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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and SIFCO INDUSTRIES INC (SIF). Click either name above to swap in a different company.
Clearfield, Inc. is the larger business by last-quarter revenue ($34.3M vs $24.0M, roughly 1.4× SIFCO INDUSTRIES INC). SIFCO INDUSTRIES INC runs the higher net margin — 7.5% vs -1.8%, a 9.3% gap on every dollar of revenue. On growth, SIFCO INDUSTRIES INC posted the faster year-over-year revenue change (14.8% vs -3.2%). SIFCO INDUSTRIES INC produced more free cash flow last quarter ($8.0M vs $-2.4M). Over the past eight quarters, SIFCO INDUSTRIES INC's revenue compounded faster (8.1% CAGR vs -3.5%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
SIFCO Industries, Inc. (SIFCO), is a global metal component manufacturer based in Cleveland, Ohio.
CLFD vs SIF — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $24.0M |
| Net Profit | $-614.0K | $1.8M |
| Gross Margin | 33.2% | 21.6% |
| Operating Margin | -5.3% | 10.7% |
| Net Margin | -1.8% | 7.5% |
| Revenue YoY | -3.2% | 14.8% |
| Net Profit YoY | 67.8% | 177.3% |
| EPS (diluted) | $-0.04 | $0.29 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $34.3M | $24.0M | ||
| Q3 25 | $23.4M | $22.8M | ||
| Q2 25 | $49.9M | $22.1M | ||
| Q1 25 | $47.2M | $19.0M | ||
| Q4 24 | $29.7M | $20.9M | ||
| Q3 24 | $5.6M | $21.7M | ||
| Q2 24 | $48.8M | $22.0M | ||
| Q1 24 | $36.9M | $20.5M |
| Q4 25 | $-614.0K | $1.8M | ||
| Q3 25 | $-9.1M | $-429.0K | ||
| Q2 25 | $1.6M | $3.4M | ||
| Q1 25 | $1.3M | $-1.4M | ||
| Q4 24 | $-1.9M | $-2.3M | ||
| Q3 24 | — | $-443.0K | ||
| Q2 24 | $-447.0K | $72.0K | ||
| Q1 24 | $-5.9M | $-1.6M |
| Q4 25 | 33.2% | 21.6% | ||
| Q3 25 | 53.2% | 9.6% | ||
| Q2 25 | 30.5% | 26.7% | ||
| Q1 25 | 30.1% | 8.3% | ||
| Q4 24 | 29.2% | 4.4% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | 21.9% | 12.3% | ||
| Q1 24 | 7.7% | 7.3% |
| Q4 25 | -5.3% | 10.7% | ||
| Q3 25 | 10.3% | -1.7% | ||
| Q2 25 | 3.0% | 14.8% | ||
| Q1 25 | 0.6% | -4.1% | ||
| Q4 24 | -6.9% | -9.2% | ||
| Q3 24 | — | -1.5% | ||
| Q2 24 | -4.7% | 0.7% | ||
| Q1 24 | -26.4% | -6.5% |
| Q4 25 | -1.8% | 7.5% | ||
| Q3 25 | -38.8% | -1.9% | ||
| Q2 25 | 3.2% | 15.4% | ||
| Q1 25 | 2.8% | -7.3% | ||
| Q4 24 | -6.4% | -11.1% | ||
| Q3 24 | — | -2.0% | ||
| Q2 24 | -0.9% | 0.3% | ||
| Q1 24 | -16.0% | -7.8% |
| Q4 25 | $-0.04 | $0.29 | ||
| Q3 25 | $-0.65 | $-0.07 | ||
| Q2 25 | $0.11 | $0.56 | ||
| Q1 25 | $0.09 | $-0.23 | ||
| Q4 24 | $-0.13 | $-0.38 | ||
| Q3 24 | — | $-0.07 | ||
| Q2 24 | $-0.04 | $0.01 | ||
| Q1 24 | $-0.40 | $-0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $96.4M | $1.1M |
| Total DebtLower is stronger | — | $39.0K |
| Stockholders' EquityBook value | $249.7M | $38.7M |
