Twin Disc Inc SEC Filings

Twin Disc (TWIN) insider activity: President & CEO John H. Batten, also a Director and 10% Owner, reported open‑market purchases of common stock.

He acquired 10,000 shares on 11/10/2025 at $16.4431 and 10,000 at $16.5541, and 10,000 shares on 11/11/2025 at $16.3262 and 10,000 at $16.2833. Following these transactions, he directly owned 507,615 shares.

He also reported indirect beneficial holdings, including 2,457.2354 shares via a 401(k), and trustee positions such as 221,156 shares and 195,019 shares, as noted in the footnotes.

Twin Disc (TWIN) reported Q1 FY2026 results. Net sales rose to $79,996 from $72,897 as gross profit improved to $22,934. Operating income reached $2,235, but after interest and taxes the company posted a net loss attributable to Twin Disc of $518, or $(0.04) per share, compared with a $(0.20) loss a year ago.

Manufacturing led performance, and marine and propulsion systems generated $48,226 of sales. Operating cash flow was $(7,524), driven by working capital, while investing cash flow was $(3,439). Financing provided $9,868, reflecting revolving borrowings of $40,375 and repayments of $27,971. Cash ended at $14,241. Inventories increased to $158,272. Long‑term debt was $40,719, including revolving loans of $30,194 and a $13,500 term loan. Total equity was $160,888. The company reported a quarterly dividend of $0.04 per share.

Under its credit agreement, borrowing capacity on the revolver was $46,337 with approximately $16,143 available. The effective tax rate was 172.2%, influenced by valuation allowances and a $147 discrete tax expense tied to planned repatriation from China.

Twin Disc, Incorporated furnished an investor presentation under Item 7.01 of Form 8‑K. Management plans to use these materials at investor and analyst meetings on or after November 5, 2025, and will also post them on the company’s website.

The deck includes non‑GAAP financial measures that management uses to evaluate performance. The information is being furnished, not filed, and is therefore not subject to Section 18 liability or incorporation by reference unless expressly stated. The materials contain forward‑looking statements subject to risks outlined in the company’s SEC filings.

Twin Disc, Inc. filed an 8-K announcing it has reported its first quarter 2026 financial results. The related press release dated November 5, 2025 is attached as Exhibit 99.1 and incorporated by reference.

The disclosures under Item 2.02 and Item 7.01 are furnished and not deemed filed for purposes of Section 18 of the Exchange Act. The filing also includes customary forward-looking statements language referring to risks discussed in the company’s Form 10-K for the year ended June 30, 2025.

Twin Disc, Inc. (TWIN) reported results from its October 30, 2025 Annual Meeting. Shareholders elected John H. Batten (10,537,394 votes for, 98.36%), Juliann Larimer (10,426,603, 97.32%), and Kevin M. Olsen (10,398,338, 97.06%) to serve until the 2028 Annual Meeting or until successors are elected and qualified.

Shareholders approved the advisory vote on Named Executive Officer compensation with 10,107,525 votes for, 228,395 against, and 377,523 abstentions. They also ratified RSM US LLP as independent auditor for the fiscal year ending June 30, 2026, with 12,295,323 votes for, 53,916 against, and 18,116 abstentions. After the meeting, each non‑employee director continuing on the Board received 5,378 shares of restricted stock under the 2021 Omnibus Incentive Plan, representing approximately 55% of the annual Board retainer (exclusive of Committee chair fees).

Twin Disc (TWIN) reported an insider equity award. Director Janet Giesselman acquired 5,378 shares of common stock on 10/30/2025 (transaction code A) at a reported price of $14.875 per share. The filing states the award was restricted stock granted under the Twin Disc, Incorporated Amended and Restated 2021 Omnibus Incentive Plan, and the shares will vest on the date of the next annual meeting of shareholders.

Following this transaction, Giesselman beneficially owned 62,610.5022 shares, held directly.

Twin Disc (TWIN) director Juliann Larimer reported an acquisition of common stock on a Form 4. On 10/30/2025, she received 5,378 shares as a restricted stock award at $14.875 per share under the Amended and Restated 2021 Omnibus Incentive Plan. Following the grant, her beneficial ownership stands at 28,607 shares, held directly.

The award will vest on the date of the next annual meeting of shareholders.

Twin Disc (TWIN) reported an insider equity award. A director acquired 5,378 shares of common stock on 10/30/2025 as a restricted stock grant under the Amended and Restated 2021 Omnibus Incentive Plan. The filing lists a price of $14.875 per share. Following the transaction, the director beneficially owned 26,066 shares, held directly. The award will vest on the date of the next annual meeting of shareholders.

Twin Disc, Incorporated (TWIN) reported an insider equity award. Director Michael C. Smiley acquired 5,378 shares of common stock on 10/30/2025, shown at a stated price of $14.875 per share. After this grant, his beneficial ownership stands at 74,746 shares, held directly.

The award is restricted stock issued under the company’s Amended and Restated 2021 Omnibus Incentive Plan and will vest on the date of the next annual meeting of shareholders.