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Twin Disc (TWIN) furnishes new investor presentation with non-GAAP data

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Twin Disc, Incorporated furnished an investor presentation under a Regulation FD 8-K to support meetings with investors and analysts on or after February 4, 2026. The slides are filed as Exhibit 99.1 and will also be posted on the company’s website.

The company notes that the information in the presentation is being furnished, not filed, so it is not subject to certain Exchange Act liabilities or automatically incorporated into other SEC filings. The materials include non-GAAP financial measures that management uses to analyze performance and that are intended to supplement, not replace, GAAP results.

The presentation also contains forward-looking statements identified by terms such as “believes,” “expects,” and “plans,” and Twin Disc highlights that actual results may differ due to various risks discussed in its SEC reports, including its Annual Report on Form 10-K for the year ended June 30, 2025.

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false 0000100378 0000100378 2026-02-04 2026-02-04
 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
FORM 8-K
 
Current Report Pursuant to Section 13 or 15(d) of
The Securities Exchange Act of 1934
 
 
Date of Report (Date of Earliest Event Reported) February 4, 2026
 
 
TWIN DISC, INCORPORATED
 
(Exact name of registrant as specified in its charter)
 
 
Wisconsin
001-7635
39-0667110
(State or other jurisdiction
(Commission
(IRS Employer
of incorporation)
File Number)
Identification No.)
 
 
222 East Erie Street, Suite 400         Milwaukee, Wisconsin 53202
 
(Address of principal executive offices)
 
Registrant's telephone number, including area code:         (262)638-4000
 
 

 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
 
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
 
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
 
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
 
Securities registered pursuant to Section 12(b) of the Act:
 
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock (No Par Value)
TWIN
The NASDAQ Stock Market LLC
 
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
 
  Emerging growth company 
 
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
 
 

 
Item 7.01         Regulation FD Disclosure
 
The executive officers of Twin Disc intend to present materials at meetings with investors and analysts and at investor conferences on or after February 4, 2026. A copy of the presentation materials to be used at those meetings and from time to time thereafter is filed as Exhibit 99.1 hereto. The presentation materials will also be posted on the Company’s website, www.twindisc.com The Company does not intend to file any update of these presentation materials. The fact that these presentation materials are being furnished should not be deemed an admission as to the materiality of any information contained in the materials.
 
The information included in the presentation includes financial information determined by methods other than in accordance with accounting principles generally accepted in the United States of America (“GAAP”). The Company’s management uses these non-GAAP measures in its analysis of the Company’s performance. The Company believes that the presentation of certain non-GAAP measures provides useful supplemental information that is essential to a proper understanding of the operating results of the Company’s core businesses. These non-GAAP disclosures should not be viewed as a substitute for operating results determined in accordance with GAAP, nor are they necessarily comparable to non-GAAP performance measures that may be presented by other companies.
 
The information in this Form 8-K being furnished under Item 7.01 shall not be deemed to be “filed” for the purposes of Section 18 of the Securities and Exchange Act of 1934 (the “Exchange Act”), or otherwise subject to the liabilities of such section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
 
The presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words “believes,” “expects,” “intends,” “plans,” “anticipates,” “hopes,” “likely,” “will,” and similar expressions identify such forward-looking statements. These statements are based on the Company’s expectations and involve risks, uncertainties and other important factors that could cause the actual results performance or achievements of the Company (or entities in which the Company has interests), or industry results, to differ materially from future results, performance or achievements expressed or implied by such forward-looking statements. Certain factors that could cause the Company’s actual future results to differ materially from those discussed are noted in connection with such statements, but other unanticipated factors could arise. Certain risks regarding the Company’s forward-looking statements are discussed in the Company’s filings with the Securities and Exchange Commission, including an extensive discussion of these risks in the Company’s Annual Report on Form 10-K for the year ended June 30, 2025. Readers are cautioned not to place undue reliance on these forward-looking statements which reflect management’s view only as of the date of this Form 8-K. The Company undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events, conditions or circumstances.
 
 

 
Item 9.01         Financial Statements and Exhibits.
 
(d)    Exhibits.

 
EXHIBIT NUMBER         DESCRIPTION
 
99.1
Presentation Materials
   
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
 

 
Pursuant to the requirements of section 13 or 15(d) of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
 
Date: February 4, 2026
Twin Disc, Incorporated
   
 
 /s/ Jeffrey S. Knutson
 
Jeffrey S. Knutson
 
Vice President-Finance, Chief Financial
Officer, Treasurer & Secretary
 
 

FAQ

What did Twin Disc (TWIN) disclose in this Form 8-K?

Twin Disc furnished an investor presentation under Regulation FD as Exhibit 99.1. The materials support meetings with investors and analysts and will also be posted on the company’s website, providing an overview that includes certain non-GAAP financial measures.

When will Twin Disc (TWIN) use the new investor presentation materials?

Twin Disc’s executive officers intend to use the presentation materials at meetings with investors and analysts, and at investor conferences, on or after February 4, 2026. The same materials are furnished as Exhibit 99.1 and will be posted on the company’s website.

How does Twin Disc (TWIN) treat the furnished investor presentation for SEC purposes?

The investor presentation is being furnished, not filed, under Item 7.01. Twin Disc states it is not subject to Section 18 liability and will not be incorporated into other Securities Act or Exchange Act filings unless specifically referenced.

Does the Twin Disc (TWIN) presentation include non-GAAP financial measures?

Yes, the presentation includes non-GAAP financial measures. Management uses these measures to analyze performance and believes they provide useful supplemental information about core operating results, but they are not a substitute for GAAP financial information.

What forward-looking statement cautions does Twin Disc (TWIN) provide?

Twin Disc states the presentation contains forward-looking statements identified by words like “believes,” “expects,” and “plans.” It warns that actual results may differ materially and directs readers to risk discussions in its SEC filings, including its Form 10-K for the year ended June 30, 2025.

Where can investors access Twin Disc’s (TWIN) investor presentation?

Investors can access the presentation as Exhibit 99.1 to the Form 8-K and on Twin Disc’s website, www.twindisc.com. The company notes it does not intend to file updates of these presentation materials after this furnishing.
Twin Disc Inc

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Specialty Industrial Machinery
General Industrial Machinery & Equipment
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United States
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