TWIN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $28.50
Market Cap (MRQ) $411M
P/E (TTM) 15.2
EPS (TTM) $1.87
Revenue (TTM) $381M
Div Yield 0.55%
ROE (TTM) 13.0%
Debt/Equity 0.1
52W Range $13–$29

TWIN Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 2
Ex-date Split Type
Jan. 2, 2008 2-for-1 Forward
April 3, 2006 2-for-1 Forward

About Twin Disc, Incorporated - Common Stock Company overview from Wikipedia

05 · wikidata

Twin Disc, Inc. designs, manufactures, and distributes power transmission equipment for a wide range of applications, including marine, off-road vehicle, and industrial. The company was founded in 1918 to manufacture clutches for farm tractors. It is now a worldwide company with subsidiaries or sales offices in Asia, Europe, North America, Oceania, and South America.

History

Founding

In 1915, veteran of the American railroad and manufacturing sector, Percy Haight Batten arrived in Racine, Wisconsin to assist in the running of the newly created Wallis Tractor Company. During his time in Racine, Batten was introduced to Arthur B. Modine, a local engineer and founder of Modine Manufacturing. Through his connection with Modine, Batten became acquainted with inventor and engineer Thomas Fawick. Fawick, who had relocated to southeastern Wisconsin from Sioux Falls, South Dakota and recently designed a revolutionary "twin-disc" clutch for use in tractors and other heavy farm equipment. After testing Fawick's new clutch design and subsequently encouraging its use in all new Wallis tractors, Batten, Fawick, and Modine incorporated Twin Disc Clutch Company in September of 1918 with Fawick serving as President, Batten as Vice-President, and Modine as Secretary and charter director. Batten officially took over the position of President in 1925.

Early years (1920s agricultural recession and the Great Depression)

The early years of Twin Disc's existence were defined by intense fluctuations in the American agricultural sector, nearly destroying the company in the process. As a result of the instability in the agricultural world during the 1920s Twin Disc made efforts to diversify, expanding into logging, mining, oil, and other industries where heavy industrial equipment was needed.

In response to the Good Roads Movement occurring in America during the 1920s, Twin Disc expanded into the roadbuilding world, recognizing that the same powertrain issues that plagued tractors of the time were also affecting the machinery required to construct roads. The T.L Smith Company of Milwaukee, Wisconsin and The Barber-Greene Company of Aurora, Illinois were among the first roadbuilding companies to adopt Twin Disc Clutches.

At the same time, discovery of massive oil reserves in Texas and Oklahoma during the early 1920s prompted Twin Disc to expand into the burgeoning oil market. By the late 1930s, Twin Disc clutches had become a staple of oil fields across America, their profitability playing a strong role in the company's ability to survive the Great Depression.

Twin Disc introduced its first line of marine clutches during the early 1930s following a long development process starting in 1924. During the 1930s, Twin Disc's market for marine clutches was limited mostly to small, light vessels that operated at a low RPM such as small fishing boats, pleasure craft, and work boats.

The Second World War

During the Second World War, Twin Disc was contracted by the United States Government to produce nearly 100,000 marine gears for assorted military craft including the Landing Craft Vehicle and Personnel (LCVP), Landing Craft Mechanized (LCM), and Landing Craft Tank (LCT) famously used by Allied Forces during the landings in Normandy as a part of Operation Overlord as well at the battles of Iwo Jima and Okinawa in the Pacific Theatre.

By 1942, Twin Disc had also secured a contract to produce T-10010 torque converters for the M4 and M6 high-speed artillery tractors manufactured by the nearby Milwaukee based Allis-Chalmers tractor company.

In September of 1943, Twin Disc was awarded the Army-Navy "E" Award with four stars for "Excellence in Production" during the course of the war.

Postwar expansion

John Henry Batten was appointed President and Chief Executive Officer in 1948, succeeding his father P.H. Batten and becoming the third person and second member of the Batten family to lead Twin Disc Clutch Company.

