Twin Disc vs Xpel
Xpel is the larger business, with $476m of revenue in fiscal 2025 against $381m for Twin Disc (1.2 times as much). Xpel grew faster (13.3% against 11.9%). Xpel kept more of each dollar of sales as profit: a net margin of 10.8% against 7.1%. Xpel carries less debt relative to equity (0.0% against 13.6%).
| Latest fiscal year | Twin DiscTWIN, 2026 | XpelXPEL, 2025 |
|---|---|---|
| Revenue | $381m | $476m |
| Revenue growth | 11.9% | 13.3% |
| Net income | $27.1m | $51.2m |
| Operating margin | 4.7% | 13.2% |
| Net margin | 7.1% | 10.8% |
| Return on equity | 13.0% | 20.3% |
| Free cash flow | $9.2m | $62.9m |
| Cash | — | $50.9m |
| Total debt | $29.8m | $59,000 |
| Debt to equity | 13.6% | 0.0% |
| Dividend per share | $0.16 | — |
| Dividend yield | 0.6% | — |
| Share buybacks | — | $3.0m |
| Employees | — | 1,337 |
| Market value | $359m | $1.17bn |
| Price vs our value range | Below our value range | Above our value range |
| Moat score | 25 (Weak) | 74 (Strong) |
| Insider trades, 12 months | 0 buys, 3 sales | 0 buys, 0 sales |