earnings
confidence high
sentiment positive
materiality 0.70
Twin Disc Q3 FY2026 sales up 19% to $96.7M; swings to net income $3.3M
TWIN DISC INC
2026-Q3 EPS reported
$1.76
revenue$266,870,000
- Revenue $96.7M (+19% YoY); net income $3.3M ($0.23 EPS) vs net loss of $1.5M.
- Gross margin 28.1% (+134bps); EBITDA $9.4M (+135%).
- Six-month backlog $179.5M, up from $175.3M at Q2; inventory/backlog ratio improved to 89.3%.
- ME&A expenses $21.3M, up 7.6%; as % of sales down 230bps on operational leverage.
- Defense momentum continues; Finland facility expansion to support long-term growth.