Forensic Analysis · Machinery & Fabricated Metal Products · as of Nov 11, 2026

Twin Disc Inc (TWIN)

A forensic read on Twin Disc Inc built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

B · Sound & dependable

Forensic grade

Safe

Financial health

5.7

Distress distance

Forensic signals

13.0%

ROE

11.9%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Twin Disc Inc earns a B (Sound & dependable) forensic quality grade, and its balance-sheet distress test reads 5.7, placing it in the Safe zone. 2 forensic signals were flagged in its latest SEC filings, led by return on invested capital.

What the filings flag

6.3%

FY2026

Return on invested capital. Return on invested capital is 6.3% in the latest fiscal year and rising across FY2024–FY2026 from 4.3%. After-tax operating profit was $8M in FY2024 and $16M in FY2026, with operating income at 3.9% of revenue in FY2024, 3.3% in FY2025 and 4.7% in FY2026. The capital base behind it grew +33% across FY2024–FY2026, from $194M to $258M, and the return did not fall doing it, so the dollars added over that window earned at least the 4.3% the older base was already earning.

+2.5%/yr

FY2024–FY2026

Share-count dilution. Diluted share count changed +5% over the last 2 years to FY2026 (+2.5%/yr). The count is growing — 13.9M shares in FY2024, 14.6M in FY2026: more stock was issued than repurchased over this window, so aggregate results grew faster than their per-share equivalents. That's ~2.5% shaved off per-share growth every year — total profit has to grow that much just to keep earnings-per-share flat, and a stake held since FY2024 has been diluted ~5%.

Key fundamentals

Latest Revenue$381.3M

Revenue Growth YoY+11.9%

Revenue CAGR (2yr)+13.7%

Net Margin7.1%

Free Cash Flow$9.2M

Return on Equity13.0%

Debt / Equity0.14x

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Data from SEC EDGAR public filings · metrics as of Nov 11, 2026. Forensic signals flag probability, not certainty.

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