The strong beat and margin expansion, combined with a record backlog and defense-driven capacity expansion, suggest sustained momentum. Watch for continued backlog conversion and tariff mitigation progress in coming quarters.
Price Chart
Executive Summary
Twin Disc reported a strong fiscal Q3 2026 beat, with EPS of $0.23 vs a loss of ($0.11) a year ago and revenue up 19% YoY to $96.7M. The company delivered margin expansion, positive free cash flow, and a record $179.5M backlog, driven by defense and marine propulsion demand.
Key Financial Metrics
Key Facts
- Revenue $96.7M, +19.0% YoY
- Gross margin 28.1%, +134 bps YoY
- Net income $3.3M vs net loss ($1.5M) a year ago
- EPS $0.23 vs ($0.11) a year ago
- EBITDA $9.4M, +135.1% YoY
- Operating cash flow $5.3M, free cash flow $1.8M
- Six-month backlog $179.5M, up from $175.3M at Q2 end
- Organic sales growth 7.0% YoY excluding Kobelt acquisition and FX
Financial Impact
Revenue up $15.5M YoY, net income swing of $4.8M from loss to profit
Risk Factors
- Tariff exposure from global manufacturing footprint
- Debt increased 10.5% to $45.1M due to Kobelt acquisition
- Foreign currency translation loss of $3.2M in the quarter
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3288761 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 6w ago | DEFA14A | $24.10 $26.25 | ▲ +8.92% | ▲ +6.66% | $25.18 (+4.50%) |
Aug 20, 2026 9w ago | 8-K | $24.47 $24.88 | ▲ +1.68% | ▲ +1.68% | $25.18 (+2.92%) |
Aug 20, 2026 9w ago | 8-K | $24.47 $24.88 | ▲ +1.68% | ▲ +1.68% | $25.18 (+2.92%) |
Aug 20, 2026 9w ago | Press Release | $24.47 $24.88 | ▲ +1.68% | ▲ +1.68% | $25.18 (+2.92%) |
Aug 7, 2026 11w ago | Press Release | $24.14 $23.85 | ▼ −1.20% | ▼ −0.80% | $25.18 (+4.33%) |
May 6, 2026 24w ago | 8-K | $18.09 $18.01 | ▼ −0.44% | ▼ −3.22% | $25.18 (+39.22%) |
May 6, 2026 24w ago | 8-K | $18.09 $18.01 | ▼ −0.44% | ▼ −3.22% | $25.18 (+39.22%) |
May 6, 2026 24w ago | Press Release | $18.09 $18.01 | ▼ −0.44% | ▼ −3.22% | $25.18 (+39.22%) |
US Market Status
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