Twin Disc Zukünftiges Wachstum
Future Kriterienprüfungen 0/6
Der Gewinn von Twin Disc wird voraussichtlich um 32.5% pro Jahr zurückgehen, während der Jahresumsatz um 7.5% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 36.6% pro Jahr sinken.
Wichtige Informationen
-32.5%
Wachstumsrate der Gewinne
-36.56%
EPS-Wachstumsrate
| Machinery Gewinnwachstum | 16.7% |
| Wachstumsrate der Einnahmen | 7.5% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 02 Sep 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • Jul 12
Twin Disc Is Doing Great, But Not Great Enough To Avoid A Downgrade
Summary Twin Disc (TWIN) is executing well operationally, with strong revenue and profitability growth, especially in marine and industrial segments. Management targets $500 million revenue by 2030, driven by acquisitions, geographic expansion, and investments in hybrid/electric solutions. Despite operational momentum, TWIN’s shares offer limited upside, with projected annualized returns of only 3.9%–6.7% even if targets are met. I downgrade TWIN to a soft ‘sell’ as valuation is not compelling versus market alternatives, despite a growing backlog and solid execution. Read the full article on Seeking Alpha
Narrative-Update • Jul 11
TWIN: Defense Exposure And Index Additions Will Support Undervalued Upside Potential
Analysts have raised their price target on Twin Disc to $30 from $24, citing the company’s reduced reliance on oil and gas and its growing defense exposure as key factors supporting this updated view. What’s in the News for Twin Disc Twin Disc, Incorporated (NasdaqGS:TWIN) was added to the Russell 2000 Index and the Russell 2000 Value Benchmark, increasing its presence in small cap equity indices.Analyseartikel • May 14
Twin Disc's (NASDAQ:TWIN) Solid Profits Have Weak Fundamentals
Twin Disc, Incorporated ( NASDAQ:TWIN ) just reported some strong earnings, and the market reacted accordingly with a...Narrative-Update • Apr 10
TWIN: Capital Discipline And Backlog Conversion Will Support Undervalued Upside Potential
Analysts have maintained their price target for Twin Disc at $24.00, reflecting only minimal adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E, while keeping their view of fair value unchanged. What's in the News Completion of a long running repurchase program, with a total of 560,000 shares bought back for US$7.31 million, representing 4.93% of shares under the authorization announced on February 1, 2008, and no shares repurchased in the most recent tranche (Key Developments).Narrative-Update • Mar 27
TWIN: Disciplined Capital Allocation And Backlog Conversion Will Support Future Upside Potential
Analysts have reaffirmed their $24.00 price target for Twin Disc, citing only marginal updates in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for maintaining their valuation view. What's in the News Completion of a long running buyback program, with 560,000 shares repurchased for $7.31 million since the authorization announced on February 1, 2008, representing 4.93% of shares, and no shares repurchased between September 27, 2025 and December 26, 2025 (Key Developments).Narrative-Update • Mar 11
TWIN: Disciplined Capital Allocation And Buyback Capacity Will Support Future Upside Potential
Analysts now hold their price target on Twin Disc steady at $24. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that leave their overall valuation view essentially unchanged.Narrative-Update • Feb 25
TWIN: Disciplined Capital Allocation And Selective Acquisitions Will Support Future Upside Potential
Analysts have maintained their $24.00 price target on Twin Disc, citing only marginal tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any material change in their underlying outlook. What's in the News Twin Disc is actively looking for acquisition opportunities, as discussed on its Fiscal Second Quarter 2026 conference call.Narrative-Update • Feb 10
TWIN: Disciplined Capital Deployment And Acquisitions Will Drive Future Upside Potential
Analysts have left their price target for Twin Disc unchanged at US$24.00. This reflects updated views on revenue growth, profit margins and a higher assumed future P/E multiple, which together keep their fair value estimate steady.Analyseartikel • Feb 03
Twin Disc (NASDAQ:TWIN) Will Pay A Dividend Of $0.04
The board of Twin Disc, Incorporated ( NASDAQ:TWIN ) has announced that it will pay a dividend on the 2nd of March...Narrative-Update • Jan 26
TWIN: Share Repurchases And Electrification Investments Will Drive Future Upside Potential
