Twin Disc(TWN)株式概要ツインディスク社は、米国、オランダ、中国、オーストラリア、イタリア、および国際的な船舶用および大型オフハイウェイ用パワートランスミッション機器の設計、製造、販売に従事している。 詳細TWN ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績5/6財務の健全性6/6配当金0/6報酬株価収益率( 12.9 x) German市場( 17.2 x)を下回っています。収益は年間7.5%増加すると予測されています 過去1年間で収益は541%増加しました リスク分析今後3年間の収益は年平均34%減少すると予測されている。 German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るTWN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,204 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA488,204 investors already sharing narrativesYour Fair Value€Current Price€20.600.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-39m522m2016201920222025202620282031Revenue US$521.8mEarnings US$38.2mAdvancedSet Fair ValueView all narrativesTwin Disc, Incorporated 競合他社Steyr MotorsSymbol: XTRA:4X0Market cap: €183.1mJOST WerkeSymbol: XTRA:JSTMarket cap: €942.4mVosslohSymbol: XTRA:VOSMarket cap: €1.1bDEUTZSymbol: XTRA:DEZMarket cap: €1.5b価格と性能株価の高値、安値、推移の概要Twin Disc過去の株価現在の株価US$20.6052週高値US$21.0052週安値US$7.15ベータ0.671ヶ月の変化6.74%3ヶ月変化36.42%1年変化169.28%3年間の変化64.80%5年間の変化66.13%IPOからの変化-36.63%最新ニュースNew Risk • Jul 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 34% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.4% average weekly change).お知らせ • Jun 29+ 1 more updateTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 3000E Growth BenchmarkTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 3000E Growth BenchmarkValuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.60, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 103% over the past three years.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.90, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 64% over the past three years.New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Significant insider selling over the past 3 months (€78k sold).Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Kevin Olsen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesNew Risk • Jul 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 34% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.4% average weekly change).お知らせ • Jun 29+ 1 more updateTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 3000E Growth BenchmarkTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 3000E Growth BenchmarkValuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.60, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 103% over the past three years.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.90, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 64% over the past three years.New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Significant insider selling over the past 3 months (€78k sold).Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Kevin Olsen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 22Twin Disc, Incorporated to Report Q3, 2026 Results on May 06, 2026Twin Disc, Incorporated announced that they will report Q3, 2026 results at 8:00 AM, US Eastern Standard Time on May 06, 2026お知らせ • Jan 30Twin Disc Approves Quarterly Cash Dividend, Payable on March 2, 2026Twin Disc Inc. announced that the Board of Directors (the "Board") approved a regular quarterly cash dividend of $0.04 per share payable on March 2, 2026, to shareholders of record at the close of business on February 18, 2026.お知らせ • Jan 21Twin Disc, Incorporated to Report Q2, 2026 Results on Feb 04, 2026Twin Disc, Incorporated announced that they will report Q2, 2026 results at 8:00 AM, US Eastern Standard Time on Feb 04, 2026お知らせ • Oct 31Twin Disc, Inc. Approves Quarterly Cash Dividend, Payable on December 1, 2025Twin Disc Inc. announced that the Board of Directors (the "Board") approved a regular quarterly cash dividend of $0.04 per share payable on December 1, 2025, to shareholders of record at the close of business on November 17, 2025.お知らせ • Oct 22Twin Disc, Incorporated to Report Q1, 2026 Results on Nov 05, 2025Twin Disc, Incorporated announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Nov 05, 2025お知らせ • Sep 16Twin Disc, Incorporated, Annual General Meeting, Oct 30, 2025Twin Disc, Incorporated, Annual General Meeting, Oct 30, 2025. Location: offices of von briesen & roper sc 411 east wiscons, wisconsin avenue suite 1000 milwaukee wi 53202, milwaukee United Statesお知らせ • Aug 08Twin Disc, Incorporated Approves A Quarterly Cash Dividend, Payable on September 1, 2025Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on September 1, 2025, to shareholders of record at the close of business on August 18, 2025.お知らせ • Aug 07Twin Disc, Incorporated to Report Q4, 2025 Results on Aug 21, 2025Twin Disc, Incorporated announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Aug 21, 2025お知らせ • Jun 30+ 12 more updatesTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 2000 IndexTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 2000 Indexお知らせ • May 10Twin Disc, Inc. Approves Quarterly Cash Dividend, Payable on June 2, 2025Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on June 2, 2025, to shareholders of record at the close of business on May 19, 2025.お知らせ • Apr 22Twin Disc, Incorporated to Report Q3, 2025 Results on May 07, 2025Twin Disc, Incorporated announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on May 07, 2025お知らせ • Feb 19Twin Disc, Incorporated (NasdaqGS:TWIN) acquired Kobelt Manufacturing Co. Ltd for $16.5 million.Twin Disc, Incorporated (NasdaqGS:TWIN) acquired Kobelt Manufacturing Co. Ltd for $16.5 million on February 14, 2025. As for the consideration Twin Disc, Incorporated (NasdaqGS:TWIN) paid CAD 23.397 million at closing, which included a base payment of CAD 23 million plus an adjustment for the working capital of CAD 0.397 million. Twin Disc's global presence will expand Kobelt's international reach, while Kobelt will contribute complementary products that diversify and enhance Twin Disc's portfolio in the industrial and marine sectors. For the period ending December 31, 2024, Kobelt Manufacturing Co. Ltd reported total revenue of $14 million. Twin Disc, Incorporated (NasdaqGS:TWIN) completed the acquisition of Kobelt Manufacturing Co. Ltd for $16.5 million on February 14, 2025.お知らせ • Feb 05Twin Disc, Inc. Approves A Quarterly Cash Dividend, Payable on March 3, 2025Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on March 3, 2025, to shareholders of record at the close of business on February 17, 2025.