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Net Sales by Segment
Reveals which business or geographic segments generate the most sales, helping you see where Twin Disc has market strength and where growth or decline is occurring. Shifts in segment mix can indicate strategic changes, exposure to cyclical end markets, or new opportunities for expansion.Manufacturing is the clear growth engine — steady multi‑year expansion that accelerated recently as backlog converts to shipments — while Distribution is supportive but uneven, showing cyclical pullbacks (late‑2025) before rebounding. Large negative Eliminations have fluctuated, signaling periods of elevated intercompany activity that suppressed reported external growth; that pressure has eased somewhat. Management’s call confirms durable backlog and rising defense demand underpinning near‑term revenue, but watch inventory/backlog levels, tariff headwinds and higher leverage from acquisitions as the key execution and cash‑conversion risks.
Date | Eliminations | Distribution | Manufacturing |
|---|---|---|---|
Jun 30, 2026 | -$22.32M | $35.94M | $100.79M |
Mar 31, 2026 | -$19.48M | $32.64M | $83.53M |
Dec 31, 2025 | -$17.27M | $25.36M | $82.09M |
Sep 30, 2025 | -$15.84M | $21.78M | $74.05M |
Jun 30, 2025 | -$22.11M | $35.51M | $83.28M |
Mar 31, 2025 | -$21.38M | $30.14M | $72.48M |
Dec 31, 2024 | -$22.27M | $35.73M | $76.46M |
Sep 30, 2024 | -$20.00M | $29.58M | $63.32M |
Jun 30, 2024 | -$32.77M | $41.80M | $75.39M |
Mar 31, 2024 | -$25.50M | $37.02M | $62.64M |