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Twin Disc 17th Annual Southwest IDEAS Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.17th Annual Southwest IDEAS Conference summary19 Nov, 2025
Strategic overview and market positioning
Focus on global power transmission, with products for both land and marine applications; recent acquisitions have shifted the business more toward marine and propulsion markets.
Defense spending increases in the U.S. and Europe have driven significant growth, with defense now representing 15% of backlog, up 45% year over year.
Diversification away from oil and gas began in 2015, leading to major acquisitions like Veth Propulsion, Katsa, and Kobelt, expanding product offerings and geographic reach.
Revenue for the last year was just under $341 million with a gross margin over 27%; Europe and Asia now surpass North America in revenue share.
Strategic target for fiscal 2030: $500 million in revenue, 30% gross margin, and 60% free cash flow conversion.
Product innovation and hybrid/electric transition
Strong push into hybrid and electric powertrains, especially in marine applications, leveraging Veth's technology for diesel-electric and hybrid thrusters.
Success in expanding Veth's business globally, with U.S. now the largest customer for Veth products.
Development of standardized hybrid systems for pleasure craft, aiming to reduce costs and increase adoption.
Hybrid and electric systems offer higher content per sale, with complete systems selling for up to $280,000 versus $30,000 for traditional transmissions.
Supply chain challenges in batteries and motors persist, but progress continues in product development and market penetration.
Operational footprint and global strategy
Unique global manufacturing and assembly footprint allows flexibility to optimize production and avoid tariffs, with facilities in North America, Europe, Asia, and Australia.
Protectionist trends and tariffs have shifted strategy from consolidation to leveraging geographic diversity as a competitive advantage.
Ability to move production between facilities to serve local markets and minimize tariff impact, such as assembling in Singapore for China or in Europe for European customers.
Ongoing investments in R&D and machine tools to support organic growth and integration of acquisitions.
Tariffs are expected to remain a long-term factor influencing production and supply chain decisions.
Defense spending growth: capacity plan?
Hybrid system standardization strategy
Tariff impact on global production strategy
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Frequently asked questions
Twin Disc, Incorporated designs, manufactures and sells marine and heavy duty off- highway power transmission equipment in the United States, the Netherlands, China and Australia. The Company's design engineering expertise is used to develop highly engineered drivetrain system components for a diverse line of vehicles. The company was incorporated in 1918 and is headquartered in Racine, Wisconsin.
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