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TWINFilingLR 2.20
Twin Disc: Management Declares Victory on Profitability, Market Says Prove It
Twin Disc released its Q2 FY2026 10-Q on Feb 4, 2026 and the stock immediately sold off -15% despite beating EPS estimates by $1.34. The headline number—$1.55 EPS vs $0.21 consensus—looked like an accounting trick. And in isolation, it was: a $21.8M tax benefit from releasing the domestic valuation