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Twin Disc, Inc. TWIN Q4 2026 Annual earnings

Reported August 20, 2026 · Before market open

Revenue$114.4MBeat by $14.1M
EPS$0.64Beat by $0.41
Revenue estimate$100.3M
EPS estimate$0.23
We closed fiscal 2026 with record fourth quarter revenue, solid profitability, and enhanced free cash flow generation, building on the strong demand and order momentum that we saw throughout the fiscal year. Fourth quarter 2026 sales grew 18%, reflecting the continued strength of our Marine and Propulsion products, accelerating Defense activity, and enhanced performance from Oil and Gas, which is trending positively as we prioritize higher margin e-frac opportunities. Defense in particular continues to be a key structural growth driver for us supported by increasing demand from customers including the US Navy and NATO.
John H. Batten

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$89.6M
EPS estimate$0.01

Financials

Q4 2026

Income statement

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Revenue$114.4M+18.3%
Net income$9.4M+249%

Balance sheet

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Cash & equivalents$16.0M-0.5%
Total debt$50.6M-8.8%
Total equity$219.7M+12.0%
Total assets$401.2M+3.5%

Cash flow

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Operating cash flow$20.6M+25.0%
CapEx$3.4M-55.8%
Free cash flow$17.2M+96.2%

Valuation & ratios

Valuation

as of 09/17/26
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Market cap$353.59M+84.7%
Enterprise value$388.11M+68.2%
P/E12.8×
P/S0.9×+0.4×

Profitability

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Net margin7.2%+7.1pp

Returns & leverage

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Return on equity13.3%+13.0pp
Debt / equity0.2×-0.1×
Current ratio2.3×+0.1×

Segments

By geography

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Other Countries$29.5M+3.1%
US$26.6M+21.3%
NL$15.5M+17.4%
FI$8.2M+32.8%
CN$7.3M+1.5%

By segment

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Manufacturing$100.8M+21.0%
Distribution$35.9M+1.2%

FAQ

When did Twin Disc, Inc. report Q4 2026 earnings?
Twin Disc, Inc. (TWIN) reported Q4 2026 earnings on August 20, 2026 before market open.
What were Twin Disc, Inc.'s Q4 2026 revenue and EPS?
Twin Disc, Inc. reported revenue of $114.4M and eps of $0.64 for Q4 2026.
Did Twin Disc, Inc. beat estimates in Q4 2026?
Revenue beat the consensus estimate of $100.3M by $14.1M. EPS beat the consensus estimate of $0.23 by $0.41.
How did Twin Disc, Inc.'s Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 18.3% from $96.7M a year earlier and eps grew 540.0% from $0.10.
Where can I find Twin Disc, Inc.'s Q4 2026 SEC filings?
You can read the 8-K earnings release (0001437749-26-028596) and the 10-K periodic report (0001437749-26-029700) directly on SEC EDGAR. The filing index links above go to sec.gov.