Under the leadership of John H. Batten, Twin Disc entered a partnership with the Japanese Niigata Converter Co., Ltd. (now Hitachi Nico Transmission Co) in 1952. The partnership between the two firms has lasted over 70 years.

In the mid 1950s Twin Disc broke into the rail market, providing the first three-stage torque converter for an American locomotive. Internationally, Twin Disc provided torque converters for rail equipment in Belgium, Hong Kong, and the United Kingdom. Twin Disc torque converters (formerly made under license in the United Kingdom which became their only European Division known as the British Twin Disc Company Limited of Strood in Rochester Kent who specialized in agricultural tractors, forestry skidders and forklift trucks. Later production moved to Rolls-Royce) these were fitted to the British Rail Class 125 diesel multiple units and some export diesel locomotives, e.g. NZR TR class.

As a result of increased demand for roadbuilding equipment spurred by the Federal-Aid Highway Act of 1956, Twin Disc opened a second location in Racine in 1957, providing the company with over 90,000 square-feet of floor space for production in addition to the existing Racine and Rockford plants that had been used during the war.

Twin Disc Clutch Belgium S.A. begins operations in a new facility in Nivelles, Belgium in 1962, producing Twin Disc products for sale in Europe.

In response to its diversification in products, Twin Disc Clutch Company changed its name to Twin Disc, Incorporated, in 1967.

Acquisition milestones

In 1968, the company acquired Paragon Gear Works, based out of Taunton, Massachusetts. Paragon manufactured marine transmissions for pleasure craft.

In 1992, the company acquired the rights to produce and distribute Arneson Surface Drives.

In 2004, the company acquired Rolla SP Propellers SA, a Swiss based propeller manufacturer.

In 2007, the company acquired BCS, an Italian company that manufactures boat management systems.

In 2018, the company acquired Veth Propulsion, a marine propulsion company based out of Rotterdam, Netherlands. Veth manufactures azimuth thrusters, a product not previously produced by Twin Disc.

In 2024, the company acquired the Finnish company Katsa Oy based out of Tampere, Finland. Katsa designs and manufactures power transmission components and gearboxes.

