Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
TWIN 
Twin Disc Incorporated (TWIN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: TWIN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $12
1 Year Target Price $12
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.03% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 124.92M USD | Price to earnings Ratio 30.45 | 1Y Target Price 12 |
Price to earnings Ratio 30.45 | 1Y Target Price 12 | ||
Volume (30-day avg) 1 | Beta 0.77 | 52 Weeks Range 6.13 - 14.74 | Updated Date 06/30/2025 |
52 Weeks Range 6.13 - 14.74 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 1.74% | Basic EPS (TTM) 0.29 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.25% | Operating Margin (TTM) 2.44% |
Management Effectiveness
Return on Assets (TTM) 2.47% | Return on Equity (TTM) 2.96% |
Valuation
Trailing PE 30.45 | Forward PE 7.48 | Enterprise Value 172474434 | Price to Sales(TTM) 0.38 |
Enterprise Value 172474434 | Price to Sales(TTM) 0.38 | ||
Enterprise Value to Revenue 0.53 | Enterprise Value to EBITDA 7.16 | Shares Outstanding 14147700 | Shares Floating 10072569 |
Shares Outstanding 14147700 | Shares Floating 10072569 | ||
Percent Insiders 21.53 | Percent Institutions 67.5 |
Analyst Ratings
Rating 1 | Target Price 12 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Twin Disc Incorporated
Company Overview
History and Background
Twin Disc Incorporated was founded in 1918 in Racine, Wisconsin. Initially focused on agricultural implements, they quickly transitioned to manufacturing clutches and power transmission equipment for various industries. Over the years, Twin Disc expanded its product line and global presence through strategic acquisitions and organic growth, becoming a leading provider of heavy-duty power transmission solutions.
Core Business Areas
- On-Highway: Transmissions, torque converters, and power take-offs for trucks, buses, and other on-highway vehicles.
- Off-Highway: Marine transmissions, industrial transmissions, hydraulic torque converters, power shift transmissions, and other related products for construction, agriculture, energy, and other off-highway applications.
- Land-Based: Land-based business segment including Industrial, Energy & Natural Resources, Government & Defense, and Hybrid & Electrification sectors.
Leadership and Structure
John H. Batten serves as the President and CEO. The company operates with a functional organizational structure, with departments focusing on engineering, manufacturing, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Marine Transmissions: Twin Disc offers a comprehensive range of marine transmissions for commercial and recreational vessels. Market share is estimated to be around 25% in the global market for heavy-duty marine transmissions. Competitors include ZF Friedrichshafen and Reintjes GmbH.
- Industrial Transmissions: Twin Disc's industrial transmissions are used in various applications, including oil and gas, mining, and construction equipment. Revenue from this product line contributes approximately 30% of overall revenue. Competitors include Dana Incorporated and Allison Transmission.
- Hydraulic Torque Converters: Hydraulic torque converters for off-highway vehicles. Data on the market share is not available. Competitors include Voith and Allison Transmission.
Market Dynamics
Industry Overview
The power transmission industry is influenced by factors such as economic growth, infrastructure development, and technological advancements in hybrid and electric technologies. The market is characterized by intense competition and increasing demand for energy-efficient solutions.
Positioning
Twin Disc is positioned as a premium provider of heavy-duty power transmission solutions, focusing on durability, reliability, and performance. The company's competitive advantage lies in its engineering expertise and global distribution network.
Total Addressable Market (TAM)
The TAM for heavy-duty power transmission equipment is estimated at $20 billion globally. Twin Disc holds a significant share, with opportunities for further expansion in emerging markets and through technological innovation.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive product portfolio
- Global distribution network
- Engineering expertise
- Strong customer relationships
Weaknesses
- Reliance on cyclical industries
- Limited exposure to emerging markets
- High cost structure
- Slow adoption of new technologies compared to competitors
Opportunities
- Growth in emerging markets
- Increased demand for hybrid and electric solutions
- Expansion into new applications
- Strategic acquisitions
- Growing trend of automation in industrial applications
Threats
- Economic downturns
- Intense competition
- Rising raw material costs
- Technological disruptions
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- CARR
- DANA
- ALSN
Competitive Landscape
Twin Disc's competitive advantage lies in its engineering expertise and specialized product offerings. However, it faces competition from larger, more diversified players with greater financial resources.
Major Acquisitions
Veth Propulsion
- Year: 2018
- Acquisition Price (USD millions): 63
- Strategic Rationale: Expanded Twin Disc's product portfolio to include azimuth thrusters and other marine propulsion systems.
Growth Trajectory and Initiatives
Historical Growth: Twin Disc has experienced moderate growth, with fluctuations influenced by economic cycles and industry trends.
Future Projections: Analysts project continued growth, driven by increased demand for power transmission solutions in various industries. Projected revenue growth is around 5-7% annually for the next 3 years.
Recent Initiatives: Twin Disc is focusing on strategic initiatives, including product innovation, market expansion, and operational efficiency improvements. They are also expanding offerings for hybrid and electric vehicles.
Summary
Twin Disc Incorporated demonstrates a recovering financial position, backed by increasing revenue and profitability but its market share is low and relies on cyclical industries which could create fluctuations in performance. They have a strong reputation for engineering expertise and a diverse product portfolio. Their performance is dependent on broader economic trends and successful integration of new technologies to capture market share in the electric/hybrid market. Looking ahead, Twin Disc needs to watch out for growing raw material costs and increasing competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Twin Disc Incorporated's Annual Reports
- Industry Research Reports
- Financial News Articles
- Analyst Estimates
Disclaimers:
The information provided is based on available data and analysis, but it is not guaranteed to be accurate or complete. Investment decisions should be made based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Twin Disc Incorporated
Exchange NASDAQ | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 1987-12-31 | President, CEO & Director Mr. John H. Batten | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 910 | Website https://www.twindisc.com |
Full time employees 910 | Website https://www.twindisc.com | ||
Twin Disc, Incorporated engages in the design, manufacture, and sale of marine and heavy duty off-highway power transmission equipment in the United States, the Netherlands, China, Australia, Italy, and internationally. The company operates in two segments, Manufacturing and Distribution. Its principal products include marine transmissions, azimuth drives, surface drives, propellers, and boat management systems, as well as power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and controls systems. The company also provides third-party manufactured products. It sells its products through a direct sales force and distributor network to customers primarily in the pleasure craft, commercial marine, patrol, and military marine markets, as well as in the energy and natural resources, government, agriculture, recycling, construction, oil and gas, and industrial markets. The company was incorporated in 1918 and is headquartered in Milwaukee, Wisconsin.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.