お知らせ • Jan 21Twin Disc, Incorporated to Report Q2, 2025 Results on Feb 05, 2025Twin Disc, Incorporated announced that they will report Q2, 2025 results at 8:00 AM, US Eastern Standard Time on Feb 05, 2025Declared Dividend • Nov 12First quarter dividend of US$0.04 announcedShareholders will receive a dividend of US$0.04. Ex-date: 18th November 2024 Payment date: 2nd December 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08First quarter 2025 earnings released: US$0.20 loss per share (vs US$0.087 loss in 1Q 2024)First quarter 2025 results: US$0.20 loss per share (further deteriorated from US$0.087 loss in 1Q 2024). Revenue: US$72.9m (up 15% from 1Q 2024). Net loss: US$2.77m (loss widened 136% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 06Twin Disc Approves A Quarterly Cash Dividend, Payable on December 2, 2024Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on December 2, 2024, to shareholders of record at the close of business on November 18, 2024.お知らせ • Oct 22Twin Disc, Incorporated to Report Q1, 2025 Results on Nov 06, 2024Twin Disc, Incorporated announced that they will report Q1, 2025 results at 8:00 AM, US Eastern Standard Time on Nov 06, 2024お知らせ • Sep 16Twin Disc, Incorporated, Annual General Meeting, Oct 31, 2024Twin Disc, Incorporated, Annual General Meeting, Oct 31, 2024. Location: von briesen & roper, s.c., 411 east wisconsin avenue, suite 1000, wisconsin 53202, milwaukee United StatesReported Earnings • Aug 16Full year 2024 earnings released: EPS: US$0.80 (vs US$0.77 in FY 2023)Full year 2024 results: EPS: US$0.80 (up from US$0.77 in FY 2023). Revenue: US$295.1m (up 6.6% from FY 2023). Net income: US$11.0m (up 5.9% from FY 2023). Profit margin: 3.7% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €11.00, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 15x in the Machinery industry in Germany. Total loss to shareholders of 11% over the past three years.お知らせ • Aug 06Twin Disc, Incorporated Approves Quarterly Cash Dividend, Payable on September 2, 2024Twin Disc, Incorporated announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on September 2, 2024, to shareholders of record at the close of business on August 19, 2024.お知らせ • Jul 31Twin Disc, Incorporated to Report Q4, 2024 Results on Aug 15, 2024Twin Disc, Incorporated announced that they will report Q4, 2024 results at 8:00 AM, US Eastern Standard Time on Aug 15, 2024New Risk • Jul 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin). Significant insider selling over the past 3 months (€256k sold).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €13.20, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 16x in the Machinery industry in Germany. Total returns to shareholders of 13% over the past three years.お知らせ • Jun 01Twin Disc, Incorporated (NasdaqGS:TWIN) completed the acquisition of Katsa Oy.Twin Disc, Incorporated (NasdaqGS:TWIN) entered into a definitive agreement to acquire Katsa Oy for €21 million on March 5, 2024. The closing of the Purchase Agreement and the transactions contemplated thereby is subject to certain conditions, including, among others, the accuracy of the parties’ representations and warranties, no material adverse effect having occurred with respect to Katsa’s business, regulatory approval by the Ministry of Economic Affairs and Employment of Finland, continued employment of certain key persons of Katsa, and other customary closing conditions. The Purchase Agreement and the transactions contemplated by the Purchase Agreement have been approved by the Board of Directors of Twin Disc. The Purchase Agreement may be terminated by Katsa or TD Finland if certain conditions required to be fulfilled by the other party are not satisfied or waived by June 30, 2024. The transaction is expected to close in the first half of calendar year 2024. Twin Disc, Incorporated (NasdaqGS:TWIN) completed the acquisition of Katsa Oy on May 31, 2024.Recent Insider Transactions • May 26President recently sold €256k worth of stockOn the 23rd of May, John Batten sold around 20k shares on-market at roughly €12.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.New Risk • May 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.5% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Upcoming Dividend • May 10Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).お知らせ • May 03Twin Disc, Incorporated Approves Quarterly Cash Dividend, Payable on June 3, 2024Twin Disc, Incorporated announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on June 3, 2024, to shareholders of record at the close of business on May 20, 2024.Reported Earnings • May 01Third quarter 2024 earnings released: EPS: US$0.28 (vs US$0.20 in 3Q 2023)Third quarter 2024 results: EPS: US$0.28 (up from US$0.20 in 3Q 2023). Revenue: US$74.2m (flat on 3Q 2023). Net income: US$3.82m (up 43% from 3Q 2023). Profit margin: 5.2% (up from 3.6% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17Twin Disc, Incorporated to Report Q3, 2024 Results on Apr 30, 2024Twin Disc, Incorporated announced that they will report Q3, 2024 results at 8:00 AM, US Eastern Standard Time on Apr 30, 2024お知らせ • Mar 06Twin Disc, Incorporated (NasdaqGS:TWIN) entered into a definitive agreement to acquire Katsa Oy for €21 million.Twin Disc, Incorporated (NasdaqGS:TWIN) entered into a definitive agreement to acquire Katsa Oy for €21 million on March 5, 2024. The closing of the Purchase Agreement and the transactions contemplated thereby is subject to certain conditions, including, among others, the accuracy of the parties’ representations and warranties, no material adverse effect having occurred with respect to Katsa’s business, regulatory approval by the Ministry of Economic Affairs and Employment of Finland, continued employment of certain key persons of Katsa, and other customary closing conditions. The Purchase Agreement and the transactions contemplated by the Purchase Agreement have been approved by the Board of Directors of Twin Disc. The Purchase Agreement may be terminated by Katsa or TD Finland if certain conditions required to be fulfilled by the other party are not satisfied or waived by June 30, 2024. The transaction is expected to close in the first half of calendar year 2024.New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 08Second quarter 2024 earnings released: EPS: US$0.068 (vs US$0.085 in 2Q 2023)Second quarter 2024 results: EPS: US$0.068 (down from US$0.085 in 2Q 2023). Revenue: US$73.0m (up 15% from 2Q 2023). Net income: US$930.0k (down 18% from 2Q 2023). Profit margin: 1.3% (down from 1.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07Twin Disc, Inc. Approves Quarterly Cash Dividend, Payable on March 1, 2024Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on March 1, 2024, to shareholders of record at the close of business on February 16, 2024.お知らせ • Jan 25Twin Disc, Incorporated to Report Q2, 2024 Results on Feb 07, 2024Twin Disc, Incorporated announced that they will report Q2, 2024 results at 8:00 AM, US Eastern Standard Time on Feb 07, 2024Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €12.80, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 172% over the past three years.Upcoming Dividend • Nov 09Upcoming dividend of US$0.04 per share at 1.2% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 01 December 2023. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.1%).New Risk • Nov 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results.お知らせ • Nov 04Twin Disc, Incorporated Reinstates Quarterly Cash Dividend, Payable on December 1, 2023Twin Disc Inc. announced that the Board of Directors (the "Board") reinstated a regular quarterly cash dividend of $0.04 per share payable on December 1, 2023, to shareholders of record at the close of business on November 17, 2023. This resumption of Twin Disc’s quarterly dividend following the suspension of the program in February 2016 reflects the Company’s ongoing progress towards achieving its medium-term financial targets.Reported Earnings • Nov 03First quarter 2024 earnings released: US$0.087 loss per share (vs US$0.15 loss in 1Q 2023)First quarter 2024 results: US$0.087 loss per share (improved from US$0.15 loss in 1Q 2023). Revenue: US$63.6m (up 14% from 1Q 2023). Net loss: US$1.17m (loss narrowed 42% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 19Twin Disc, Incorporated to Report Q1, 2024 Results on Nov 02, 2023Twin Disc, Incorporated announced that they will report Q1, 2024 results at 8:00 AM, US Eastern Standard Time on Nov 02, 2023お知らせ • Sep 09Twin Disc, Incorporated, Annual General Meeting, Oct 26, 2023Twin Disc, Incorporated, Annual General Meeting, Oct 26, 2023, at 14:00 Central Standard Time. Location: von Briesen & Roper, s.c., 411 East Wisconsin Avenue, Suite 1000 Milwaukee Wisconsin United States Agenda: To consider to elect two Directors to serve until the Annual Meeting of Shareholders in 2026; to consider an advisory vote to approve the compensation of the Corporation's Named Executive Officers; to consider an advisory vote on the frequency of the vote on compensation of the Corporation's Named Executive Officers; and to consider other matters.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: US$0.77 (vs US$0.61 in FY 2022)Full year 2023 results: EPS: US$0.77 (up from US$0.61 in FY 2022). Revenue: US$277.0m (up 14% from FY 2022). Net income: US$10.4m (up 28% from FY 2022). Profit margin: 3.7% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 03Twin Disc, Incorporated to Report Q4, 2023 Results on Aug 16, 2023Twin Disc, Incorporated announced that they will report Q4, 2023 results at 8:00 AM, US Eastern Standard Time on Aug 16, 2023Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €10.20, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 17x in the Machinery industry in Germany. Total returns to shareholders of 84% over the past three years.Reported Earnings • Apr 30Third quarter 2023 earnings released: EPS: US$0.20 (vs US$0.17 in 3Q 2022)Third quarter 2023 results: EPS: US$0.20 (up from US$0.17 in 3Q 2022). Revenue: US$73.8m (up 24% from 3Q 2022). Net income: US$2.67m (up 20% from 3Q 2022). Profit margin: 3.6% (down from 3.8% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 05Second quarter 2023 earnings released: EPS: US$0.085 (vs US$0.29 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.085 (up from US$0.29 loss in 2Q 2022). Revenue: US$63.4m (up 5.8% from 2Q 2022). Net income: US$1.14m (up US$4.98m from 2Q 2022). Profit margin: 1.8% (up from net loss in 2Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Twin Disc, Incorporated to Report Q2, 2023 Results on Feb 03, 2023Twin Disc, Incorporated announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2023Reported Earnings • Nov 06First quarter 2023 earnings released: US$0.15 loss per share (vs US$0.14 profit in 1Q 2022)First quarter 2023 results: US$0.15 loss per share (down from US$0.14 profit in 1Q 2022). Revenue: US$55.9m (up 17% from 1Q 2022). Net loss: US$2.03m (down 206% from profit in 1Q 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to €12.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 36% over the past three years.お知らせ • Oct 29Twin Disc, Incorporated to Report Q1, 2023 Results on Nov 04, 2022Twin Disc, Incorporated announced that they will report Q1, 2023 results Pre-Market on Nov 04, 2022お知らせ • Sep 09Twin Disc, Incorporated, Annual General Meeting, Oct 27, 2022Twin Disc, Incorporated, Annual General Meeting, Oct 27, 2022, at 14:00 Central Standard Time. Location: 1328 Racine Street, Racine Wisconsin United States Agenda: To elect three Directors to serve until the Annual Meeting of Shareholders in 2025; to consider an advisory vote to approve the compensation of the Corporation’s Named Executive Officers; to ratify the appointment of RSM US LLP, an independent registered public accounting firm, as independent auditors for the fiscal year ending June 30, 2023; and to transact any other business that may properly come before the Annual Meeting.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 23% share price gain to €11.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 6.0% over the past three years.Reported Earnings • Sep 02Full year 2022 earnings released: EPS: US$0.61 (vs US$2.24 loss in FY 2021)Full year 2022 results: EPS: US$0.61 (up from US$2.24 loss in FY 2021). Revenue: US$242.9m (up 11% from FY 2021). Net income: US$8.10m (up US$37.8m from FY 2021). Profit margin: 3.3% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 3.0%, compared to a 8.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Aug 26Twin Disc, Incorporated to Report Q4, 2022 Results on Sep 01, 2022Twin Disc, Incorporated announced that they will report Q4, 2022 results Pre-Market on Sep 01, 2022お知らせ • Aug 09Twin Disc Appoints Kevin Olsen to Its Board of DirectorsTwin Disc Inc. has appointed Kevin Olsen to its Board of Directors. Mr. Olsen is currently the President and Chief Executive Officer of Dorman Products Inc. and also serves as a member of Dorman’s Board of Directors. Mr. Olsen previously served as Dorman’s Chief Financial Officer from 2016 to 2018. Dorman Products Inc. is a leading supplier of replacement parts and fasteners for passenger cars and light-, medium-, and heavy-duty vehicles in the motor vehicle aftermarket industry. Prior to Dorman, Mr. Olsen held a variety of senior leadership positions at companies such as Colfax, Crane Co., Netshape Technologies Inc. and Danaher Corporation. Prior thereto, Mr. Olsen performed public accounting work at PricewaterhouseCoopers LLP.お知らせ • Apr 23Twin Disc, Incorporated to Report Q3, 2022 Results on Apr 29, 2022Twin Disc, Incorporated announced that they will report Q3, 2022 results Pre-Market on Apr 29, 2022お知らせ • Apr 21Twin Disc, Incorporated Appoints Juliann Larimer to Its Board of DirectorsTwin Disc Inc. has appointed Juliann Larimer to its Board of Directors. Juliann Larimer is currently the Chairperson of Peak Technologies Inc.Ms. Larimer served as the President and Chief Executive Officer of Peak Technologies Inc. from 2018 to 2021.