== References ==

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryMachinery employees1,087 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$381M
2023-06-30 → 2026-06-30
EPS$1.86
2023-06-30 → 2026-06-30
Free Cash Flow$9M
2023-06-30 → 2026-06-30
Net margin7.1%
2023-06-30 → 2026-06-30
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend TWIN 5Y avg Peer Median Verdict
P/E (TTM) 15.2 · 24.5 Undervalued
P/S (TTM) 1.1 · 0.8 Overvalued
P/B (MRQ) 1.9 · 1.5 Fair value
Price / FCF (TTM) 44.8 · · ·
Price / Cash Flow (TTM) 18.0 · 12.3 Pricier
EV / Revenue 1.1 · · ·
Price / Tangible Book (MRQ) 2.0 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.55%
Payout Ratio8.4%
Annualized Payout≈$0.20Paid quarterly
Ex-dateAmountCurrencyYield
Aug 18, 2026$0.05USD≈0.68%
May 18, 2026$0.04USD≈0.94%
Feb 18, 2026$0.04USD≈0.93%
Nov 17, 2025$0.04USD≈1.1%
Aug 18, 2025$0.04USD≈1.9%
May 19, 2025$0.04USD≈2.2%
Feb 14, 2025$0.04USD≈1.7%
Nov 18, 2024$0.04USD≈1.4%
Aug 19, 2024$0.04USD≈1.3%
May 17, 2024$0.04USD≈0.84%
Feb 15, 2024$0.04USD≈0.53%
Nov 16, 2023$0.04USD≈0.28%
Nov 10, 2015$0.09USD≈3.3%
Aug 12, 2015$0.09USD≈2.4%
May 6, 2015$0.09USD≈2.0%
Feb 11, 2015$0.09USD≈1.9%
Nov 12, 2014$0.09USD≈1.4%
Aug 13, 2014$0.09USD≈1.1%
May 7, 2014$0.09USD≈1.3%
Feb 12, 2014$0.09USD≈1.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 232.8%
Next Report Nov 03, 2026
PeriodReportEPS ActualEPS EstSurprise
Dec. 31, 2026 Aug 20, 2026 $0.64 $0.23 172.8%
June 30, 2026 $0.64 $0.23 172.8%
March 31, 2026 $0.23 $0.26 -9.8%
Dec. 31, 2025 $1.55 $0.10 1419.6%
Sept. 30, 2025 $-0.04 $0.02 -296.1%
June 30, 2025 $0.10 $0.27 -62.3%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 17
Metric Trend 202620252024202320222021202020192018201720162015
Revenue $381M$341M$295M$277M$243M$219M$247M$303M$241M$168M$166M·
Cost of Revenue $279M$247M$212M$203M$174M$168M$191M$213M$160M$120M$126M·
Gross Profit $103M$94M$83M$74M$69M$51M$56M$90M$81M$48M$41M·
R&D Expense $3M$3M$3M$2M$2M$2M$2M$2M$2M$2M$2M·
SG&A Expense $84M$82M$72M$62M$60M$56M$63M$72M$61M$53M$57M·
Operating Income $18M$11M$11M$16M$11M$-12M$-40M$18M$16M$-9M$-25M·
Interest Expense ··$1M$2M$2M$2M$2M$2M$282.0K$303.0K$426.0K·
Interest Income $33.0K$67.0K$64.0K$33.0K$28.0K$19.0K$78.0K$43.0K$55.0K$72.0K$147.0K·
Other Non-op $-1M$-5M$2M$658.0K$4M$-3M$-2M$-2M$-2M$-320.0K$-420.0K·
