The earnings call for Twin Disc Inc. presented a mix of strong sales growth and strategic advancements in the defense and marine sectors, alongside challenges in the oil and gas market and increased expenses. Despite a net loss for the year, the company's growth in defense and strategic integrations indicate a positive outlook.

Company Guidance

During the Twin Disc Inc. fiscal fourth quarter and full year 2025 conference call, the company provided a comprehensive guidance highlighting robust growth and strategic developments. Twin Disc reported a 15.5% increase in full-year sales to $340.7 million, driven by strong demand across its portfolio, particularly in Marine and Propulsion Systems and defense-related products. The fourth quarter alone saw a 14.5% year-over-year sales increase to $96.7 million, despite a decline in organic net sales due to reduced oil and gas market activity. The company also noted a 45% growth in defense-related orders, which now constitute nearly 15% of the total backlog, with a defense-related pipeline valued between $50 million and $75 million. EBITDA was reported at $19 million for the year, impacted by nonoperating and noncash items. Looking forward, Twin Disc emphasized its growth trajectory, especially in the defense market, leveraging its strategic acquisitions of Katsa and Kobelt to expand capabilities and customer base. The company remains focused on disciplined capital management and aims to achieve its 2030 objectives of $500 million in revenue and consistent free cash flow conversion of at least 60%, supported by a robust backlog of approximately $150 million.

Strong Year-End Financial Performance

Sales for the fiscal year reached $340.7 million, marking a top line growth of 15.5%. The fourth quarter alone saw sales grow 14.5% year-over-year to $96.7 million.

Defense Market Expansion

Orders related to defense products grew approximately 45% versus fiscal '24, now making up nearly 15% of the total backlog. The company has a $50 million to $75 million defense-related pipeline.

Marine and Propulsion Systems Growth

Sales in Marine and Propulsion Systems grew 12.2% to $53 million in the fourth quarter, supported by robust activity in workboats and government contracts.

Industrial Segment Growth

The Industrial segment saw strong growth with fourth quarter sales rising 82% year-over-year, supported by strength in Katsa's industrial parts business.

Strategic Acquisitions

Meaningful progress was made in integrating the acquisitions of Katsa and Kobelt, expanding capabilities and broadening the customer base.

Twin Disc (TWIN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TWIN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2026 (Q1)	0.07 / -	-0.201	―	―	―
Aug 21, 2025	2025 (Q4)	0.26 / 0.10	0.53	-81.13% (-0.43)
May 07, 2025	2025 (Q3)	0.21 / -0.11	0.27	-140.74% (-0.38)
Feb 05, 2025	2025 (Q2)	- / 0.07	0.07	0.00% (0.00)
Nov 06, 2024	2025 (Q1)	- / -0.20	-0.09	-123.33% (-0.11)
Aug 15, 2024	2024 (Q4)	- / 0.53	0.62	-14.52% (-0.09)
Apr 30, 2024	2024 (Q3)	- / 0.27	0.2	35.00% (+0.07)	―
Feb 07, 2024	2024 (Q2)	- / 0.07	0.08	-12.50% (>-0.01)	―
Nov 02, 2023	2024 (Q1)	- / -0.09	-0.15	40.00% (+0.06)	―
Aug 16, 2023	2023 (Q4)	- / 0.62	0.58	6.90% (+0.04)	―

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
Aug 21, 2025	$8.62	$11.21	+30.05%
May 07, 2025	$6.75	$7.17	+6.22%
Feb 05, 2025	$11.09	$10.78	-2.80%
Nov 06, 2024	$11.82	$12.04	+1.86%

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 Oct 31, 2025, Before Open (Confirmed).

What is Twin Disc Inc. (TWIN) earnings time?

Twin Disc Inc. (TWIN) earnings time is at Oct 31, 2025, 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?

TWIN EPS forecast for the fiscal quarter 2026 (Q1) is 0.07.

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