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Twin Disc
(NASDAQ:TWIN)
Twin Disc (TWIN) vs. SPDR S&P 500 ETF (SPY)
Twin Disc Business Overview & Revenue Model
Twin Disc Earnings Call Summary
Twin Disc Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 347.84M | 340.74M | 295.13M | 276.96M | 242.91M | 218.58M |
| Gross Profit | 96.34M | 92.73M | 83.32M | 74.33M | 68.81M | 50.86M |
| EBITDA | 22.41M | 19.31M | 27.05M | 26.39M | 24.64M | 4.16M |
| Net Income | 353.00K | -1.89M | 10.99M | 10.38M | 10.47M | -29.72M |
Balance Sheet | ||||||
| Total Assets | 363.54M | 355.56M | 312.06M | 289.18M | 276.52M | 275.41M |
| Cash, Cash Equivalents and Short-Term Investments | 14.24M | 16.11M | 20.07M | 13.26M | 12.52M | 12.34M |
| Total Debt | 47.05M | 49.20M | 48.22M | 36.74M | 54.26M | 44.97M |
| Total Liabilities | 202.65M | 191.17M | 157.00M | 143.66M | 145.34M | 144.75M |
| Stockholders Equity | 160.32M | 164.01M | 154.70M | 145.09M | 130.78M | 130.21M |
Cash Flow | ||||||
| Free Cash Flow | 8.00M | 8.82M | 25.01M | 14.98M | -13.04M | 2.06M |
| Operating Cash Flow | 20.80M | 23.98M | 33.72M | 22.90M | -8.31M | 6.53M |
| Investing Cash Flow | -33.62M | -32.90M | -32.07M | -408.00K | 5.90M | -2.74M |
| Financing Cash Flow | 7.97M | -965.00K | 2.75M | -19.51M | 4.05M | -4.32M |
Twin Disc Technical Analysis
Twin Disc Risk Analysis
Twin Disc Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | $4.26B | 31.26 | 10.89% | 1.12% | 5.06% | -22.73% | |
69 Neutral | $231.00M | 660.70 | 0.22% | 1.02% | 14.24% | -96.24% | |
68 Neutral | $4.79B | 55.88 | 5.80% | 0.54% | 6.44% | 101.24% | |
66 Neutral | $3.16B | 31.01 | 11.32% | 0.50% | -0.96% | -11.55% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
59 Neutral | $9.34B | 29.27 | 12.38% | ― | 5.52% | 9.03% | |
57 Neutral | $2.23B | ― | -1.50% | 2.84% | -7.93% | 91.44% |
Twin Disc Corporate Events
Twin Disc, Inc. is a company that designs, manufactures, and sells marine and heavy-duty off-highway power transmission equipment, catering to markets such as pleasure craft, commercial and military marine, energy, and industrial sectors. In its latest earnings report, Twin Disc announced a 9.7% increase in sales for the first quarter of fiscal 2026, reaching $80 million, with a gross margin expansion to 28.7%. Despite a net loss of $518,000, the company reported a significant improvement in EBITDA, which rose by 172.3% year-over-year to $4.7 million. The company’s backlog increased to $163.3 million, supported by strong demand in the defense sector and record bookings in marine and propulsion systems. Looking forward, Twin Disc’s management remains optimistic about continued growth, focusing on operational discipline, innovation, and customer engagement to drive profitability throughout fiscal 2026.
The recent earnings call of Twin Disc Inc. painted a generally positive picture, with the company showcasing strong sales growth and a robust backlog. Notable improvements were observed in the defense segment and overall profitability, although some challenges, such as tariff impacts and a reported net loss, were acknowledged. Despite these hurdles, the highlights of the call significantly outweighed the lowlights, indicating an optimistic sentiment for the company’s future.
Twin Disc reported a 9.7% increase in sales for the first quarter of fiscal 2026, reaching $80 million, driven by the acquisition of Kobelt and strong performance in Marine and Propulsion Systems. The company’s gross margin improved by 220 basis points to 28.7%, and EBITDA rose by 172.3% compared to the previous year. Despite a net loss of $518 thousand, the company saw a robust six-month backlog of $163.3 million, supported by strong demand, particularly in the defense sector. The CEO highlighted growth in marine and propulsion bookings and steady land-based transmission activity, positioning the company for profitable growth in fiscal 2026.
The most recent analyst rating on (TWIN) stock is a Hold with a $17.00 price target. To see the full list of analyst forecasts on Twin Disc stock, see the TWIN Stock Forecast page.
Twin Disc, a company involved in manufacturing, is set to present materials at investor meetings and conferences starting November 5, 2025. The presentation will include non-GAAP financial information to provide insights into the company’s core business performance, although these measures are not a substitute for GAAP results. The company emphasizes that these materials should not be deemed as material information and highlights the risks associated with forward-looking statements included in the presentation.
