TWIN DISC INC — Form 8-K
Filed August 20, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Twin Disc reported fiscal 2026 net sales of $381.3M (up 11.9% YoY) and net income of $27.1M versus a loss of $0.7M in FY2025. The company achieved EBITDA of $29.9M, free cash flow of $9.2M, and a six-month backlog of $178.3M. A significant accounting change from LIFO to FIFO inventory method increased prior-year inventory by $32.1M. The company also secured a new $90M credit facility with BMO and JP Morgan.
Why this rating
Strong earnings recovery and sales growth meaningful for $125M market-cap company; backlog signals momentum. However, accounting change inflates comparability; LIFO-to-FIFO alone doesn't drive operations.
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