Shares of Twin Disc, Incorporated (TWIN) have gained 3% since the company reported its earnings for the quarter ended Sept. 26, 2025. This compares to the S&P 500 index’s 0.5% decline over the same time frame. Over the past month, the stock has gained 12.6% compared with the S&P 500’s 1.6% growth.Twin Disc incurred a net loss attributable to Twin Disc of 4 cents per share for the first quarter of fiscal 2026, narrower than the net loss of 20 cents per share in the year-ago period. Net sales of $80 million r ...

Financial Data and Key Metrics Changes - Sales grew 9.7% year over year to $80 million, driven by strength in marine propulsion and industrial product groups [5][13] - Gross profit rose 18.7% to $22.9 million, with gross margin increasing 220 basis points to 28.7% [13][17] - EBITDA increased 172% year over year to $4.7 million, reflecting expanded sales and profitability [14][15] - Net loss attributable to Twin Disc improved to $518.04 per diluted share from a loss of $2.8 million or $0.20 last year [14] Business Line Data and Key Metrics Changes - Marine and propulsion business sales increased 14.6% year over year to $48.2 million, driven by workboat activity and government programs [8] - Land-based transmission sales were stable, up 1.6% year over year to $17.6 million, with oil and gas shipments nearly flat [9][10] - Industrial business grew 13.2% year over year, supported by acquisitions and broad-based customer activity [10] Market Data and Key Metrics Changes - North America was the primary driver of sales growth, with increased demand for VET products [15] - Defense-related projects represented a growing share of total backlog, increasing by $4 million sequentially and up 45% year over year [6][7] - The overall mix shifted toward North America, while Asia Pacific and the Middle East accounted for a smaller portion of total sales [15] Company Strategy and Development Direction - The company focuses on global footprint optimization, operational excellence, and disciplined capital allocation [11][12] - Near-term priorities include reducing debt and strengthening the balance sheet while investing in targeted organic initiatives [11] - The strategy emphasizes capturing emerging opportunities in defense and hybrid propulsion markets [4][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining outperformance and delivering strong profitability amid an evolving macroeconomic environment [4] - The company remains mindful of potential tariff developments, expecting a temporary 1-3% tariff impact on second quarter cost of sales [5] - Management is optimistic about the defense-related pipeline and the potential for growth in natural gas demand [29] Other Important Information - The company reported a robust backlog of $163.3 million, up 13% year over year, providing solid visibility for the balance of fiscal 2026 [10] - Inventory levels increased slightly due to strong demand and pre-buys [10][16] - The company maintains a conservative net leverage ratio of 1.3 times, providing flexibility to navigate the current macroeconomic environment [16] Q&A Session Summary Question: Can you help us with the timing of shipment acceleration and expected margin impact in military? - Management expects shipment volume for NATO vehicles to double in a year, with a similar growth trajectory for autonomous vessels [22][24] Question: Do you have the capacity to support that kind of ramp right now? - Management indicated that they have the capability to meet U.S. Navy demand and are evaluating CapEx spending to support growth [25] Question: Can you talk about changes in business conditions and order activity in the oil and gas business? - Management noted that while they are less dependent on oil and gas, they see signs of demand recovery and are cautiously optimistic about natural gas opportunities [26][29] Question: Can you discuss the relatively flat top line in land-based transmissions? - Management described steady demand but noted some shifts in volume between regions, with oil and gas trading off unit volume in China for North America [30][32] Question: How do you view the sustainability of the gross margin improvement? - Management believes the gross margin improvement is sustainable, contingent on maintaining the current mix and addressing tariff impacts [39][40] Question: What is the outlook for free cash flow this year? - Management targets 60% free cash flow as a percentage of EBITDA and aims to recover Q1 performance in Q2 [41][42]

TWIN DISC, INC Investor Presentation DISCLOSURES This presentation contains statements that are forward-looking within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. These statements are based on management's current expectations that are based on assumptions that are subject to risks and uncertainties. Actual results may vary because of variations between these assumptions and actual performance. Investors are referred to Twin Disc's fiscal year 2025 Annual Report and Form 1 ...

TWIN DISC, INCORPORATED (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended September 26, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-7635 (State or other jurisdiction of (I.R.S. Employer Incorporation or organization) Identification No.) ...

