Twin Disc, Incorporated

NasdaqGS:TWIN 주식 리포트

시가총액: US$226.6m

Twin Disc 경영진

경영진 기준 점검 3/4

Twin Disc CEO는 John Batten, Jul2013 에 임명되었습니다 의 임기는 12.83 년입니다. 총 연간 보상은 $2.41M, 29.2% 급여 및 70.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $39.03M 가치에 해당하는 회사 주식의 17.23% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.7 년과 9.8 년입니다.

핵심 정보

John Batten

최고경영자

US$2.4m

총 보수

CEO 급여 비율29.23%
CEO 재임 기간12.8yrs
CEO 지분 보유율17.2%
경영진 평균 재임 기간3.7yrs
이사회 평균 재임 기간9.8yrs

최근 경영진 업데이트

Recent updates

Twin Disc's Pop Means It's Time For A Downgrade

Apr 11

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).

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).

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.

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.

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.

Twin Disc (NASDAQ:TWIN) Will Pay A Dividend Of $0.04

Feb 03
Twin Disc (NASDAQ:TWIN) Will Pay A Dividend Of $0.04

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.

Does Twin Disc (NASDAQ:TWIN) Have A Healthy Balance Sheet?

Jan 19
Does Twin Disc (NASDAQ:TWIN) Have A Healthy Balance Sheet?

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).

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.

Twin Disc, Incorporated's (NASDAQ:TWIN) Subdued P/S Might Signal An Opportunity

Dec 26
Twin Disc, Incorporated's (NASDAQ:TWIN) Subdued P/S Might Signal An Opportunity

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).

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.

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).

Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04

Nov 03
Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04

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.

Twin Disc, Incorporated (NASDAQ:TWIN) Soars 40% But It's A Story Of Risk Vs Reward

Aug 26
Twin Disc, Incorporated (NASDAQ:TWIN) Soars 40% But It's A Story Of Risk Vs Reward

Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04

Aug 12
Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04

Twin Disc, Incorporated's (NASDAQ:TWIN) 29% Jump Shows Its Popularity With Investors

Jun 25
Twin Disc, Incorporated's (NASDAQ:TWIN) 29% Jump Shows Its Popularity With Investors

Twin Disc (NASDAQ:TWIN) Is Paying Out A Dividend Of $0.04

May 18
Twin Disc (NASDAQ:TWIN) Is Paying Out A Dividend Of $0.04
User avatar

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.

Twin Disc Shares Hammered By Trade Uncertainties And Nervous Investors

Apr 16

Twin Disc Floating With The Tide In Yachts Ahead Of Sustained Financial Performance

Dec 26

Twin Disc: Best-Case Scenario Looks Like Near-Term Consolidation

Dec 06

Twin Disc's (NASDAQ:TWIN) Dividend Will Be $0.04

Nov 09
Twin Disc's (NASDAQ:TWIN) Dividend Will Be $0.04

For Twin Disc The Opportunities Are There, But Execution Has Been A Long-Term Issue

Aug 23

Twin Disc, Incorporated's (NASDAQ:TWIN) Business Is Yet to Catch Up With Its Share Price

Jun 16
Twin Disc, Incorporated's (NASDAQ:TWIN) Business Is Yet to Catch Up With Its Share Price

CEO 보수 분석

John Batten의 보수는 Twin Disc의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 26 2025n/an/a

US$22m

Sep 26 2025n/an/a

US$353k

Jun 30 2025US$2mUS$705k

-US$2m

Mar 28 2025n/an/a

US$4m

Dec 27 2024n/an/a

US$9m

Sep 27 2024n/an/a

US$9m

Jun 30 2024US$3mUS$677k

US$11m

Mar 29 2024n/an/a

US$10m

Dec 29 2023n/an/a

US$10m

Sep 29 2023n/an/a

US$11m

Jun 30 2023US$2mUS$648k

US$10m

Mar 31 2023n/an/a

US$14m

Dec 30 2022n/an/a

US$13m

Sep 30 2022n/an/a

US$7m

Jun 30 2022US$2mUS$624k

US$10m

Mar 25 2022n/an/a

-US$21m

Dec 31 2021n/an/a

-US$23m

Sep 24 2021n/an/a

-US$24m

Jun 30 2021US$2mUS$558k

-US$30m

Mar 26 2021n/an/a

-US$10m

Dec 25 2020n/an/a

-US$35m

Sep 25 2020n/an/a

-US$37m

Jun 30 2020US$2mUS$600k

-US$40m

Mar 27 2020n/an/a

-US$39m

Dec 27 2019n/an/a

-US$9m

Sep 27 2019n/an/a

US$1m

Jun 30 2019US$2mUS$577k

US$11m

보상 대 시장: John의 총 보수(USD2.41M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.56M)보다 높습니다.

보상과 수익: John의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

John Batten (60 yo)

12.8yrs
재임 기간
US$2,411,244
보수

Mr. John H. Batten has been Chief Executive Officer of Twin Disc, Incorporated since July 2013 and served as its President July 2008 until May 1, 2019. He now serves as President at Twin Disc, Incorporated...

리더십 팀

이름직위재임 기간보수지분
John Batten
President12.8yrsUS$2.41m17.23%
$ 39.0m
Jeffrey Knutson
VP of Finance12.9yrsUS$1.16m1.16%
$ 2.6m
Tim Batten
Executive Vice President of Sales & Operationsless than a year데이터 없음데이터 없음
Robin Schilz
Chief Information Officer3.7yrs데이터 없음데이터 없음
Brian Plemel
Chief Human Resources Officer3.2yrs데이터 없음데이터 없음
Mike Kienast
Corporate Controller3.7yrs데이터 없음데이터 없음
Greg Mueller
Director of Strategic Marketingno data데이터 없음데이터 없음
Mark Sandercock
Vice President of Supply Chainno data데이터 없음데이터 없음
3.7yrs
평균 재임 기간

경험이 풍부한 관리: TWIN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.7 년).

이사회 구성원

이름직위재임 기간보수지분
John Batten
President23.4yrsUS$2.41m17.23%
$ 39.0m
Michael Doar
Independent Director17.6yrsUS$154.38k0.90%
$ 2.0m
Michael Smiley
Independent Chairman6.8yrsUS$265.38k0.52%
$ 1.2m
David Johnson
Independent Director9.8yrsUS$164.38k0.52%
$ 1.2m
Juliann Larimer
Independent Director4.3yrsUS$144.38k0.21%
$ 480.8k
Janet Giesselman
Independent Director10.9yrsUS$159.38k0.36%
$ 812.8k
Kevin Olsen
Independent Director3.8yrsUS$144.38k0.18%
$ 409.5k
9.8yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: TWIN의 이사회는 경험이 있음으로 간주됩니다(평균 재임 9.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 13:19
종가2026/05/01 00:00
수익2025/12/26
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Twin Disc, Incorporated는 6명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joshua ChanBaird
David MacGregorLongbow Research LLC
Colin RuschOppenheimer & Co. Inc.