TWIN TWIN DISC INC - 10-Q - (2025-11-05)

Q1 FY2026 Financial & Operational Summary (Ended 9/26/2025)

Twin Disc reported significant operational improvement, narrowing its quarterly net loss while growing revenue. Net Sales increased 9.7% YoY to $80.0M, benefiting from strong demand in propulsion systems and the inclusion of the Kobelt acquisition ($3.1M). The company swung from an operating loss to Operating Income of $2.24M (Gross Margin 28.7%). Consequently, the Net Loss Attributable to Shareholders narrowed substantially from ($2.77M) to ($0.52M), or ($0.04) per share.

Business & Strategy: The **Kobelt acqu

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