Twin Disc (TWIN): Record Quarter Comes With A Margin Warning Attached
Twin Disc (TWIN) reported record Q4 revenue of $114.4M, up 18.3% YoY, with net income at $9.4M. Defense and oil/gas sectors drove growth, but gross margin fell to 26.3% from 32.3% YoY due to product mix and tariffs. The company plans expansions in Finland and Texas to address margin pressures. Shares trade at a forward P/E of 7.48.