Pretax Income $14M$3M$15M$14M$13M$-10M$-44M$15M$14M$-10M$-25M·
Income Tax $-14M$3M$4M$4M$2M$20M$-4M$4M$5M$-3M$-12M·
Net Income $27M$-697.0K$11M$10M$10M$-30M$-40M$11M$10M$-6M$-13M·
EPS (Basic) $1.92$-0.05$0.80$0.77$0.78$-2.24$-3.03$0.84$0.82$-0.56$-1.17·
EPS (Diluted) $1.86$-0.05$0.79$0.75$0.78$-2.24$-3.03$0.83$0.82$-0.56$-1.17·
Shares (Basic) 14,119,00013,856,00013,683,00013,468,00013,353,00013,247,00013,153,00012,571,00011,295,00011,239,00011,203,000·
Shares (Diluted) 14,586,00013,856,00013,877,00013,811,00013,382,00013,247,00013,153,00012,682,00011,395,00011,239,00011,203,000·
EBITDA $32M$25M$21M$25M$21M$-1M$-28M$28M·$-2M$-16M·
Balance Sheet 29
Metric Trend 202620252024202320222021202020192018201720162015
Cash & Equivalents $16M$16M$20M$13M$13M$12M$11M$12M$15M$16M$18M·
Receivables $67M$59M$52M$55M$45M$39M$31M$44M$45M$31M$25M·
Inventory $178M$184M$130M$132M$127M$115M$121M$126M$84M$66M$67M·
Prepaid Expense ··$9M$8M$8M$6M$5M$12M$8M$8M$7M·
Other Current Assets $17M$20M$17M$8M$9M$10M$7M$8M$6M$7M$7M·
Current Assets $278M$279M$220M$220M$204M$192M$174M$202M$159M$129M$125M·
PP&E (Net) $68M$70M$58M$39M$42M$45M$58M$71M$55M$48M$52M·
PP&E (Gross) $267M$263M$238M$177M$180M$185M$202M$212M$197M$187M$185M·
Accum. Depreciation $199M$194M$180M$138M$139M$140M$143M$141M$142M$139M$134M·
Goodwill $3M$3M$0$0$0$0$0$26M$3M$3M$5M·
Intangibles $14M$13M$13M$13M$13M$17M$19M$25M$2M$2M$2M·
Other Non-current Assets $2M$3M$3M$3M$3M$3M$4M$4M$4M$4M$4M·
Total Assets $401M$388M$312M$289M$277M$275M$294M$294M$241M$211M$214M·
Accounts Payable $31M$39M$33M$36M$29M$31M$26M$31M$29M$21M$15M·
Accrued Liabilities $83M$81M$62M$62M$51M$46M$36M$42M$33M$23M$21M·
Current Liabilities $119M$126M$100M$100M$81M$79M$67M$75M$62M$45M$36M·
Capital Leases $12M$14M$14M$11M$11M$13M$13M$13M$7M···
Deferred Tax $4M$4M$5M$3M$4M$5M$6M$7M$1M$1M$827.0K·
Other Non-current Liabilities $8M$6M$6M$5M$5M$7M$3M$2M$2M$2M$3M·
Total Liabilities $181M$191M$157M$144M$145M$145M$154M$164M$98M$87M$97M·
Long-term Debt $30M$31M$26M$19M$37M$32M$43M$42M$5M$6M$9M·
Total Debt $30M$31M$26M$19M$37M$32M$43M$42M·$6M$9M·
Common Stock $40M$42M$42M$43M$43M$41M$43M$45M$12M$10M$12M·
Retained Earnings $182M$158M$161M$120M$110M$127M$157M$196M$179M$169M$176M·
Treasury Stock $3M$7M$10M$12M$15M$15M$19M$21M$24M$24M$27M·
