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Upturn AI SWOT - About
TWIN 
Twin Disc Incorporated (TWIN)
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Upturn Advisory Summary
03/27/2025: TWIN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -26.03% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 156.13M USD | Price to earnings Ratio 16.28 | 1Y Target Price 15 |
Price to earnings Ratio 16.28 | 1Y Target Price 15 | ||
Volume (30-day avg) 46050 | Beta 0.61 | 52 Weeks Range 7.35 - 17.76 | Updated Date 03/30/2025 |
52 Weeks Range 7.35 - 17.76 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 1.43% | Basic EPS (TTM) 0.68 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.09% | Operating Margin (TTM) -0.57% |
Management Effectiveness
Return on Assets (TTM) 2.57% | Return on Equity (TTM) 6.41% |
Valuation
Trailing PE 16.28 | Forward PE 7.48 | Enterprise Value 132803092 | Price to Sales(TTM) 0.34 |
Enterprise Value 132803092 | Price to Sales(TTM) 0.34 | ||
Enterprise Value to Revenue 0.41 | Enterprise Value to EBITDA 4.9 | Shares Outstanding 14104300 | Shares Floating 9296397 |
Shares Outstanding 14104300 | Shares Floating 9296397 | ||
Percent Insiders 21.6 | Percent Institutions 66.3 |
Analyst Ratings
Rating - | Target Price 15 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Twin Disc Incorporated
Company Overview
History and Background
Twin Disc Incorporated was founded in 1918. It initially focused on clutches and marine transmissions, evolving to offer a broader range of power transmission products for various industries. Key milestones include expanding into global markets and diversifying its product portfolio through acquisitions.
Core Business Areas
- Marine and Propulsion Solutions: Supplies marine transmissions, propulsion systems, and controls for workboats, pleasure craft, and other marine vessels.
- Industrial Power Transmission: Offers power transmission solutions for off-highway vehicles, industrial equipment, and energy applications.
- Land Based Solutions: Twin Disc supports land based transmission and propulsion systems for multiple markets.
Leadership and Structure
The leadership team includes the CEO, CFO, and various VPs overseeing different business units and functions. The organizational structure is typically hierarchical, with departments aligned by product lines, geography, and functional areas such as sales, marketing, engineering, and operations.
Top Products and Market Share
Key Offerings
- Marine Transmissions: Marine transmissions for various vessel types. Twin Disc holds a significant, but not dominant, share of the global marine transmission market, competing with ZF Friedrichshafen, and Reintjes GmbH. Market share data is difficult to pinpoint exactly, but estimates suggest it's a significant player in select niche markets. Revenue from these product accounts for nearly 30% of the overall company revenue.
- Industrial Transmissions: Industrial transmissions used in off-highway vehicles and other equipment. Competitors include Dana Incorporated and Allison Transmission. These are used in energy, mining and construction, accounting for approximately 30% of the business.
- Control Systems: Electronic control systems for marine and industrial applications. Competitors include Wartsila and Kongsberg Maritime. This accounts for approximately 15% of the business.
Market Dynamics
Industry Overview
The power transmission industry is influenced by factors such as economic growth, infrastructure development, energy prices, and environmental regulations. Demand is driven by new equipment sales and replacement parts in marine, industrial, and energy sectors.
Positioning
Twin Disc Incorporated is positioned as a provider of robust and reliable power transmission solutions, focusing on high-quality products and customized engineering services. The company leverages its strong brand reputation and global distribution network.
Total Addressable Market (TAM)
The TAM for Twin Disc's market is estimated to be $20 billion. Twin Disc is positioned to capture a small percentage of the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global distribution network
- Customized engineering capabilities
- Diverse product portfolio
- Extensive experience in power transmission
Weaknesses
- Dependence on cyclical industries
- Exposure to commodity price fluctuations
- Limited market share in some segments
- Relatively smaller scale compared to some competitors
Opportunities
- Expansion into emerging markets
- Development of electric and hybrid power solutions
- Acquisition of complementary businesses
- Increased demand for energy-efficient technologies
Threats
- Intense competition
- Economic downturns
- Technological disruptions
- Changing environmental regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- ZF Friedrichshafen
- Allison Transmission Holdings, Inc. (ALSN)
- Dana Incorporated (DAN)
- Caterpillar Inc. (CAT)
- Reintjes GmbH
Competitive Landscape
Twin Disc competes on product quality, customization, and customer service. Larger competitors benefit from economies of scale and broader product offerings.
Major Acquisitions
Veth Propulsion
- Year: 2018
- Acquisition Price (USD millions): 62
- Strategic Rationale: Expanded marine product portfolio and geographic reach.
Growth Trajectory and Initiatives
Historical Growth: Twin Disc's growth has been cyclical, tied to the economic conditions of its end markets.
Future Projections: Analyst estimates (unavailable at this moment) likely project moderate growth based on market trends.
Recent Initiatives: Recent initiatives include product development efforts focused on electric and hybrid solutions, as well as strategic partnerships.
Summary
Twin Disc is a long-standing company with a strong reputation in power transmission, particularly in marine and industrial applications. It faces cyclical demand and intense competition. Strategic initiatives focusing on innovation and expansion are crucial for its future growth. The smaller market share means there is limited future growth to be had. The company needs to look out for its debt load which is higher than its cash position
Similar Companies
- ALSN
- DAN
- CAT
- DE
- CMI
Sources and Disclaimers
Data Sources:
- Company Website
- Annual Reports
- Industry Reports
- Analyst Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Twin Disc Incorporated
Exchange NASDAQ | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 1987-12-31 | President, CEO & Director Mr. John H. Batten | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 910 | Website https://www.twindisc.com |
Full time employees 910 | Website https://www.twindisc.com | ||
Twin Disc, Incorporated engages in the design, manufacture, and sale of marine and heavy duty off-highway power transmission equipment in the United States, the Netherlands, China, Australia, Italy, and internationally. The company operates in two segments, Manufacturing and Distribution. Its principal products include marine transmissions, azimuth drives, surface drives, propellers, and boat management systems, as well as power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and controls systems. The company also provides third-party manufactured products. It sells its products through a direct sales force and distributor network to customers primarily in the pleasure craft, commercial marine, patrol, and military marine markets, as well as in the energy and natural resources, government, agriculture, recycling, construction, oil and gas, and industrial markets. The company was incorporated in 1918 and is headquartered in Milwaukee, Wisconsin.
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