お知らせ • Mar 10Twin Disc, Incorporated Announces Temporary Halt of Sales and Shipment to RussiaTwin Disc Inc. announced it will cease business activity in Russia and Belarus until further notice due to the ongoing invasion in Ukraine, effective immediately. In light of challenging operating environment, supply chain issues and evolving sanctions, Twin Disc has paused all sales and shipments to Russia and Belarus. The Twin Disc presence in these countries is limited, in both marine and land-based markets. The impact on Twin Disc’s financial results is not expected to be material. While the company does not have employees based in Eastern Europe, for the safety of their business partners, distributors and customers, Twin Disc will conduct business in Ukraine only in emergency situations. The situation is being continuously monitored and evaluated. Twin Disc remains in communication with all relevant stakeholders and will continue to provide updates when appropriate.お知らせ • Feb 08Twin Disc, Incorporated Announces Appointment of Juliann Larimer as A Member of the Board of DirectorsTwin Disc, Incorporated announced on February 1, 2022, the Board of Directors of company increased the size of the Board of Directors from seven to eight, and appointed Juliann Larimer as a member of the Board of Directors of the Company to fill the vacancy created by the expansion of the Board of Directors. Ms. Larimer’s appointment to the Board of Directors was effective immediately upon her appointment. Ms. Larimer is in the class of directors whose terms will expire in 2022, and the Board of Directors intends to nominate her for reelection to the Board of Directors at the 2022 Annual Meeting of Shareholders. Ms. Larimer is not expected to serve on any committees of the Board of Directors. Ms. Larimer is eligible to participate in the Twin Disc, Incorporated 2020 Stock Incentive Plan for Non-Employee Directors and will be paid an annual retainer comprised of both cash and restricted shares of the Company’s common stock. Ms. Larimer will be paid a pro-rated portion (pro-rated as of February 1, 2022) of the annual director retainer of $140,000, which shall be comprised of $48% in cash and 52% in restricted shares. The cash portion of Ms. Larimer’s retainer will be paid quarterly, and the restricted stock portion of her retainer was calculated as of February 1, 2022 and issued on February 7, 2022. Ms. Larimer’s shares of restricted stock will vest as of the Company’s 2022 Annual Meeting of Shareholders, provided she continues to serve on the Company’s Board of Directors as of such date.Reported Earnings • Feb 04Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: US$0.29 loss per share (up from US$0.33 loss in 2Q 2021). Revenue: US$59.9m (up 24% from 2Q 2021). Net loss: US$3.84m (loss narrowed 11% from 2Q 2021). Revenue exceeded analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 20%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 31First quarter 2022 earnings released: EPS US$0.14 (vs US$0.30 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$47.8m (up 3.5% from 1Q 2021). Net income: US$1.92m (up US$5.90m from 1Q 2021). Profit margin: 4.0% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Aug 27Twin Disc, Incorporated Announces Veth Propulsion Now Available Throughout North AmericaTwin Disc Inc. announced full North American availability of its portfolio of Veth Propulsion products. Palmer Johnson Power Systems will represent Veth Propulsion by Twin Disc in the Western United States, as well as Western Canada. Great Lakes Power Systems will represent Veth Propulsion in the Eastern United States. Sewart Supply will continue to represent the line of products in the Gulf Region. Marindustrial will continue to represent the line of products in Eastern Canada.Reported Earnings • Aug 14Full year 2021 earnings released: US$1.58 loss per share (vs US$3.03 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: US$218.6m (down 11% from FY 2020). Net loss: US$20.9m (loss narrowed 48% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.Reported Earnings • May 03Third quarter 2021 earnings released: EPS US$0.007 (vs US$1.92 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$57.6m (down 16% from 3Q 2020). Net income: US$94.0k (up US$25.3m from 3Q 2020). Profit margin: 0.2% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 16New 90-day high: €8.00The company is up 32% from a price of €6.05 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Machinery industry, which is up 6.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €4.61 per share.Reported Earnings • Jan 30Second quarter 2021 earnings released: US$0.33 loss per share (vs US$0.49 loss in 2Q 2020)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: US$48.4m (down 19% from 2Q 2020). Net loss: US$4.31m (loss narrowed 34% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 1.6%, compared to a 4.9% growth forecast for the Machinery industry in Germany.お知らせ • Jan 23Twin Disc, Incorporated to Report Q2, 2021 Results on Jan 29, 2021Twin Disc, Incorporated announced that they will report Q2, 2021 results Pre-Market on Jan 29, 2021Is New 90 Day High Low • Jan 04New 90-day high: €6.35The company is up 33% from its price of €4.76 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.23 per share.Is New 90 Day High Low • Dec 16New 90-day high: €6.15The company is up 29% from its price of €4.76 on 17 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.28 per share.Is New 90 Day High Low • Nov 27New 90-day high: €5.55The company is up 7.0% from its price of €5.20 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Machinery industry, which is also up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.33 per share.Reported Earnings • Oct 30First quarter earnings releasedOver the last 12 months the company has reported total losses of US$37.5m, with earnings decreasing by US$39.0m from the prior year. Total revenue was US$233.7m over the last 12 months, down 19% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30First-quarter earnings released: Revenue beats expectationsFirst-quarter revenue exceeded analyst estimates by 7.6% at US$46.1m. Revenue is forecast to decline by -5.7% over the next year, while the growth in Machinery industry in Germany is expected to stay flat.Is New 90 Day High Low • Sep 24New 90-day low: €4.40The company is down 10.0% from its price of €4.90 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.53 per share.株主還元TWNDE MachineryDE 市場7D3.0%1.0%2.2%1Y169.3%8.0%4.6%株主還元を見る業界別リターン: TWN過去 1 年間で8 % の収益を上げたGerman Machinery業界を上回りました。リターン対市場: TWN過去 1 年間で4.6 % の収益を上げたGerman市場を上回りました。