Twin Disc (TWIN) Investor presentation summary

Investment highlights

• Global leader in power transmission technology with a diversified, IP-protected portfolio.

• Healthy backlog, robust project pipeline, and strong cash flow generation.

• Margin enhancement and successful acquisition integration drive results.

• Benefiting from industry tailwinds and a strong balance sheet.

Product ecosystem and market segments

• Marine & propulsion accounts for 60% of FY26 revenue, with a focus on planing/displacement vessels and global distribution.

• Land-based transmission (24%) serves off-highway vehicles, energy, and hybrid markets.

• Industrial segment (12%) targets heavy-duty disconnect applications and new product launches.

Global footprint and sales

• Manufacturing in seven countries, with sales in over 50 countries.

• FY26 global sales reached $381.3M; Europe (41%), North America (29%), Asia Pacific (22%), Other (8%).