TWIN · Twin Disc Inc · Webcasts, Transcripts & Audio
$28.72
+0.22 (+0.75%)
At close · Oct 5
View the 10-K filed Sep 4, 2026
Return incl. dividend (before tax)
Customer concentration
— key customers 36% of revenue
Key customers — 36% of revenue (the years ended June 30, 2026)
“The Company's top ten customers accounted for approximately 36% and 35% of the Company's consolidated net sales during the years ended June 30, 2026 and June 30, 2025, respectively.”
Key customers — 35% of revenue (the years ended June 30, 2025)
“The Company's top ten customers accounted for approximately 36% and 35% of the Company's consolidated net sales during the years ended June 30, 2026 and June 30, 2025, respectively.”
Market Cap
$379.90M
Shares
14.54M
Volume · Oct 5
89.2K
Avg daily vol (3M)
96.1K
Twin Disc Inc Webcasts
Earnings calls, investor updates, investor days and conferences for Twin Disc Inc (TWIN), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲17.1%
$55.91M
−$1.42M
'23 Q1
22-11-04
▲5.8%
$63.35M
$1.75M
'23 Q2
23-02-03
▲24.4%
$73.77M
$3.28M
'23 Q3
23-04-28
▲10.5%
$83.92M
$6.78M
'23 Q4
23-08-16
▲13.7%
$63.55M
−$1.17M
'24 Q1
23-11-02
▲15.2%
$72.99M
$930,000
'24 Q2
24-02-07
▲0.5%
$74.16M
$3.82M
'24 Q3
24-04-30
▲0.6%
$84.42M
$7.41M
'24 Q4
24-08-15
▲14.7%
$72.90M
−$2.77M
'25 Q1
24-11-06
▲23.2%
$89.92M
$919,000
'25 Q2
25-02-05
▲9.5%
$81.24M
−$1.47M
'25 Q3
25-05-07
▲14.5%
$96.68M
$2.62M
'25 Q4
25-08-21
▲9.7%
$80.00M
−$518,000
'26 Q1
25-11-05
▲0.3%
$90.18M
$14.91M
'26 Q2
26-02-04
▲19%
$96.69M
$3.33M
'26 Q3
26-05-06
LATEST
▲18.3%
$114.40M
$9.36M
'26 Q4
26-08-20
Earnings call
FY26 · Q4
2026-08-20
Twin Disc Inc (TWIN) Q4 2026 Earnings Call Transcript
Confident tone
Facility and manufacturing investment
Capital expenditures and financial capacity
Long military project timelines
Revenue
$114.40M*
▲ 18.3% YoY Diluted EPS
$0.64
▲ 236.8% YoY Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-05-06
Twin Disc Inc (TWIN) Q3 2026 Earnings Call Transcript
Confident tone
Defense
Cash flow and capital allocation
Land-based transmissions
Revenue
$96.69M
▲ 19% YoY Diluted EPS
$0.23
Gross margin
28.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-02-04
Twin Disc Inc (TWIN) Q2 2026 Earnings Call Transcript
Positive tone
Tariffs and Mitigation
Backlog and Demand Visibility
Margins and Mix
Revenue
$90.18M
▲ 0.3% YoY Diluted EPS
$1.04
▲ 1385.7% YoY Gross margin
24.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-11-05
Twin Disc Inc (TWIN) Q1 2026 Earnings Call Transcript
Confident tone
Capital Allocation and Free Cash Flow
Backlog and Demand
Gross Margin Expansion
Revenue
$80.00M
▲ 9.7% YoY Diluted EPS
$-0.04
Gross margin
28.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-21
Twin Disc Inc (TWIN) Q4 2025 Earnings Call Transcript
Confident tone
Acquisitions integration (CASA / Cobalt)
Margin improvement initiatives
Defense and marine propulsion growth
Revenue
$96.68M*
▲ 14.5% YoY Diluted EPS
$0.19
Gross margin
32.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-07
Twin Disc Inc (TWIN) Q3 2025 Earnings Call
Revenue
$81.24M
▲ 9.5% YoY Diluted EPS
$-0.11
▼ 140.7% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-02-05
Twin Disc Inc (TWIN) Q2 2025 Earnings Call Transcript
Confident tone
Casa acquisition integration
Capital allocation and free cash flow
Oil and gas
Revenue
$89.92M
▲ 23.2% YoY Diluted EPS
$0.07
▲ 0% YoY Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-11-06
Twin Disc Inc (TWIN) Q1 2025 Earnings Call Transcript
Confident tone
Margins, Cash Flow & Inventory Headwinds
Backlog & Demand Strength
Industrial Segment & Soft End Markets
Revenue
$72.90M
▲ 14.7% YoY Diluted EPS
$-0.20
Gross margin
