secwatch.observer — SEC 8-K summary ====================================== Issuer: TWIN DISC INC (TWIN) CIK: 0000100378 Form: 8-K Filed at: 2026-08-20T12:30:07+00:00 Accession: 0001437749-26-028596 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Twin Disc FY2026 sales $381.3M (+11.9%); EPS $1.86 vs -$0.05 ------------------------------------------------------------ - Q4 sales $114.4M, +18.3% YoY; FY sales $381.3M, +11.9% YoY; organic FY +4.6%. - FY net income attributable $27.1M ($1.86 diluted) vs net loss $697K ($0.05); Q4 EPS $0.64 vs $0.19. - FY EBITDA $29.9M (+48%); Q4 EBITDA $11.1M (+35.1%); free cash flow FY $9.2M, Q4 $17.2M. - Six-month backlog $178.3M; cash $16.0M, total debt $29.8M; new $90M credit facility with BMO and JP Morgan. - Switched to FIFO inventory accounting ($32.1M prior-year increase); $14.0M tax benefit from valuation allowance reversal. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/100378/000143774926028596/0001437749-26-028596-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/100378/000143774926028596/twin20260818c_8k.htm HTML page: https://secwatch.observer/filing/0001437749-26-028596 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer