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 $39.72M 가치에 해당하는 회사 주식의 17.22% 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 비율 | 29.23% |
| CEO 재임 기간 | 12.8yrs |
| CEO 지분 보유율 | 17.2% |
| 경영진 평균 재임 기간 | 3.7yrs |
| 이사회 평균 재임 기간 | 9.8yrs |
최근 경영진 업데이트
Recent updates
분석 기사 • May 14
Twin Disc's (NASDAQ:TWIN) Solid Profits Have Weak Fundamentals
Twin Disc, Incorporated ( NASDAQ:TWIN ) just reported some strong earnings, and the market reacted accordingly with a...Seeking Alpha • Apr 11
Twin Disc's Pop Means It's Time For A Downgrade
Summary Twin Disc is downgraded from 'buy' to 'hold' after outperforming the market but reaching a valuation that limits further upside. Recent revenue growth was driven by the Kobelt acquisition, but operating income and EBITDA declined due to higher costs and temporary headwinds. TWIN's backlog expanded to $175.3 million, with defense-related orders exceeding $50 million, and management expects stronger growth in the year's second half. Valuation now aligns with market averages, and without clear catalysts or guidance, TWIN is unlikely to outperform from current levels. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 10
TWIN: Capital Discipline And Backlog Conversion Will Support Undervalued Upside Potential
Analysts have maintained their price target for Twin Disc at $24.00, reflecting only minimal adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E, while keeping their view of fair value unchanged. What's in the News Completion of a long running repurchase program, with a total of 560,000 shares bought back for US$7.31 million, representing 4.93% of shares under the authorization announced on February 1, 2008, and no shares repurchased in the most recent tranche (Key Developments).내러티브 업데이트 • Mar 27
TWIN: Disciplined Capital Allocation And Backlog Conversion Will Support Future Upside Potential
Analysts have reaffirmed their $24.00 price target for Twin Disc, citing only marginal updates in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for maintaining their valuation view. What's in the News Completion of a long running buyback program, with 560,000 shares repurchased for $7.31 million since the authorization announced on February 1, 2008, representing 4.93% of shares, and no shares repurchased between September 27, 2025 and December 26, 2025 (Key Developments).내러티브 업데이트 • Mar 11
TWIN: Disciplined Capital Allocation And Buyback Capacity Will Support Future Upside Potential
Analysts now hold their price target on Twin Disc steady at $24. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that leave their overall valuation view essentially unchanged.내러티브 업데이트 • Feb 25
TWIN: Disciplined Capital Allocation And Selective Acquisitions Will Support Future Upside Potential
Analysts have maintained their $24.00 price target on Twin Disc, citing only marginal tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any material change in their underlying outlook. What's in the News Twin Disc is actively looking for acquisition opportunities, as discussed on its Fiscal Second Quarter 2026 conference call.내러티브 업데이트 • Feb 10
TWIN: Disciplined Capital Deployment And Acquisitions Will Drive Future Upside Potential
Analysts have left their price target for Twin Disc unchanged at US$24.00. This reflects updated views on revenue growth, profit margins and a higher assumed future P/E multiple, which together keep their fair value estimate steady.분석 기사 • Feb 03
Twin Disc (NASDAQ:TWIN) Will Pay A Dividend Of $0.04
The board of Twin Disc, Incorporated ( NASDAQ:TWIN ) has announced that it will pay a dividend on the 2nd of March...내러티브 업데이트 • Jan 26
TWIN: Share Repurchases And Electrification Investments Will Drive Future Upside Potential
Analysts have adjusted their price target on Twin Disc to US$24.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, which leave their overall fair value view broadly unchanged.분석 기사 • Jan 19
Does Twin Disc (NASDAQ:TWIN) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...내러티브 업데이트 • Jan 12
TWIN: Completed Buyback And Electrification Projects Will Support Future Upside
Analysts kept their fair value estimate for Twin Disc steady at $24.00 per share, noting only slight adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions that did not materially change their overall price target view. What's in the News Completed repurchase of 560,000 shares, or 4.93% of shares, for a total of $7.31 million under the buyback program announced on February 1, 2008, with no shares repurchased between July 1, 2025 and September 26, 2025 (Key Developments).내러티브 업데이트 • Dec 27
TWIN: Completed Buyback Will Support Future Upside From Hybrid And Electrification Focus
Narrative Update on Analyst Price Target Analysts have modestly raised their price target on Twin Disc to $24.00, citing slightly lower perceived risk, steady long term revenue and margin assumptions, and a marginally reduced future valuation multiple. Together, these factors support maintaining fair value at this level.분석 기사 • Dec 26
Twin Disc, Incorporated's (NASDAQ:TWIN) Subdued P/S Might Signal An Opportunity
