$TWIN

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.

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.

Twin 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.

Twin 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.

TWIN 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

TWIN 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

Gamco 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.

TWIN 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

Twin Disc Inc. (TWIN) reported earnings of $3.3 million in its fiscal third quarter, resulting in a net income of 23 cents per share. The power transmission equipment manufacturer, based in Milwaukee, also posted revenue of $96.7 million for the period.