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TWIN · Twin Disc Inc

Track TWIN — free
$24.54 +0.20 (+0.82%) At close · Sep 11
Market Cap
$356.79M
Shares
14.54M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$24.54 Open$24.73 Day$24.31–24.90 52W close$13.18–25.16 Avg vol 30d95K Short int486K · 3.3% float · 3.9d Short vol68% Last earningsAug 20, 2026 DataJan 2020–Sep 2026 Filing10-K · Sep 4

Up next

Next earnings call
Nov 19, 2026 Est · unconfirmed · in 10 wks
filed Sep 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$381.27M
Trailing 12 months
Net income (TTM)
$27.08M
Trailing 12 months
Revenue growth YoY
+18.3%
Year over year
Operating margin
4.7%
Trailing 12 months
P / E (TTM)
13.0
Trailing earnings · reciprocal yield 7.7%
FCF yield
2.6%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
0.7%
Trailing 12 months
Shares change YoY
+5.0%
Year over year · more shares
Price change (1Y)
+85.0%
Trailing year
Short interest
3.3%
Latest settlement · 3.9 days to cover
View all 115 metrics

AI Brief

Q4 FY26 earnings call · Aug 20, 2026
Q4 FY26

TL;DR. Twin Disc reported record fiscal 2026 fourth-quarter and full-year results with double-digit sales growth, sharply higher EBITDA, and a new $90 million credit facility, while fiscal 2027 CapEx is set to rise above $20 million to fund facility and tooling investments.

Bullish
  • + Full-year EBITDA increased 48.0% to $29.9 million, with Q4 EBITDA up 35.1% to $11.1 million.
  • + Full-year net income attributable to Twin Disc swung to $27.1 million ($1.86 diluted EPS) from a $697,000 loss in fiscal 2025.
  • + Defense is cited as a structural growth driver supported by US Navy and NATO demand, with a $50–$70 million military pipeline where management sees better than 50/50 odds of winning.
  • + A new $90 million credit facility with BMO and JP Morgan provides financial flexibility to fund growth.
Bearish
  • Q4 gross margin compressed ~600 bps to 26.3% on product mix, tariff dilution and a prior-year favorable adjustment, and full-year gross margin fell ~70 bps to 26.9% on product mix and tariff dilution.
  • Fiscal 2027 CapEx is guided to be north of $20 million to fund the new Finland facility, a Lufkin product-line move and additional machine tools.
  • Six-month backlog of $178.3 million was roughly flat sequentially ($179.5 million at end of Q3) despite strong shipments, signaling near-term order flow has not accelerated.
  • Management cited execution risk on military orders, noting such projects typically take longer to materialize into orders despite pipeline confidence.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +30%
above
Price vs 50-day avg +5%
above
RSI (14) 58
neutral
MACD trend Positive
52-week position 95%
near high
Momentum
relative strength
Very Strong
1-month return +2%
trailing
6-month return +65%
trailing
YTD return +47%
this year
Relative strength +47%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $23 › 200d $19 — 50d above 200d
Institutional flow Accumulating
+16% holders QoQ · +28 funds added
Insider flow Distributing
Net -$417.6K over 90 days · 100% sells
Short interest Falling
3.34% of float · ▼ -5.9% MoM · 3.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
92 holders — near 3-yr high, broad support
Squeeze score 53
elevated · 0–100
Fundamentals
Excellent
Revenue growth +12%
Y/Y
Gross margin 27%
contracting
EPS growth +3820%
Y/Y
Free cash flow $9.2M
Valuation P/E 13.2
below peers
Quant / Vol
risk profile
Very High
Volatility 51%
annualized · 1-yr
Max drawdown −23%
past year
ATR 4.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Prior guidance period ended · from the Earnings Call filed Dec 31, 2021
Capital spending · fiscal 2022 $7M – $10M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+30% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
58 Neutral
MACD trend
Positive Bullish
52-week position
95% Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $23 › 200d $19 — 50d above 200d
Institutional flow Accumulating
+16% holders QoQ · +28 funds added
Insider flow Distributing
Net -$417.6K over 90 days · 100% sells
Short interest Falling
3.34% of float · ▼ -5.9% MoM · 3.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
92 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $13 Now $25 · 95% Range high $25
vs 200-day avg +30% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Specialty Industrial Machinery — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
TWIN
Twin Disc Inc
this stock
$356.79M +47.1% +11.9% 13.2 3.3%
GEV
GE Vernova Inc.
$254.95B +46.5% +9.0% 27.5 3.3%
ETN
Eaton Corp plc
$165.21B +33.5% +10.3% 43.3 1.9%
SMERY
Siemens Energy AG/ADR
$140.86B 0.0%
PH
Parker-Hannifin Corp
$119.77B +8.1% +18.9% 33.4 1.1%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
92
% held
64.6%
Net QoQ
+535.3K sh
Top holder
GAMCO INVESTORS, INC. ET…
Held Float
View
Held by Funds
Fund positions
102
View
Short & Settlement
Short Interest Falling
Shares short
486.2K
Days to cover
3.9d
Change
-30.6K sh
View
Short Volume
Short vol %
68%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
33
Value
$797
As of
Aug 12, 2026
View
Off-Exchange
Off-exchange %
35.2%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$417.6K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$381.3M
Net income (FY)
$27.1M
EPS diluted
$1.86
View
Buybacks
Authorized
shares 315.0K
Remaining
shares 315.0K
Spent Remaining
View
Filings
SEC Filings
Latest
10-K
Filed
Sep 4, 2026
This year
12
View
Proposed Sales
Value
$500.0K
Shares
20.0K
Filed
Aug 26, 2026
View
Earnings & Events
Earnings Calls
Last call
Aug 20, 2026
View

Performance

5D 20D 120D MTD YTD
TWIN +7.6% +1.5% +64.9% +6.9% +47.1%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY +8.7% +3.3% +47.1% +7.3% +35.0%

Capital returns

Latest dividend
$0.05 / share · ex Aug 18, 2026
Raised 25%
Paid (TTM)
$0.17 / share · 4 payouts
Dividend yield (TTM, derived)
0.69%
Buyback program · as of Jun 30, 2026
Authorized
shares 315,000
Spent (derived)
shares 0
Remaining
shares 315,000
Spent Remaining

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.

Key facts CIK 100378 CUSIP 901476101 13F (30d) 49 filings 49 filers Visit website Investor relations