$TWIN

TWIN DISC INC

No enriched coverage for $TWIN in the last 7 days.

$99K
Knutson Jeffrey Scott
0%
See all $TWIN insider activity →
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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.

Twin Disc, Incorporated Q4 2026 Earnings Call Summary

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: Fiscal Q4 Earnings Snapshot

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 sentiment & insider activity

Recent TWIN coverage spans earnings, financial news and corporate actions.

In the last 30 days, TWIN insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($99K). The most active reporter was Knutson Jeffrey Scott, VP Finance, CFO, Secr & Trea, with 1 filing.

What's driving TWIN

  • Earnings beat on top line but margin decline may weigh on valuation; defense backlog growth could support future upside if margins improve.

    insidermonkey.com · Aug 27, 2026

  • Earnings beat revenue expectations but margin fell; guidance shows higher capex and growth targets.

    yahoo.com · Aug 22, 2026

  • Earnings beat expectations modestly, could support short-term price stability.

    wjfw.com · Aug 20, 2026

  • Strong top‑line growth and a turnaround to profitability suggest upside potential, especially given the backlog of $178 M.

    SEC EDGAR 8-K · Aug 20, 2026

  • The filing is a corporate governance and equity-compensation mechanics update, not an operating or financial guidance change.

    SEC EDGAR 8-K · Aug 11, 2026

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.

News on $TWIN

Score
$TWINMedAI 8/10

Twin Disc, Incorporated Q4 2026 Earnings Call Summary

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.

$TWINHigh

TWIN DISC INC (TWIN): Results of Operations and Financial Condition

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

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TWIN DISC INC (TWIN): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

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

Twin Disc, Incorporated $TWIN Shares Sold by Gamco Investors INC. ET AL

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): Entry into a Material Definitive Agreement

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

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Twin Disc: Fiscal Q3 Earnings Snapshot

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.

Twin Disc declares $0.04 quarterly dividend

Twin Disc, Inc. announced a quarterly cash dividend of $0.04 per share, payable on June 1, 2026, to shareholders of record as of May 18, 2026. The company, which designs and manufactures marine and off-highway power transmission equipment, recently reported an EPS of $1.55 for Q2 2026, surpassing forecasts, though revenue fell short of expectations. These developments highlight the company's financial performance and investor sentiment.

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