When close to half the companies operating in the Machinery industry in the United States have price-to-sales ratios...내러티브 업데이트 • Dec 12
TWIN: Completed Buyback Will Support Future Upside From Hybrid And Electrification Focus
Analysts have nudged their price target for Twin Disc slightly higher to 24.00 dollars from 24.00 dollars, citing modest improvements in discount rate assumptions and sustained expectations for steady revenue growth, profit margins, and valuation multiples. What's in the News Completed share repurchase program with a total of 560,000 shares bought back for 7.31 million dollars, representing 4.93% of shares outstanding under the buyback announced in 2008 (company filing).내러티브 업데이트 • Nov 28
TWIN: Share Buyback Completion Will Drive Value Amid Expanding Technology Platforms
Analysts have maintained their price target for Twin Disc at $24.00 per share. They cite stable forecasts for revenue growth and profit margins as key factors for their unchanged outlook.내러티브 업데이트 • Nov 12
TWIN: Rising Margin Potential Will Drive Value on Share Buyback Momentum
Narrative Update on Twin Disc: Analyst Price Target Revision Analysts have raised their price target for Twin Disc from $17.50 to $24.00, citing improved forecasts for revenue growth and profitability. What's in the News Twin Disc is actively seeking mergers and acquisitions to strengthen its marine and industrial technology platforms, with a continued emphasis on innovation, R&D, and geographic expansion (Fiscal First Quarter 2026 Conference Call).분석 기사 • Nov 03
Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04
Twin Disc, Incorporated's ( NASDAQ:TWIN ) investors are due to receive a payment of $0.04 per share on 1st of December...내러티브 업데이트 • Aug 27
Acquisition Integration Will Boost Engineering Capabilities And Global Reach
The significant increase in Twin Disc's future P/E from 6.33x to 8.49x, despite a slight decline in revenue growth forecasts, underpins the substantial upward revision in the consensus analyst price target from $12.00 to $17.50. What's in the News Twin Disc is actively seeking M&A opportunities aligned with its marine and industrial technology strengths, while also investing in organic growth areas like R&D, geographic expansion, and innovation in hybrid and electrification solutions.분석 기사 • Aug 26
Twin Disc, Incorporated (NASDAQ:TWIN) Soars 40% But It's A Story Of Risk Vs Reward
Despite an already strong run, Twin Disc, Incorporated ( NASDAQ:TWIN ) shares have been powering on, with a gain of 40...분석 기사 • Aug 12
Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04
Twin Disc, Incorporated's ( NASDAQ:TWIN ) investors are due to receive a payment of $0.04 per share on 1st of...분석 기사 • Jun 25
Twin Disc, Incorporated's (NASDAQ:TWIN) 29% Jump Shows Its Popularity With Investors
Twin Disc, Incorporated ( NASDAQ:TWIN ) shares have had a really impressive month, gaining 29% after a shaky period...분석 기사 • May 18
Twin Disc (NASDAQ:TWIN) Is Paying Out A Dividend Of $0.04
Twin Disc, Incorporated ( NASDAQ:TWIN ) has announced that it will pay a dividend of $0.04 per share on the 2nd of...
새로운 내러티브 • Apr 20
Acquisition Integration Will Boost Engineering Capabilities And Global Reach
Integration of Katsa Oy expands global reach and engineering, fostering growth via cross-selling and cost efficiency.Seeking Alpha • Apr 16
Twin Disc Shares Hammered By Trade Uncertainties And Nervous Investors
Summary Twin Disc faces significant uncertainty, with tariff-driven trade wars and a slowing global economy threatening its marine and heavy-duty power transmission equipment markets. Demand outlook is mixed, with patrol boats and municipal vehicle markets looking better, but weakness in commercial marine and most land-based heavy-duty and energy equipment. The company's track record on margin leverage was already an issue, and tariffs and macroeconomic pressures aren't likely to make it any easier to drive higher margins. Long-term revenue growth of 4% and FCF margins in the 3% to 5% range can support a double-digit fair value, as can a 6.5x forward EBITDA multiple. Despite potential long-term growth from diversification and higher-value systems, current market conditions and self-improvement challenges make TWIN stock a watchlist candidate rather than a buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Twin Disc Floating With The Tide In Yachts Ahead Of Sustained Financial Performance
Summary Healthy pleasure and defense marine demand is boosting revenue and backlog, and the industrial business is benefiting from a prior acquisition. Strong defense spending, lower rates, strong workboat dayrates, and hybrid/electrical propulsion adoption are positives for the marine business, but non-defense newbuild activity still presents risks. The outlook for non-marine businesses is less positive given weakness in markets like agriculture, construction, forestry, and fracking and potentially peaking demand for specialty vehicles. Achieving management's ambitious 2030 targets seems difficult without significant M&A, and Twin Disc has historically struggled with consistent long-term revenue and free cash flow growth. Twin Disc is unfollowed on Wall Street and appears undervalued even on more conservative assumptions, but I want to see more evidence of sustainable revenue growth and margin leverage. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Twin Disc: Best-Case Scenario Looks Like Near-Term Consolidation