AOCI $288.0K$4M$-7M$-6M$-7M$-23M$-41M$-38M$-24M$-33M$-44M·
Stockholders' Equity $220M$196M$155M$145M$131M$130M$139M$182M$143M$123M$116M·
Liabilities + Equity $401M$388M$312M$289M$277M$275M$294M$347M$241M$211M$214M·
Shares Outstanding 14,423,53914,150,58113,995,02413,818,06813,672,34313,648,66313,405,99313,240,27811,553,68511,519,13311,350,174·
Cash Flow 16
Metric Trend 202620252024202320222021202020192018201720162015
D&A $14M$15M$10M$9M$10M$11M$12M$9M$6M$7M$9M·
Deferred Tax $-18M$-2M$-560.0K$-634.0K$-849.0K$18M$-8M$7M$3M$-4M$-12M·
Amort. of Intangibles $3M$4M$3M$3M$3M$3M$5M$3M$149.0K$168.0K$165.0K·
Restructuring $366.0K$408.0K$218.0K$177.0K$973.0K$7M$5M$1M$3M$2M$921.0K·
Other Non-cash $122.0K$13M$13M$4M$-25M$7M$45M$-32M·$7M$20M·
Operating Cash Flow $23M$24M$34M$23M$-8M$7M$9M$-5M$7M$3M$3M·
CapEx $14M$15M$9M$8M$5M$4M$11M$12M$6M$3M$4M·
Investing Cash Flow $-14M$-33M$-32M$-408.0K$6M$-3M$-10M$-67M$-6M$-3M$1M·
Stock Issued ·······$32M····
Net Stock Activity ·······$32M····
Dividends Paid $2M$2M$2M$0······$2M·
Financing Cash Flow $-7M$-965.0K$3M$-20M$4M$-4M$-1M$69M$-2M$-2M$-8M·
Net Change in Cash $-80.0K$-4M$7M$742.0K$181.0K$2M$-2M$-3M····
Taxes Paid $6M$4M$2M$4M$3M$3M$3M$2M$-7.0K$27.0K$2M·
Free Cash Flow $9M$9M$25M$15M$-13M$2M$-2M$-17M·$45.0K$-823.0K·
Levered FCF ··$24M$13M$-15M$-5M$-3M$-19M·$-149.4K$-1M·
Profitability 8
Metric Trend 202620252024202320222021202020192018201720162015
Gross Margin 26.9%27.2%28.2%26.8%28.3%23.3%22.6%29.6%·28.7%24.4%·
Operating Margin 4.7%2.9%3.9%5.8%4.5%-5.6%-16.3%6.1%·-5.3%-14.8%·
Net Margin 7.1%-0.56%3.7%3.8%3.3%-13.6%-16.1%3.5%·-3.7%-7.9%·
Pretax Margin 3.6%0.52%5.2%5.2%4.2%-4.5%-17.7%4.8%·-5.7%-15.2%·
EBITDA Margin 8.3%7.3%7.3%9.2%8.5%-0.47%-11.5%9.2%·-1.2%-9.5%·
ROA 6.9%-0.57%3.7%3.6%2.9%-10.4%-13.5%3.6%·-3.0%-5.7%·
ROE 13.0%-1.2%7.3%7.3%6.2%-22.1%-24.8%6.6%·-5.3%-10.2%·
ROIC 14.6%-4.6%4.7%7.2%5.4%-22.7%-20.0%6.1%·-4.5%-10.1%·
Liquidity & Solvency 5
Metric Trend 202620252024202320222021202020192018201720162015
Current Ratio 2.32.02.22.22.52.42.62.8·2.93.5·
Quick Ratio 0.70.60.70.70.70.70.60.8·1.11.2·
Debt / Equity 0.10.20.20.10.30.20.30.2·0.10.1·
LT Debt / Equity 0.10.20.20.10.30.20.30.2·0.10.1·
Interest Coverage ··8.07.15.2-5.2-21.69.6·-29.6-57.7·
Efficiency 3
Metric Trend 202620252024202320222021202020192018201720162015
