TWIN Earnings
Wednesday, May 06 2026Consensus estimates not yet available.
Our Position
neutral$22M profit driven by one-time tax benefit
The headline profit is almost entirely accounting noise. The real story is shrinking organic sales despite a $175.3 million backlog — the company's ability to convert orders into revenue will determine whether this is a temporary supply chain bottleneck or a demand problem.
Watch: Watch second-half fiscal 2026 shipments as management tries to work down the backlog. If organic sales stay negative as supply chains normalize, the industrial growth story unravels.
Data Signal Summary
1 bullish
1 bearish
Put/call 0.0 (bullish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-1.3%
P/E Ratio
11.7
Options P/C Ratio
0.00
Est. Dispersion
0% 1 analysts
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Recent Activity
insider trades
42 transactions
Award
·
BATTEN JOHN H (Chief Executive Officer)
·6,000 shares
·$108,032
Award
·
BATTEN JOHN H (Chief Executive Officer)
·535 shares
·$9,658
Award
·
BATTEN JOHN H (Chief Executive Officer)
·2,901 shares
·$52,281
Award
·
BATTEN JOHN H (Chief Executive Officer)
·15,000 shares
·$270,304
Award
·
BATTEN JOHN H (Chief Executive Officer)
·4,500 shares
·$81,947
37 more
Award
·
GIESSELMAN JANET PLAUT
·10,876 shr
·$196,787
Award
·
JOHNSON DAVID WILLIAM
·234 shr
·$4,067
Award
·
DOAR MICHAEL
·935 shr
·$16,251
Award
·
KNUTSON JEFFREY SCOTT CPA
·3,663 shr
·$58,608
Award
·
BATTEN JOHN H
·9,102 shr
·$146,883
Award
·
JOHNSON DAVID WILLIAM
·5,650 shr
·$84,063
Award
·
DOAR MICHAEL
·6,465 shr
·$96,242
Award
·
LARIMER JULIANN
·5,378 shr
·$79,998
Award
·
GIESSELMAN JANET PLAUT
·5,378 shr
·$79,998
Award
·
OLSEN KEVIN M.
·5,378 shr
·$79,998
Award
·
SMILEY MICHAEL C
·5,378 shr
·$79,998
Award
·
BATTEN JOHN H
·15,000 shr
·$196,500
Award
·
BATTEN JOHN H
·164,610 shr
·$1,084,405
Award
·
KNUTSON JEFFREY SCOTT CPA
·80,824 shr
·$532,444
Award
·
BATTEN JOHN H
·20,952 shr
·$186,263
Award
·
KNUTSON JEFFREY SCOTT CPA
·18,479 shr
·$164,278
Award
·
JOHNSON DAVID WILLIAM
·443 shr
·$4,059
Award
·
DOAR MICHAEL
·1,774 shr
·$16,253
Award
·
LARIMER JULIANN
·2,000 shr
·$15,720
Award
·
JOHNSON DAVID WILLIAM
·360 shr
·$4,065
Award
·
DOAR MICHAEL
·1,439 shr
·$16,248
Award
·
JOHNSON DAVID WILLIAM
·7,090 shr
·$84,059
Award
·
DOAR MICHAEL
·8,120 shr
·$96,250
Award
·
LARIMER JULIANN
·6,747 shr
·$79,999
Award
·
GIESSELMAN JANET PLAUT
·6,747 shr
·$79,999
Award
·
OLSEN KEVIN M.
·6,747 shr
·$79,999
Award
·
SMILEY MICHAEL C
·6,747 shr
·$79,999
Award
·
BATTEN JOHN H
·20,952 shr
·$264,414
Award
·
KNUTSON JEFFREY SCOTT CPA
·12,571 shr
·$158,646
Award
·
JOHNSON DAVID WILLIAM
·592 shr
·$7,811
Award
·
DOAR MICHAEL
·1,184 shr
·$15,623
Award
·
BATTEN JOHN H
·72,710 shr
·$1,029,937
Award
·
KNUTSON JEFFREY SCOTT CPA
·28,046 shr
·$397,272
Sell
·
BATTEN JOHN H
·19,776 shr
·$277,169
Award
·
JOHNSON DAVID W
·463 shr
·$7,812
Award
·
JOHNSON DAVID WILLIAM
·463 shr
·$7,812
Award
·
DOAR MICHAEL
·926 shr
·$15,623
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