TWIN · Twin Disc Inc
$24.54
+0.37 (+1.53%)
At close · Aug 14
Market Cap
$354.51M
Shares
14.42M
Twin Disc Inc Earnings Call Transcripts
Every quarterly earnings call for Twin Disc Inc (TWIN) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲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
$1.42M
'25 Q4
25-08-21
▲9.7%
$80.00M
−$518,000
'26 Q1
25-11-05
▲0.3%
$90.18M
$22.37M
'26 Q2
26-02-04
▲0.3%
$90.18M
$22.37M
'26 Q2
26-02-04
LATEST
▲19%
$96.69M
$3.33M
'26 Q3
26-05-06
Earnings call
FY26 · Q4
2026-08-20
Twin Disc, Inc. Fiscal Fourth Quarter 2026 Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-05-06
Twin Disc Inc Q3 FY2026 Earnings Call
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 Q2 FY2026 Earnings Call
Positive tone
Tariffs and Mitigation
Backlog and Demand Visibility
Margins and Mix
Revenue
$90.18M
▲ 0.3% YoY Diluted EPS
$1.55
▲ 2114.3% YoY Gross margin
24.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-02-04
TWIN DISC, INC. FISCAL SECOND QUARTER 2026 CONFERENCE CALL
Positive tone
Tariffs and Mitigation
Backlog and Demand Visibility
Margins and Mix
Revenue
$90.18M
▲ 0.3% YoY Diluted EPS
$1.55
▲ 2114.3% YoY Gross margin
24.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-11-05
Twin Disc Inc Q1 FY2026 Earnings Call
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 Q4 FY2025 Earnings Call
Confident tone
Acquisitions integration (CASA / Cobalt)
Margin improvement initiatives
Defense and marine propulsion growth
Revenue
$96.68M*
▲ 14.5% YoY Gross margin
31.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-07
Twin Disc Inc Q3 FY2025 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 Q2 FY2025 Earnings Call
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 Q1 FY2025 Earnings Call
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 Q4 FY2024 Earnings Call
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 Q3 FY2024 Earnings Call
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 Q2 FY2024 Earnings Call
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 Q1 FY2024 Earnings Call
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 Q4 FY2023 Earnings Call
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 Q3 FY2023 Earnings Call
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 Q2 FY2023 Earnings Call
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 Q1 FY2023 Earnings Call
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 Q4 FY2022 Earnings Call
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 Q3 FY2022 Earnings Call
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 Q2 FY2022 Earnings Call
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 Q1 FY2022 Earnings Call
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 Q4 FY2021 Earnings Call
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 Q3 FY2021 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 Q2 FY2021 Earnings Call
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 Q1 FY2021 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 Q4 FY2020 Earnings Call
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 Q3 FY2020 Earnings Call
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 Q2 FY2020 Earnings Call
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 1–28 of 28 earnings calls
Key facts
CIK
100378
CUSIP
901476101
13F (30d)
88 filings
87 filers
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