Analysts have adjusted their price target on Twin Disc to US$24.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, which leave their overall fair value view broadly unchanged.Analyseartikel • Jan 19
Does Twin Disc (NASDAQ:TWIN) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrative-Update • Jan 12
TWIN: Completed Buyback And Electrification Projects Will Support Future Upside
Analysts kept their fair value estimate for Twin Disc steady at $24.00 per share, noting only slight adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions that did not materially change their overall price target view. What's in the News Completed repurchase of 560,000 shares, or 4.93% of shares, for a total of $7.31 million under the buyback program announced on February 1, 2008, with no shares repurchased between July 1, 2025 and September 26, 2025 (Key Developments).Narrative-Update • Dec 27
TWIN: Completed Buyback Will Support Future Upside From Hybrid And Electrification Focus
Narrative Update on Analyst Price Target Analysts have modestly raised their price target on Twin Disc to $24.00, citing slightly lower perceived risk, steady long term revenue and margin assumptions, and a marginally reduced future valuation multiple. Together, these factors support maintaining fair value at this level.Analyseartikel • Dec 26
Twin Disc, Incorporated's (NASDAQ:TWIN) Subdued P/S Might Signal An Opportunity
When close to half the companies operating in the Machinery industry in the United States have price-to-sales ratios...Narrative-Update • Dec 12
TWIN: Completed Buyback Will Support Future Upside From Hybrid And Electrification Focus
Analysts have nudged their price target for Twin Disc slightly higher to 24.00 dollars from 24.00 dollars, citing modest improvements in discount rate assumptions and sustained expectations for steady revenue growth, profit margins, and valuation multiples. What's in the News Completed share repurchase program with a total of 560,000 shares bought back for 7.31 million dollars, representing 4.93% of shares outstanding under the buyback announced in 2008 (company filing).Narrative-Update • Nov 28
TWIN: Share Buyback Completion Will Drive Value Amid Expanding Technology Platforms
Analysts have maintained their price target for Twin Disc at $24.00 per share. They cite stable forecasts for revenue growth and profit margins as key factors for their unchanged outlook.Narrative-Update • Nov 12
TWIN: Rising Margin Potential Will Drive Value on Share Buyback Momentum
Narrative Update on Twin Disc: Analyst Price Target Revision Analysts have raised their price target for Twin Disc from $17.50 to $24.00, citing improved forecasts for revenue growth and profitability. What's in the News Twin Disc is actively seeking mergers and acquisitions to strengthen its marine and industrial technology platforms, with a continued emphasis on innovation, R&D, and geographic expansion (Fiscal First Quarter 2026 Conference Call).Analyseartikel • Nov 03
Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04
Twin Disc, Incorporated's ( NASDAQ:TWIN ) investors are due to receive a payment of $0.04 per share on 1st of December...Narrative-Update • Aug 27
Acquisition Integration Will Boost Engineering Capabilities And Global Reach
The significant increase in Twin Disc's future P/E from 6.33x to 8.49x, despite a slight decline in revenue growth forecasts, underpins the substantial upward revision in the consensus analyst price target from $12.00 to $17.50. What's in the News Twin Disc is actively seeking M&A opportunities aligned with its marine and industrial technology strengths, while also investing in organic growth areas like R&D, geographic expansion, and innovation in hybrid and electrification solutions.Analyseartikel • Aug 26
Twin Disc, Incorporated (NASDAQ:TWIN) Soars 40% But It's A Story Of Risk Vs Reward
Despite an already strong run, Twin Disc, Incorporated ( NASDAQ:TWIN ) shares have been powering on, with a gain of 40...Analyseartikel • Aug 12
Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04
Twin Disc, Incorporated's ( NASDAQ:TWIN ) investors are due to receive a payment of $0.04 per share on 1st of...Analyseartikel • Jun 25
Twin Disc, Incorporated's (NASDAQ:TWIN) 29% Jump Shows Its Popularity With Investors
Twin Disc, Incorporated ( NASDAQ:TWIN ) shares have had a really impressive month, gaining 29% after a shaky period...Analyseartikel • May 18
Twin Disc (NASDAQ:TWIN) Is Paying Out A Dividend Of $0.04
Twin Disc, Incorporated ( NASDAQ:TWIN ) has announced that it will pay a dividend of $0.04 per share on the 2nd of...
