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Employees: 1,087
Size Twin Disc (TWIN) is a United States Industrials company (Trucks/Construction/Farm Machinery) with a market value of $332M, the 3026th largest of 3,117 United States companies the cockpit tracks. Shares closed at $22.85 on 6 Nov 2026.
Performance Over six months the shares gained 18.8%, against -21.5% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 12.1% over the last twelve months (peer median +8.8%); the operating margin is 5.2% (peer median 6.8%).
Valuation It trades at 30.9× forward earnings against a peer median of 17.0× (most expensive of 7).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.8 points below its cost of capital (7.0% WACC).
Short interest Short interest is 3.3% of the free float (15 Oct 2026).
Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $390M | $381M | $341M | $295M | $277M |
| Revenue growth | — | +12% | +15% | +7% | — |
| Gross profit | $105M | $103M | $93.9M | $76.1M | $68.0M |
| EBITDA | $33.8M | $31.9M | $26.4M | $21.7M | $21.4M |
| Net income | $38.5M | $27.1M | -$697,000 | $11.0M | $10.4M |
| Free cash flow | $25.9M | $9.19M | $8.82M | $25.0M | $15.0M |
| Capital expenditure | $16.1M | $13.7M | $15.2M | $8.71M | $7.92M |
| Total debt | $59.3M | $50.6M | $55.5M | $48.2M | $36.7M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | TWIN | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.2% | -10.9% | 9th lowest of 21 |
| 6-month return | +18.8% | -21.5% | 2nd highest of 21 |
| Distance from 52-week high | -21.8% | -37.6% | 2nd highest of 21 |
| Revenue growth (TTM) | +12.1% | +8.8% | 8th highest of 21 |
| Operating margin | 5.2% | 6.8% | 8th lowest of 21 |
| Forward P/E | 30.9× | 17.0× | most expensive of 7 |
| Growth the price implies (Req g, 7 yrs) | 5.7% | 8.5% | 4th least demanding of 9 |
| Growth delivered (Del g) | +11.8% | -0.2% | highest of 9 |
| Hurdle (Req g minus delivered) | -6.1 pp | +8.7 pp | 3rd least demanding of 9 |
| ROIC minus cost of capital | -0.8 pp | -1.7 pp | 9th highest of 20 |
| EV / EBITDA | 10.8× | 7.3× | 4th most expensive of 11 |
| Net debt / EBITDA | 1.0× | 0.4× | 5th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Twin Disc TWIN | United States | $332M | +19% | +12% | 5% | 30.9× | 5.7% | +11.8% |
| Zhejiang Xinchai 301032.SZ | China | $335M | -28% | +2% | 4% | n/a | 7.9% | -1.1% |
| Chengdu Dahongli Machinery 300865.SZ | China | $340M | -22% | +35% | 8% | n/a | 25.4% | -11.5% |
| Shandong Hongyu Precision Machinery 002890.SZ | China | $343M | -21% | -2% | 2% | n/a | n/a | n/a |
| Nanchang Mineral Systems 001360.SZ | China | $344M | -16% | +12% | 4% | n/a | n/a | n/a |
| Dagang 300103.SZ | China | $317M | -19% | -27% | -58% | n/a | n/a | n/a |
| Talgo TLGO.MC | Spain | $313M | -21% | +22% | 1% | n/a | n/a | n/a |
| Daihatsu Infinearth Mfg.co.,ltd 6023.T | Japan | $357M | -25% | +11% | 10% | 7.6× | n/a | n/a |
| Beijing Zhongkehaixun Digital S&T 300810.SZ | China | $359M | -38% | +35% | -8% | n/a | n/a | n/a |
| VST Tillers Tractors VSTTILLERS.NS | India | $359M | -24% | +17% | 11% | 24.8× | 27.3% | +10.2% |
| Giken 6289.T | Japan | $302M | +4% | +8% | 11% | 18.8× | 9.0% | +0.6% |
| Tan Chong International 0693.HK | Hong Kong | $367M | -2% | -7% | 5% | n/a | -2.1% | -0.5% |
| Airman 6364.T | Japan | $368M | -1% | +2% | 14% | 8.8× | n/a | n/a |
| Lungteh Shipbuilding 6753.TW | Taiwan | $369M | -28% | +13% | 25% | 15.2× | n/a | n/a |
| Linzhou Heavy Machinery 002535.SZ | China | $297M | -30% | -33% | 7% | n/a | n/a | n/a |
| Penguin International BTM.SI | Singapore | $297M | +35% | -5% | 19% | n/a | n/a | n/a |
| Nippon Sharyo,Ltd 7102.T | Japan | $294M | -14% | +4% | 13% | n/a | -9.2% | +0.1% |
| Weima Agricultural Machinery 301533.SZ | China | $383M | -15% | +20% | 7% | n/a | n/a | n/a |
| Traffic Control Technology 688015.SS | China | $383M | -37% | +10% | 7% | 18.8× | -3.9% | +4.5% |
| Anhui Tuoshan Heavy Industries 001226.SZ | China | $387M | -28% | +30% | 3% | n/a | n/a | n/a |
| Fujian South Highway Machinery 603280.SS | China | $399M | -28% | -3% | 5% | n/a | 15.3% | -2.0% |