Twin Disc (TWIN) earnings
Twin Disc earnings: last reported Thu, 20 Aug 2026, for the quarter ended Jun 2026.
Twin Disc earnings callsTwin Disc earnings calls (TWIN)
Twin Disc Q4 FY26 — Record Revenue and Strong Backlog Drive Growth
What went well
- Record Q4 FY26 revenue of $114.4 million, an 18.3% increase year-over-year.
- Operating income increased 19.5% to $7.8 million in Q4 FY26.
- Net income attributable to Twin Disc was $9.4 million, or $0.64 per diluted share, in Q4 FY26, up from $2.6 million or $0.19 per diluted share in prior year.
What to watch
- Gross margin decreased 600 basis points to 26.3% in Q4 FY26, primarily due to product mix, tariff dilution, and a prior year favorable adjustment.
- Tariff dilution specifically decreased gross margin by 60 basis points in Q4 FY26.
Performance +85.6% 1Y
1Y: $14.12 on 29 Sept 2025 → $26.2. High $26.46 (28 Sept 2026), low $13.76 (2 Oct 2025).
Quarterly results
Q2 FY26: revenue up 18.3%, net profit up 257.1% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 73 | 90 | 81 | 97 | 80 +10% | 90 +0% | 97 +19% | 114 +18% |
| EBITDA | -0 | 3 | 2 | 7 | 2 +1455% | 2 −24% | 6 +199% | 8 +19% |
| Net profit | -3 | 1 | -1 | 3 | -1 +81% | 15 +1522% | 3 +326% | 9 +257% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $40.97M | $42.55M | $42.85M | $41.80M | $42.27M | $40.25M |
| Reserves | $126.94M | $109.92M | $120.30M | $160.53M | $157.55M | $182.34M |
| Total liabilities | $144.75M | $145.34M | $143.66M | $157.00M | $191.17M | $181.31M |
| Fixed assets | $45.46M | $41.62M | $38.65M | $58.07M | $69.58M | $68.09M |
| Total assets | $275.41M | $276.52M | $289.18M | $312.06M | $387.70M | $401.25M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
56 filings between Oct 30, 2025 and Sep 8, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$417.6K
3 sales by 1 insider
Compensation
not trading decisions- 49
- Award — granted as compensation
- 4
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Knutson Jeffrey Scott | — | $417.6K | Sep 8, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 8, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Sale | 7,482 | $181.4K |
| Sep 4, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Sale | 5,902 | $137.2K |
| Sep 3, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Sale | 4,302 | $98.9K |
| Aug 5, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Award | 8,734 | $209.7K |
| Aug 5, 2026 | BATTEN JOHN H President and CEO | Tax withheld | 15,479 | $361.2K |
| Aug 5, 2026 | BATTEN JOHN H President and CEO | Award | 78,693 | $1.89M |
| Aug 5, 2026 | BATTEN JOHN H President and CEO | Tax withheld | 36,986 | $888.0K |
| Aug 5, 2026 | BATTEN JOHN H President and CEO | Award | 18,756 | $450.3K |
| Aug 5, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Tax withheld | 18,158 | $436.0K |
| Aug 5, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Tax withheld | 7,600 | $177.4K |
| Aug 5, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Award | 38,638 | $927.7K |
| Aug 3, 2026 | DOAR MICHAEL Director | Award | 357 | $8.1K |
| Aug 3, 2026 | Johnson David W Director | Award | 179 | $4.1K |
| Jun 5, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Award | 7,044 | $134.2K |
| May 1, 2026 | DOAR MICHAEL Director | Award | 475 | $8.1K |
| May 1, 2026 | Johnson David W Director | Award | 237 | $4.1K |
| Mar 5, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Award | 3,198 | $58.4K |
| Mar 4, 2026 | BATTEN JOHN H President and CEO | Award | 5,040 | $90.7K |
| Feb 27, 2026 | BATTEN JOHN H President and CEO | Award | 6,000 | $108.0K |
| Feb 26, 2026 | BATTEN JOHN H President and CEO | Award | 535 | $9.7K |
| Feb 25, 2026 | BATTEN JOHN H President and CEO | Award | 2,901 | $52.3K |
| Feb 25, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Award | 499 | $9.1K |
| Feb 18, 2026 | BATTEN JOHN H President and CEO | Award | 1,543 | $27.8K |
| Feb 18, 2026 | BATTEN JOHN H President and CEO | Award | 1,000 | $18.0K |
| Feb 18, 2026 | BATTEN JOHN H President and CEO | Award | 600 | $10.8K |
| Feb 17, 2026 | BATTEN JOHN H President and CEO | Award | 5,000 | $90.1K |
| Feb 17, 2026 | BATTEN JOHN H President and CEO | Award | 5,000 | $90.1K |
| Feb 17, 2026 | BATTEN JOHN H President and CEO | Award | 5,000 | $90.1K |
| Feb 12, 2026 | BATTEN JOHN H President and CEO | Award | 1,500 | $27.3K |
| Feb 12, 2026 | BATTEN JOHN H President and CEO | Award | 1,500 | $27.3K |
| Feb 12, 2026 | BATTEN JOHN H President and CEO | Award | 1,500 | $27.3K |
| Feb 11, 2026 | BATTEN JOHN H President and CEO | Award | 10,000 | $185.8K |
| Feb 11, 2026 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Award | 4,108 | $76.8K |
| Feb 11, 2026 | BATTEN JOHN H President and CEO | Award | 10,000 | $185.3K |
| Feb 11, 2026 | BATTEN JOHN H President and CEO | Award | 10,000 | $186.7K |
| Feb 10, 2026 | Giesselman Janet Plaut Director | Award | 10,876 | $196.8K |
| Feb 2, 2026 | Johnson David W Director | Award | 234 | $4.1K |
| Feb 2, 2026 | DOAR MICHAEL Director | Award | 935 | $16.3K |
| Dec 9, 2025 | BATTEN JOHN H President and CEO | Award | 107 | $1.7K |
| Dec 8, 2025 | BATTEN JOHN H President and CEO | Award | 1,782 | $27.8K |
| Dec 5, 2025 | BATTEN JOHN H President and CEO | Award | 1,190 | $19.2K |
| Dec 5, 2025 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Award | 3,663 | $58.6K |
| Nov 12, 2025 | BATTEN JOHN H President and CEO | Award | 9,102 | $146.9K |
| Nov 11, 2025 | BATTEN JOHN H President and CEO | Award | 10,000 | $163.3K |
| Nov 11, 2025 | BATTEN JOHN H President and CEO | Award | 10,000 | $162.8K |
| Nov 10, 2025 | BATTEN JOHN H President and CEO | Award | 10,000 | $165.5K |
| Nov 10, 2025 | BATTEN JOHN H President and CEO | Award | 10,000 | $164.4K |
| Nov 10, 2025 | Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea | Award | 2,853 | $47.2K |
| Nov 1, 2025 | DOAR MICHAEL Director | Award | 1,087 | $16.2K |
| Nov 1, 2025 | Johnson David W Director | Award | 272 | $4.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.