| Total Assets | $268.1M | $74.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $1.1M | ||
| Q3 25 | $106.0M | $491.0K | ||
| Q2 25 | $117.2M | $2.0M | ||
| Q1 25 | $112.0M | $1.9M | ||
| Q4 24 | $113.0M | $3.1M | ||
| Q3 24 | $129.0M | $1.7M | ||
| Q2 24 | $123.8M | $3.4M | ||
| Q1 24 | $142.9M | $2.5M |
| Q4 25 | — | $39.0K | ||
| Q3 25 | — | $51.0K | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | $0 | ||
| Q2 24 | $2.1M | $3.6M | ||
| Q1 24 | — | $4.1M |
| Q4 25 | $249.7M | $38.7M | ||
| Q3 25 | $256.2M | $36.9M | ||
| Q2 25 | $264.5M | $35.8M | ||
| Q1 25 | $265.9M | $32.4M | ||
| Q4 24 | $267.4M | $33.7M | ||
| Q3 24 | $275.8M | $30.4M | ||
| Q2 24 | $274.6M | $29.8M | ||
| Q1 24 | $279.2M | $29.7M |
| Q4 25 | $268.1M | $74.9M | ||
| Q3 25 | $306.2M | $73.4M | ||
| Q2 25 | $314.7M | $77.3M | ||
| Q1 25 | $310.9M | $78.8M | ||
| Q4 24 | $303.2M | $81.0M | ||
| Q3 24 | $315.3M | $104.6M | ||
| Q2 24 | $318.1M | $106.3M | ||
| Q1 24 | $315.4M | $104.2M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | 0.00× | ||
| Q2 24 | 0.01× | 0.12× | ||
| Q1 24 | — | 0.14× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.4M | $8.1M |
| Free Cash FlowOCF − Capex | $-2.4M | $8.0M |
| FCF MarginFCF / Revenue | -7.1% | 33.3% |
| Capex IntensityCapex / Revenue | 2.9% | 0.4% |
| Cash ConversionOCF / Net Profit | — | 4.51× |
| TTM Free Cash FlowTrailing 4 quarters | — | $11.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $8.1M | ||
| Q3 25 | — | $726.0K | ||
| Q2 25 | $7.9M | $371.0K | ||
| Q1 25 | $3.0M | $2.8M | ||
| Q4 24 | $7.2M | $-3.8M | ||
| Q3 24 | $22.2M | $857.0K | ||
| Q2 24 | $4.0M | $382.0K | ||
| Q1 24 | $-5.7M | $-3.2M |
| Q4 25 | $-2.4M | $8.0M | ||
| Q3 25 | — | $566.0K | ||
| Q2 25 | $7.5M | $310.0K | ||
| Q1 25 | $654.0K | $2.7M | ||
| Q4 24 | $5.1M | $-3.9M | ||
| Q3 24 | $18.2M | $580.0K | ||
| Q2 24 | $2.8M | $-175.0K | ||
| Q1 24 | $-7.7M | $-3.9M |
| Q4 25 | -7.1% | 33.3% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | 15.1% | 1.4% | ||
| Q1 25 | 1.4% | 14.1% | ||
| Q4 24 | 17.1% | -18.8% | ||
| Q3 24 | 323.0% | 2.7% | ||
| Q2 24 | 5.8% | -0.8% | ||
| Q1 24 | -20.8% | -18.9% |
| Q4 25 | 2.9% | 0.4% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 0.8% | 0.3% | ||
| Q1 25 | 5.1% | 0.8% | ||
| Q4 24 | 7.0% | 0.5% | ||
| Q3 24 | 71.4% | 1.3% | ||
| Q2 24 | 2.5% | 2.5% | ||
| Q1 24 | 5.3% | 3.3% |
| Q4 25 | — | 4.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | 0.11× | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 5.31× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLFD
Segment breakdown not available.
SIF
| Fixed Wing Aircraft Revenue | $10.5M | 44% |
| Commercial Revenue | $8.7M | 36% |
| Commercial Product And Other Revenue | $2.8M | 12% |
| Commercial Space | $1.1M | 5% |
| Other | $840.0K | 4% |