Summary Twin Disc's stock has declined over 20% since last year due to profitability issues and overvaluation concerns, despite some segment improvements. Recent Q1 earnings showed a 15% sales increase driven by the Katsa acquisition, but higher SG&A costs led to a GAAP earnings decline. Twin Disc's ROE of 5.97% is significantly below the industrial sector average, indicating poor profitability and no value creation compared to the company's 7% cost of equity. Technical indicators show bearish trends, with TWIN fighting to stay above a crucial support level, raising concerns for future performance. Read the full article on Seeking Alpha분석 기사 • Nov 09
Twin Disc's (NASDAQ:TWIN) Dividend Will Be $0.04
The board of Twin Disc, Incorporated ( NASDAQ:TWIN ) has announced that it will pay a dividend of $0.04 per share on...Seeking Alpha • Aug 23
For Twin Disc The Opportunities Are There, But Execution Has Been A Long-Term Issue
Summary Twin Disc reported better results in the June quarter than many commercial vehicle suppliers, and recent EBITDA and FCF performance is above the long-term trend. Market dynamics are mixed, with good trends in luxury yachts, patrol boats, and airport/fire/rescue vehicles, but less-certain trends in workboats, and weakness in fracking. Management is focused on margin improvement and operational efficiency, with a target of $500M in revenue by FY'30, but this requires a significant improvement over historical norms here. Mid-single-digit revenue growth, low double-digit EBITDA growth, and low-to-mid single-digit FCF margins can support an attractive potential return, but these expectations could well prove too demanding. Read the full article on Seeking Alpha분석 기사 • Jun 16
Twin Disc, Incorporated's (NASDAQ:TWIN) Business Is Yet to Catch Up With Its Share Price
It's not a stretch to say that Twin Disc, Incorporated's ( NASDAQ:TWIN ) price-to-earnings (or "P/E") ratio of 16.1x...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 27 2026 | n/a | n/a | US$27m |
| Dec 26 2025 | n/a | n/a | US$22m |
| Sep 26 2025 | n/a | n/a | US$353k |
| Jun 30 2025 | US$2m | US$705k | -US$2m |
| Mar 28 2025 | n/a | n/a | US$4m |
| Dec 27 2024 | n/a | n/a | US$9m |
| Sep 27 2024 | n/a | n/a | US$9m |
| Jun 30 2024 | US$3m | US$677k | US$11m |
| Mar 29 2024 | n/a | n/a | US$10m |
| Dec 29 2023 | n/a | n/a | US$10m |
| Sep 29 2023 | n/a | n/a | US$11m |
| Jun 30 2023 | US$2m | US$648k | US$10m |
| Mar 31 2023 | n/a | n/a | US$14m |
| Dec 30 2022 | n/a | n/a | US$13m |
| Sep 30 2022 | n/a | n/a | US$7m |
| Jun 30 2022 | US$2m | US$624k | US$10m |
| Mar 25 2022 | n/a | n/a | -US$21m |
| Dec 31 2021 | n/a | n/a | -US$23m |
| Sep 24 2021 | n/a | n/a | -US$24m |
| Jun 30 2021 | US$2m | US$558k | -US$30m |
| Mar 26 2021 | n/a | n/a | -US$10m |
| Dec 25 2020 | n/a | n/a | -US$35m |
| Sep 25 2020 | n/a | n/a | -US$37m |
| Jun 30 2020 | US$2m | US$600k | -US$40m |
| Mar 27 2020 | n/a | n/a | -US$39m |
| Dec 27 2019 | n/a | n/a | -US$9m |
| Sep 27 2019 | n/a | n/a | US$1m |
| Jun 30 2019 | US$2m | US$577k | US$11m |
보상 대 시장: John의 총 보수(USD2.41M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.66M)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
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 12.8yrs | US$2.41m | 17.22% $ 39.7m | |
| VP of Finance | 12.9yrs | US$1.16m | 1.16% $ 2.7m | |
| Executive Vice President of Sales & Operations | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Information Officer | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Resources Officer | 3.2yrs | 데이터 없음 | 데이터 없음 | |
| Corporate Controller | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Director of Strategic Marketing | no data | 데이터 없음 | 데이터 없음 | |
| Vice President of Supply Chain | no data | 데이터 없음 | 데이터 없음 |
3.7yrs
평균 재임 기간
경험이 풍부한 관리: TWIN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 23.4yrs | US$2.41m | 17.22% $ 39.7m | |
| Independent Director | 17.6yrs | US$154.38k | 0.90% $ 2.1m | |
| Independent Chairman | 6.8yrs | US$265.38k | 0.52% $ 1.2m | |
| Independent Director | 9.8yrs | US$164.38k | 0.52% $ 1.2m | |
| Independent Director | 4.3yrs | US$144.38k | 0.21% $ 489.4k | |
| Independent Director | 10.9yrs | US$159.38k | 0.36% $ 827.2k | |
| Independent Director | 3.8yrs | US$144.38k | 0.18% $ 416.8k |
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
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 22:21 |
| 종가 | 2026/05/26 00:00 |
| 수익 | 2026/03/27 |
| 연간 수익 | 2025/06/30 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
| 분석가 | 기관 |
|---|---|
| Joshua Chan | Baird |
| David MacGregor | Longbow Research LLC |
| Colin Rusch | Oppenheimer & Co. Inc. |