Twin Disc, Incorporated (TWIN) Q3 2026 Earnings Call Transcript
Twin Disc, Incorporated (TWIN) Q3 2026 Earnings Call Transcript
Twin Disc, Incorporated (TWIN) Q2 2026 Earnings Call Transcript
Twin Disc, Incorporated (TWIN) Q2 2026 Earnings Call Transcript
Twin Disc: Improving End-Markets, But Long-Term Margin Improvement Is Key
Twin Disc should benefit from growing momentum in luxury marine, autonomous vehicles, and frac rebuilds. I see organic revenue growth accelerating above 6% in coming years, supported by those healthy marine, defense, and e-frac markets, as well as strong ARFF demand. Margin leverage is critical—sustained 30%+ gross and 10%+ EBITDA margins would unlock meaningful valuation upside.
Twin Disc's Q1 Loss Narrows Y/Y With Margin Gains and Sales Growth
TWIN's Q1 FY26 results show narrower year-over-year loss per share and rising sales, margin expansion and defense demand strength, supported by the Kobelt acquisition and a robust backlog.
Twin Disc Stock Soars 44% Despite Q2 Earnings Fall Y/Y on Higher Costs
TWIN's Q4 earnings decline year over year on higher costs, but sales rose 15%. Backlog strength, acquisitions and electrification initiatives support its long-term growth outlook.
Twin Disc, Incorporated (TWIN) Q4 2025 Earnings Call Transcript
Twin Disc, Incorporated (NASDAQ:TWIN ) Q4 2025 Earnings Conference Call August 21, 2025 9:00 AM ET Company Participants Jeffrey S. Knutson - VP of Finance, CFO, Treasurer & Secretary John H.
TWIN Stock Up 6% Despite Incurring Loss in Q3 Due to High Expenses
Twin Disc incurred a loss of 11 cents per share in fiscal Q3 despite strong sales growth, as margin pressure from product mix and higher costs weighed on profitability.
Twin Disc, Incorporated (TWIN) Q1 2025 Earnings Call Transcript
Twin Disc, Incorporated (NASDAQ:TWIN ) Q1 2025 Earnings Conference Call May 7, 2025 9:00 AM ET Company Participants Jeff Knutson - Vice President of Finance, Chief Financial Officer, Treasurer & Secretary John Batten - Chief Executive Officer Conference Call Participants David MacGregor - Longbow Research Operator Thank you for standing by. My name is Alex, and I will be your conference operator today.
Twin Disc Q2 Earnings Flat Y/Y, Sales Up on Katsa Acquisition
TWIN's Q2 EPS remains flat at 7 cents as sales rise 23% year over year on Katsa acquisition and strong Veth demand. Margins decline due to inventory write-downs.
Twin Disc, Incorporated (TWIN) Q2 2025 Earnings Call Transcript
Twin Disc, Incorporated (NASDAQ:TWIN ) Q2 2025 Earnings Conference Call February 5, 2025 9:00 AM ET Company Participants Jeff Knutson - Vice President of Finance, Chief Financial Officer, Treasurer & Secretary John Batten - Chief Executive Officer Conference Call Participants Simon Wong - Gabelli Funds Operator Welcome to the Twin Disc, Inc. Fiscal Second Quarter 2025 Conference Call. We will begin with introductory remarks from Jeff Knutson, Twin Disc's CFO.
Twin Disc, Incorporated (TWIN) Q1 2025 Earnings Call Transcript
Twin Disc, Incorporated (NASDAQ:TWIN ) Q1 2025 Results Earnings Conference Call November 6, 2024 9:00 AM ET Company Participants Jeffrey Knutson - Vice President of Finance, Chief Financial Officer, Treasurer and Secretary John Batten - Chief Executive Officer Conference Call Participants Simon Wong - Gabelli Funds Operator Thank you for standing by. My name is Andrea, and I will be your conference operator today.
Rising ME&A Costs Hurt Twin Disc's Q1 Earnings Despite Revenue Growth
TWIN incurs a fiscal Q1 net loss of 20 cents per share as rising operational costs and an unfavorable product mix offset a 14.7% revenue increase driven by the Katsa Oy acquisition.