価格変動Is TWN's price volatile compared to industry and market?TWN volatilityTWN Average Weekly Movement8.7%Machinery Industry Average Movement4.3%Market Average Movement5.4%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.8%安定した株価: TWNの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: TWNの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1918980John Battenwww.twindisc.comツインディスク社は、米国、オランダ、中国、オーストラリア、イタリア、および海外で、船舶用および大型オフハイウェイ用パワートランスミッション機器の設計、製造、販売に従事している。同社は製造と販売の2つのセグメントで事業を展開している。主な製品には、船舶用トランスミッション、アジマスドライブ、サーフェスドライブ、プロペラ、ボート管理システム、パワーシフトトランスミッション、油圧トルクコンバーター、パワーテイクオフ、産業用クラッチ、制御システムなどがある。また、サードパーティ製製品も提供している。主にプレジャーボート、商業船舶、パトロール、軍用船舶市場、およびエネルギー・天然資源、政府、農業、リサイクル、建設、石油・ガス、工業市場の顧客に、直販部隊と代理店網を通じて製品を販売している。同社は1918年に設立され、ウィスコンシン州ミルウォーキーに本社を置いている。もっと見るTwin Disc, Incorporated 基礎のまとめTwin Disc の収益と売上を時価総額と比較するとどうか。TWN 基礎統計学時価総額€299.91m収益(TTM)€23.03m売上高(TTM)€314.72m12.9xPER(株価収益率0.9xP/SレシオTWN は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計TWN 損益計算書(TTM)収益US$363.55m売上原価US$261.10m売上総利益US$102.45mその他の費用US$75.85m収益US$26.60m直近の収益報告Mar 27, 2026次回決算日該当なし一株当たり利益(EPS)1.84グロス・マージン28.18%純利益率7.32%有利子負債/自己資本比率24.2%TWN の長期的なパフォーマンスは?過去の実績と比較を見る配当金0.7%現在の配当利回り8%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/08/05 23:10終値2026/08/05 00:00収益2026/03/27年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Twin Disc, Incorporated 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Joshua ChanBairdMaxwell MichaelisLake Street Capital Markets, LLCColin RuschOppenheimer & Co. Inc.3 その他のアナリストを表示
New Risk • Jul 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 34% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.4% average weekly change).
お知らせ • Jun 29+ 1 more updateTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 3000E Growth BenchmarkTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 3000E Growth Benchmark
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.60, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 103% over the past three years.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.90, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 64% over the past three years.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Significant insider selling over the past 3 months (€78k sold).
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Kevin Olsen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jul 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 34% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.4% average weekly change).
お知らせ • Jun 29+ 1 more updateTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 3000E Growth BenchmarkTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 3000E Growth Benchmark
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.60, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 103% over the past three years.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.90, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Machinery industry in Germany. Total returns to shareholders of 64% over the past three years.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Significant insider selling over the past 3 months (€78k sold).
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Kevin Olsen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 22Twin Disc, Incorporated to Report Q3, 2026 Results on May 06, 2026Twin Disc, Incorporated announced that they will report Q3, 2026 results at 8:00 AM, US Eastern Standard Time on May 06, 2026
お知らせ • Jan 30Twin Disc Approves Quarterly Cash Dividend, Payable on March 2, 2026Twin Disc Inc. announced that the Board of Directors (the "Board") approved a regular quarterly cash dividend of $0.04 per share payable on March 2, 2026, to shareholders of record at the close of business on February 18, 2026.
お知らせ • Jan 21Twin Disc, Incorporated to Report Q2, 2026 Results on Feb 04, 2026Twin Disc, Incorporated announced that they will report Q2, 2026 results at 8:00 AM, US Eastern Standard Time on Feb 04, 2026
お知らせ • Oct 31Twin Disc, Inc. Approves Quarterly Cash Dividend, Payable on December 1, 2025Twin Disc Inc. announced that the Board of Directors (the "Board") approved a regular quarterly cash dividend of $0.04 per share payable on December 1, 2025, to shareholders of record at the close of business on November 17, 2025.
お知らせ • Oct 22Twin Disc, Incorporated to Report Q1, 2026 Results on Nov 05, 2025Twin Disc, Incorporated announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Nov 05, 2025
お知らせ • Sep 16Twin Disc, Incorporated, Annual General Meeting, Oct 30, 2025Twin Disc, Incorporated, Annual General Meeting, Oct 30, 2025. Location: offices of von briesen & roper sc 411 east wiscons, wisconsin avenue suite 1000 milwaukee wi 53202, milwaukee United States
お知らせ • Aug 08Twin Disc, Incorporated Approves A Quarterly Cash Dividend, Payable on September 1, 2025Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on September 1, 2025, to shareholders of record at the close of business on August 18, 2025.
お知らせ • Aug 07Twin Disc, Incorporated to Report Q4, 2025 Results on Aug 21, 2025Twin Disc, Incorporated announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Aug 21, 2025
お知らせ • Jun 30+ 12 more updatesTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 2000 IndexTwin Disc, Incorporated(NasdaqGS:TWIN) dropped from Russell 2000 Index
お知らせ • May 10Twin Disc, Inc. Approves Quarterly Cash Dividend, Payable on June 2, 2025Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on June 2, 2025, to shareholders of record at the close of business on May 19, 2025.
お知らせ • Apr 22Twin Disc, Incorporated to Report Q3, 2025 Results on May 07, 2025Twin Disc, Incorporated announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on May 07, 2025
お知らせ • Feb 19Twin Disc, Incorporated (NasdaqGS:TWIN) acquired Kobelt Manufacturing Co. Ltd for $16.5 million.Twin Disc, Incorporated (NasdaqGS:TWIN) acquired Kobelt Manufacturing Co. Ltd for $16.5 million on February 14, 2025. As for the consideration Twin Disc, Incorporated (NasdaqGS:TWIN) paid CAD 23.397 million at closing, which included a base payment of CAD 23 million plus an adjustment for the working capital of CAD 0.397 million. Twin Disc's global presence will expand Kobelt's international reach, while Kobelt will contribute complementary products that diversify and enhance Twin Disc's portfolio in the industrial and marine sectors. For the period ending December 31, 2024, Kobelt Manufacturing Co. Ltd reported total revenue of $14 million. Twin Disc, Incorporated (NasdaqGS:TWIN) completed the acquisition of Kobelt Manufacturing Co. Ltd for $16.5 million on February 14, 2025.
お知らせ • Feb 05Twin Disc, Inc. Approves A Quarterly Cash Dividend, Payable on March 3, 2025Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on March 3, 2025, to shareholders of record at the close of business on February 17, 2025.
