Twin Disc Inc. (TWIN)
NASDAQ:TWIN
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Earnings Data
Report Date
Aug 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.1Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a clear operational improvement: meaningful revenue growth (+19% YoY), strong margin expansion (gross margin 28.1%), a substantial EBITDA recovery (+~135% YoY) and positive backlog momentum (six-month backlog ~$179.5M). Defense demand is a growing, durable component of backlog (defense backlog +~20% YoY, pipeline $50–75M). Headwinds include increased leverage from the Cobalt acquisition (net debt +10.5%), modest free cash flow relative to debt, tariff/FX exposure, and some timing-related shipment delays (notably China oil & gas). Overall, the positives — strong top-line growth, margin improvement, EBITDA recovery, and backlog visibility — materially outweigh the manageable lowlights.Company Guidance
Revenue and Organic Growth
Total sales of $96.7 million, up 19% year-over-year; organic sales growth of 7%, driven by strength in Marine & Propulsion, defense, and select industrial applications.
Margin Expansion and Profitability
Gross profit increased 25% to $27.1 million and gross margin expanded to 28.1%, driven by higher volumes and operational improvements; SG&A decreased ~230 basis points as a percentage of sales.
EBITDA and EBITDA Margin Improvement
EBITDA rose to $9.4 million (approximately +135% year-over-year) with EBITDA margin improving by ~480 basis points versus the prior-year period, reflecting higher volume and margin-improvement initiatives.
Net Income Turnaround
Net income attributable to Twin Disc of $3.3 million, or $0.23 per diluted share, versus a net loss of $1.5 million (−$0.11 per share) in the prior-year period — a meaningful profit recovery.
Backlog Growth and Demand Visibility
Six-month backlog increased sequentially to approximately $179.5 million (up year-over-year), providing improved visibility into near-term demand and supported by broad-based order momentum across core markets.
Defense Momentum
Defense represents ~15% of backlog and defense backlog increased roughly 20% year-over-year; management cites a defense pipeline of ~$50–$75 million and durable demand across multiple programs and geographies.
Strong Segment Performance — Marine & Propulsion
Marine and Propulsion Systems sales increased 20% year-over-year, driven by workboat, government, specialty marine applications and sustained demand for Veth products and integrated propulsion solutions.
Strong Segment Performance — Land-based Transmissions
Land-based transmissions sales increased 22.2% year-over-year, supported by improved shipment volumes and favorable mix; shipment delays noted were largely timing-related.
Industrial Growth and Acquisition Contributions
Industrial sales rose 15.2% year-over-year, largely due to contribution from the Cobalt acquisition; acquisitions and favorable foreign exchange supported revenue growth.
Working Capital Improvements and Cash Generation
Inventory declined roughly $3 million sequentially and inventory as a percentage of backlog improved to ~89%; free cash flow of $1.8 million in the quarter and ending cash balance of ~$16.1 million.
TWIN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TWIN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $15.84 | $18.09 | +14.20% |
Feb 04, 2026 | $18.94 | $16.10 | -14.96% |
Nov 05, 2025 | $15.92 | $15.69 | -1.44% |
Aug 21, 2025 | $8.58 | $11.15 | +30.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Twin Disc Inc. (TWIN) report earnings?
Twin Disc Inc. (TWIN) is schdueled to report earning on Aug 07, 2026, Before Open (Confirmed).
What is Twin Disc Inc. (TWIN) earnings time?
Twin Disc Inc. (TWIN) earnings time is at Aug 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TWIN EPS forecast?
Currently, no data Available