🔴 Twin Disc is trading 5% down today after weaker gross margins overshadowed record revenue

Twin Disc is trading 5% down at $22.48 after weaker fourth-quarter gross margins overshadowed record revenue.

• Fourth-quarter revenue rose 18.3% to $114.4 million, while gross margin declined approximately 600 basis points due primarily to product mix, tariff dilution and a prior-year favorable adjustment.
• Six-month backlog fell to $178.3 million from $179.5 million; management provided only qualitative fiscal 2027 guidance.
• The broader market is also weaker as Treasury yields rise.