お知らせ • Jan 21Twin Disc, Incorporated to Report Q2, 2025 Results on Feb 05, 2025Twin Disc, Incorporated announced that they will report Q2, 2025 results at 8:00 AM, US Eastern Standard Time on Feb 05, 2025
Declared Dividend • Nov 12First quarter dividend of US$0.04 announcedShareholders will receive a dividend of US$0.04. Ex-date: 18th November 2024 Payment date: 2nd December 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08First quarter 2025 earnings released: US$0.20 loss per share (vs US$0.087 loss in 1Q 2024)First quarter 2025 results: US$0.20 loss per share (further deteriorated from US$0.087 loss in 1Q 2024). Revenue: US$72.9m (up 15% from 1Q 2024). Net loss: US$2.77m (loss widened 136% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 06Twin Disc Approves A Quarterly Cash Dividend, Payable on December 2, 2024Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on December 2, 2024, to shareholders of record at the close of business on November 18, 2024.
お知らせ • Oct 22Twin Disc, Incorporated to Report Q1, 2025 Results on Nov 06, 2024Twin Disc, Incorporated announced that they will report Q1, 2025 results at 8:00 AM, US Eastern Standard Time on Nov 06, 2024
お知らせ • Sep 16Twin Disc, Incorporated, Annual General Meeting, Oct 31, 2024Twin Disc, Incorporated, Annual General Meeting, Oct 31, 2024. Location: von briesen & roper, s.c., 411 east wisconsin avenue, suite 1000, wisconsin 53202, milwaukee United States
Reported Earnings • Aug 16Full year 2024 earnings released: EPS: US$0.80 (vs US$0.77 in FY 2023)Full year 2024 results: EPS: US$0.80 (up from US$0.77 in FY 2023). Revenue: US$295.1m (up 6.6% from FY 2023). Net income: US$11.0m (up 5.9% from FY 2023). Profit margin: 3.7% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €11.00, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 15x in the Machinery industry in Germany. Total loss to shareholders of 11% over the past three years.
お知らせ • Aug 06Twin Disc, Incorporated Approves Quarterly Cash Dividend, Payable on September 2, 2024Twin Disc, Incorporated announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on September 2, 2024, to shareholders of record at the close of business on August 19, 2024.
お知らせ • Jul 31Twin Disc, Incorporated to Report Q4, 2024 Results on Aug 15, 2024Twin Disc, Incorporated announced that they will report Q4, 2024 results at 8:00 AM, US Eastern Standard Time on Aug 15, 2024
New Risk • Jul 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin). Significant insider selling over the past 3 months (€256k sold).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €13.20, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 16x in the Machinery industry in Germany. Total returns to shareholders of 13% over the past three years.
お知らせ • Jun 01Twin Disc, Incorporated (NasdaqGS:TWIN) completed the acquisition of Katsa Oy.Twin Disc, Incorporated (NasdaqGS:TWIN) entered into a definitive agreement to acquire Katsa Oy for €21 million on March 5, 2024. The closing of the Purchase Agreement and the transactions contemplated thereby is subject to certain conditions, including, among others, the accuracy of the parties’ representations and warranties, no material adverse effect having occurred with respect to Katsa’s business, regulatory approval by the Ministry of Economic Affairs and Employment of Finland, continued employment of certain key persons of Katsa, and other customary closing conditions. The Purchase Agreement and the transactions contemplated by the Purchase Agreement have been approved by the Board of Directors of Twin Disc. The Purchase Agreement may be terminated by Katsa or TD Finland if certain conditions required to be fulfilled by the other party are not satisfied or waived by June 30, 2024. The transaction is expected to close in the first half of calendar year 2024. Twin Disc, Incorporated (NasdaqGS:TWIN) completed the acquisition of Katsa Oy on May 31, 2024.
Recent Insider Transactions • May 26President recently sold €256k worth of stockOn the 23rd of May, John Batten sold around 20k shares on-market at roughly €12.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
New Risk • May 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.5% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Upcoming Dividend • May 10Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).
お知らせ • May 03Twin Disc, Incorporated Approves Quarterly Cash Dividend, Payable on June 3, 2024Twin Disc, Incorporated announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on June 3, 2024, to shareholders of record at the close of business on May 20, 2024.
Reported Earnings • May 01Third quarter 2024 earnings released: EPS: US$0.28 (vs US$0.20 in 3Q 2023)Third quarter 2024 results: EPS: US$0.28 (up from US$0.20 in 3Q 2023). Revenue: US$74.2m (flat on 3Q 2023). Net income: US$3.82m (up 43% from 3Q 2023). Profit margin: 5.2% (up from 3.6% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17Twin Disc, Incorporated to Report Q3, 2024 Results on Apr 30, 2024Twin Disc, Incorporated announced that they will report Q3, 2024 results at 8:00 AM, US Eastern Standard Time on Apr 30, 2024
お知らせ • Mar 06Twin Disc, Incorporated (NasdaqGS:TWIN) entered into a definitive agreement to acquire Katsa Oy for €21 million.Twin Disc, Incorporated (NasdaqGS:TWIN) entered into a definitive agreement to acquire Katsa Oy for €21 million on March 5, 2024. The closing of the Purchase Agreement and the transactions contemplated thereby is subject to certain conditions, including, among others, the accuracy of the parties’ representations and warranties, no material adverse effect having occurred with respect to Katsa’s business, regulatory approval by the Ministry of Economic Affairs and Employment of Finland, continued employment of certain key persons of Katsa, and other customary closing conditions. The Purchase Agreement and the transactions contemplated by the Purchase Agreement have been approved by the Board of Directors of Twin Disc. The Purchase Agreement may be terminated by Katsa or TD Finland if certain conditions required to be fulfilled by the other party are not satisfied or waived by June 30, 2024. The transaction is expected to close in the first half of calendar year 2024.
New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 08Second quarter 2024 earnings released: EPS: US$0.068 (vs US$0.085 in 2Q 2023)Second quarter 2024 results: EPS: US$0.068 (down from US$0.085 in 2Q 2023). Revenue: US$73.0m (up 15% from 2Q 2023). Net income: US$930.0k (down 18% from 2Q 2023). Profit margin: 1.3% (down from 1.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07Twin Disc, Inc. Approves Quarterly Cash Dividend, Payable on March 1, 2024Twin Disc Inc. announced that the Board of Directors approved a regular quarterly cash dividend of $0.04 per share payable on March 1, 2024, to shareholders of record at the close of business on February 16, 2024.
