Twin Disc stock reports 11.90 percent revenue growth

Twin Disc stock is tied to fiscal 2026 revenue of USD 381.3 million, up 11.90 percent from USD 340.7 million. According to Twin Disc on August 20, 2026, net income attributable to shareholders reached USD 27.1 million and diluted EPS was USD 1.86.

Revenue growth meets stronger earnings

The fiscal 2026 figures cover the year ended June 30, 2026. The revenue increase of USD 40.6 million came with a shift from a USD 0.7 million net loss in fiscal 2025 to a USD 27.1 million profit.

The earnings comparison needs one qualification. The annual filing identifies a USD 16.4 million income tax benefit from releasing most of the U.S. valuation allowance, so net income does not represent operating performance alone.

Backlog improves visibility

StockTitan reports that Twin Disc's six-month order backlog reached USD 178.3 million at June 30, 2026, compared with USD 150.5 million a year earlier. The USD 27.8 million increase gives the company a larger order base entering fiscal 2027, although the filing states that orders can be canceled or rescheduled.

Operating income also rose to USD 18.0 million from USD 11.1 million in fiscal 2025. In the fourth quarter, revenue reached USD 114.4 million, an 18.30 percent year-over-year increase, while operating income was USD 7.8 million.

Stock remains near yearly high

For investors, the balance between operating gains and the tax benefit is the key distinction. The backlog and operating-income figures point to improved underlying activity, while the tax release explains why bottom-line growth was particularly large.

Twin Disc has also set a longer-term target of USD 500.0 million in annual revenue and a 30.00 percent gross margin by 2030, according to the company's fiscal 2026 earnings discussion. Its quarterly dividend was raised 25.00 percent to USD 0.05 per share in August 2026.

Nasdaq price stays below yearly high

Twin Disc was last at USD 26.20 on Nasdaq on September 30, 2026 at 4:00 p.m. ET. Its 52-week range was USD 13.42 to USD 26.96, while market capitalization stood at USD 377.9 million on the same date.