vs
Side-by-side financial comparison of LandBridge Co LLC (LB) and TWIN DISC INC (TWIN). Click either name above to swap in a different company.
TWIN DISC INC is the larger business by last-quarter revenue ($90.2M vs $51.0M, roughly 1.8× LandBridge Co LLC). LandBridge Co LLC runs the higher net margin — 35.0% vs 24.8%, a 10.2% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (16.0% vs 0.3%). LandBridge Co LLC produced more free cash flow last quarter ($40.9M vs $1.2M). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (40.2% CAGR vs 10.3%).
Twin Disc, Inc. designs, manufactures, and distributes power transmission equipment for a wide range of applications, including marine, off-road vehicle, and industrial. The company was founded in 1918 to manufacture clutches for farm tractors. It is now a worldwide company with subsidiaries or sales offices in Asia, Europe, North America, Oceania, and South America.
LB vs TWIN — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $51.0M | $90.2M |
| Net Profit | $17.9M | $22.4M |
| Gross Margin | — | 24.8% |
| Operating Margin | 57.2% | 2.3% |
| Net Margin | 35.0% | 24.8% |
| Revenue YoY | 16.0% | 0.3% |
| Net Profit YoY | 15.6% | 2334.3% |
| EPS (diluted) | — | $1.55 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $51.0M | — | ||
| Q4 25 | $56.8M | $90.2M | ||
| Q3 25 | $50.8M | $80.0M | ||
| Q2 25 | $47.5M | $96.7M | ||
| Q1 25 | $44.0M | $81.2M | ||
| Q4 24 | $36.5M | $89.9M | ||
| Q3 24 | $28.5M | $72.9M | ||
| Q2 24 | $26.0M | $84.4M |
| Q1 26 | $17.9M | — | ||
| Q4 25 | $8.1M | $22.4M | ||
| Q3 25 | $8.1M | $-518.0K | ||
| Q2 25 | $7.5M | $1.4M | ||
| Q1 25 | $6.5M | $-1.5M | ||
| Q4 24 | $49.3M | $919.0K | ||
| Q3 24 | $2.7M | $-2.8M | ||
| Q2 24 | $-57.7M | $7.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 24.8% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | — | 31.0% | ||
| Q1 25 | — | 26.7% | ||
| Q4 24 | — | 24.1% | ||
| Q3 24 | — | 26.5% | ||
| Q2 24 | — | 29.7% |
| Q1 26 | 57.2% | — | ||
| Q4 25 | 60.0% | 2.3% | ||
| Q3 25 | 60.8% | 2.8% | ||
| Q2 25 | 60.0% | 5.5% | ||
| Q1 25 | 57.0% | 2.4% | ||
| Q4 24 | 49.4% | 3.1% | ||
| Q3 24 | 11.2% | -0.2% | ||
| Q2 24 | -197.4% | 5.6% |
| Q1 26 | 35.0% | — | ||
| Q4 25 | 14.2% | 24.8% | ||
| Q3 25 | 15.9% | -0.6% | ||
| Q2 25 | 15.8% | 1.5% | ||
| Q1 25 | 14.7% | -1.8% | ||
| Q4 24 | 135.2% | 1.0% | ||
| Q3 24 | 9.3% | -3.8% | ||
| Q2 24 | -222.1% | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $1.55 | ||
| Q3 25 | $0.26 | $-0.04 | ||
| Q2 25 | $0.24 | $0.10 | ||
| Q1 25 | $0.20 | $-0.11 | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | $-0.04 | $-0.20 | ||
| Q2 24 | — | $0.54 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $29.7M | — |
| Total DebtLower is stronger | $433.0K | $44.5M |
| Stockholders' EquityBook value | — | $184.5M |