お知らせ • Jan 25Twin Disc, Incorporated to Report Q2, 2024 Results on Feb 07, 2024Twin Disc, Incorporated announced that they will report Q2, 2024 results at 8:00 AM, US Eastern Standard Time on Feb 07, 2024
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €12.80, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 172% over the past three years.
Upcoming Dividend • Nov 09Upcoming dividend of US$0.04 per share at 1.2% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 01 December 2023. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.1%).
New Risk • Nov 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results.
お知らせ • Nov 04Twin Disc, Incorporated Reinstates Quarterly Cash Dividend, Payable on December 1, 2023Twin Disc Inc. announced that the Board of Directors (the "Board") reinstated a regular quarterly cash dividend of $0.04 per share payable on December 1, 2023, to shareholders of record at the close of business on November 17, 2023. This resumption of Twin Disc’s quarterly dividend following the suspension of the program in February 2016 reflects the Company’s ongoing progress towards achieving its medium-term financial targets.
Reported Earnings • Nov 03First quarter 2024 earnings released: US$0.087 loss per share (vs US$0.15 loss in 1Q 2023)First quarter 2024 results: US$0.087 loss per share (improved from US$0.15 loss in 1Q 2023). Revenue: US$63.6m (up 14% from 1Q 2023). Net loss: US$1.17m (loss narrowed 42% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 19Twin Disc, Incorporated to Report Q1, 2024 Results on Nov 02, 2023Twin Disc, Incorporated announced that they will report Q1, 2024 results at 8:00 AM, US Eastern Standard Time on Nov 02, 2023
お知らせ • Sep 09Twin Disc, Incorporated, Annual General Meeting, Oct 26, 2023Twin Disc, Incorporated, Annual General Meeting, Oct 26, 2023, at 14:00 Central Standard Time. Location: von Briesen & Roper, s.c., 411 East Wisconsin Avenue, Suite 1000 Milwaukee Wisconsin United States Agenda: To consider to elect two Directors to serve until the Annual Meeting of Shareholders in 2026; to consider an advisory vote to approve the compensation of the Corporation's Named Executive Officers; to consider an advisory vote on the frequency of the vote on compensation of the Corporation's Named Executive Officers; and to consider other matters.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: US$0.77 (vs US$0.61 in FY 2022)Full year 2023 results: EPS: US$0.77 (up from US$0.61 in FY 2022). Revenue: US$277.0m (up 14% from FY 2022). Net income: US$10.4m (up 28% from FY 2022). Profit margin: 3.7% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 03Twin Disc, Incorporated to Report Q4, 2023 Results on Aug 16, 2023Twin Disc, Incorporated announced that they will report Q4, 2023 results at 8:00 AM, US Eastern Standard Time on Aug 16, 2023
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €10.20, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 17x in the Machinery industry in Germany. Total returns to shareholders of 84% over the past three years.
Reported Earnings • Apr 30Third quarter 2023 earnings released: EPS: US$0.20 (vs US$0.17 in 3Q 2022)Third quarter 2023 results: EPS: US$0.20 (up from US$0.17 in 3Q 2022). Revenue: US$73.8m (up 24% from 3Q 2022). Net income: US$2.67m (up 20% from 3Q 2022). Profit margin: 3.6% (down from 3.8% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 05Second quarter 2023 earnings released: EPS: US$0.085 (vs US$0.29 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.085 (up from US$0.29 loss in 2Q 2022). Revenue: US$63.4m (up 5.8% from 2Q 2022). Net income: US$1.14m (up US$4.98m from 2Q 2022). Profit margin: 1.8% (up from net loss in 2Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Twin Disc, Incorporated to Report Q2, 2023 Results on Feb 03, 2023Twin Disc, Incorporated announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2023
Reported Earnings • Nov 06First quarter 2023 earnings released: US$0.15 loss per share (vs US$0.14 profit in 1Q 2022)First quarter 2023 results: US$0.15 loss per share (down from US$0.14 profit in 1Q 2022). Revenue: US$55.9m (up 17% from 1Q 2022). Net loss: US$2.03m (down 206% from profit in 1Q 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to €12.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 36% over the past three years.
お知らせ • Oct 29Twin Disc, Incorporated to Report Q1, 2023 Results on Nov 04, 2022Twin Disc, Incorporated announced that they will report Q1, 2023 results Pre-Market on Nov 04, 2022
お知らせ • Sep 09Twin Disc, Incorporated, Annual General Meeting, Oct 27, 2022Twin Disc, Incorporated, Annual General Meeting, Oct 27, 2022, at 14:00 Central Standard Time. Location: 1328 Racine Street, Racine Wisconsin United States Agenda: To elect three Directors to serve until the Annual Meeting of Shareholders in 2025; to consider an advisory vote to approve the compensation of the Corporation’s Named Executive Officers; to ratify the appointment of RSM US LLP, an independent registered public accounting firm, as independent auditors for the fiscal year ending June 30, 2023; and to transact any other business that may properly come before the Annual Meeting.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 23% share price gain to €11.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 6.0% over the past three years.
Reported Earnings • Sep 02Full year 2022 earnings released: EPS: US$0.61 (vs US$2.24 loss in FY 2021)Full year 2022 results: EPS: US$0.61 (up from US$2.24 loss in FY 2021). Revenue: US$242.9m (up 11% from FY 2021). Net income: US$8.10m (up US$37.8m from FY 2021). Profit margin: 3.3% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 3.0%, compared to a 8.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Aug 26Twin Disc, Incorporated to Report Q4, 2022 Results on Sep 01, 2022Twin Disc, Incorporated announced that they will report Q4, 2022 results Pre-Market on Sep 01, 2022
お知らせ • Aug 09Twin Disc Appoints Kevin Olsen to Its Board of DirectorsTwin Disc Inc. has appointed Kevin Olsen to its Board of Directors. Mr. Olsen is currently the President and Chief Executive Officer of Dorman Products Inc. and also serves as a member of Dorman’s Board of Directors. Mr. Olsen previously served as Dorman’s Chief Financial Officer from 2016 to 2018. Dorman Products Inc. is a leading supplier of replacement parts and fasteners for passenger cars and light-, medium-, and heavy-duty vehicles in the motor vehicle aftermarket industry. Prior to Dorman, Mr. Olsen held a variety of senior leadership positions at companies such as Colfax, Crane Co., Netshape Technologies Inc. and Danaher Corporation. Prior thereto, Mr. Olsen performed public accounting work at PricewaterhouseCoopers LLP.
