TWIN DISC INC
No enriched coverage for $TWIN in the last 7 days.
No SEC Form 4 filings for $TWIN in the last 30 days.
See all $TWIN insider activity →Twin Disc's subsidiary Katsa is expanding with a new 54,000-square-foot gearbox assembly facility in Finland, expected to double its capacity by 2028. The plant, operational by May 2027, will streamline production and add 40 new employees. Growth is driven by demand in defense, industrial power, and heavy equipment sectors. The company also plans a phase two expansion.
Bank of America's Andrew Obin reiterated a Buy rating on Eaton (ETN) with a $490 price target, citing optimism in the Industrial Goods sector. The stock closed at $443.53. Analyst consensus is Strong Buy with an average target of $507. Separately, Lake Street's Max Michaelis reiterated a Buy rating on Twin Disc (TWIN) with a $30 target, as the stock closed at $27.59. Consensus for TWIN is Moderate Buy with a $30 average target.
Knutson Jeffrey Scott (VP Finance, CFO, Secr & Trea) sold 13,384 shares of TWIN DISC INC (TWIN) at an average of $23.81 ($23.25–$24.25, $0.32M total) across 2 trades over 2026-09-04 to 2026-09-08.
Recent TWIN coverage spans earnings, financial news and corporate actions.
Capacity expansion signals long‑term revenue growth but has limited immediate impact.
Analyst bullish rating and price target may support Twin Disc price.
The insider sale may signal personal liquidity needs but is modest relative to total float.
Earnings beat on top line but margin decline may weigh on valuation; defense backlog growth could support future upside if margins improve.
Earnings beat revenue expectations but margin fell; guidance shows higher capex and growth targets.
AlphAI scores every news story that mentions TWIN with an AI model for sentiment and relevance, and aggregates insider trades from TWIN DISC INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Twin Disc's subsidiary Katsa is expanding with a new 54,000-square-foot gearbox assembly facility in Finland, expected to double its capacity by 2028. The plant, operational by May 2027, will streamline production and add 40 new employees. Growth is driven by demand in defense, industrial power, and heavy equipment sectors. The company also plans a phase two expansion.
2 min readBank of America's Andrew Obin reiterated a Buy rating on Eaton (ETN) with a $490 price target, citing optimism in the Industrial Goods sector. The stock closed at $443.53. Analyst consensus is Strong Buy with an average target of $507. Separately, Lake Street's Max Michaelis reiterated a Buy rating on Twin Disc (TWIN) with a $30 target, as the stock closed at $27.59. Consensus for TWIN is Moderate Buy with a $30 average target.
2 min readKnutson Jeffrey Scott (VP Finance, CFO, Secr & Trea) sold 13,384 shares of TWIN DISC INC (TWIN) at an average of $23.81 ($23.25–$24.25, $0.32M total) across 2 trades over 2026-09-04 to 2026-09-08.
1 min readTwin 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.
3 min readTwin Disc reported Q4 2026 revenue growth of 18%, driven by defense and land-based transmission demand. Gross margins fell 600 bps due to product mix and tariffs. The company plans $20M+ in 2027 capex for expansion, targeting $500M revenue by 2030. Defense backlog grew 53%, and oil/gas revenue hit a 2024 high. Management raised the dividend 25% to $0.05/share.
3 min readTwin Disc Inc. (TWIN) reported fiscal Q4 net income of $9.4M, or 64 cents per share, with revenue of $114.4M. For the full year, profit was $27.1M, or $1.86 per share, on revenue of $381.3M, according to the company.
1 min readTWIN DISC INC (TWIN) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Twin Disc Announces Full Year and Fourth Quarter 2026 Results MILWAUKEE, Wis., August 20, 2026 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) today reported results for the fourth quarter and full fiscal year ended June 30, 2026. Fiscal Full Year 2026 Highlights
2 min readTWIN DISC INC (TWIN) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. AMENDED AND RESTATED OMNIBUS INCENTIVE PLAN On August 5, 2026, the Board of Directors (the “Board”) of Twin Disc, Incorpora
2 min readGamco Investors INC. ET AL reduced its Twin Disc (NASDAQ:TWIN) stake by 4.8% in Q1, selling 84,163 shares to hold 1,653,136 shares, worth about $24.9M (11.46%) per its latest SEC 13F. Goldman Sachs and others also adjusted positions. Analysts cite a $30.00 average target. TWIN last reported EPS $0.23 and revenue $96.69M (May 6) and pays a $0.04 quarterly dividend.
4 min readTWIN DISC INC (TWIN) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-1.1 2 ex_984160.htm EXHIBIT 1.1 ex_984160.htm Exhibit 1.1 Credit Agreement dated as of June 30, 2026, among Twin Disc, Incorporated, the Guarantors from time to time parties hereto, the Lenders from time to time parties hereto, and Bank of Montreal, as Administrative Agent Tab
3 min read