Asset Turnover 1.01.01.01.00.90.80.81.0·0.80.7·
Inventory Turnover 1.51.8·1.51.41.41.62.0·1.81.7·
Receivables Turnover 6.16.15.55.65.76.26.66.8·5.94.8·
Per Share 7
Metric Trend 202620252024202320222021202020192018201720162015
Book Value / Share $15.23$11.59$11.05$10.50$9.56$9.54$10.40$13.76·$10.67$10.26·
Revenue / Share $26.14$24.59$21.27$20.05$18.15$16.50$18.77$23.87·$14.96$14.84·
Cash Flow / Share $1.57$1.73$2.43$1.66$-0.62$0.49$0.69$-0.43·$0.28$0.30·
Cash / Share $1.11$1.14$1.43$0.96$0.92$0.90$0.80$0.93·$1.42$1.61·
Dividend / Share $0.16$0.16$0.12$0.00········
Dividend Paid / Share $0.16$0.16$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18·
EPS (TTM) $1.86$-0.14$0.79$0.75$0.78$-2.24$-3.03$0.83$0.82$-0.56$-1.17$0.91
Growth Rates 7
Metric Trend 202620252024202320222021202020192018201720162015
Revenue YoY 11.9%15.4%6.6%14.0%11.1%-11.5%······
Revenue CAGR 3Y 11.2%11.9%10.5%3.9%········
Revenue CAGR 5Y 11.8%6.7%··········
EPS YoY ··5.3%-3.9%········
EPS CAGR 3Y 35.4%···········
Net Income YoY ··5.9%-0.83%········
Net Income CAGR 3Y 37.7%···········
Valuation (TTM) 17
Metric Trend 202620252024202320222021202020192018201720162015
Revenue TTM $381M$341M$295M$277M$243M$219M$247M$303M$241M$168M$166M$259M
Net Income TTM $27M$-2M$11M$10M$10M$-30M$-40M$11M$10M$-6M$-13M$10M
Market Cap $335M$125M$165M$156M$124M$194M$74M$200M·$186M$122M·
Enterprise Value $348M$140M$171M$161M$148M$214M$106M$230M·$176M$112M·
P/E 12.5-63.114.915.011.6-6.4-1.818.230.3-28.8-9.214.5
P/S 0.90.40.60.60.50.90.30.7·1.10.7·
P/B 1.50.81.11.10.91.50.51.1·1.51.0·
P / Tangible Book 1.70.81.21.21.11.70.6·····
P / Cash Flow 14.65.24.96.8-14.929.88.1-36.6·58.535.9·
P / FCF ·14.26.610.4-9.594.1-47.0-11.5·4131.5-148.1·
EV / EBITDA ·5.77.96.37.2-208.3-3.78.3·-89.7-7.1·
EV / FCF ·15.96.810.7-11.3103.7-67.2-13.2·3908.3-136.2·
EV / Revenue 0.90.40.60.60.61.00.40.8·1.00.7·
Dividend Yield 0.68%1.8%1.0%0.00%······1.7%·
Earnings Yield 8.0%-1.6%6.7%6.7%8.6%-15.7%-54.7%5.5%3.3%-3.5%-10.9%6.9%
Payout Ratio 8.4%-120.6%15.4%·······-15.6%·
Annual Payout $2M$2M$2M$0······$2M·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2026-06-302025-06-302025-03-282024-12-272024-09-27
Revenue $381M $341M · · ·
Gross Margin % 26.9% 27.2% · · ·
Operating Margin % 4.7% 2.9% · · ·
Net Income $27M $-697.0K · · ·
Diluted EPS $1.86 $-0.05 · · ·

