TWIN · Twin Disc Inc
10 customers — 35% of revenue (fiscal year 2025)
“The Company's top ten customers accounted for approximately 35% and 43% of the Company's consolidated net sales during the years ended June 30, 2025 and June 30, 2024, respectively.”
10 customers — 43% of revenue (fiscal year 2024)
“The Company's top ten customers accounted for approximately 35% and 43% of the Company's consolidated net sales during the years ended June 30, 2025 and June 30, 2024, respectively.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| EBITDA non-GAAP | $29.9M | Fiscal Full Year 2026 | — |
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| Free cash flow non-GAAP | $9.2M | Fiscal Full Year 2026 | — |
| Net debt non-GAAP | $13.78M | Q4 FY2026 | — |
| Organic Net Sales non-GAAP | $356.5M | FY2026 | — |
| Six-month backlog | $178.3M | Fiscal Fourth Quarter 2026 | — |
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| Backlog as percentage of six-month backlog covered by inventory | 93.1% | Q2 FY26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Industrial Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TWIN
this stock
Twin Disc Inc
|
$352.93M | +46.7% | +15.5% | 13.3 | 3.4% |
|
GEV
GE Vernova Inc.
|
$262.99B | +47.8% | +9.0% | 28.4 | 3.2% |
|
ETN
Eaton Corp plc
|
$164.37B | +30.4% | +10.3% | 43.1 | 1.8% |
|
SMERY
Siemens Energy AG/ADR
|
$150.98B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$129.02B | +13.8% | +18.9% | 37.7 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TWIN | +1.2% | +5.9% | +34.5% | +7.3% | +46.7% |
| SPY | -2.0% | +3.3% | +11.2% | +2.1% | +11.8% |
| vs SPY | +3.2% | +2.6% | +23.4% | +5.2% | +34.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.