Added to YB: 2026-05-20
Pitch date: 2026-05-17
SIF [bullish]
SIFCO Industries, Inc.
-1.14%
current return
Author Info
No bio for this author
Company Info
SIFCO Industries, Inc., together with its subsidiaries, produces and sells forgings and machined components primarily for the aerospace and energy, and defense and commercial space markets in the United States and internationally.
Market Cap
$123.4M
Pitch Price
$18.39
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.76
P/E
16.69
EV/Sales
1.48
Sector
Aerospace and Defense
Category
growth
Forged in Titanium: SIFCO Industries and the Defense Supercycle
SIF: Titanium forging specialist for mil jets/missiles w/ $119M backlog (1.4x rev). Q2 FY26 rev +39% YoY to $26.4M, net income $2.7M vs -$1.3M loss. H1 EPS $0.72 vs -$0.62. NATO rearmament driving demand. $112M mcap, 259 employees, no analyst coverage. Risks: labor shortage, customer concentration, illiquid.
Read full article (2 min)