TWIN

Stock Performance: Twin Disc, Incorporated's shares have increased by 44.3% following their earnings report for Q4 of fiscal 2025, significantly outperforming the S&P 500 index's 0.8% gain during the same period.

Financial Results: The company reported a net income of $1.4 million for the quarter, down from $7.4 million the previous year, with sales rising 14.5% to $96.7 million despite a decline in profitability due to higher expenses and currency losses.

Segment Growth: Marine and Propulsion Systems led sales growth, while Industrial sales surged 82% due to recent acquisitions. The company has a strong backlog of $150.5 million, indicating healthy demand across markets.

Future Outlook: Management reaffirmed long-term revenue targets of $500 million by fiscal 2030, focusing on leveraging defense demand, expanding hybrid and electric capabilities, and optimizing operations, while also emphasizing the importance of strategic acquisitions for growth.

Conference Call Overview: Twin Disc, Incorporated held a conference call on August 21, 2025, to discuss their fiscal fourth quarter and full year results for 2025.

Participants: Key participants included Jeffrey S. Knutson (VP of Finance, CFO) and John H. Batten (President & CEO), along with analysts from Longbow Research LLC and other unidentified companies.

Forward-Looking Statements: The call included forward-looking statements regarding the company's expectations, with a reminder that actual results may differ due to various factors outlined in their annual report.

Non-GAAP Financial Measures: Management discussed non-GAAP financial measures during the call, with references to definitions and reconciliations provided in the earnings release issued earlier that day.