Earnings summaries and quarterly performance for TIMKEN.
Executive leadership at TIMKEN.
Lucian Boldea
Detailed
President and Chief Executive Officer
CEO
Andreas Roellgen
Detailed
Executive Vice President, President of Engineered Bearings
Christopher A. Coughlin
Detailed
Executive Vice President, President of Industrial Motion
Hansal N. Patel
Detailed
Executive Vice President, General Counsel & Secretary
Michael A. Discenza
Detailed
Vice President and Chief Financial Officer
Board of directors at TIMKEN.
Ajita G. Rajendra
Detailed
Director
Christopher L. Mapes
Detailed
Director
Elizabeth A. Harrell
Detailed
Director
Frank C. Sullivan
Detailed
Director
James F. Palmer
Detailed
Director
John M. Timken, Jr.
Detailed
Independent Chairman of the Board
Kimberly K. Ryan
Detailed
Director
Maria A. Crowe
Detailed
Director
Richard G. Kyle
Detailed
Director
Sarah C. Lauber
Detailed
Director
Todd M. Leombruno
Detailed
Director
Ward J. Timken, Jr.
Detailed
Director
Research analysts who have asked questions during TIMKEN earnings calls.
Stephen Volkmann
Jefferies
9 questions for TKR
Also covers: AGCO, CARR, CAT +20 more
Angel Castillo Malpica
Morgan Stanley
8 questions for TKR
Also covers: AGCO, ALSN, CAT +15 more
Bryan Blair
Oppenheimer
8 questions for TKR
Also covers: AOS, CSL, DCI +12 more
Kyle Menges
Citigroup
8 questions for TKR
Also covers: AGCO, ALH, ALSN +11 more
Michael Shlisky
D.A. Davidson
8 questions for TKR
Also covers: ALG, BLBD, CENN +19 more
Michael Feniger
Bank of America
7 questions for TKR
Also covers: ACM, AGCO, CAT +11 more
Rob Wertheimer
Melius Research LLC
7 questions for TKR
Also covers: ALSN, AME, CAT +11 more
Steve Barger
KeyBanc Capital Markets Inc.
7 questions for TKR
Also covers: AEIS, AME, AMKR +12 more
Tim Thein
Raymond James Financial
7 questions for TKR
Also covers: AGCO, ALSN, CMI +9 more
Christopher Dankert
Loop Capital Markets
6 questions for TKR
Also covers: AIT, ATKR, BDC +10 more
David Raso
Evercore ISI
4 questions for TKR
Also covers: CAT, CMI, CNH +11 more
Brian Blair
Oppenheimer & Co. Inc.
2 questions for TKR
Also covers: PNR
Ethan Coyle
JPMorgan Chase & Co.
2 questions for TKR
Joseph Ritchie
Goldman Sachs
2 questions for TKR
Also covers: ALLE, CARR, CGNX +22 more
Timothy Thein
Raymond James
2 questions for TKR
Also covers: AGCO, ALSN, CAT +14 more
Kyle David Menges
Citigroup Inc.
1 question for TKR
Stefan Diaz
Morgan Stanley
1 question for TKR
Also covers: AMBP, BALL, CCK +4 more
Recent press releases and 8-K filings for TKR.
Timken Company Outlines Strategic Priorities and Market Outlook
TKR
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- The Timken Company (TKR) operates with a strong franchise, comprising a highly engineered bearing portfolio (two-thirds) and an industrial motion portfolio (one-third), both achieving close to 20% margins for 2024. Over 40% of its revenue is recurring aftermarket.
- Financially, TKR generated $3 billion in cash flow over the last 10 years and projects $375 million in 2025. It has repurchased 25% of its stock and is celebrating its 12th consecutive year of dividend increases.
- Strategic focus includes a commitment to a 20% margin and implementing an 80/20 mindset to optimize the portfolio for higher returns and accelerated growth in profitable segments.
- The company maintains long-term targets of 4%-5% top-line growth and 20% EBITDA margin. Recent positive indicators include an uptick in order books for off-highway, general industrial, rail, and aerospace, with wind energy (particularly in China) expected to sustain double-digit growth into next year.
