Twin Disc Dividends and Buybacks
Dividend criteria checks 1/6
Twin Disc is a dividend paying company with a current yield of 1.01% that is well covered by earnings. Next payment date is on 1st June, 2026 with an ex-dividend date of 18th May, 2026.
Key information
1.0%
Dividend yield
0.7%
Buyback Yield
| Total Shareholder Yield | 1.7% |
| Future Dividend Yield | 1.0% |
| Dividend Growth | -5.2% |
| Next dividend pay date | 01 Jun 26 |
| Ex dividend date | 18 May 26 |
| Dividend per share | n/a |
| Payout ratio | 8% |
Recent dividend and buyback updates
Analysis Article • 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...Analysis Article • 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...Recent updates
Analysis Article • 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
Narrative Update • Apr 10
TWIN: Capital Discipline And Backlog Conversion Will Support Undervalued Upside Potential
Analysts have maintained their price target for Twin Disc at $24.00, reflecting only minimal adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E, while keeping their view of fair value unchanged. What's in the News Completion of a long running repurchase program, with a total of 560,000 shares bought back for US$7.31 million, representing 4.93% of shares under the authorization announced on February 1, 2008, and no shares repurchased in the most recent tranche (Key Developments).Narrative Update • Mar 27
TWIN: Disciplined Capital Allocation And Backlog Conversion Will Support Future Upside Potential
Analysts have reaffirmed their $24.00 price target for Twin Disc, citing only marginal updates in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for maintaining their valuation view. What's in the News Completion of a long running buyback program, with 560,000 shares repurchased for $7.31 million since the authorization announced on February 1, 2008, representing 4.93% of shares, and no shares repurchased between September 27, 2025 and December 26, 2025 (Key Developments).Narrative Update • Mar 11
TWIN: Disciplined Capital Allocation And Buyback Capacity Will Support Future Upside Potential
Analysts now hold their price target on Twin Disc steady at $24. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that leave their overall valuation view essentially unchanged.Narrative Update • Feb 25
TWIN: Disciplined Capital Allocation And Selective Acquisitions Will Support Future Upside Potential
Analysts have maintained their $24.00 price target on Twin Disc, citing only marginal tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any material change in their underlying outlook. What's in the News Twin Disc is actively looking for acquisition opportunities, as discussed on its Fiscal Second Quarter 2026 conference call.Narrative Update • Feb 10
TWIN: Disciplined Capital Deployment And Acquisitions Will Drive Future Upside Potential
Analysts have left their price target for Twin Disc unchanged at US$24.00. This reflects updated views on revenue growth, profit margins and a higher assumed future P/E multiple, which together keep their fair value estimate steady.Analysis Article • Feb 03
Twin Disc (NASDAQ:TWIN) Will Pay A Dividend Of $0.04
The board of Twin Disc, Incorporated ( NASDAQ:TWIN ) has announced that it will pay a dividend on the 2nd of March...Narrative Update • Jan 26
TWIN: Share Repurchases And Electrification Investments Will Drive Future Upside Potential
Analysts have adjusted their price target on Twin Disc to US$24.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, which leave their overall fair value view broadly unchanged.Analysis Article • Jan 19
Does Twin Disc (NASDAQ:TWIN) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrative Update • Jan 12
TWIN: Completed Buyback And Electrification Projects Will Support Future Upside
Analysts kept their fair value estimate for Twin Disc steady at $24.00 per share, noting only slight adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions that did not materially change their overall price target view. What's in the News Completed repurchase of 560,000 shares, or 4.93% of shares, for a total of $7.31 million under the buyback program announced on February 1, 2008, with no shares repurchased between July 1, 2025 and September 26, 2025 (Key Developments).Narrative Update • Dec 27
TWIN: Completed Buyback Will Support Future Upside From Hybrid And Electrification Focus
Narrative Update on Analyst Price Target Analysts have modestly raised their price target on Twin Disc to $24.00, citing slightly lower perceived risk, steady long term revenue and margin assumptions, and a marginally reduced future valuation multiple. Together, these factors support maintaining fair value at this level.Analysis Article • Dec 26
Twin Disc, Incorporated's (NASDAQ:TWIN) Subdued P/S Might Signal An Opportunity
When close to half the companies operating in the Machinery industry in the United States have price-to-sales ratios...Narrative Update • Dec 12
TWIN: Completed Buyback Will Support Future Upside From Hybrid And Electrification Focus
Analysts have nudged their price target for Twin Disc slightly higher to 24.00 dollars from 24.00 dollars, citing modest improvements in discount rate assumptions and sustained expectations for steady revenue growth, profit margins, and valuation multiples. What's in the News Completed share repurchase program with a total of 560,000 shares bought back for 7.31 million dollars, representing 4.93% of shares outstanding under the buyback announced in 2008 (company filing).Narrative Update • Nov 28
TWIN: Share Buyback Completion Will Drive Value Amid Expanding Technology Platforms
Analysts have maintained their price target for Twin Disc at $24.00 per share. They cite stable forecasts for revenue growth and profit margins as key factors for their unchanged outlook.Narrative Update • Nov 12
