secwatch.observer — SEC 8-K summary
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Issuer:     TWIN DISC INC (TWIN)
CIK:        0000100378
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001437749-26-015030
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/100378/000143774926015030/0001437749-26-015030-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/100378/000143774926015030/twin20260501_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-015030

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer