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Twin Disc, Incorporated

TWINIndustrialsNASDAQ

Specialty Industrial Machinery

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Financials · Annual
Revenue
$340.7M
+15.5% YoY
Net Income
-$1.9M
-117.2% YoY
EBITDA
$19.3M
-27.9% YoY
Free Cash Flow
-$7.6M

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About Twin Disc, Incorporated

Twin Disc, Incorporated engages in the design, manufacture, and sale of marine and heavy duty off-highway power transmission equipment in the United States, the Netherlands, China, Australia,. At a $286.7M market cap, Twin Disc, Incorporated ranks as a micro-cap company within industrials. The company operates in two segments, Manufacturing and Distribution.

Key stats
Market Cap$286.7M
P/E (TTM)10.69
Fwd P/E17.44
EPS$1.86
Beta0.71
52W Change+146.3%
Dividend Yield0.80%
ROE16.1%
Analysis

On the balance sheet, TWIN has $16.1M in cash with $67.0M in obligations. The ability to service this debt comfortably depends on continued operational cash generation. The company is burning cash, with free cash flow at -$7.6M. This typically occurs when a company is investing aggressively in growth, but sustained cash burn can strain the balance sheet. Return on equity stands at 16.1%, which is strong for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.4% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $242.9M (2022) to $340.7M (2025), reflecting a 40% increase over the period.

The company is burning cash at the operating level, which is not unusual for growth-phase companies but adds risk if it persists. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Twin Disc, Incorporated's trajectory.

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