| Total Assets | $1.4B | $384.0M |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $29.7M | — | ||
| Q4 25 | $30.7M | — | ||
| Q3 25 | $28.3M | — | ||
| Q2 25 | $20.3M | — | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $37.0M | — | ||
| Q3 24 | $14.4M | — | ||
| Q2 24 | $24.6M | — |
| Q1 26 | $433.0K | — | ||
| Q4 25 | $570.7M | $44.5M | ||
| Q3 25 | $366.1M | $43.7M | ||
| Q2 25 | $370.9M | $31.4M | ||
| Q1 25 | $375.5M | $40.8M | ||
| Q4 24 | $385.5M | $24.9M | ||
| Q3 24 | $242.4M | $29.8M | ||
| Q2 24 | $360.8M | $25.8M |
| Q1 26 | — | — | ||
| Q4 25 | $340.3M | $184.5M | ||
| Q3 25 | $272.0M | $160.3M | ||
| Q2 25 | $266.4M | $164.0M | ||
| Q1 25 | $217.0M | $149.5M | ||
| Q4 24 | $211.8M | $147.0M | ||
| Q3 24 | $97.2M | $157.5M | ||
| Q2 24 | $296.4M | $154.7M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $384.0M | ||
| Q3 25 | $1.1B | $363.5M | ||
| Q2 25 | $1.1B | $355.6M | ||
| Q1 25 | $1.0B | $332.9M | ||
| Q4 24 | $1.0B | $307.4M | ||
| Q3 24 | $689.9M | $323.5M | ||
| Q2 24 | $710.5M | $312.1M |
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 0.24× | ||
| Q3 25 | 1.35× | 0.27× | ||
| Q2 25 | 1.39× | 0.19× | ||
| Q1 25 | 1.73× | 0.27× | ||
| Q4 24 | 1.82× | 0.17× | ||
| Q3 24 | 2.49× | 0.19× | ||
| Q2 24 | 1.22× | 0.17× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $41.1M | $4.6M |
| Free Cash FlowOCF − Capex | $40.9M | $1.2M |
| FCF MarginFCF / Revenue | 80.3% | 1.4% |
| Capex IntensityCapex / Revenue | — | 3.7% |
| Cash ConversionOCF / Net Profit | 2.30× | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $232.8M | $-70.0K |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $41.1M | — | ||
| Q4 25 | $126.3M | $4.6M | ||
| Q3 25 | $34.9M | $-7.5M | ||
| Q2 25 | $37.3M | $16.4M | ||
| Q1 25 | $15.9M | $3.2M | ||
| Q4 24 | $67.6M | $8.7M | ||
| Q3 24 | $7.5M | $-4.3M | ||
| Q2 24 | $16.0M | $11.4M |
| Q1 26 | $40.9M | — | ||
| Q4 25 | $122.0M | $1.2M | ||
| Q3 25 | $33.7M | $-11.0M | ||
| Q2 25 | $36.1M | $8.7M | ||
| Q1 25 | $15.8M | $906.0K | ||
| Q4 24 | $66.7M | $5.9M | ||
| Q3 24 | $7.1M | $-6.7M | ||
| Q2 24 | $15.7M | $10.3M |
| Q1 26 | 80.3% | — | ||
| Q4 25 | 214.9% | 1.4% | ||
| Q3 25 | 66.3% | -13.7% | ||
| Q2 25 | 75.9% | 9.0% | ||
| Q1 25 | 36.0% | 1.1% | ||
| Q4 24 | 182.6% | 6.5% | ||
| Q3 24 | 25.1% | -9.2% | ||
| Q2 24 | 60.4% | 12.2% |
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 3.7% | ||
| Q3 25 | 2.3% | 4.3% | ||
| Q2 25 | 2.6% | 8.0% | ||
| Q1 25 | 0.2% | 2.8% | ||
| Q4 24 | 2.7% | 3.1% | ||
| Q3 24 | 1.1% | 3.2% | ||
| Q2 24 | 1.4% | 1.3% |
| Q1 26 | 2.30× | — | ||
| Q4 25 | 15.68× | 0.20× | ||
| Q3 25 | 4.31× | — | ||
| Q2 25 | 4.98× | 11.55× | ||
| Q1 25 | 2.46× | — | ||
| Q4 24 | 1.37× | 9.42× | ||
| Q3 24 | 2.80× | — | ||
| Q2 24 | — | 1.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LB
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
TWIN
Segment breakdown not available.