Neues Narrative • Apr 20
Acquisition Integration Will Boost Engineering Capabilities And Global Reach
Integration of Katsa Oy expands global reach and engineering, fostering growth via cross-selling and cost efficiency.Seeking Alpha • Apr 16
Twin Disc Shares Hammered By Trade Uncertainties And Nervous Investors
Summary Twin Disc faces significant uncertainty, with tariff-driven trade wars and a slowing global economy threatening its marine and heavy-duty power transmission equipment markets. Demand outlook is mixed, with patrol boats and municipal vehicle markets looking better, but weakness in commercial marine and most land-based heavy-duty and energy equipment. The company's track record on margin leverage was already an issue, and tariffs and macroeconomic pressures aren't likely to make it any easier to drive higher margins. Long-term revenue growth of 4% and FCF margins in the 3% to 5% range can support a double-digit fair value, as can a 6.5x forward EBITDA multiple. Despite potential long-term growth from diversification and higher-value systems, current market conditions and self-improvement challenges make TWIN stock a watchlist candidate rather than a buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Twin Disc Floating With The Tide In Yachts Ahead Of Sustained Financial Performance
Summary Healthy pleasure and defense marine demand is boosting revenue and backlog, and the industrial business is benefiting from a prior acquisition. Strong defense spending, lower rates, strong workboat dayrates, and hybrid/electrical propulsion adoption are positives for the marine business, but non-defense newbuild activity still presents risks. The outlook for non-marine businesses is less positive given weakness in markets like agriculture, construction, forestry, and fracking and potentially peaking demand for specialty vehicles. Achieving management's ambitious 2030 targets seems difficult without significant M&A, and Twin Disc has historically struggled with consistent long-term revenue and free cash flow growth. Twin Disc is unfollowed on Wall Street and appears undervalued even on more conservative assumptions, but I want to see more evidence of sustainable revenue growth and margin leverage. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Twin Disc: Best-Case Scenario Looks Like Near-Term Consolidation
Summary Twin Disc's stock has declined over 20% since last year due to profitability issues and overvaluation concerns, despite some segment improvements. Recent Q1 earnings showed a 15% sales increase driven by the Katsa acquisition, but higher SG&A costs led to a GAAP earnings decline. Twin Disc's ROE of 5.97% is significantly below the industrial sector average, indicating poor profitability and no value creation compared to the company's 7% cost of equity. Technical indicators show bearish trends, with TWIN fighting to stay above a crucial support level, raising concerns for future performance. Read the full article on Seeking AlphaAnalyseartikel • Nov 09
Twin Disc's (NASDAQ:TWIN) Dividend Will Be $0.04
