Twin Disc, Incorporated (TWIN)

From the record

Twin Disc, Incorporated's filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2017-03-02) (its current reports).

From the record

Twin Disc, Incorporated's 10 filed years say what it did: revenue went from $168 million in fiscal 2017 to $381 million in fiscal 2026, up 9.5% a year; it rose in 7 of 9 years; the deepest fall was 28% from fiscal 2019 to fiscal 2021; net income was positive in 6 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-06-30, Twin Disc, Incorporated's diluted share count grew about 1.8% a year, and dividends and buybacks returned about 8% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 0 purchases of their own stock on the open market in the year to 2026-10-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-06-30, Twin Disc, Incorporated earned about 12 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 26 cents per dollar of everything the company owns. Leverage: it owed about 45 cents per dollar of assets, and net share issuance: its share count grew 5.3% over the year (the filed statements).

From the record

Twin Disc, Incorporated's standing among 9 graded names in its industry family: revenue of $381 million in fiscal 2026 ranks in the bottom 28% by size; a net margin of 7.1% ranks in the bottom 39%; revenue growth of 11.2% a year over the last 3 filed years ranks in the top 17% (its annual reports).

From the record

Twin Disc, Incorporated's leadership, from its insiders' filings and its current reports: the chief executive on the record is Batten, John H (President and CEO, as filed), filing under that title since 2014-03-07, 12.7 years (top 21% of its family); the 8 officers and directors filing in the last fifteen months have been on the record a median of 14 years (top 7%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 8 people in charge now (bottom 36%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Twin Disc, Incorporated's room to grow, from the newest filed statements (fiscal 2026): cash from operations less capital spending is 2.4% of revenue (bottom 17%); a gross margin of 26.9% (bottom 28%); research spending of 0.7% of revenue (bottom 7%) (its annual report).

From the record

Twin Disc, Incorporated's growth drivers, from the filed years to fiscal 2026: revenue grew 11.2% a year over the last three filed years against 9.5% over all 10, speeding up (top 28% of its family); the newest year grew 11.9% (top 17%); research spending grew 5.1% a year (top 44%); capital spending grew 20.1% a year (top 17%) (its annual reports). Twin Disc, Incorporated reported 4 product lines in fiscal 2026: Marine and Propulsion Systems at $228 million (60%), Land Based Transmissions at $90 million (24%), Industrial at $46 million (12%), and 1 more; 3 of 4 grew against the year before (its annual report).

From the record

Twin Disc, Incorporated's newest year against its own record: revenue of $381 million in fiscal 2026 came in 0.9% above the $378 million its prior three years' pace pointed to (bottom 31% of its family); net income of $27 million against a prior three-year average of $7 million (top 19%); a net margin of 7.1% against 2.4% before (top 19%) (its annual reports).