Twin Disc Inc (NASDAQ:TWIN) Reports Mixed Q4 2025 Results with Revenue Beat and EPS Miss

TWIN DISC INC (NASDAQ:TWIN) reported its fiscal fourth quarter and full-year 2025 results, delivering a mixed performance relative to analyst expectations. The company, which specializes in marine and heavy-duty power transmission equipment, posted revenue of $96.68 million for the quarter, surpassing the consensus estimate of $95.17 million. This represents a 15% year-over-year increase, reflecting robust demand across its key end markets, including marine, energy, and industrial sectors.

However, the earnings picture was less favorable. Twin Disc reported earnings per share (EPS) of $0.10 for the quarter, which fell significantly short of the analyst estimate of $0.27. This discrepancy highlights ongoing margin pressures, potentially driven by higher input costs, operational inefficiencies, or one-time expenses that were not fully anticipated by the market.

Market reaction to the earnings release has been subdued, with the stock showing minimal pre-market movement and a decline of approximately 4% over the past week. This muted response suggests that investors are weighing the positive revenue beat against the disappointing EPS performance. The lack of a sharp negative reaction may indicate that some of these concerns were already priced in, or that the market is taking a wait-and-see approach pending further clarity on the company’s future profitability.

Key takeaways from the earnings release include:

• Strong top-line growth driven by increased sales in both the manufacturing and distribution segments.
• Management highlighted solid performance in commercial and military marine markets, as well as steady demand in energy and industrial applications.
• The company did not provide a formal financial outlook in the press release, leaving analysts to rely on existing estimates for future periods.

Looking ahead, analysts project revenue of $81.6 million for Q1 2026, with full-year 2026 sales estimated at $377.5 million. On the earnings front, EPS for Q1 2026 is forecast at $0.12, while full-year EPS is estimated at $1.38. These figures will serve as a benchmark for Twin Disc’s performance in the coming quarters, particularly as investors look for signs of improved profitability.

For more detailed earnings data and analyst estimates, visit the Twin Disc earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.