Institutional owners (13F) 100 filers · $230.0M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 100
Value held $230.0M
New positions 28
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
28 (+15 vs prior Q) 14 (+10 vs prior Q) 25 (-4 vs prior Q) 24 (+6 vs prior Q) +977K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
GAMCO INVESTORS, INC. ET AL $37,814,515 1,629,936 16.44% Shares
Juniper Investment Company, LLC $23,778,933 1,024,954 10.34% Shares
BlackRock, Inc. $17,238,993 743,060 7.50% Shares
DIMENSIONAL FUND ADVISORS LP $14,093,072 607,438 6.13% Shares
VANGUARD CAPITAL MANAGEMENT LLC $12,779,766 550,852 5.56% Shares
Pacific Ridge Capital Partners, LLC $12,214,522 526,488 5.31% Shares
VANGUARD GROUP INC $9,832,226 589,462 4.28% Shares
GABELLI FUNDS LLC $9,292,157 400,524 4.04% Shares
AMERIPRISE FINANCIAL INC $7,293,338 314,368 3.17% Shares
GEODE CAPITAL MANAGEMENT, LLC $6,772,825 291,841 2.94% Shares
Allspring Global Investments Holdings, LLC $5,711,770 246,197 2.48% Shares
GRACE & WHITE INC /NY $5,039,736 217,230 2.19% Shares
AMH Equity Ltd $4,601,455 330,090 2.00% Shares
NEEDHAM INVESTMENT MANAGEMENT LLC $3,480,000 150,000 1.51% Shares
Archon Capital Management LLC $3,425,712 147,660 1.49% Shares
STATE STREET CORP $3,006,001 129,569 1.31% Shares
IFP Advisors, Inc $2,792,282 120,357 1.21% Shares
RENAISSANCE TECHNOLOGIES LLC $2,716,558 117,093 1.18% Shares
Bank of New York Mellon Corp $2,683,942 115,687 1.17% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,256,455 97,261 0.98% Shares
NORTHERN TRUST CORP $2,204,534 95,023 0.96% Shares
Connor, Clark & Lunn Investment Management Ltd. $2,136,813 92,104 0.93% Shares
Teton Advisors, LLC $2,104,240 90,700 0.91% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2,080,785 89,689 0.90% Shares
Meros Investment Management, LP $1,864,746 80,377 0.81% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,804,194 77,767 0.78% Shares
VANGUARD FIDUCIARY TRUST CO $1,749,048 75,390 0.76% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1,708,471 73,641 0.74% Shares
SEGALL BRYANT & HAMILL, LLC $1,679,355 72,386 0.73% Shares
RITHOLTZ WEALTH MANAGEMENT $1,616,232 69,665 0.70% Shares
KENNEDY CAPITAL MANAGEMENT LLC $1,426,939 61,506 0.62% Shares
Informed Momentum Co LLC $1,386,734 59,773 0.60% Shares
North Star Investment Management Corp. $1,345,600 58,000 0.59% Shares
CITADEL ADVISORS LLC $1,326,761 57,188 0.58% Shares
PANAGORA ASSET MANAGEMENT INC $1,221,248 52,640 0.53% Shares
ALGERT GLOBAL LLC $1,193,942 51,463 0.52% Shares
RBF Capital, LLC $1,168,816 50,380 0.51% Shares
SEI INVESTMENTS CO $1,099,942 47,411 0.48% Shares
US BANCORP \DE\ $939,716 40,505 0.41% Shares
Teton Advisors, Inc. $869,755 98,500 0.38% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $780,262 33,632 0.34% Shares
Quadrature Capital Ltd $668,647 28,821 0.29% Shares
Empowered Funds, LLC $666,466 28,727 0.29% Shares
GOLDMAN SACHS GROUP INC $610,044 26,295 0.27% Shares
Trexquant Investment LP $608,211 26,216 0.26% Shares
XTX Topco Ltd $592,644 25,545 0.26% Shares
Squarepoint Ops LLC $525,967 22,671 0.23% Shares
Nuveen, LLC $482,166 20,783 0.21% Shares
WELLS FARGO & COMPANY/MN $456,258 19,666 0.20% Shares
TWO SIGMA INVESTMENTS, LP $454,372 19,585 0.20% Shares

