Diamond Hill Small Cap Fund Q3 2026 Portfolio Activity

Utz Brands shares rose after entering into an agreement to be acquired by Intersnack, a privately held European leader in savory snacks. Shares of health care management company Astrana Health declined during the quarter as selling pressure emerged following a strong first half of 2026. We initiated a position in Bank7, given its highly profitable, branch-light model and recent acquisition of Century Bank, which we believe should meaningfully enhance earnings.

Seeking Alpha • Oct 28, 2026

Twin Disc Announces Details of Fiscal 2027 First Quarter Earnings Release, Webcast, and Conference Call

MILWAUKEE, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) today announced that it will release its fiscal 2027 first-quarter results at approximately 8:00 am Eastern on November 4, 2026, and host a webcast and conference call to discuss those results at 9:00 am Eastern. Following their prepared remarks, the Company will host a question-and-answer session with the investment community.

GlobeNewsWire • Oct 21, 2026

Twin Disc Subsidiary Katsa Invests in New Assembly Plant to Meet Rising Global Demand

TAMPERE, Finland, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN)  subsidiary Katsa today announced that it is expanding its capacity with a 54,000-square-foot gearbox assembly facility and warehouse in Pirkkala, Finland in response to a double-digit percentage year-over-year increase in demand.

GlobeNewsWire • Oct 14, 2026

Twin Disc: Multiple Growth Drivers

Twin Disc (TWIN) is rated BUY, driven by robust defense demand and a strong order backlog. TWIN's forward EBITDA growth rate of 29% justifies its modest 6.5% EV/EBITDA premium to the industrial sector. Defense contracts, particularly from US and NATO, are expected to be multi-year growth drivers for TWIN.

Seeking Alpha • Oct 12, 2026

Twin Disc Targets $500M as Defense, Electrification Drive Record Growth

Twin Disc NASDAQ: TWIN Chief Financial Officer Jeff Knutson outlined the power-transmission company's growth priorities, reporting record fiscal 2026 revenue and describing defense, marine electrification and acquisitions as major areas of opportunity.

MarketBeat • Aug 29, 2026

Twin Disc Q4 Earnings Call Highlights

Twin Disc NASDAQ: TWIN reported record fiscal fourth-quarter revenue as demand strengthened across its marine propulsion and land-based transmission businesses, while defense-related activity continued to build as a larger component of the company's backlog.

MarketBeat • Aug 20, 2026

Twin Disc, Incorporated (TWIN) Q4 2026 Earnings Call Transcript

Twin Disc, Incorporated (TWIN) Q4 2026 Earnings Call Transcript

Seeking Alpha • Aug 20, 2026

Twin Disc Announces Full Year and Fourth Quarter 2026 Results

MILWAUKEE, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) today reported results for the fourth quarter and full fiscal year ended June 30, 2026. Fiscal Full Year 2026 Highlights Sales increased 11.9% year-over-year to $381.3 million Net income attributable to Twin Disc was $27.1 million EBITDA* of $29.9 million, including a currency translation gain of $1.7 million Operating cash flow of $22.9 million and Free cash flow* of $9.2 million Six-month backlog of $178.3 million Fiscal Fourth Quarter 2026 Highlights Sales increased 18.3% year-over-year to $114.4 million Net income attributable to Twin Disc was $9.4 million EBITDA* of $11.1 million, including a currency translation gain of $0.8 million Operating cash flow of $20.6 million and Free cash flow* of $17.2 million CEO Perspective John H.

GlobeNewsWire • Aug 20, 2026

Twin Disc Announces Details of Fiscal 2026 Fourth Quarter Earnings Release, Webcast, and Conference Call

MILWAUKEE, Wis., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) today announced that it will release its fiscal 2026 fourth-quarter results at approximately 8:00 am Eastern on August 20, 2026, and host a webcast and conference call to discuss those results at 9:00 am Eastern.

GlobeNewsWire • Aug 12, 2026

Twin Disc Increases Quarterly Cash Dividend 25% to $0.05 Per Share

MILWAUKEE, Aug. 07, 2026 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) today announced that the Board of Directors (the "Board") approved a regular quarterly cash dividend of $0.05 per share, up $0.01 from the prior quarter, an increase of 25%. The dividend is payable on September 1, 2026, to shareholders of record at the close of business on August 18, 2026.

GlobeNewsWire • Aug 7, 2026