Twin Disc Inc
NASDAQ:TWIN
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Twin Disc Inc
Twin Disc, Inc. engages in manufacturing and sale of marine and off-highway power transmission equipment. The company is headquartered in Racine, Wisconsin and currently employs 252 full-time employees. The firm operates through two segments: manufacturing and distribution. Its products include marine transmissions, azimuth drives, surface drives, propellers and boat management systems, as well as power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches and controls systems. Its industrial products include clutches, power take-offs and pump drives sold to the agriculture, recycling, construction and oil and gas markets. Its land-based transmission products include applications for oilfield and natural gas, military, and airport rescue and firefighting. The marine and propulsion systems include marine transmission, azimuth drives, controls, surface drives, propellers and boat management systems for the global commercial marine, pleasure craft and patrol boat markets.
Twin Disc, Inc. engages in manufacturing and sale of marine and off-highway power transmission equipment. The company is headquartered in Racine, Wisconsin and currently employs 252 full-time employees. The firm operates through two segments: manufacturing and distribution. Its products include marine transmissions, azimuth drives, surface drives, propellers and boat management systems, as well as power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches and controls systems. Its industrial products include clutches, power take-offs and pump drives sold to the agriculture, recycling, construction and oil and gas markets. Its land-based transmission products include applications for oilfield and natural gas, military, and airport rescue and firefighting. The marine and propulsion systems include marine transmission, azimuth drives, controls, surface drives, propellers and boat management systems for the global commercial marine, pleasure craft and patrol boat markets.
Revenue Growth: Sales grew 9.7% year-over-year to $80 million, led by strength in marine and propulsion as well as recent acquisitions.
Margin Expansion: Gross margin improved by 220 basis points year-over-year, reaching 28.7%, supported by higher volumes and operational improvements.
Backlog Strength: Backlog rose to $163.3 million, up 13% year-over-year, giving strong visibility into the rest of fiscal 2026.
Defense Momentum: Defense-related backlog increased 45% year-over-year and now represents 15% of total backlog, with management expecting rapid growth in military programs.
Profitability Improvement: Net loss narrowed to $518,000 versus $2.8 million last year; EBITDA rose 172% year-over-year to $4.7 million.
Tariff Impact: Temporary tariffs are expected to increase cost of sales by 1% to 3% in the second quarter before returning to 1% in the second half.
Cash Flow Focus: Management is targeting free cash flow equal to 60% of EBITDA for the year despite a seasonally weak first quarter.