26.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-15
Twin Disc Inc (TWIN) Q4 2024 Earnings Call Transcript
Positive tone
Marine and Propulsion Systems
Hybrid and Electrification Strategy
Geographic Mix
Revenue
$84.42M*
▲ 0.6% YoY Gross margin
29.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-04-30
Twin Disc Inc (TWIN) Q3 2024 Earnings Call Transcript
Confident tone
Backlog and working capital
Acquisition of Katsa Oy
Hybrid and electrification strategy
Revenue
$74.16M
▲ 0.5% YoY Diluted EPS
$0.27
▲ 12.5% YoY Gross margin
28.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-02-07
Twin Disc Inc (TWIN) Q2 2024 Earnings Call Transcript
Positive tone
Backlog and inventory management
Gross margin expansion and outlook
Land-Based Transmissions and oil and gas recovery
Revenue
$72.99M
▲ 15.2% YoY Diluted EPS
$0.07
▼ 46.2% YoY Gross margin
28.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-11-02
Twin Disc Inc (TWIN) Q1 2024 Earnings Call Transcript
Revenue
$63.55M
▲ 13.7% YoY Diluted EPS
$-0.09
Gross margin
26.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-16
Twin Disc Inc (TWIN) Q4 2023 Earnings Call Transcript
Revenue
$83.92M*
▲ 10.5% YoY Gross margin
29.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-04-28
Twin Disc Inc (TWIN) Q3 2023 Earnings Call Transcript
Revenue
$73.77M
▲ 24.4% YoY Diluted EPS
$0.24
▲ 41.2% YoY Gross margin
26.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-02-03
Twin Disc Inc (TWIN) Q2 2023 Earnings Call Transcript
Revenue
$63.35M
▲ 5.8% YoY Diluted EPS
$0.13
Gross margin
26.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-04
Twin Disc Inc (TWIN) Q1 2023 Earnings Call Transcript
Revenue
$55.91M
▲ 17.1% YoY Diluted EPS
$-0.11
▼ 178.6% YoY Gross margin
23.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-09-01
Twin Disc Inc (TWIN) Q4 2022 Earnings Call Transcript
Revenue
$75.97M*
▲ 14.8% YoY Gross margin
31.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-05-04
Twin Disc Inc (TWIN) Q3 2022 Earnings Call Transcript
Revenue
$59.29M
▲ 2.9% YoY Diluted EPS
$0.17
▲ 1600% YoY Gross margin
29.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-02-02
Twin Disc Inc (TWIN) Q2 2022 Earnings Call Transcript
Revenue
$59.89M
▲ 23.3% YoY Diluted EPS
$-0.29
Gross margin
22.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-10-29
Twin Disc Inc (TWIN) Q1 2022 Earnings Call Transcript
Revenue
$47.76M
▲ 3.4% YoY Diluted EPS
$0.14
Gross margin
28.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-13
Twin Disc Inc (TWIN) Q4 2021 Earnings Call Transcript
Revenue
$66.20M*
▲ 11.5% YoY Gross margin
27.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-04-30
Twin Disc Inc (TWIN) Q3 2021 Earnings Call
Revenue
$57.64M
▼ 16% YoY Diluted EPS
$0.01
Gross margin
24.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-01-29
Twin Disc Inc (TWIN) Q2 2021 Earnings Call Transcript
Revenue
$48.56M
▼ 18.4% YoY Diluted EPS
$-0.33
Gross margin
18.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-10-30
Twin Disc Inc (TWIN) Q1 2021 Earnings Call
Revenue
$46.18M
▼ 22.1% YoY Diluted EPS
$-0.30
Gross margin
21.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-07
Twin Disc Inc (TWIN) Q4 2020 Earnings Call Transcript
Revenue
$59.38M*
▼ 18% YoY Gross margin
23.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-05-01
Twin Disc Inc (TWIN) Q3 2020 Earnings Call Transcript
Revenue
$68.64M
▼ 11.3% YoY Diluted EPS
$-1.92
▼ 664.7% YoY Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-01-31
Twin Disc Inc (TWIN) Q2 2020 Earnings Call Transcript
Revenue
$59.54M
▼ 23.8% YoY Diluted EPS
$-0.49
▼ 258.1% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–27 of 27 webcasts