The most recent analyst rating on (TWIN) stock is a Hold with a $17.00 price target. To see the full list of analyst forecasts on Twin Disc stock, see the TWIN Stock Forecast page.
On October 30, 2025, Twin Disc held its Annual Meeting of Shareholders where several key decisions were made. The shareholders elected John H. Batten, Juliann Larimer, and Kevin M. Olsen as directors, approved the compensation of the company’s named executive officers, and ratified the appointment of RSM US LLP as the independent registered public accounting firm for the fiscal year ending June 30, 2026. Additionally, non-employee directors received restricted stock under the company’s Omnibus Incentive Plan, reflecting a significant portion of their annual board retainer.
The most recent analyst rating on (TWIN) stock is a Hold with a $17.00 price target. To see the full list of analyst forecasts on Twin Disc stock, see the TWIN Stock Forecast page.
Twin Disc Inc. recently held its earnings call, revealing a blend of robust sales growth and strategic advancements in key markets, despite facing challenges in the oil and gas sector and increased expenses. The company reported a net loss for the year, yet its expansion in the defense market and strategic integrations suggest a positive outlook for the future.
Twin Disc, a company involved in the manufacturing sector, announced that its executive officers plan to present materials at investor meetings and conferences starting August 27, 2025. These materials, which include non-GAAP financial information, will be available on the company’s website. The company emphasizes that these non-GAAP measures provide additional insights into their core business operations, although they should not replace GAAP-compliant results. The announcement highlights the company’s efforts to engage with investors and analysts, potentially impacting its market positioning and stakeholder perceptions.
The most recent analyst rating on (TWIN) stock is a Hold with a $12.00 price target. To see the full list of analyst forecasts on Twin Disc stock, see the TWIN Stock Forecast page.
Twin Disc, Inc. is a company that designs, manufactures, and sells marine and heavy-duty off-highway power transmission equipment, catering to markets such as pleasure craft, commercial and military marine, energy, natural resources, government, and industrial sectors. In its latest earnings report, Twin Disc reported a 15.5% increase in sales for the fiscal year 2025, reaching $340.7 million, despite a net loss of $1.9 million. The company’s fourth quarter saw a 14.5% rise in sales to $96.7 million, with a net income of $1.4 million. Key drivers of growth included strong demand in Marine and Propulsion Systems and a recovery in the Industrial segment, although challenges persisted in the oil and gas sector. The company also highlighted its strategic advancements in electrification and recent acquisitions that expanded its global footprint. Looking forward, Twin Disc’s management remains optimistic about capturing additional growth opportunities, supported by a healthy backlog and strategic positioning in the defense market.
On August 21, 2025, Twin Disc announced its fiscal year 2025 results, highlighting a 15.5% increase in sales to $340.7 million and a net loss of $1.9 million. Despite challenges in the oil and gas sector, the company saw strong demand in marine and propulsion systems, and industrial segments. The company reported a healthy backlog, increased operating cash flow, and continued strategic acquisitions, enhancing its global footprint and market diversification. CEO John H. Batten emphasized the company’s resilience and strategic positioning for future growth, supported by a robust defense market presence and ongoing integration efforts.
The most recent analyst rating on (TWIN) stock is a Hold with a $9.50 price target. To see the full list of analyst forecasts on Twin Disc stock, see the TWIN Stock Forecast page.
Twin Disc, a company involved in manufacturing, is preparing to present materials at investor meetings and conferences starting August 21, 2025. These presentations will include non-GAAP financial measures to provide additional insights into the company’s performance. The company emphasizes that these non-GAAP measures are not a substitute for GAAP results and warns against undue reliance on forward-looking statements due to potential risks and uncertainties.
The most recent analyst rating on (TWIN) stock is a Hold with a $9.50 price target. To see the full list of analyst forecasts on Twin Disc stock, see the TWIN Stock Forecast page.
On August 6, 2025, Twin Disc‘s Compensation and Human Capital Committee approved the base salaries and fiscal 2026 bonus targets for its principal executive officers, with no increase for CEO John H. Batten and a 4.2% increase for CFO Jeffrey S. Knutson. The committee also awarded restricted and performance stock awards under the Omnibus Incentive Plan, with specific performance objectives set for the three-year period ending June 30, 2028. These decisions reflect the company’s strategic focus on aligning executive compensation with performance metrics, potentially impacting its operational efficiency and stakeholder value.
The most recent analyst rating on (TWIN) stock is a Buy with a $12.00 price target. To see the full list of analyst forecasts on Twin Disc stock, see the TWIN Stock Forecast page.