- TKR is in the early stages of adopting AI to enhance productivity in engineering, customer service, and contract analysis, and is developing new products in automation, humanoids, robotics, and utility power generation.
Nov 11, 2025, 10:05 PM
TKR Highlights 2024 Performance and Q3 2025 Growth, Capital Allocation
TKR
Earnings
Dividends
Share Buyback
- TKR reported 2024 Revenue of $4.6 billion, Adjusted EBITDA of $845 million, and Adjusted EPS of $5.79.
- For Q3 2025, the company achieved Net Sales of $1,157 million, Adjusted EBITDA of $202 million, and Adjusted EPS of $1.37.
- The company generated $306 million in Free Cash Flow in 2024 and $163.8 million in Q3 2025, contributing to over $1.6 billion in free cash flow over the last five years.
- TKR has repurchased ~31.5 million shares for ~$1.58 billion since 2013 and paid its 413th consecutive quarterly dividend in Q3 2025, marking 11 consecutive years of higher annual dividends.
Nov 11, 2025, 10:05 PM
Timken Reports Q3 2025 Results and Updates Full-Year Outlook
TKR
Earnings
Guidance Update
Management Change
- Timken reported Q3 2025 revenue of $1.16 billion, an increase of 2.7% from last year, with adjusted earnings per share (EPS) growing 11% to $1.37. Adjusted EBITDA margins for the quarter were 17.4%, a 50 basis point increase.
- The company generated $164 million in free cash flow in Q3 2025, strengthening its balance sheet with net debt to adjusted EBITDA at 2.1x.
- For the full year 2025, Timken reaffirmed its earnings guidance midpoint of $5.25 per share and raised its net sales outlook, now expecting sales to be down approximately 0.75% at the midpoint. The full year free cash flow outlook was reaffirmed at $375 million.
- New CEO Lucian Boldea and CFO Mike Discenza expressed cautious optimism for 2026, focusing on strategic priorities like an 80/20 portfolio approach to improve margins and accelerate growth, with an investor day planned for Q2 2026 to detail the strategic vision.
Oct 29, 2025, 3:00 PM
Timken Reports Q3 2025 Results and Updates Full-Year Guidance
TKR
Earnings
Guidance Update
Demand Weakening
- Timken (TKR) reported Q3 2025 revenue of $1.16 billion, an increase of 2.7% from last year, with adjusted EBITDA margins at 17.4% and adjusted earnings per share of $1.37.
- For the full year 2025, the company reaffirmed its earnings guidance midpoint of $5.25 and free cash flow outlook of $375 million, while raising its net sales outlook to be down approximately 0.75%.
- Tariffs are expected to result in a full-year net negative impact of approximately $15 million, or $0.15 per share, a greater headwind than previously estimated, though mitigation tactics are expected to recapture this margin in 2026.
- The company is focused on an 80/20 portfolio approach to improve margins and accelerate growth, including addressing the remaining 8% of the automotive business.
- Management expressed cautious optimism for 2026, anticipating higher profitability from leveraging volume recovery and strategic priorities, with an investor day planned for Q2 next year to detail the strategic vision.
Oct 29, 2025, 3:00 PM
Timken Reports Strong Q3 2025 Results and Reaffirms Full-Year EPS Outlook
TKR
Earnings
Guidance Update
Dividends
- TKR reported strong Q3 2025 results with net sales of $1,157 million, a 2.7% year-over-year increase, and adjusted EPS of $1.37, up 11% year-over-year. The company also generated $164 million in free cash flow.
- The full-year 2025 Adjusted EPS outlook was reaffirmed at $5.20 to $5.30 at the midpoint, and the Free Cash Flow outlook remains at ~$375 million.
- The full-year 2025 Net Sales outlook was updated to -0.75% at the midpoint, with organic sales expected to be -1.75%.
- The estimated net full-year tariff headwind for 2025 has increased to $15 million ($0.15/share), up from the prior estimate of $10 million ($0.10/share).
