earnings
confidence high
sentiment neutral
materiality 0.70
Twin Disc Q2 sales up 23% to $89.9M; EPS $0.07 flat; gross margin down 420bps
TWIN DISC INC
2025-Q2 EPS
reported -$0.13
vs consensus $0.27
▼ miss
(-149.0%)
- Sales $89.9M (+23.2% YoY, organic +10.1%); net income $0.9M ($0.07 EPS) flat YoY.
- Gross margin 24.1%, down 420bps, driven by $1.6M inventory write-down and Katsa costs.
- EBITDA $6.3M (+13.5% YoY); six-month backlog $124.0M (down from $144.3M in Q1).
- Cash $15.9M (-24.3%), total debt $24.9M (+40.5%), net debt $9.0M increase from Katsa.
- CEO notes marine stable, Veth record, Asian oil/gas challenges, industrials recovering.