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    Simon Wong

    Portfolio Manager and Research Analyst at Gabelli Funds

    Simon Wong is a Portfolio Manager and Research Analyst at Gabelli Funds, specializing in energy sector coverage with a primary focus on companies such as Dril-Quip and Flowserve Corporation. Renowned for his research-driven investment approach, Wong has moderated high-profile industry discussions and contributed to strategic investment decisions, including Gabelli's public opposition to key merger events. He began his investment career at G.research in 1997 as a specialty chemical analyst and held roles as a generalist at Olstein Funds (now Olstein Capital Management), Lucid Asset Management, and Boyar Asset Management before joining Gabelli Funds. Wong holds a CFA charter, a B.A. in Economics from UCLA, and an M.B.A. in Finance from Columbia Business School.

    Simon Wong's questions to TWIN DISC (TWIN) leadership

    Simon Wong's questions to TWIN DISC (TWIN) leadership • Q4 2025

    Question

    Simon Wong of Gabelli Funds inquired about the current size of the oil and gas business following recent diversification efforts. He also asked for details on the company's differentiated e-frac offering, its potential future contribution to sales, and the CapEx forecast for fiscal 2026.

    Answer

    CFO Jeff Knudson stated that the oil and gas business represented about 8% of revenue for the year, roughly half its historical percentage, and projected fiscal 2026 CapEx to be between $12 million and $14 million. CEO John Batten explained that their e-frac solution uses a standard geared transmission with an electric motor, which they believe is a more robust and cost-effective solution than variable frequency drives. Batten expressed optimism that the oil and gas segment could rebound to represent 15% of total sales in the future.

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