Show all 100 institutional owners →

Activists & 5%+ owners 4 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Gabelli Funds, LLC I.D. No ., GAMCO Asset Management, Inc. I.D. No ., Teton Advisors, LLC I.D. No ., GGCP, Inc. I.D. No ., Associated Capital Group, Inc. I.D. No., GAMCO Investors, Inc. I.D. No ., Mario J. Gabelli ×10 filings May 1, 2023 · Initial filing · SEC
Juniper Targeted Opportunity Fund, L.P., Juniper HF Investors II, LLC, Juniper Investment Company, LLC, Alexis P. Michas, John A. Bartholdson ×2 filings June 11, 2020 · Initial filing · SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management, Inc. I.D. No., Gabelli & Company Investment Advisers, Inc. I.D. No., (entities only Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli ×13 filings June 2, 2020 · Initial filing · SEC
CLARUS CAPITAL GROUP MANAGEMENT LP, EPHRAIM FIELDS ×3 filings Oct. 22, 2007 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 30 insiders · 15 officers · 15 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John H Batten President and CEO Aug. 5, 2026 A 520,418 0 0 $0
Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea Sept. 8, 2026 S 164,891 0 3 $-417,606
Christopher J Eperjesy CFO/VP Finance/Treasurer Feb. 16, 2015 D 28,671 0 0 $0
James E Feiertag President, COO Aug. 2, 2021 F 45,996 0 0 $0
Michael H Joyce PRESIDENT/COO Aug. 23, 2005 M 0 0 0 $0
Debbie A Lange Corporate Controller Aug. 13, 2020 F 23,786 0 0 $0
Michael B Gee Vice President, Engineering Aug. 13, 2020 F 17,403 0 0 $0
Denise Wilcox VP-Human Resources Aug. 13, 2020 F 36,188 0 0 $0
Christopher Daniel Bridleman VP Global Operations Aug. 1, 2019 A 20,511 0 0 $0
Malcolm F Moore Executive VP-Operations May 16, 2019 F 40,955 0 0 $0
Donald J Nelson VP-Operations Dec. 12, 2017 F 39,615 0 0 $0
Thomas E Valentyn General Counsel and Secretary July 29, 2013 F 14,414 0 0 $0
Henri Claude Fabry VP-Int'l Distribution July 29, 2013 F 28,341 0 0 $0
Fred H Timm VP-ADMINISTRATION/SECRETARY Aug. 29, 2005 S 841 0 0 $0
Lance J Melik VP - Coporate Development Aug. 14, 2003 M 0 0 0 $0
David W Johnson Director Aug. 3, 2026 A 75,280 0 0 $0
Michael Doar Director Aug. 3, 2026 A 130,363 0 0 $0
Janet Plaut Giesselman Director Feb. 10, 2026 A 51,735 0 0 $0
Kevin M. Olsen Director Oct. 30, 2025 A 26,066 0 0 $0
Juliann Larimer Director Oct. 30, 2025 A 28,607 0 0 $0
Michael C Smiley Director Oct. 30, 2025 A 74,746 0 0 $0
Harold M Stratton II Director Aug. 1, 2022 A 70,106 0 0 $0
David B Rayburn Director Oct. 28, 2021 A 93,573 0 0 $0
David R Zimmer Director Oct. 31, 2019 A 41,869 0 0 $0
Michael E Batten Director Feb. 5, 2015 J 45,440 0 0 $0
John A Mellowes Director Oct. 16, 2009 A 19,200 0 0 $0
David L Swift Director Aug. 8, 2008 M 6,400 0 0 $0
WARDEBERG GEORGE E Director Oct. 21, 2005 A 600 0 0 $0
Paul J Powers Director Nov. 30, 2004 A 300 0 0 $0
Dean Bratel · Aug. 13, 2020 F 63,050 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 19 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
DWAS · Invesco Exchange-Traded Fund Trust … 0.42% 63,278 SH Oct. 2, 2026 Daily
IWC · iShares Trust 0.07% 39,221 SH Sept. 11, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.02% 10,041 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.01% 85,137 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 66,726 SH Aug. 19, 2026 Daily
DFSV · Dimensional ETF Trust 0.01% 32,320 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.01% 268,393 SH Sept. 11, 2026 Daily
RSSL · Global X Funds 0.01% 5,480 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.01% 6,714 SH Oct. 2, 2026 Daily
DFAS · Dimensional ETF Trust 0.01% 34,910 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 6,900 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 15,629 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 621 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 668 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 129,011 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 409,791 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,000 SH Aug. 19, 2026 Daily
DFAU · Dimensional ETF Trust 0.00% 8 NS July 31, 2026 N-PORT
IWN · iShares Trust · 107,389 SH Sept. 11, 2026 Daily

TWIN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 7 analysts BUY
Median target $30.00 +5.2%
2 28.6% Strong Buy
4 57.1% Buy
1 14.3% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

1 analysts · 2026-09-27

Mean target $30.00 +5.2%

Low$30.00 Mean$30.00 High$30.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
TWIN $335M 12.5 11.9% 7.1% 13.0% 26.9%
PLOW $753M 16.7 15.4% 7.1% 16.9% 26.6%
MTW $425M 60.0 2.9% 0.32% 1.1% 18.1%
MLR $425M 18.9 -37.2% 2.9% 5.5% 15.2%
WNC $350M 1.7 -20.8% 13.7% 56.2% 4.5%
MVST · · · · · ·
RAIL $211M 10.2 -10.4% 7.6% -39.9% 14.6%
CVGI $49M 2.6 -10.3% -3.5% -16.5% 10.5%
CAT $266.56B 30.5 4.3% 13.1% 44.4% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-K filed Sep 4, 2026