Twin Disc Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 5/6
Twin Disc verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 51.7%, während die Gewinne der Branche Machinery jährlich um gewachsen und zwar um 8%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 10.7%. Die Eigenkapitalrendite von Twin Disc beträgt 14.5% und die Nettomargen betragen 7.3%.
Wichtige Informationen
51.74%
Wachstumsrate der Gewinne
51.59%
EPS-Wachstumsrate
| Machinery Wachstum der Industrie | 8.77% |
| Wachstumsrate der Einnahmen | 10.74% |
| Eigenkapitalrendite | 14.54% |
| Netto-Marge | 7.32% |
| Letzte Ertragsaktualisierung | 27 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
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...Seeking Alpha • Apr 11
Twin Disc's Pop Means It's Time For A Downgrade
Summary Twin Disc is downgraded from 'buy' to 'hold' after outperforming the market but reaching a valuation that limits further upside. Recent revenue growth was driven by the Kobelt acquisition, but operating income and EBITDA declined due to higher costs and temporary headwinds. TWIN's backlog expanded to $175.3 million, with defense-related orders exceeding $50 million, and management expects stronger growth in the year's second half. Valuation now aligns with market averages, and without clear catalysts or guidance, TWIN is unlikely to outperform from current levels. Read the full article on Seeking Alpha
Narrativ-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).Narrativ-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).Narrativ-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.Narrativ-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.Narrativ-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...Narrativ-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...Narrativ-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).Narrativ-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...Narrativ-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).Narrativ-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.Narrativ-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...Narrativ-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 Narrativ • 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...Seeking Alpha • Aug 23
For Twin Disc The Opportunities Are There, But Execution Has Been A Long-Term Issue
Summary Twin Disc reported better results in the June quarter than many commercial vehicle suppliers, and recent EBITDA and FCF performance is above the long-term trend. Market dynamics are mixed, with good trends in luxury yachts, patrol boats, and airport/fire/rescue vehicles, but less-certain trends in workboats, and weakness in fracking. Management is focused on margin improvement and operational efficiency, with a target of $500M in revenue by FY'30, but this requires a significant improvement over historical norms here. Mid-single-digit revenue growth, low double-digit EBITDA growth, and low-to-mid single-digit FCF margins can support an attractive potential return, but these expectations could well prove too demanding. Read the full article on Seeking AlphaAnalyseartikel • Jun 16
Twin Disc, Incorporated's (NASDAQ:TWIN) Business Is Yet to Catch Up With Its Share Price
It's not a stretch to say that Twin Disc, Incorporated's ( NASDAQ:TWIN ) price-to-earnings (or "P/E") ratio of 16.1x...Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Twin Disc Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 27 Mar 26 | 364 | 27 | 89 | 0 |
| 26 Dec 25 | 348 | 22 | 87 | 0 |
| 26 Sep 25 | 348 | 0 | 85 | 0 |
| 30 Jun 25 | 341 | -2 | 83 | 0 |
| 28 Mar 25 | 328 | 4 | 79 | 0 |
| 27 Dec 24 | 321 | 9 | 76 | 0 |
| 27 Sep 24 | 304 | 9 | 74 | 0 |
| 30 Jun 24 | 295 | 11 | 71 | 0 |
| 29 Mar 24 | 295 | 10 | 65 | 0 |
| 29 Dec 23 | 294 | 10 | 63 | 0 |
| 29 Sep 23 | 285 | 11 | 63 | 0 |
| 30 Jun 23 | 277 | 10 | 61 | 0 |
| 31 Mar 23 | 269 | 14 | 62 | 0 |
| 30 Dec 22 | 255 | 13 | 61 | 0 |
| 30 Sep 22 | 251 | 7 | 59 | 0 |
| 30 Jun 22 | 243 | 10 | 57 | 0 |
| 25 Mar 22 | 233 | -21 | 59 | 0 |
| 31 Dec 21 | 231 | -23 | 58 | 0 |
| 24 Sep 21 | 220 | -24 | 56 | 0 |
| 30 Jun 21 | 219 | -30 | 56 | 0 |
| 26 Mar 21 | 212 | -10 | 55 | 0 |
| 25 Dec 20 | 223 | -35 | 57 | 0 |
| 25 Sep 20 | 234 | -37 | 61 | 0 |
| 30 Jun 20 | 247 | -40 | 65 | 0 |
| 27 Mar 20 | 260 | -39 | 67 | 0 |
| 27 Dec 19 | 269 | -9 | 69 | 0 |
| 27 Sep 19 | 287 | 1 | 71 | 0 |
| 30 Jun 19 | 303 | 11 | 73 | 0 |
| 29 Mar 19 | 304 | 17 | 73 | 0 |
| 28 Dec 18 | 292 | 17 | 71 | 0 |
| 28 Sep 18 | 270 | 9 | 67 | 0 |
| 30 Jun 18 | 241 | 9 | 62 | 0 |
| 30 Mar 18 | 221 | 5 | 58 | 0 |
| 29 Dec 17 | 200 | -1 | 57 | 0 |
| 29 Sep 17 | 177 | 0 | 54 | 0 |
| 30 Jun 17 | 168 | -6 | 53 | 0 |
| 31 Mar 17 | 157 | -13 | 52 | 0 |
| 30 Dec 16 | 154 | -12 | 52 | 0 |
| 30 Sep 16 | 165 | -11 | 54 | 0 |
| 30 Jun 16 | 166 | -13 | 57 | 0 |
| 25 Mar 16 | 191 | -7 | 60 | 0 |
| 25 Dec 15 | 210 | -3 | 62 | 0 |
| 25 Sep 15 | 238 | 3 | 64 | 0 |
| 30 Jun 15 | 266 | 11 | 64 | 0 |
Qualität der Erträge: TWIN hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: TWINDie aktuellen Gewinnspannen (7.3%) sind höher als im letzten Jahr (1.3%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: TWIN ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 51.7% pro Jahr gesteigert.
Beschleunigtes Wachstum: TWINDas Gewinnwachstum des Unternehmens im letzten Jahr (541%) übertrifft seinen 5-Jahres-Durchschnitt (51.7% pro Jahr).
Erträge im Vergleich zur Industrie: TWIN Das Gewinnwachstum im vergangenen Jahr (541%) übertraf das der Branche Machinery 1.6% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: TWINDie Eigenkapitalrendite des Unternehmens (14.5%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/22 21:46 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/27 |
| Jährliche Einnahmen | 2025/06/30 |
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
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, 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. 0 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 |
| David MacGregor | Longbow Research LLC |
| Colin Rusch | Oppenheimer & Co. Inc. |