss, including a $2.7M net Employee Retention Credit benefit.

• Nine-month net sales rose to $62.005M from $57.975M, while the continuing-operations loss narrowed to $0.442M from $7.219M.

• Operations focus on domestic aerospace forging after the October 2024 sale of European operations; backlog was $130.4M at June 30, 2025.

Financial highlights

• Q3 gross profit was $5.895M versus $2.712M; operating profit was $4.830M versus an operating loss of $0.391M.

• Q3 net income was $3.408M versus $0.072M; diluted EPS was $0.56 versus $0.01. Continuing-operations diluted EPS was $0.54 versus a $0.16 loss per share.

• Nine-month gross profit was $8.393M versus $3.661M; operating profit was $0.404M versus an operating loss of $3.260M.

• Nine-month net loss was $0.300M versus $4.940M; diluted EPS was $(0.05) versus $(0.82).

• Discontinued operations recorded a Q3 net loss of $0.1M versus $1.0M income YoY; nine-month income was less than $0.1M versus $2.3M.

Outlook and guidance

• Remaining FY2025 capital expenditures are expected to be $0.5M–$1.0M, mainly for production and product capability enhancements and operating cost reductions.

• Backlog was $130.4M at June 30, 2025, with $92.5M anticipated to be completed within 12 months; orders may be modified or cancelled with limited charges.

• Existing cash and available credit lines are expected to fund operations and planned capital expenditures over the next 12 months; additional debt or equity financing may be sought to support growth plans.

• Favorable customer pricing discussions are expected to continue into Q4; a new agreement with Cleveland bargaining unit 2 is anticipated in Q4 FY2025.