Twin Disc

TWIN

Market cap $259M

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.

MILWAUKEE, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN), today announced that Chief Financial Officer Jeff Knutson is presenting at the Noble Capital Markets Emerging Growth Equity Conference in Boca Raton, Florida on Wednesday, December 3 at 1:30 pm Central. In conjunction with the event, Twin Disc executives will be available to participate in one-on-one meetings with investors registered to attend the conference.

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, Incorporated ( TWIN ) Q1 2026 Earnings Call November 5, 2025 9:00 AM EST Company Participants Jeffrey Knutson - VP of Finance, CFO, Treasurer & Secretary John Batten - President, CEO & Director Conference Call Participants David S. MacGregor - Longbow Research LLC Presentation Operator Hello, and welcome to the Twin Disc, Inc. Fiscal First Quarter 2026 Conference Call.

MILWAUKEE, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN), today announced that the Board of Directors (the "Board") approved a regular quarterly cash dividend of $0.04 per share payable on December 1, 2025, to shareholders of record at the close of business on November 17, 2025.

Twin Disc offers reasonable value and moderate upside potential, supported by management's ambitious growth plans and recent strategic acquisitions. TWIN's top-line growth is driven primarily by acquisitions, with organic expansion seen mainly in its Veth Propulsion business and international markets. Profitability has been mixed due to acquisition-related costs and inflation, but current valuation multiples remain fair to slightly undervalued versus peers.

MILWAUKEE, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) today announced that Chief Executive Officer John Batten and Chief Financial Officer Jeff Knutson are presenting at the Noble Emerging Growth Virtual Equity Conference on Wednesday, October 8 at 3:30 pm Central. In conjunction with the event, Twin Disc executives will be available to participate in one-on-one meetings with investors registered to attend the conference.

TWIN gains from rising defense spending, growing demand for hybrid systems, strategic acquisitions and strong financials, driving growth, innovation and long-term resilience.

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 (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.