Twin Disc Sets 2030 Targets: $500M Revenue, 30% Gross Margins
TWIN has more than doubled off its 52-week low of $8.5.
Summary
Twin Disc's investor presentation sets 2030 targets of $500M revenue and 30% gross margins, with a $30-50M defense pipeline and a 25% dividend hike.
Key Events · Earnings and Guidance · TWIN
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2030 Targets Set
Management targets $500M revenue, 30% gross margins, and >60% FCF conversion by fiscal 2030, up from $381M revenue and 26.3% gross margin in fiscal 2026.
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Defense Pipeline Quantified
Defense backlog is up 56% year-over-year, with a $30-50M targeted defense pipeline supporting long-term growth.
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Dividend Increased 25%
Quarterly cash dividend raised to $0.05 per share, reflecting confidence in cash flow generation.
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Backlog Remains Strong
Six-month backlog of $178.3M held steady despite strong shipments, with inventory as a percentage of backlog improving to 100%.
Analysis · TWIN · Technology
The investor presentation adds concrete long-term targets and operational metrics not in the earnings release. Management is guiding to $500 million in revenue by fiscal 2030, up from $381 million in fiscal 2026, with gross margins expanding to 30% from 26.3% in Q4. The defense pipeline of $30-50 million and a 25% dividend increase reinforce the growth narrative. The stock is trading near its 52-week high, so these targets set a high bar.
At the time of this filing, TWIN was trading at $24.99 on NASDAQ in the Technology sector, with a market capitalization of approximately $341.5M. The 52-week trading range was $8.50 to $25.50. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.