- The company maintained a strong balance sheet with a Net Debt to Adjusted EBITDA ratio of 2.1x as of September 30, 2025, and paid its 413th consecutive quarterly dividend of $0.35 per share.
Oct 29, 2025, 3:00 PM
Timken Reports Strong Q3 2025 Results and Updates Full-Year Guidance
TKR
Earnings
Guidance Update
Management Change
- Timken reported Q3 2025 revenue of $1.16 billion, an increase of 2.7% from the prior year, with adjusted EPS growing 11% to $1.37 and adjusted EBITDA margins expanding by 50 basis points to 17.4%.
- The company generated $164 million in free cash flow during Q3 2025, strengthening its balance sheet with a net debt to adjusted EBITDA ratio of 2.1 times.
- For the full year 2025, Timken reaffirmed its adjusted earnings guidance midpoint at $5.25 and its free cash flow outlook of $375 million, while raising the net sales outlook by 50 basis points to an approximate 0.75% decline at the midpoint.
- Tariffs are expected to be a greater headwind for the full year 2025, with an estimated net negative impact of approximately $15 million, or $0.15 per share, an increase from the prior estimate.
- New President and CEO, Lucian Boldea, outlined a strategic focus on an 80/20 portfolio approach to structurally improve margins and accelerate growth in profitable verticals, with plans to host an investor day in Q2 next year to detail the strategic vision.
Oct 29, 2025, 3:00 PM
Timken Reports Q3 2025 Results and Updates Full-Year Outlook
TKR
Earnings
Guidance Update
Management Change
- Timken reported net sales of $1.16 billion for the third quarter of 2025, an increase of 2.7% compared to the same period last year.
- Third-quarter 2025 diluted EPS was $0.99, while adjusted EPS reached $1.37.
- The company generated strong cash from operations of $201.1 million and free cash flow of $163.8 million in Q3 2025.
- Timken updated its full-year 2025 outlook, now expecting diluted EPS in the range of $3.90 to $4.00 and adjusted EPS in the range of $5.20 to $5.30.
- Lucian Boldea was appointed President and Chief Executive Officer, effective September 1, 2025.
Oct 29, 2025, 10:53 AM
Timken Reports Third-Quarter 2025 Results and Updates Full-Year Outlook
TKR
Earnings
Guidance Update
Demand Weakening
- The Timken Company reported third-quarter 2025 sales of $1.16 billion, a 2.7 percent increase from the previous year, with organic sales up 0.6 percent.
- For Q3 2025, diluted EPS was $0.99, while adjusted EPS rose 11.4% to $1.37 compared to $1.23 in the same period last year.
- The company generated strong cash from operations of $201 million and free cash flow of $164 million in the third quarter of 2025.
- Timken updated its full-year 2025 outlook, now projecting EPS between $3.90 and $4.00 and adjusted EPS in the range of $5.20 to $5.30. The revenue forecast for 2025 was also slightly improved, now expected to be down approximately 0.75 percent at the midpoint.
Oct 29, 2025, 10:51 AM
Timken: Automotive Bearing Market for EVs Projected to Reach $12.82 Billion by 2032
TKR
Revenue Acceleration/Inflection
New Projects/Investments
- The global automotive bearing market for EVs is projected to grow from $5.81 billion in 2025 to $12.82 billion by 2032, at a CAGR of 11.97%, while the market for ICE vehicles is projected to grow from $31.02 billion in 2025 to $31.72 billion by 2032, at a CAGR of 0.32%.
- The heavy commercial vehicles segment is projected to exhibit the highest growth, and the BEV segment is expected to account for a significant share during the forecast period.
- The US is projected to account for the largest share of the North American market, driven by stringent regulations, strong SUV and pickup sales, and incentives for electric mobility.
- Key players in the automotive bearing market include The Timken Company, AB SKF, Schaeffler AG, JTEKT Corporation, NSK Ltd., and NTN Corporation.
Oct 20, 2025, 1:30 PM
Quarterly earnings call transcripts for TIMKEN.
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