TWIN
Twin Disc·NASDAQ
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TWIN fundamentals
Twin Disc (TWIN) released its earnings on Feb 4, 2026: revenue was 90.18M (YoY +0.31%), missed estimates; EPS was 1.55 (YoY +2114.29%), beat estimates.
Revenue / YoY
90.18M
+0.31%
EPS / YoY
1.55
+2114.29%
Report date
Feb 4, 2026
TWIN Earnings Call Summary for Q2,2026
- Record backlog signals growth: $175.3 million backlog (+41.4% YoY) highlights strong demand across defense and international markets.
- Defense expansion accelerates: 18% sequential backlog growth from U.S. Navy and NATO programs, with pipeline exceeding $50 million.
- Tariff mitigation on track: ARFF assembly relocation to Lufkin set to reduce margin impact by ~10% starting FY27.
- Veth margins improving: Pricing discipline and cost management driving margin expansion, supported by India-based supply chain diversification.
- China oil & gas rebound: Unexpected order surge in Q2 FY26, signaling recovery in international markets.
EPS
Revenue
Revenue & Expenses
TWIN has released its 2026 Q2 earnings report, with revenue of 90.18M, reflecting a YoY change of 0.29%, and net profit of 22.48M, showing a YoY change of 1945.31%. The Sankey diagram below clearly presents TWIN's revenue sources and cost distribution.
Key Indicators
Twin Disc (TWIN) key financial stats and ratios, covering profitability, financial health, and leverage.
Twin Disc (TWIN)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Twin Disc (TWIN)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Twin Disc (TWIN)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Twin Disc (TWIN) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Twin Disc (TWIN) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
Did Twin Disc beat or miss consensus estimates last quarter?What is the market's earnings forecast for Twin Disc next quarter?What is Twin Disc's latest dividend and current dividend yield?What is Twin Disc's gross profit margin?What factors drove the changes in Twin Disc's revenue and profit?What does Twin Disc do and what are its main business segments?What guidance did Twin Disc's management provide for the next earnings period?What were the key takeaways from Twin Disc’s earnings call?
