Twin Disc (TWIN)
Builds propulsion, transmission, and control systems for marine and heavy-duty off-highway equipment.
Something off on this page? Send us feedback.
Manufactures marine propulsion and power-transmission equipment, from transmissions and drives to propellers, clutches, and controls. Sells through direct sales and distributors into pleasure-craft, commercial and military marine, energy, government, and industrial markets.
Designs, manufactures, and sells marine and heavy-duty off-highway power-transmission equipment. The portfolio spans marine transmissions, azimuth and surface drives, propellers, boat-management systems, power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and controls.
Sells globally through a direct sales force and distributor network into pleasure-craft, commercial and military marine, energy and natural-resources, government, and industrial markets. Acquisitions added Veth propulsion systems, Katsa gearboxes and power-transmission components, and Kobelt controls, propulsion, steering, and braking systems. Commercial-marine demand was temporarily weakened by the existing tariff structure, while oil-and-gas transmission demand into China remained soft.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 9, 2026 | Lake Street | Initiate | Rating: —Target: — | Target: $30 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $16.0M · Total debt $45.0M · Total assets $401.2M · Shareholders' equity $219.7M
- Revenue
- $114.4M
- Operating income
- $7.8M
- Net income
- $1.9M
HistoryDividendAnnual yield
| Institutions | 65.48% | 9.44M shares | |
|---|---|---|---|
| 95 holders · as of Jun 30, 2026 | |||
| Insiders | 8.54% | 1.23M shares | |
| 8 holders · as of Sep 8, 2026 | |||
| Other | 25.98% | 3.75M shares | |
| remainder | |||
14.42M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Gamco Investors, Inc. et alInstitution | 11.30% | 1.63M | as of Jun 30, 2026 |
Juniper Investment Company, LLCInstitution | 7.11% | 1.02M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.15% | 743,060 | as of Jun 30, 2026 |
John H. BattenInsiderdirector, 10 percent owner, officer: President and CEO | 4.72% | 680,437 | filed Aug 7, 2026 |
Dimensional Fund Advisors LPInstitution | 4.21% | 607,438 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Jeffrey Scott Knutson | officer: VP Finance, CFO, Secr & Trea | −7,482 | $24.25 |
| Sep 4, 2026 | Jeffrey Scott Knutson | officer: VP Finance, CFO, Secr & Trea | −5,902 | $23.25 |
| Sep 3, 2026 | Jeffrey Scott Knutson | officer: VP Finance, CFO, Secr & Trea | −4,302 | $23.00 |
- Caterpillar
Commercial-marine propellers, thrusters and control systems
- Allison Transmission
Off-highway drivetrain, gearbox and transmission systems
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Twin Disc | $25.70 | −0.88% | $374.0M | 13.9 | 35.2 | 1.0 | +18.3% |
| Caterpillar | $809.92 | +0.24% | $372.20B | 34.8 | 28.1 | 5.0 | +24.0% |
| Allison Transmission | $114.63 | −0.65% | $9.57B | 18.3 | 11.0 | 2.6 | +92.4% |
| Median | 26.5 | 19.6 | 3.8 | +58.2% |