Valuation Update With 7 Day Price Move • May 27
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to €18.80, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 47x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 670% over the past three years. Announcement • Dec 24
SIFCO Industries, Inc., Annual General Meeting, Jan 28, 2026 SIFCO Industries, Inc., Annual General Meeting, Jan 28, 2026. Announcement • Dec 20
SIFCO Industries, Inc. Announces Resignation of Jennifer Wilson as Chief Financial Officer, Effective as of February 20, 2026 On December 15, 2025, Jennifer Wilson notified the Board of Directors (the “Board”) of SIFCO Industries, Inc., an Ohio corporation (the “Company”), of her desire to resign from her position as Chief Financial Officer of the Company, effective as of February 20, 2026. Ms. Wilson’s decision to resign is not the result of any dispute or disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Announcement • Dec 27
SIFCO Industries, Inc., Annual General Meeting, Jan 29, 2025 SIFCO Industries, Inc., Annual General Meeting, Jan 29, 2025. Announcement • Oct 29
SIFCO Industries, Inc. Announces Chief Financial Officer Changes SIFCO Industries, Inc. announced the appointment of Jennifer Wilson Skuhrovec as the Company's chief financial officer ('CFO'), effective November 13, 2024. Ms. Wilson replaces Thomas Kubera, who served as CFO since 2018 and announced his intention to retire earlier this year. Ms. Wilson joined SIFCO in 2019 as Director of Financial Planning and Analysis. She began serving as the Controller of the Company's Orange, CA facility in 2021 and assumed the role of Director of External Reporting in 2022. Prior to SIFCO, Ms. Wilson was an Accounting and Finance Consultant with Resources Global Professionals and served as Manager of Accounting and Treasury for Technical Consumer Products. Ms. Wilson is a certified public accountant and holds an MBA in business administration and Bachelor of Science in accounting from David N. Meyers College. Announcement • Oct 28
SIFCO Industries, Inc. Appoints Jennifer Wilson as CFO, Effective November 13, 2024 SIFCO Industries, Inc. announced the appointment of Jennifer Wilson Skuhrovec as the Company’s chief financial officer, effective November 13, 2024. Ms. Wilson replaces Thomas Kubera, who served as CFO since 2018 and announced his intention to retire earlier this year. Ms. Wilson joined SIFCO in 2019 as Director of Financial Planning and Analysis. She began serving as the Controller of the Company’s Orange, CA facility in 2021 and assumed the role of Director of External Reporting in 2022. Prior to SIFCO, Ms. Wilson was an Accounting and Finance Consultant with Resources Global Professionals and served as Manager of Accounting and Treasury for Technical Consumer Products. Ms. Wilson is a certified public accountant and holds an MBA in business administration and Bachelor of Science in accounting from David N. Meyers College. Ms. Wilson will be responsible for SIFCO’s financial strategies and will lead the finance and accounting organization, including financial planning and analysis, treasury, internal and external reporting, audit, tax, and risk management. Announcement • Sep 30
SIFCO Industries, Inc. Appoints Robert Bob Johnson as Board of Directors SIFCO Industries, Inc. announced that Robert Bob Johnson has been appointed to the board of directors effective September 26, 2024. Mr. Johnson, has deep domestic and international executive experience in the aerospace industry, including risk management, financial oversight, operations, and strategy. He has served as an advisor to the Board and the Chief Executive Officer of the Company since November 2022, and brings valuable experience forged through an exemplary career in various roles within the aerospace industry. Mr. Johnson currently serves as the chairman of the board of directors of Spirit Aerosystems. He also currently sits on the board of directors of Spirit Airlines, Roper Industries, Inc. and Elbit Systems of America, LLC. Mr. Johnson retired in 2008 as chief executive officer of Dubai Aerospace Enterprise (DAE), a global aerospace engineering and services company. In 2005, prior to DAE, Mr. Johnson was chairman of Honeywell Aerospace, a leading global supplier of aircraft engines, equipment, systems and services, where he also served prior to 2005 as president and chief executive officer. Prior to Honeywell Aerospace, Mr. Johnson held management positions at various aviation and aerospace companies. He served on the board of directors of Ariba, Inc. from 2005 to 2012. New Risk • Aug 19
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$6.7m free cash flow). Earnings have declined by 27% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (€21.7m market cap, or US$24.0m). Reported Earnings • Aug 13
Third quarter 2024 earnings released: EPS: US$0.012 (vs US$0.11 loss in 3Q 2023) Third quarter 2024 results: EPS: US$0.012 (up from US$0.11 loss in 3Q 2023). Revenue: US$29.3m (up 34% from 3Q 2023). Net income: US$72.0k (up US$706.0k from 3Q 2023). Profit margin: 0.2% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Announcement • Aug 07
