Recent 8-K filings for TWIN

• May 6, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

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

  Revenue $96.7M (+19% YoY); net income $3.3M ($0.23 EPS) vs net loss of $1.5M.

• February 4, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

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

  Sales $90.2M (+0.3% YoY); organic sales down 7.9% excluding Kobelt acquisition and FX.

• November 5, 2025, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Twin Disc Q1 sales +9.7% to $80M; net loss narrowed to $518K

  Gross margin 28.7% (+220 bps YoY); EBITDA $4.7M, up 172.3% from Q1 FY25.

• August 21, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01

  Twin Disc FY2025 sales +15.5% to $340.7M; net loss $1.9M, EBITDA down 28%

  Sales $340.7M for FY2025 (+15.5% YoY); Q4 sales $96.7M (+14.5% YoY).

• May 7, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 7.01item 9.01

  Twin Disc Q3 FY2025 net loss $1.5M; sales up 9.5% to $81.2M

  Net loss of $1.5M ($0.11 diluted EPS) vs prior-year net income of $3.8M ($0.27 EPS).

• February 18, 2025, 6:59 PM ET M&A materiality 0.80 positive item 1.01item 8.01item 2.03item 7.01item 9.01

  Twin Disc closes $16.5M acquisition of Kobelt, secures $65M credit facility

  Acquired Kobelt Manufacturing for CAD $23.4M (USD $16.5M); paid CAD $23,397,932 at closing.

• February 5, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  Twin Disc Q2 sales up 23% to $89.9M; EPS $0.07 flat; gross margin down 420bps

  Sales $89.9M (+23.2% YoY, organic +10.1%); net income $0.9M ($0.07 EPS) flat YoY.

• November 6, 2024, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 7.01item 9.01

  Twin Disc Q1 revenue up 14.7% to $72.9M; net loss widens to $2.8M

  Net loss of $2.8M ($0.20 diluted EPS) vs loss of $1.2M ($0.09) in prior year.

• August 15, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Twin Disc reports FY2024 sales $295.1M (+6.6% YoY), net income $11.0M

  FY2024 sales $295.1M (+6.6% YoY); net income $11.0M ($0.79 diluted EPS).

• May 31, 2024, 7:59 PM ET M&A materiality 0.60 positive item 8.01item 9.01

  Twin Disc completes €21M acquisition of Finland-based Katsa Oy

  TD Finland paid €23,081,520 at closing (€21M base plus adjustments) for all Katsa shares.

• April 30, 2024, 7:59 PM ET earnings materiality 0.78 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Twin Disc Q3 net income $3.8M, EPS $0.27; sales $74.2M, gross margin 28.2%

  Sales up 0.5% YoY to $74.2M; gross margin expanded 210 bps to 28.2%.

• April 2, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 9.01 ◈ Material Agreements

  Twin Disc amends credit facility: revolver raised to $45M, maturity extended to 2027

  Revolver commitment increased from $40M to $45M; borrowing base inventory component raised to lesser of $35M and 60% of eligible inventory (phasing down).

• March 6, 2024, 6:59 PM ET M&A materiality 0.75 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  Twin Disc to acquire Finnish gearbox maker Katsa Oy for €21M (~$23M) cash

  All-cash purchase of all Katsa shares by Twin Disc subsidiary; deal valued at €21M, subject to working capital adjustment.

• February 7, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Twin Disc Q2 revenue rises 15.2% to $73M; net income drops to $0.9M on prior-year gain

  Net income $0.9M ($0.07 diluted EPS) vs $1.8M ($0.13) YoY; EBITDA $5.5M down from $7.0M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.40 · Most common event earnings

7 positive 3 negative 19 neutral

source · TWIN on sec.gov