T

    Twin Disc Incorporated (TWIN)

    Official site

    INDUSTRIALS • SPECIALTY INDUSTRIAL MACHINERY • NASDAQ

    $22.95
    -0.17 (-0.74%)

    Market Cap: $331.00M

    Last updated: Sep 01, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    53%(21/40)
    Avg Surprise
    +33.45%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.01
    Range$0.01 - $0.01
    1 analysts
    EPS RevisionsNo revisions (7d)No revisions (30d)
    EPS Estimate Drift
    90d ago$0.00-100.0%
    60d ago$0.00-100.0%
    30d ago$0.11+1000.0%
    7d ago$0.11+1000.0%
    Current$0.01
    Revenue Consensus
    $90M
    Range$90M - $90M
    1 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.17
    Range$0.17 - $0.17
    1 analysts
    EPS RevisionsNo revisions (7d)No revisions (30d)
    EPS Estimate Drift
    90d ago$0.00-100.0%
    60d ago$0.00-100.0%
    30d ago$0.06-64.7%
    7d ago$0.06-64.7%
    Current$0.17
    Revenue Consensus
    $101M
    Range$101M - $101M
    1 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.17---
    Sep 26EST
    		-$0.01---
    Jun 26
    Reported Aug 7
    		$0.64$0.23+178.26%Beat+540.0%
    Mar 26
    Reported May 6
    		$0.23$0.25-8.00%Miss+309.1%
    Dec 25
    Reported Feb 4
    		$1.55$0.10+1450.00%Beat+2270.0%
    Sep 25
    Reported Nov 5
    		$-0.04$0.02-300.00%Miss+80.1%
    Jun 25
    Reported Aug 21
    		$0.10N/A-82.46%Miss-81.2%
    Mar 25
    Reported May 7
    		$-0.11$0.21-152.38%Miss-140.0%
    Dec 24
    Reported Feb 5
    		$0.07$0.13-49.69%Miss-6.6%
    Sep 24
    Reported Nov 6
    		$-0.20$0.10-300.70%Miss-123.0%
    Jun 24
    Reported Aug 15
    		$0.53$0.33+61.42%Beat-14.1%
    Mar 24
    Reported Apr 30
    		$0.27$0.33-16.70%Miss+37.4%
    Dec 23
    Reported Feb 7
    		$0.07$0.13-46.15%Miss-12.5%
    Sep 23
    Reported Nov 2
    		$-0.09$0.10-190.00%Miss+40.0%
    Jun 23
    Reported Aug 16
    		$0.62$0.27+129.63%Beat+6.9%
    Mar 23
    Reported Apr 28
    		$0.20$0.21-4.76%Miss+11.1%
    Dec 22
    Reported Feb 3
    		$0.08$0.08+0.00%Beat+140.0%
    Sep 22
    Reported Nov 4
    		$-0.15$0.16-193.75%Miss-200.0%
    Jun 22
    Reported Sep 1
    		$0.58$0.17+241.18%Beat+153.7%
    Mar 22
    Reported Apr 29
    		$0.18$0.12+50.00%Beat+1700.0%
    Dec 21
    Reported Feb 2
    		$-0.20$-0.08-150.00%Miss+39.4%
    Sep 21
    Reported Oct 29
    		$0.15$-0.06+350.00%Beat+150.0%
    Jun 21
    Reported Aug 13
    		$-1.08$-0.09-1100.00%Miss-730.8%
    Mar 21
    Reported Apr 30
    		$0.01N/A+108.33%Beat+120.0%
    Dec 20
    Reported Jan 29
    		$-0.33$-0.16-106.25%Miss+32.7%
    Sep 20
    Reported Oct 30
    		$-0.30$-0.25-20.00%Miss+37.5%
    Jun 20
    Reported Aug 7
    		$-0.13$-0.26+50.00%Beat-116.7%
    Mar 20
    Reported May 1
    		$-0.05N/A+54.55%Beat-114.7%
    Dec 19
    Reported Jan 31
    		$-0.49$-0.10-390.00%Miss-258.1%
    Sep 19
    Reported Nov 1
    		$-0.48$-0.21-128.57%Miss-300.0%
    Jun 19
    Reported Aug 9
    		$-0.06N/A-122.22%Miss-110.3%
    Mar 19
    Reported May 6
    		$0.34$0.41-17.07%Miss-17.1%
    Dec 18
    Reported Feb 1
    		$0.31$0.26+19.23%Beat+106.7%
    Sep 18
    Reported Oct 29
    		$0.24$-0.06+500.00%Beat-41.5%
    Jun 18
    Reported Aug 6
    		$0.58$0.48+20.83%Beat+346.2%
    Mar 18
    Reported May 7
    		$0.41$0.13+215.38%Beat+1466.7%
    Dec 17
    Reported Feb 2
    		$0.15$0.03+400.00%Beat+178.9%
    Sep 17
    Reported Oct 27
    		$0.41$-0.29+241.38%Beat+286.4%
    Jun 17
    Reported Aug 4
    		$0.13$0.02+550.00%Beat-
    Mar 17
    Reported May 5
    		$-0.03N/A+75.00%Beat-
    Dec 16
    Reported Jan 31
    		$-0.19$-0.19+0.00%Beat-
    Sep 16
    Reported Nov 1
    		$-0.22$-0.28+21.43%Beat-

    Dividends

    Dividend Metrics

    Yield0.74%
    Annual/Share$0.17
    Payout Ratio8.90%
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec
    View TWIN's full dividend history

    Key Metrics

    Valuation
    P/E Ratio9.64EV/EBITDA12.07x
    Price/FCF420.99xFCF Yield0.24%
    Profitability
    Profit Margin7.10%Operating Margin6.88%
    ROE14.30%ROIC4.95%
    Financial Health
    Debt/Equity0.24xInterest Coverage3.55x
    Current Ratio2.09xQuick Ratio0.81x
    Trading Statistics
    Beta0.67Avg Volume105.65K
    52-Week High$25.5052-Week Low$11.89

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$23.56
    SMA 20$23.84
    SMA 50$23.15
    SMA 200$18.44
    EMA 10$23.44
    EMA 20$23.51
    EMA 50$22.67
    EMA 200$18.72

    MACD

    Line: 0.08Signal: 0.29Hist: -0.21

    ADX

    ADX: 20.2+DI: 12.9-DI: 17.4

    Aroon & PSAR

    Aroon Up68.0
    Aroon Down12.0
    PSAR$25.06

    Bollinger Bands

    Upper Band$25.15
    Lower Band$22.53
    %B Position1100%(Upper)
    Band Width0.16

    RSI (14-Day)

    Neutral
    46.5

    Momentum Oscillators

    Stoch %K29.7
    Stoch %D34.7
    Williams %R-76.1
    ROC (10d)-8.6%
    Momentum-2.16
    CCI (20d)-125.5
    MFI (14d)27.7

    Volatility Measures

    ATR (14d)$1.30(5.6%)
    StdDev (20d)0.66
    Hist Vol42.5%(High)

    Volume Flow

    VWAP$23.07
    OBV4.0M
    AD Line-1.1M
    CMF (20d)-0.029

    Volume Metrics

    Avg Vol (20d)107.2K
    Vol Ratio0.9x
    VWMA (20d)$23.82

    Pivot Points

    R3$25.55
    R2$24.77
    R1$23.95
    Pivot Point$23.17
    S1$22.35
    S2$21.57
    S3$20.75

    Advanced Oscillators

    TSI2.43
    Ultimate Osc43.6
    KST33.09

    Financial Data

    QuarterMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023Jun 2023
    Total Revenue$96.69M$90.18M$80.00M$96.68M$81.24M$89.92M$72.90M$84.42M$74.16M$72.99M$63.55M$83.92M
    Cost of Revenue$69.56M$67.81M$57.06M$66.66M$59.54M$68.24M$53.58M$59.33M$53.22M$52.34M$46.92M$59.18M
    Gross Profit$27.13M$22.37M$22.93M$30.02M$21.71M$21.68M$19.32M$25.09M$20.94M$20.66M$16.64M$24.75M
    Operating Expenses$21.31M$20.28M$20.70M$24.67M$19.76M$18.92M$19.49M$20.37M$17.34M$17.22M$16.92M$16.52M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$21.25M$20.65M$20.70M$24.55M$19.76M$18.92M$19.49M$20.29M$17.20M$17.22M$16.92M$16.54M
    Operating Income$5.82M$2.09M$2.23M$5.34M$1.95M$2.76M$-165,000$4.72M$3.60M$3.44M$-280,000$8.22M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$790,000$772,000$800,000$855,000$660,000$495,000$636,000$394,000$263,000$392,000$394,000$571,000
    Income Before Tax$5.39M$698,000$571,000$1.54M$-280,000$2.65M$-2,145,000$9.01M$4.30M$2.60M$-537,000$8.32M
    Income Tax Expense$1.84M$-21,780,000$983,000$47,000$1.14M$1.55M$627,000$1.51M$398,000$1.66M$546,000$1.44M
    Net Income$3.56M$22.48M$-412,000$1.50M$-1,422,000$1.10M$-2,772,000$7.49M$3.90M$935,000$-1,083,000$6.88M
    EBITDA$9.61M$4.81M$4.83M$7.10M$4.04M$6.44M$1.73M$11.89M$7.04M$5.52M$2.35M$11.32M
    EBIT$6.18M$1.47M$1.37M$2.40M$380,000$3.15M$-1,509,000$9.40M$4.56M$2.99M$-143,000$8.89M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $7.02M
    Gov Obligations / Revenue
    1.9%
    Obligations YoY
    11.4%
    Active Awards
    35
    New Awards (TTM)
    29
    Avg Remaining Term
    9.8 mo

    Top agency: Department of Defense at 100.0% of trailing twelve month obligations across 1 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    SPRDL126F0083Department of DefenseDefense Logistics Agency$6.64MMar 18, 2026
    W912CH25P0068Department of DefenseDepartment of the Army$193078Sep 17, 2025
    SPE7MC26P0706Department of DefenseDefense Logistics Agency$34451Nov 24, 2025
    SPE7L126P5523Department of DefenseDefense Logistics Agency$29511Apr 2, 2026
    SPE7M126V3282Department of DefenseDefense Logistics Agency$9718Dec 4, 2025
    SPE7M326V0191Department of DefenseDefense Logistics Agency$9428Oct 16, 2025
    SPE4A625F442BDepartment of DefenseDefense Logistics Agency$6149Sep 18, 2025
    SPE7M026V0127Department of DefenseDefense Logistics Agency$4139Oct 6, 2025
    SPE4A726V2242Department of DefenseDefense Logistics Agency$3820Feb 5, 2026
    SPE7L125V182CDepartment of DefenseDefense Logistics Agency$3325Sep 10, 2025

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Meros Investment Management LP Invests $1.86 Billion in Twin Disc, Incorporated $TWIN

    Meros Investment Management LP has acquired a new stake in Twin Disc, Incorporated, purchasing 80,377 shares valued at approximately $1.86 billion, representing a 0.56% ownership. Other institutional investors also adjusted their holdings, bringing total institutional ownership to 65.25%. Analysts maintain a "Moderate Buy" consensus with a $30 price target, following Twin Disc's strong Q2 earnings that beat estimates and a raised quarterly dividend.

    MarketBeat•8/26/26•
    Bullish

    Twin Disc to Furnish Investor Presentation Highlighting Non-GAAP Measures and Forward-Looking Statements

    Twin Disc (TWIN) will provide investor presentation materials containing non-GAAP financial measures and forward-looking statements. Executive officers are set to present these materials to investors and analysts on or after August 25, 2026, which will also be posted on the company's website. The company emphasizes that these non-GAAP measures are not substitutes for GAAP and that forward-looking statements involve risks.

    TradingView•8/25/26•
    Neutral

    Twin Disc Inc (TWIN) Stock News Today

    This page provides the latest news and analysis for Twin Disc Inc (TWIN) stock, including its recent earnings call. As of August 25th, the stock closed at $23.49, showing a 3.85% increase. The company recently released its fiscal Q4 2026 earnings.

    TradingKey•8/25/26•
    Bullish

    Twin Disc Q4 2026 Earnings Call: Complete Transcript

    Twin Disc reported record fourth-quarter revenue for fiscal 2026, with an 18% increase, leading to significant operating income, net income, EBITDA, and free cash flow. The company's defense sector, supported by U.S. Navy and NATO demand, is a primary growth driver, with a 56% year-over-year backlog increase. Despite a dip in gross margins due to product mix and tariffs, Twin Disc is targeting higher-margin opportunities like e-frac and increased its quarterly dividend by 25%, aiming for long-term targets of $500 million in revenue and 30% gross margins by 2030.

    Sahm•8/21/26•
    Bullish

    Twin Disc Q4FY26 Results: Revenue rises 18% to $114.4 million

    Twin Disc Inc. reported record Q4FY26 revenue of $114.4 million, an 18% year-over-year increase, driven by strong demand in marine and land-based segments. Despite a gross margin contraction, operating income rose 19.5% to $7.8 million, and the company's defense backlog surged by 56%. The board also approved a 25% increase in the quarterly dividend to $0.05 per share, reflecting confidence in future cash flows and financial stability.

    scanx.trade•8/20/26•
    Bullish

    Frequently Asked Questions About TWIN

    What is TWIN's current dividend yield?
    Twin Disc Incorporated (TWIN) has a current dividend yield of 0.74%.
    Does TWIN pay dividends?
    Yes, Twin Disc Incorporated pays dividends with a current yield of 0.74%.
    What is TWIN's P/E ratio?
    Twin Disc Incorporated has a price-to-earnings (P/E) ratio of 9.64.
    What is TWIN's market cap?
    Twin Disc Incorporated (TWIN) has a market capitalization of $331.00M with a current stock price of $22.95.

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