TWIN: Rising Margin Potential Will Drive Value on Share Buyback Momentum
Narrative Update on Twin Disc: Analyst Price Target Revision Analysts have raised their price target for Twin Disc from $17.50 to $24.00, citing improved forecasts for revenue growth and profitability. What's in the News Twin Disc is actively seeking mergers and acquisitions to strengthen its marine and industrial technology platforms, with a continued emphasis on innovation, R&D, and geographic expansion (Fiscal First Quarter 2026 Conference Call).Analysis Article • Nov 03
Twin Disc (NASDAQ:TWIN) Has Announced A Dividend Of $0.04
Twin Disc, Incorporated's ( NASDAQ:TWIN ) investors are due to receive a payment of $0.04 per share on 1st of December...Narrative Update • Aug 27
Acquisition Integration Will Boost Engineering Capabilities And Global Reach
The significant increase in Twin Disc's future P/E from 6.33x to 8.49x, despite a slight decline in revenue growth forecasts, underpins the substantial upward revision in the consensus analyst price target from $12.00 to $17.50. What's in the News Twin Disc is actively seeking M&A opportunities aligned with its marine and industrial technology strengths, while also investing in organic growth areas like R&D, geographic expansion, and innovation in hybrid and electrification solutions.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • Apr 20
Acquisition Integration Will Boost Engineering Capabilities And Global Reach
Integration of Katsa Oy expands global reach and engineering, fostering growth via cross-selling and cost efficiency.Seeking Alpha • Apr 16
Twin Disc Shares Hammered By Trade Uncertainties And Nervous Investors
Summary Twin Disc faces significant uncertainty, with tariff-driven trade wars and a slowing global economy threatening its marine and heavy-duty power transmission equipment markets. Demand outlook is mixed, with patrol boats and municipal vehicle markets looking better, but weakness in commercial marine and most land-based heavy-duty and energy equipment. The company's track record on margin leverage was already an issue, and tariffs and macroeconomic pressures aren't likely to make it any easier to drive higher margins. Long-term revenue growth of 4% and FCF margins in the 3% to 5% range can support a double-digit fair value, as can a 6.5x forward EBITDA multiple. Despite potential long-term growth from diversification and higher-value systems, current market conditions and self-improvement challenges make TWIN stock a watchlist candidate rather than a buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Twin Disc Floating With The Tide In Yachts Ahead Of Sustained Financial Performance
Summary Healthy pleasure and defense marine demand is boosting revenue and backlog, and the industrial business is benefiting from a prior acquisition. Strong defense spending, lower rates, strong workboat dayrates, and hybrid/electrical propulsion adoption are positives for the marine business, but non-defense newbuild activity still presents risks. The outlook for non-marine businesses is less positive given weakness in markets like agriculture, construction, forestry, and fracking and potentially peaking demand for specialty vehicles. Achieving management's ambitious 2030 targets seems difficult without significant M&A, and Twin Disc has historically struggled with consistent long-term revenue and free cash flow growth. Twin Disc is unfollowed on Wall Street and appears undervalued even on more conservative assumptions, but I want to see more evidence of sustainable revenue growth and margin leverage. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Twin Disc: Best-Case Scenario Looks Like Near-Term Consolidation
Summary Twin Disc's stock has declined over 20% since last year due to profitability issues and overvaluation concerns, despite some segment improvements. Recent Q1 earnings showed a 15% sales increase driven by the Katsa acquisition, but higher SG&A costs led to a GAAP earnings decline. Twin Disc's ROE of 5.97% is significantly below the industrial sector average, indicating poor profitability and no value creation compared to the company's 7% cost of equity. Technical indicators show bearish trends, with TWIN fighting to stay above a crucial support level, raising concerns for future performance. Read the full article on Seeking AlphaAnalysis Article • 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 AlphaAnalysis Article • 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...Stability and Growth of Payments
Fetching dividends data
Stable Dividend: TWIN's dividend payments have been volatile in the past 10 years.
Growing Dividend: TWIN's dividend payments have fallen over the past 10 years.
Dividend Yield vs Market
| Twin Disc Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (TWIN) | 1.0% |
| Market Bottom 25% (US) | 1.4% |
| Market Top 25% (US) | 4.3% |
| Industry Average (Machinery) | 1.1% |
| Analyst forecast (TWIN) (up to 3 years) | 1.0% |
Notable Dividend: TWIN's dividend (1.01%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.42%).
High Dividend: TWIN's dividend (1.01%) is low compared to the top 25% of dividend payers in the US market (4.27%).
Earnings Payout to Shareholders
Earnings Coverage: With its low payout ratio (8.4%), TWIN's dividend payments are thoroughly covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its high cash payout ratio (298.1%), TWIN's dividend payments are not well covered by cash flows.
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/21 05:28 |
| End of Day Share Price | 2026/05/21 00:00 |
| Earnings | 2026/03/27 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Twin Disc, Incorporated is covered by 6 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joshua Chan | Baird |
| David MacGregor | Longbow Research LLC |
| Colin Rusch | Oppenheimer & Co. Inc. |