Twin Disc
Builds propulsion, transmission, and control systems for marine and heavy-duty off-highway equipment.
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Profile
Manufactures marine propulsion and power-transmission equipment, from transmissions and drives to propellers, clutches, and controls. Sells through direct sales and distributors into pleasure-craft, commercial and military marine, energy, government, and industrial markets.
Designs, manufactures, and sells marine and heavy-duty off-highway power-transmission equipment. The portfolio spans marine transmissions, azimuth and surface drives, propellers, boat-management systems, power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and controls.
Sells globally through a direct sales force and distributor network into pleasure-craft, commercial and military marine, energy and natural-resources, government, and industrial markets. Acquisitions added Veth propulsion systems, Katsa gearboxes and power-transmission components, and Kobelt controls, propulsion, steering, and braking systems. Commercial-marine demand was temporarily weakened by the existing tariff structure, while oil-and-gas transmission demand into China remained soft.
Company facts
Key statistics
Year to date +42.7% · Average volume (30d) 98.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Jul 9, 2026 | Lake Street | Initiate | Buy | $30 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026Q4 FY26 | $0.23 | $0.64 | +178.3% | $100.3M | $114.4M | +14.0% | +3.34% |
| May 6, 2026Q3 FY26 | $0.25 | $0.23 | −8.0% | $94.7M | $96.7M | +2.1% | +1.77% |
| Feb 4, 2026Q2 FY26 | $0.21 | $0.04 | −81.0% | $91.0M | $90.2M | −0.9% | +1.43% |
| Nov 5, 2025Q1 FY26 | $0.02 | −$0.04 | −300.0% | $98.6M | $80.0M | −18.9% | +1.84% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $81.2M | $96.7M | $80.0M | $90.2M | $96.7M | $114.4M | |
| Gross profit | $21.7M | $30.0M | $22.9M | $22.4M | $27.1M | $30.1M | |
| Operating income | $1.9M | $5.3M | $2.2M | $2.1M | $5.9M | $7.8M | |
| Net income | −$1.5M | $1.4M | −$518.0K | $22.4M | $3.3M | $1.9M | |
| Diluted EPS | −$0.11 | $0.10 | −$0.04 | $1.55 | $0.23 | $0.12 | |
| Gross margin | 26.7% | 31.0% | 28.7% | 24.8% | 28.1% | 26.3% | |
| Operating margin | 2.4% | 5.5% | 2.8% | 2.3% | 6.1% | 6.8% |
Fiscal years (4-quarter sums)FY22 $242.9M · FY23 $277.0M · FY24 $295.1M · FY25 $340.7M · FY26 $381.3M
Revenue by product · Q3 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $16.0M · Total debt $33.3M · Total assets $401.2M · Shareholders' equity $219.7M
Dividends
Raised for 2 straight years — most recently to $0.05 from $0.04 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 18, 2026 | Aug 18 | Sep 1 | $0.05 | raised from $0.04 |
| May 18, 2026 | May 18 | Jun 1 | $0.04 | |
| Feb 18, 2026 | Feb 18 | Mar 2 | $0.04 | |
| Nov 17, 2025 | Nov 17 | Dec 1 | $0.04 | |
| Aug 18, 2025 | Aug 18 | Sep 1 | $0.04 | |
| May 19, 2025 | May 19 | Jun 2 | $0.04 | |
| Feb 14, 2025 | Feb 17 | Mar 3 | $0.04 | |
| Nov 18, 2024 | Nov 18 | Dec 2 | $0.04 |
Ownership
Shares outstanding 14.42M · Float 10.36M · 71.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Gamco Investors, Inc. et al | 1.65M | 11.46% | 13F | May 14, 2026 |
| Juniper Investment Company, LLC | 1.02M | 7.11% | 13F | May 15, 2026 |
| BlackRock, Inc. | 741.7K | 5.10% | 13G | Jul 30, 2026 |
| John H. Batten · director, 10 percent owner, officer: President and CEO | 680.4K | 4.72% | Form 4 | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 610.4K | 4.23% | 13F | May 7, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Caterpillar
Commercial-marine propellers, thrusters and control systems
- Allison Transmission
Off-highway drivetrain, gearbox and transmission systems
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Twin Disc | $23.12 | +0.04% | $333.5M | 12.4 | 31.7 | 0.9 | +18.3% |
| Caterpillar | $799.82 | −0.02% | $368.62B | 34.4 | 27.8 | 4.9 | +24.0% |
| Allison Transmission | $126.32 | −0.06% | $10.48B | 20.1 | 12.1 | 2.8 | +92.4% |
| Median | 27.3 | 20.0 | 3.9 | +58.2% |