Overview

* Twin Disc ( TWIN ) fiscal Q1 sales rise 9.7% to $80 mln, meeting analyst expectations

* Net loss narrows to $518,000 from $2.8 mln in prior year

* EBITDA increases 172.3% to $4.7 mln, reflecting strong operational performance

Outlook

* Twin Disc ( TWIN ) expects profitable growth throughout fiscal 2026

* Company aims to reduce inventory levels while maintaining balance sheet strength

Result Drivers

* MARINE AND PROPULSION GROWTH - Sales in Marine and Propulsion Systems increased 14.6% year-over-year, driven by Veth products and Kobelt acquisition

* DEFENSE ORDERS - Accelerating defense orders increased six-month backlog by 8.5% since fiscal 2025 end

* GEOGRAPHICAL SALES SHIFT - Increased sales in North America contributed to a shift in regional sales distribution

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q1 Sales Meet $80 mln $80 mln

(1

Analyst)

Q1 EPS -$0.04

Q1 Net -$518,00

Income 0

Q1 Gross 28.70%

Margin

Q1 $4.70

EBITDA mln

Analyst Coverage

* The one available analyst rating on the shares is "buy"

* The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

* Wall Street's median 12-month price target for Twin Disc Inc ( TWIN ) is $17.50, about 8.6% above its November 4 closing price of $16.00

* The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)