---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-26-015030"
form_type: "8-K"
ticker: "TWIN"
cik: "0000100378"
company_name: "TWIN DISC INC"
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:26:11.858711+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Twin Disc Q3 FY2026 sales up 19% to $96.7M; swings to net income $3.3M

## Summary
- 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.

## SEC filing metadata
- accession: 0001437749-26-015030
- form_type: 8-K
- ticker: TWIN
- cik: 0000100378
- company_name: TWIN DISC INC
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/100378/000143774926015030/0001437749-26-015030-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/100378/000143774926015030/twin20260501_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-015030
- JSON: https://secwatch.observer/filing/0001437749-26-015030.json
- Plain text: https://secwatch.observer/filing/0001437749-26-015030.txt

## Source-grounded claims
- claim_id: 0c950e75a0ff61a5c9cac71cb46d9ad5024f9169
  claim: TWIN DISC INC reported Q3 2026 results: revenue $96.7 million, net income $3.3 million, EPS $0.23 per diluted share.
  evidence_excerpt: Third Quarter Results Sales for the fiscal 2026 third quarter increased 19.0% year-over-year to $96.7 million, driven largely by strength in the Company’s Veth products in Marine and Propulsion Systems. On an organic basis*, which excludes the impacts of acquisitions and foreign currency exchange, fiscal third quarter 2026 sales increased 7.0% year-over-year. Sales by product group (certain amounts have been reclassified from Marine and Propulsion to Other): Product Group (Thousands of $): Q3 FY26 Sales Q3 FY25 Sales Change (%) Marine and Propulsion Systems $ 59,146 $ 49,297 20.0 % Land-Based Transmissions 21,715 17,776 22.2 % Industrial 11,215 9,734 15.2 % Other 4,618 4,435 4.1 % Total $ 96,684 $ 81,242 19.0 % Twin Disc delivered double-digit growth year-over-year in the North American region which drove a shift in the distribution of sales across geographical regions. A greater proportion of sales came from the North American region, with a lower proportion of sales coming from the
  evidence_url: https://www.sec.gov/Archives/edgar/data/100378/000143774926015030/0001437749-26-015030-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.