The board of Twin Disc, Incorporated ( NASDAQ:TWIN ) has announced that it will pay a dividend of $0.04 per share on...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 6/30/2028 | 443 | 15 | N/A | N/A | 1 |
| 6/30/2027 | 410 | 11 | N/A | N/A | 1 |
| 6/30/2026 | 381 | 27 | 9 | 23 | N/A |
| 3/27/2026 | 364 | 27 | 1 | 19 | N/A |
| 12/26/2025 | 348 | 22 | 0 | 17 | N/A |
| 9/26/2025 | 348 | 0 | 5 | 21 | N/A |
| 6/30/2025 | 341 | -1 | 9 | 24 | N/A |
| 3/28/2025 | 328 | 4 | 10 | 19 | N/A |
| 12/27/2024 | 321 | 9 | 14 | 22 | N/A |
| 9/27/2024 | 304 | 9 | 12 | 20 | N/A |
| 6/30/2024 | 295 | 11 | 25 | 34 | N/A |
| 3/29/2024 | 295 | 10 | 30 | 38 | N/A |
| 12/29/2023 | 294 | 10 | 30 | 39 | N/A |
| 9/29/2023 | 285 | 11 | 24 | 33 | N/A |
| 6/30/2023 | 277 | 10 | 15 | 23 | N/A |
| 3/31/2023 | 269 | 14 | -3 | 6 | N/A |
| 12/30/2022 | 255 | 13 | -15 | -7 | N/A |
| 9/30/2022 | 251 | 7 | -18 | -11 | N/A |
| 6/30/2022 | 243 | 10 | -13 | -8 | N/A |
| 3/25/2022 | 233 | -21 | -9 | -6 | N/A |
| 12/31/2021 | 231 | -23 | -1 | 3 | N/A |
| 9/24/2021 | 220 | -24 | 6 | 10 | N/A |
| 6/30/2021 | 219 | -30 | 2 | 7 | N/A |
| 3/26/2021 | 212 | -10 | 3 | 9 | N/A |
| 12/25/2020 | 223 | -35 | 5 | 12 | N/A |
| 9/25/2020 | 234 | -37 | -1 | 7 | N/A |
| 6/30/2020 | 247 | -40 | -2 | 9 | N/A |
| 3/27/2020 | 260 | -39 | N/A | 12 | N/A |
| 12/27/2019 | 269 | -9 | N/A | -2 | N/A |
| 9/27/2019 | 287 | 1 | N/A | -5 | N/A |
| 6/30/2019 | 303 | 11 | N/A | -5 | N/A |
| 3/29/2019 | 304 | 17 | N/A | -7 | N/A |
| 12/28/2018 | 292 | 17 | N/A | -1 | N/A |
| 9/28/2018 | 270 | 9 | N/A | 9 | N/A |
| 6/30/2018 | 241 | 9 | N/A | 7 | N/A |
| 3/30/2018 | 221 | 5 | N/A | 5 | N/A |
| 12/29/2017 | 200 | -1 | N/A | 9 | N/A |
| 9/29/2017 | 177 | 0 | N/A | 4 | N/A |
| 6/30/2017 | 168 | -6 | N/A | 3 | N/A |
| 3/31/2017 | 157 | -13 | N/A | 8 | N/A |
| 12/30/2016 | 154 | -12 | N/A | 5 | N/A |
| 9/30/2016 | 165 | -11 | N/A | 3 | N/A |
| 6/30/2016 | 166 | -13 | N/A | 3 | N/A |
| 3/25/2016 | 191 | -7 | N/A | -4 | N/A |
| 12/25/2015 | 210 | -3 | N/A | 3 | N/A |
| 9/25/2015 | 238 | 3 | N/A | 14 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: TWINFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-32.5% pro Jahr).
Ertrag vs. Markt: TWINFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-32.5% pro Jahr).
Hohe Wachstumserträge: TWINFür die nächsten 3 Jahre wird mit einem Rückgang der Erträge gerechnet.
Einnahmen vs. Markt: TWINDie Einnahmen des Unternehmens (7.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13.5% pro Jahr).
Hohe Wachstumseinnahmen: TWINDie Einnahmen des Unternehmens (7.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von TWIN in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/10 02:39 |
| Aktienkurs zum Tagesende | 2026/09/10 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2026/06/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Twin Disc, Incorporated wird von 6 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Joshua Chan | Baird |
| Maxwell Michaelis | Lake Street Capital Markets, LLC |
| Colin Rusch | Oppenheimer & Co. Inc. |