Twin Disc Q2: net income $22.4M on $21.8M tax benefit; organic sales -7.9%

TWIN DISC INC

2026-Q2 EPS reported $1.53 revenue$170,176,000

Sales $90.2M (+0.3% YoY); organic sales down 7.9% excluding Kobelt acquisition and FX.
Net income includes $21.8M tax benefit from reversal of valuation allowance; diluted EPS $1.55 vs $0.07 prior year.
EBITDA $4.7M, down 25% YoY; gross margin improved 70bps to 24.8% despite unfavorable mix and tariff delays.
Backlog rose to $175.3M from $163.3M in Q1; defense orders and hybrid propulsion programs cited.
Debt up 79% to $44.5M from Kobelt acquisition; free cash flow positive at $1.2M.

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