Tb2 S.R.L. agreed to acquire C*Blade S.p.a. from SIFCO Industries, Inc. (NYSEAM:SIF) for €13.8 million. Tb2 S.R.L. agreed to acquire C*Blade S.p.a. from SIFCO Industries, Inc. (NYSEAM:SIF) for €13.8 million on August 1, 2024. The closing of the transactions contemplated by the Agreement (the “Closing”) is subject to the satisfaction of customary conditions and the delivery of certain customary documents, including, but not limited to: the grant and required governmental authorization of the transaction in connection with the Golden Power rules applicable under Italian law; the accuracy of the representations and warranties of the other party; the compliance of each party with its covenants in all material respects; the absence of a material adverse effect with respect to CBlade; and the execution and delivery by the Company of a guaranty of Seller’s obligations under the Agreement, which guaranty shall be conditioned on and only effective in the event of the dissolution of Seller after the Closing. If the conditions are satisfied or waived in accordance with the Agreement, it is anticipated that the Closing will occur on September 18, 2024. The Buyer may unilaterally provide notice to Seller to extend the deadline of the Closing to September 25, 2024 if all conditions have not been met on or prior to September 18, 2024. Buyer is required to obtain a representations and warranties insurance policy to cover losses incurred in connection with breaches of representations and warranties of Seller under the Agreement. Seller will indemnify Buyer against losses incurred by Buyer in connection with breaches of representations, warranties and covenants of Seller, as well as losses incurred by Buyer in connection with certain matters as specified in the Agreement. The aforementioned indemnification obligations of Seller are subject to the limitations set forth in the Agreement. Reported Earnings • May 10
Second quarter 2024 earnings released: US$0.27 loss per share (vs US$0.40 loss in 2Q 2023) Second quarter 2024 results: US$0.27 loss per share (improved from US$0.40 loss in 2Q 2023). Revenue: US$26.5m (up 38% from 2Q 2023). Net loss: US$1.59m (loss narrowed 33% from 2Q 2023). Reported Earnings • Feb 16
First quarter 2024 earnings released: US$0.57 loss per share (vs US$0.44 loss in 1Q 2023) First quarter 2024 results: US$0.57 loss per share (further deteriorated from US$0.44 loss in 1Q 2023). Revenue: US$21.1m (down 1.2% from 1Q 2023). Net loss: US$3.42m (loss widened 32% from 1Q 2023). Reported Earnings • Dec 31
Full year 2023 earnings released: US$1.47 loss per share (vs US$1.65 loss in FY 2022) Full year 2023 results: US$1.47 loss per share (improved from US$1.65 loss in FY 2022). Revenue: US$87.0m (up 3.7% from FY 2022). Net loss: US$8.69m (loss narrowed 9.8% from FY 2022). Board Change • Nov 14
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. President, CEO & Director Pete Knapper was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Oct 05
SIFCO Industries Regains Compliance with Section 1007 of the NYSE American Company Guide On September 28, 2023, SIFCO Industries, Inc. received a notice from the NYSE American LLC acknowledging that the Company filed its delayed Form 10-Q for the fiscal quarter ended June 30, 2023 and informing the Company that it has now regained compliance with Section 1007 of the NYSE American Company Guide. The notice states further that (i) the Company will be removed from the late filers' list disseminated to data vendors and posted on the Listed Standards Filing Status page on www.nyse.com and (ii) the "LF" indicator posted on the Profile, Data and News page related to each issue will be removed. Announcement • Aug 29
SIFCO Industries Receives Non-Compliance Notice from NYSE American SIFCO Industries received a notice on August 22, 2023 from the NYSE American LLC indicating that, due to the delay in the filing of its Quarterly Report on Form 10-Q for the period ended June 30, 2023, the company is not in compliance with the continued listing standards of the NYSE American, and is subject to the procedures and requirements set in Section 1007 of the NYSE American Company Guide. Under the applicable provisions of the NYSE American Company Guide, until SIFCO files its Form 10-Q, its common stock will remain listed on the NYSE American under the symbol "SIF," but will be assigned an ".LF" indicator to indicate late filing status. Five business days following the receipt of this noncompliance notice, SIFCO will be added to the list of NYSE American noncompliant issuers on the website and the indicator will be disseminated with the Company's ticker symbol. The indicator will be removed once the Company has regained compliance with all applicable listing standards. As noted in the Form 12b-25 filed on August 14, 2023, SIFCO has experienced delays in obtaining and compiling the information required in order to complete the preparation of its financial statements to be included in its Quarterly Report on Form 10-Q for the period ended June 30, 2023. This is primarily attributable to information access limitations experienced due to the cyber incident that the Company became aware of on December 30, 2022 and was reported by the company on Form 8-K filed with the Securities and Exchange Commission on January 6, 2023 and further described by the Company on Forms 8-K filed with the Securities and Exchange Commission on each of February 10, 2023 and April 12, 2023. Accordingly, the company is not able to complete the preparation, review and filing of its Form 10-Q for the quarter ended June 30, 2023 within the prescribed time period without unreasonable effort or expense. Reported Earnings • Aug 16
Second quarter 2023 earnings released: US$0.40 loss per share (vs US$0.62 profit in 2Q 2022) Second quarter 2023 results: US$0.40 loss per share (down from US$0.62 profit in 2Q 2022). Revenue: US$19.2m (down 22% from 2Q 2022). Net loss: US$2.37m (down 165% from profit in 2Q 2022). Board Change • Aug 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. President, CEO & Director Pete Knapper was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 17
SIFCO Industries, Inc. announced delayed 10-Q filing On 05/16/2023, SIFCO Industries, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC. Board Change • May 03
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. President, CEO & Director Pete Knapper was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 