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Twin Disc Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.250 |
| EPS actual | $0.230 |
| EPS Surprise | -8.00% |
| Revenue estimate | 94.7M |
| Revenue actual | 96.694M |
| Revenue Surprise | 2.11% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.210 |
| EPS actual | $0.0400 |
| EPS Surprise | -80.95% |
| Revenue estimate | 91M |
| Revenue actual | 90.18M |
| Revenue Surprise | -0.90% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.0200 |
| EPS actual | -$0.0400 |
| EPS Surprise | -300.00% |
| Revenue estimate | 98.6M |
| Revenue actual | 79.996M |
| Revenue Surprise | -18.87% |
| Release date | Aug 21, 2025 |
| EPS estimate | $0.260 |
| EPS actual | $0.100 |
| EPS Surprise | -61.54% |
| Revenue estimate | 80M |
| Revenue actual | 96.678M |
| Revenue Surprise | 20.85% |
Last 4 Quarters for Twin Disc
Below you can see how TWIN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 21, 2025 |
| Price on release | $11.21 |
| EPS estimate | $0.260 |
| EPS actual | $0.100 |
| EPS surprise | -61.54% |
| Date | Price |
|---|---|
| Aug 15, 2025 | $8.50 |
| Aug 18, 2025 | $8.85 |
| Aug 19, 2025 | $8.69 |
| Aug 20, 2025 | $8.62 |
| Aug 21, 2025 | $11.21 |
| Aug 22, 2025 | $10.97 |
| Aug 25, 2025 | $12.44 |
| Aug 26, 2025 | $12.44 |
| Aug 27, 2025 | $12.66 |
| 4 days before | 31.88% |
| 4 days after | 12.93% |
| On release day | -2.14% |
| Change in period | 48.94% |
| Release date | Nov 05, 2025 |
| Price on release | $15.77 |
| EPS estimate | $0.0200 |
| EPS actual | -$0.0400 |
| EPS surprise | -300.00% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $15.60 |
| Oct 31, 2025 | $15.66 |
| Nov 03, 2025 | $15.84 |
| Nov 04, 2025 | $16.00 |
| Nov 05, 2025 | $15.77 |
| Nov 06, 2025 | $16.06 |
| Nov 07, 2025 | $16.98 |
| Nov 10, 2025 | $16.47 |
| Nov 11, 2025 | $16.30 |
| 4 days before | 1.09% |
| 4 days after | 3.36% |
| On release day | 1.81% |
| Change in period | 4.49% |
| Release date | Feb 04, 2026 |
| Price on release | $16.14 |
| EPS estimate | $0.210 |
| EPS actual | $0.0400 |
| EPS surprise | -80.95% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $16.90 |
| Jan 30, 2026 | $17.19 |
| Feb 02, 2026 | $17.86 |
| Feb 03, 2026 | $18.98 |
| Feb 04, 2026 | $16.14 |
| Feb 05, 2026 | $16.37 |
| Feb 06, 2026 | $16.60 |
| Feb 09, 2026 | $17.42 |
| Feb 10, 2026 | $18.02 |
| 4 days before | -4.50% |
| 4 days after | 11.65% |
| On release day | 1.43% |
| Change in period | 6.63% |
| Release date | May 06, 2026 |
| Price on release | $18.09 |
| EPS estimate | $0.250 |
| EPS actual | $0.230 |
| EPS surprise | -8.00% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $16.52 |
| May 01, 2026 | $15.71 |
| May 04, 2026 | $15.03 |
| May 05, 2026 | $15.84 |
| May 06, 2026 | $18.09 |
| May 07, 2026 | $18.41 |
| May 08, 2026 | $19.23 |
| May 11, 2026 | $18.50 |
| May 12, 2026 | $18.59 |
| 4 days before | 9.50% |
| 4 days after | 2.76% |
| On release day | 1.77% |
| Change in period | 12.53% |
Twin Disc Earnings Call Transcript Summary of Q1 2026
Twin Disc reported fiscal Q1 2026 results with continued profitable growth: revenue of $80.0M, up 9.7% year-over-year (organic +1.1%), gross margin expansion of 220 bps to 28.7%, and EBITDA of $4.7M (up 172% YoY). Backlog was $163.3M, up 13% YoY and 9% sequentially. Key growth drivers were marine & propulsion (sales +14.6%, record new unit bookings including $20M in September), strong defense-related demand (backlog from defense up 45% YoY and now ~15% of backlog), and contribution from recent acquisitions (Katsa and Kobelt) that are ahead of plan. Management highlighted resilience across end markets and growing exposure to defense and hybrid propulsion. Near-term headwinds include a temporary tariff increase (management expects a 1%–3% impact to Q2 cost of sales, then ~1% for the remainder of the year) and seasonally elevated inventory (to satisfy demand and pre-buys). Financial priorities are debt reduction, disciplined capital allocation, modest targeted CapEx (mainly test stands/assembly fixtures), continued margin improvement (management cited ~40% incremental drop-through on volume) and a free cash flow target of ~60% of EBITDA. Net leverage remained conservative at ~1.3x.
