vs
Side-by-side financial comparison of KKR Real Estate Finance Trust Inc. (KREF) and SIFCO INDUSTRIES INC (SIF). Click either name above to swap in a different company.
KKR Real Estate Finance Trust Inc. is the larger business by last-quarter revenue ($25.8M vs $24.0M, roughly 1.1× SIFCO INDUSTRIES INC). SIFCO INDUSTRIES INC runs the higher net margin — 7.5% vs -101.7%, a 109.2% gap on every dollar of revenue. On growth, SIFCO INDUSTRIES INC posted the faster year-over-year revenue change (14.8% vs -26.6%). Over the past eight quarters, SIFCO INDUSTRIES INC's revenue compounded faster (8.1% CAGR vs -18.8%).
KKR Real Estate Finance Trust Inc. is a specialized real estate finance firm sponsored by global investment firm KKR. It primarily originates, acquires, and manages a portfolio of senior secured commercial real estate loans, mostly backed by high-quality institutional commercial properties across the United States, delivering stable risk-adjusted returns to investors via interest income from its diversified assets.
SIFCO Industries, Inc. (SIFCO), is a global metal component manufacturer based in Cleveland, Ohio.
KREF vs SIF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $25.8M | $24.0M |
| Net Profit | $-26.2M | $1.8M |
| Gross Margin | — | 21.6% |
| Operating Margin | -105.1% | 10.7% |
| Net Margin | -101.7% | 7.5% |
| Revenue YoY | -26.6% | 14.8% |
| Net Profit YoY | -229.6% | 177.3% |
| EPS (diluted) | $-0.49 | $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 | $25.8M | $24.0M | ||
| Q3 25 | $25.3M | $22.8M | ||
| Q2 25 | $30.2M | $22.1M | ||
| Q1 25 | $31.3M | $19.0M | ||
| Q4 24 | $35.1M | $20.9M | ||
| Q3 24 | $37.0M | $21.7M | ||
| Q2 24 | $40.4M | $22.0M | ||
| Q1 24 | $39.1M | $20.5M |
| Q4 25 | $-26.2M | $1.8M | ||
| Q3 25 | $13.8M | $-429.0K | ||
| Q2 25 | $-29.7M | $3.4M | ||
| Q1 25 | $-4.9M | $-1.4M | ||
| Q4 24 | $20.3M | $-2.3M | ||
| Q3 24 | $-7.4M | $-443.0K | ||
| Q2 24 | $25.8M | $72.0K | ||
| Q1 24 | $-3.1M | $-1.6M |
| Q4 25 | — | 21.6% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | 26.7% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 7.3% |
| Q4 25 | -105.1% | 10.7% | ||
| Q3 25 | 50.4% | -1.7% | ||
| Q2 25 | -101.3% | 14.8% | ||
| Q1 25 | -18.3% | -4.1% | ||
| Q4 24 | 55.8% | -9.2% | ||
| Q3 24 | -19.6% | -1.5% | ||
| Q2 24 | 63.3% | 0.7% | ||
| Q1 24 | -8.7% | -6.5% |
| Q4 25 | -101.7% | 7.5% | ||
| Q3 25 | 54.4% | -1.9% | ||
| Q2 25 | -98.5% | 15.4% | ||
| Q1 25 | -15.5% | -7.3% | ||
| Q4 24 | 57.7% | -11.1% | ||
| Q3 24 | -20.0% | -2.0% | ||
| Q2 24 | 63.9% | 0.3% | ||
| Q1 24 | -7.9% | -7.8% |
| Q4 25 | $-0.49 | $0.29 | ||
| Q3 25 | $0.12 | $-0.07 | ||
| Q2 25 | $-0.53 | $0.56 | ||
| Q1 25 | $-0.15 | $-0.23 | ||
| Q4 24 | $0.22 | $-0.38 | ||
| Q3 24 | $-0.19 | $-0.07 | ||
| Q2 24 | $0.29 | $0.01 | ||
| Q1 24 | $-0.13 | $-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 | $84.6M | $1.1M |
| Total DebtLower is stronger | — | $39.0K |
| Stockholders' EquityBook value | $1.2B | $38.7M |
| Total Assets | $6.5B | $74.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $84.6M | $1.1M | ||
| Q3 25 | $204.1M | $491.0K | ||
| Q2 25 | $107.7M | $2.0M | ||
| Q1 25 | $106.4M | $1.9M | ||
| Q4 24 | $104.9M | $3.1M | ||
| Q3 24 | $108.8M | $1.7M | ||
| Q2 24 | $107.2M | $3.4M | ||
| Q1 24 | $106.5M | $2.5M |
| Q4 25 | — | $39.0K | ||
| Q3 25 | — | $51.0K | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $3.6M | ||
| Q1 24 | — | $4.1M |
| Q4 25 | $1.2B | $38.7M | ||
| Q3 25 | $1.2B | $36.9M | ||
| Q2 25 | $1.2B | $35.8M | ||
| Q1 25 | $1.3B | $32.4M | ||
| Q4 24 | $1.3B | $33.7M | ||
| Q3 24 | $1.4B | $30.4M | ||
| Q2 24 | $1.4B | $29.8M | ||
| Q1 24 | $1.4B | $29.7M |
| Q4 25 | $6.5B | $74.9M | ||
| Q3 25 | $6.5B | $73.4M | ||
| Q2 25 | $6.8B | $77.3M | ||
| Q1 25 | $6.6B | $78.8M | ||
| Q4 24 | $6.4B | $81.0M | ||
| Q3 24 | $6.8B | $104.6M | ||
| Q2 24 | $7.1B | $106.3M | ||
| Q1 24 | $7.3B | $104.2M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 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 | $72.3M | $8.1M |
| Free Cash FlowOCF − Capex | — | $8.0M |
| FCF MarginFCF / Revenue | — | 33.3% |
| Capex IntensityCapex / Revenue | — | 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 | $72.3M | $8.1M | ||
| Q3 25 | $18.5M | $726.0K | ||
| Q2 25 | $21.1M | $371.0K | ||
| Q1 25 | $15.9M | $2.8M | ||
| Q4 24 | $132.6M | $-3.8M | ||
| Q3 24 | $49.1M | $857.0K | ||
| Q2 24 | $30.6M | $382.0K | ||
| Q1 24 | $34.5M | $-3.2M |
| Q4 25 | — | $8.0M | ||
| Q3 25 | — | $566.0K | ||
| Q2 25 | — | $310.0K | ||
| Q1 25 | — | $2.7M | ||
| Q4 24 | — | $-3.9M | ||
| Q3 24 | — | $580.0K | ||
| Q2 24 | — | $-175.0K | ||
| Q1 24 | — | $-3.9M |
| Q4 25 | — | 33.3% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 14.1% | ||
| Q4 24 | — | -18.8% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | -0.8% | ||
| Q1 24 | — | -18.9% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 3.3% |
| Q4 25 | — | 4.51× | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.54× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.19× | 5.31× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KREF
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% |