お知らせ • Apr 23Twin Disc, Incorporated to Report Q3, 2022 Results on Apr 29, 2022Twin Disc, Incorporated announced that they will report Q3, 2022 results Pre-Market on Apr 29, 2022
お知らせ • Apr 21Twin Disc, Incorporated Appoints Juliann Larimer to Its Board of DirectorsTwin Disc Inc. has appointed Juliann Larimer to its Board of Directors. Juliann Larimer is currently the Chairperson of Peak Technologies Inc.Ms. Larimer served as the President and Chief Executive Officer of Peak Technologies Inc. from 2018 to 2021.
お知らせ • Mar 10Twin Disc, Incorporated Announces Temporary Halt of Sales and Shipment to RussiaTwin Disc Inc. announced it will cease business activity in Russia and Belarus until further notice due to the ongoing invasion in Ukraine, effective immediately. In light of challenging operating environment, supply chain issues and evolving sanctions, Twin Disc has paused all sales and shipments to Russia and Belarus. The Twin Disc presence in these countries is limited, in both marine and land-based markets. The impact on Twin Disc’s financial results is not expected to be material. While the company does not have employees based in Eastern Europe, for the safety of their business partners, distributors and customers, Twin Disc will conduct business in Ukraine only in emergency situations. The situation is being continuously monitored and evaluated. Twin Disc remains in communication with all relevant stakeholders and will continue to provide updates when appropriate.
お知らせ • Feb 08Twin Disc, Incorporated Announces Appointment of Juliann Larimer as A Member of the Board of DirectorsTwin Disc, Incorporated announced on February 1, 2022, the Board of Directors of company increased the size of the Board of Directors from seven to eight, and appointed Juliann Larimer as a member of the Board of Directors of the Company to fill the vacancy created by the expansion of the Board of Directors. Ms. Larimer’s appointment to the Board of Directors was effective immediately upon her appointment. Ms. Larimer is in the class of directors whose terms will expire in 2022, and the Board of Directors intends to nominate her for reelection to the Board of Directors at the 2022 Annual Meeting of Shareholders. Ms. Larimer is not expected to serve on any committees of the Board of Directors. Ms. Larimer is eligible to participate in the Twin Disc, Incorporated 2020 Stock Incentive Plan for Non-Employee Directors and will be paid an annual retainer comprised of both cash and restricted shares of the Company’s common stock. Ms. Larimer will be paid a pro-rated portion (pro-rated as of February 1, 2022) of the annual director retainer of $140,000, which shall be comprised of $48% in cash and 52% in restricted shares. The cash portion of Ms. Larimer’s retainer will be paid quarterly, and the restricted stock portion of her retainer was calculated as of February 1, 2022 and issued on February 7, 2022. Ms. Larimer’s shares of restricted stock will vest as of the Company’s 2022 Annual Meeting of Shareholders, provided she continues to serve on the Company’s Board of Directors as of such date.
Reported Earnings • Feb 04Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: US$0.29 loss per share (up from US$0.33 loss in 2Q 2021). Revenue: US$59.9m (up 24% from 2Q 2021). Net loss: US$3.84m (loss narrowed 11% from 2Q 2021). Revenue exceeded analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 20%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 31First quarter 2022 earnings released: EPS US$0.14 (vs US$0.30 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$47.8m (up 3.5% from 1Q 2021). Net income: US$1.92m (up US$5.90m from 1Q 2021). Profit margin: 4.0% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 27Twin Disc, Incorporated Announces Veth Propulsion Now Available Throughout North AmericaTwin Disc Inc. announced full North American availability of its portfolio of Veth Propulsion products. Palmer Johnson Power Systems will represent Veth Propulsion by Twin Disc in the Western United States, as well as Western Canada. Great Lakes Power Systems will represent Veth Propulsion in the Eastern United States. Sewart Supply will continue to represent the line of products in the Gulf Region. Marindustrial will continue to represent the line of products in Eastern Canada.
Reported Earnings • Aug 14Full year 2021 earnings released: US$1.58 loss per share (vs US$3.03 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: US$218.6m (down 11% from FY 2020). Net loss: US$20.9m (loss narrowed 48% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 03Third quarter 2021 earnings released: EPS US$0.007 (vs US$1.92 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$57.6m (down 16% from 3Q 2020). Net income: US$94.0k (up US$25.3m from 3Q 2020). Profit margin: 0.2% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 16New 90-day high: €8.00The company is up 32% from a price of €6.05 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Machinery industry, which is up 6.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €4.61 per share.
Reported Earnings • Jan 30Second quarter 2021 earnings released: US$0.33 loss per share (vs US$0.49 loss in 2Q 2020)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: US$48.4m (down 19% from 2Q 2020). Net loss: US$4.31m (loss narrowed 34% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 1.6%, compared to a 4.9% growth forecast for the Machinery industry in Germany.
お知らせ • Jan 23Twin Disc, Incorporated to Report Q2, 2021 Results on Jan 29, 2021Twin Disc, Incorporated announced that they will report Q2, 2021 results Pre-Market on Jan 29, 2021
Is New 90 Day High Low • Jan 04New 90-day high: €6.35The company is up 33% from its price of €4.76 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.23 per share.
Is New 90 Day High Low • Dec 16New 90-day high: €6.15The company is up 29% from its price of €4.76 on 17 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.28 per share.
Is New 90 Day High Low • Nov 27New 90-day high: €5.55The company is up 7.0% from its price of €5.20 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Machinery industry, which is also up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.33 per share.
Reported Earnings • Oct 30First quarter earnings releasedOver the last 12 months the company has reported total losses of US$37.5m, with earnings decreasing by US$39.0m from the prior year. Total revenue was US$233.7m over the last 12 months, down 19% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30First-quarter earnings released: Revenue beats expectationsFirst-quarter revenue exceeded analyst estimates by 7.6% at US$46.1m. Revenue is forecast to decline by -5.7% over the next year, while the growth in Machinery industry in Germany is expected to stay flat.
Is New 90 Day High Low • Sep 24New 90-day low: €4.40The company is down 10.0% from its price of €4.90 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.53 per share.