Summary
Twin Disc: Multiple Growth Drivers
Twin Disc (TWIN) is rated BUY, driven by robust defense demand and a strong order backlog. TWIN's forward EBITDA growth rate of 29% justifies its modest 6.5% EV/EBITDA premium to the industrial sector. Defense contracts, particularly from US and NATO, are expected to be multi-year growth drivers for TWIN.
Twin Disc Targets $500M as Defense, Electrification Drive Record Growth
Twin Disc NASDAQ: TWIN Chief Financial Officer Jeff Knutson outlined the power-transmission company's growth priorities, reporting record fiscal 2026 revenue and describing defense, marine electrification and acquisitions as major areas of opportunity.
Twin Disc Q4 Earnings Call Highlights
Twin Disc NASDAQ: TWIN reported record fiscal fourth-quarter revenue as demand strengthened across its marine propulsion and land-based transmission businesses, while defense-related activity continued to build as a larger component of the company's backlog.
Twin Disc Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 150 | $2,260.5 | $3,907.5 | $1,647 | 72.86% |
| MR Marc Ravitz Grace & White Inc /NY | 217,230 | $2.32M | $5.53M | $3.21M | 138.66% |
| CD Charlie Durham Sterling Capital Management LLC | 233 | $4,848.73 | $6,069.65 | $1,220.92 | 25.18% |
 Juniper Investment Company Juniper Investment Company LLC | 1.02M | $9.1M | $25.35M | $16.24M | 178.47% |
 Joseph Castro Nuveen LLC | 20,783 | $432,494.23 | $541,397.13 | $108,902.9 | 25.18% |
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Twin Disc Inc. Profile
| Machinery Industry | Industrials Sector | John H. Batten CEO | NASDAQ (NGS) Exchange | 901476101 CUSIP |
| US Country | 1,087 Employees | 18 Aug 2026 Last Dividend | 2 Jan 2008 Last Split | 31 Dec 1987 IPO Date |
Overview
Twin Disc, Incorporated is a globally recognized provider of marine and heavy-duty off-highway power transmission equipment. Founded in 1918 and headquartered in Racine, Wisconsin, the company has carved a niche for itself through its innovative engineering and manufacturing excellence. Operating through two main segments, Manufacturing and Distribution, Twin Disc caters to a broad spectrum of industries, including but not limited to, pleasure craft, commercial and military marine markets, energy and natural resources, government, and various industrial sectors. The company prides itself on its widespread distribution network and direct sales force, which have been instrumental in its worldwide reach and market penetration.
Products and Services
- Marine Transmissions
These are sophisticated devices designed for the transfer and management of power in marine vessels. Twin Disc's marine transmissions are known for their reliability, efficiency, and adaptability to various types of aquatic environments, making them suitable for pleasure crafts, commercial, and military applications.
- Azimuth Drives
A crucial component in modern marine navigation and propulsion, azimuth drives offer enhanced maneuverability and control for ships. Twin Disc's azimuth drives are engineered for optimal performance, providing vessels with the ability to rotate 360 degrees, thereby significantly improving operational flexibility.
- Surface Drives
These are designed for high-speed marine vessels, enabling them to achieve greater speed and efficiency. Twin Disc's surface drives are especially favored in the performance boating community for their capacity to improve propulsion efficiency and speed.
- Propellers
An essential part of a vessel's propulsion system, propellers convert rotational power into forward thrust. Twin Disc manufactures high-quality propellers that enhance the speed, efficiency, and maneuverability of boats and ships.
- Boat Management Systems
These comprehensive systems offer integrated control over a boat's operational aspects, including navigation, propulsion, and systems monitoring. Twin Disc's boat management systems incorporate advanced technology to ensure safety, efficiency, and ease of use.
- Power-shift Transmissions, Hydraulic Torque Converters, Power Take-Offs, Industrial Clutches, and Controls Systems
Twin Disc's broad range of power transmission products for heavy-duty off-highway applications stands out for its durability, efficiency, and innovation. These products are engineered to meet the rigorous demands of the energy and natural resources sectors, industrial applications, and government projects, showcasing Twin Disc's expertise in complex mechanical systems.
- Non-Twin Disc Manufactured Products
In addition to its own branded products, Twin Disc also offers products manufactured by others, thereby broadening its portfolio and providing customers with a more comprehensive range of solutions. These products adhere to Twin Disc's high standards of quality and reliability, ensuring customer satisfaction across different markets.
Contact Information