Exhibit 99.1 Twin Disc Announces First Quarter Results MILWAUKEE, Wis., November 5, 2025 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) today reported results for the first quarter ended September 26, 2025. Fiscal First Quarter 2026 Highlights CEO Perspective "We delivered a solid start to the year, with sales and margin growth that reflects the benefits of our operational discipline and the strength of our diversified end markets. In the Defense market, orders continued to accelerate, lifting six-month ...

MILWAUKEE, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) today reported results for the first quarter ended September 26, 2025. Fiscal First Quarter 2026 Highlights Sales increased 9.7% year-over-year to $80.0 millionGross margin of 28.7%, expanded 220 basis points over prior yearNet loss attributable to Twin Disc was $518 thousand and EBITDA* of $4.7 millionRobust six-month backlog of $163.3 million supported by healthy ongoing demandContinued momentum in defense, with accelerating order ...

Core Viewpoint - Twin Disc, Inc. is set to release its fiscal 2026 first-quarter results on November 5, 2025, at 8:00 am Eastern, followed by a conference call at 9:00 am Eastern to discuss the results and engage with the investment community [1]. Company Overview - Twin Disc, Inc. specializes in designing, manufacturing, and selling marine and heavy-duty off-highway power transmission equipment, including marine transmissions, azimuth drives, surface drives, propellers, and boat management systems [3]. - The company serves various markets, including pleasure craft, commercial and military marine, energy and natural resources, government, and industrial sectors [3]. - Sales are conducted through a direct sales force and a distributor network, catering to both domestic and international customers [3].

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Summary of Twin Disc Conference Call (October 08, 2025) Company Overview - **Company**: Twin Disc (NasdaqGS:TWIN) - **Industry**: Global transmission power technology - **Headquarters**: Wisconsin, USA - **Established**: 1918 - **Employees**: Approximately 1,000 globally - **Revenue**: Just under $341 million with a gross margin of 27.2% [3][4][22] Key Points Market Position and Strategy - Twin Disc has been a leader in transmission power technology for 100 years, focusing on hybrid and electric solutions [2][22] - The company is well-positioned to benefit from increased defense spending, particularly in NATO countries and the U.S. Navy [2][10] - The company has made significant acquisitions, including Veth in the Netherlands, Katsa Oy in Finland, and Kobelt in Canada, to diversify its offerings and enhance cash flow [3][6][19] Financial Performance - The backlog has increased by 15% year-over-year, with defense-related backlog up 45% year-over-year [10][22] - The company aims to grow its industrial business to match the scale of its marine transmission and propulsion business, currently at 12% of total revenue [14][19] Product Segments - The largest end market is Europe, driven by acquisitions and growth in marine business [4][10] - Marine products account for approximately 60% of the business, while land-based transmission systems make up 24% [4][5] - The company is focusing on hybrid and electric solutions, particularly in marine applications, due to regulatory pressures and market demand [11][35] Defense and Government Programs - The company sees significant growth potential in defense spending, particularly for autonomous vessels and military applications [10][32] - The focus has shifted from oil and gas to more stable markets, reducing reliance on cyclical industries [19][28] Acquisitions and Integration - Recent acquisitions are progressing well, with successful integration strategies in place [24][27] - The company is focused on leveraging its global service network to enhance the growth of acquired companies [19][20] Challenges and Risks - Supply chain issues, particularly related to battery and motor components, are hindering the rollout of hybrid solutions [11][12] - Tariffs are creating uncertainty in the U.S. market, affecting order placements and inventory management [31] Future Outlook - The company anticipates growth across all markets, with defense and marine sectors expected to lead [30][32] - Twin Disc is committed to investing in organic growth and further acquisitions to enhance its market position [20][21] Conclusion - Twin Disc is strategically positioned to capitalize on market trends in defense and hybrid technology, with a strong focus on integrating recent acquisitions and expanding its product offerings [22][38]

Core Insights - Twin Disc, Inc. will present at the Noble Emerging Growth Virtual Equity Conference on October 8, 2025, at 3:30 pm Central [1] - The company's executives will be available for one-on-one meetings with registered investors during the conference [1] Company Overview - Twin Disc, Inc. designs, manufactures, and sells marine and heavy-duty off-highway power transmission equipment [3] - Product offerings include marine transmissions, azimuth drives, surface drives, propellers, boat management systems, power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and control systems [3] - The company serves customers in pleasure craft, commercial and military marine markets, as well as energy, natural resources, government, and industrial markets [3] - Sales are conducted through a direct sales force and a distributor network, targeting both domestic and foreign customers [3]