Earnings summaries and quarterly performance for TIMKEN.
Executive leadership at TIMKEN.
Lucian Boldea
Detailed
President and Chief Executive Officer
CEO
AR
Andreas Roellgen
Detailed
Executive Vice President, President of Engineered Bearings
CA
Christopher A. Coughlin
Detailed
Executive Vice President, President of Industrial Motion
HN
Hansal N. Patel
Detailed
Executive Vice President, General Counsel & Secretary
MA
Michael A. Discenza
Detailed
Vice President and Chief Financial Officer
Board of directors at TIMKEN.
AG
Ajita G. Rajendra
Detailed
Director
CL
Christopher L. Mapes
Detailed
Director
EA
Elizabeth A. Harrell
Detailed
Director
FC
Frank C. Sullivan
Detailed
Director
JF
James F. Palmer
Detailed
Director
JM
John M. Timken, Jr.
Detailed
Independent Chairman of the Board
KK
Kimberly K. Ryan
Detailed
Director
MA
Maria A. Crowe
Detailed
Director
RG
Richard G. Kyle
Detailed
Director
SC
Sarah C. Lauber
Detailed
Director
TM
Todd M. Leombruno
Detailed
Director
WJ
Ward J. Timken, Jr.
Detailed
Director
Research analysts who have asked questions during TIMKEN earnings calls.
SV
Stephen Volkmann
Jefferies
11 questions for TKR
Also covers: AGCO, CARR, CAT +21 more
AC
Angel Castillo Malpica
Morgan Stanley
10 questions for TKR
Also covers: AGCO, ALSN, CAT +15 more
Bryan Blair
Oppenheimer
10 questions for TKR
Also covers: AMRZ, AOS, CSL +13 more
Kyle Menges
Citigroup
9 questions for TKR
Also covers: AGCO, ALH, ALSN +12 more
Rob Wertheimer
Melius Research LLC
9 questions for TKR
Also covers: ALSN, AME, CAT +13 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 +13 more
SB
Steve Barger
KeyBanc Capital Markets Inc.
7 questions for TKR
Also covers: AEIS, AME, AMKR +12 more
TT
Tim Thein
Raymond James Financial
7 questions for TKR
Also covers: AGCO, ALSN, CMI +11 more
Christopher Dankert
Loop Capital Markets
6 questions for TKR
Also covers: AIT, ATKR, BDC +10 more
DR
David Raso
Evercore ISI
6 questions for TKR
Also covers: CAT, CMI, CNH +12 more
Brian Blair
Oppenheimer & Co. Inc.
2 questions for TKR
Also covers: PNR
CD
Chris Dankert
Loop Capital
2 questions for TKR
Also covers: AIT, ATKR, BDC +5 more
Ethan Coyle
JPMorgan Chase & Co.
2 questions for TKR
Joe Ritchie
Goldman Sachs
2 questions for TKR
Also covers: ALLE, ATS, CARR +20 more
Joseph Ritchie
Goldman Sachs
2 questions for TKR
Also covers: ALLE, CARR, CGNX +22 more
TT
Timothy Thein
Raymond James
2 questions for TKR
Also covers: AGCO, ALSN, CAT +14 more
TS
Tom Sano
JPMorgan Chase & Co.
2 questions for TKR
Also covers: CSL
CZ
Christian Zilo
KeyBanc Capital Markets
1 question for TKR
Also covers: LECO
Christian Zyla
KeyBanc Capital Markets
1 question for TKR
Also covers: FLEX, MYE, OSK +3 more
Kyle David Menges
Citigroup Inc.
1 question for TKR
KM
Kyle Maring
Citigroup Inc.
1 question for TKR
SD
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 Discusses Strategic Priorities, 2026 Outlook, and Capital Allocation
TKR
Guidance Update
New Projects/Investments
M&A
- Timken's CEO, Lucian Boldea, highlighted the company's strong cash generation and healthy balance sheet, with a strategic focus on the 80/20 strategy to drive organic growth and simplify operations.
- The company plans to prune a single-digit percentage of its portfolio by divesting margin-dilutive businesses, while accelerating organic growth through the globalization of recent acquisitions, such as a linear motion business seeing 20% year-over-year growth in the U.S..
- Timken maintains a balanced capital allocation strategy, targeting a leverage range of 1.5-2.5 times, which includes share repurchases (over 25% of shares since 2013) and M&A in high-growth sectors like automation and renewable energy.
- For 2026, the initial organic sales outlook is 2% growth (1% pricing, 1% volume), with an expectation to be price cost positive and recapture margins from tariffs. The 80/20 strategy is projected to incur net costs in H1 2026, be neutral in H2 2026, and generate net gains in H1 2027.
Feb 18, 2026, 1:00 PM
Timken Discusses 2026 Outlook and Strategic Transformation
TKR
Guidance Update
M&A
New Projects/Investments
- Timken's CEO, Lucian Boldea, highlighted the company's strong cash generation and balance sheet, emphasizing its position for growth through operating rigor and a broadened 80/20 strategy aimed at organic growth.
- The company plans for positive price-cost and margin expansion in 2026, driven by pricing actions to recapture tariff margins and cost reductions, despite headwinds from S&A expenses.
- The initial 2026 organic sales outlook is 2% growth, comprising 1% pricing and 1% volume, with management expressing caution due to market uncertainty.
- Timken is committed to a balanced capital allocation approach, including M&A focused on macro trends like automation, electrification, and defense, alongside continued share repurchases.
- The company has transformed its portfolio over the last decade, shifting from cyclical on-highway markets to less cyclical, higher-growth areas such as automation, passenger rail, and renewable energy, which now constitute one-third of revenue and have grown at a double-digit CAGR.
Feb 18, 2026, 1:00 PM
Timken Discusses Strategic Priorities, 2026 Outlook, and Portfolio Transformation
TKR
M&A
Guidance Update
New Projects/Investments
- Timken reports strong cash generation and a healthy balance sheet, having strategically transformed over the last 25 years to focus on higher-growth, less cyclical markets such as automation, passenger rail, and renewable energy.
- The company is prioritizing organic growth through the globalization of recent acquisitions and the implementation of a broader 80/20 strategy for simplification and margin improvement. Inorganic growth via bolt-on M&A, targeting macro trends like automation, electrification, and defense, is also a key capital allocation priority.
- For 2026, Timken's initial organic sales outlook is 2% growth (1% pricing, 1% volume), with an expectation of positive price/cost and margin expansion for the year, despite some headwinds in selling and administrative expenses.
- The broader 80/20 strategy, initiated in late Q4, is projected to incur net costs in the first half of 2026, be net neutral in the second half of 2026, and generate net gains starting in the first half of 2027.
- An executive order has removed the 25% punitive tariff on India related to Russian oil, which could result in a potential benefit of approximately $0.01 per month if all proposed tariff reductions are implemented.
Feb 18, 2026, 1:00 PM
Timken Reports Strong Q4 2025 Results and Provides Optimistic 2026 Outlook
TKR
Earnings
Guidance Update
New Projects/Investments
- Timken achieved adjusted earnings per share of $1.40 in Q4 2025, with total sales up 3.5% and organic revenue up more than 1%. The company generated $141 million in free cash flow in Q4, bringing the full-year total to $406 million, and reduced debt by over $130 million during 2025, ending with net leverage at 2 times.
- For 2026, Timken projects total revenue to increase 2%-4%, with organic revenue up 2% at the midpoint. Adjusted EPS is expected to be in the range of $5.50-$6.00, an 8% increase at the midpoint versus 2025, and free cash flow is anticipated to be around $350 million.
- The company is expanding its 80/20 discipline across the entire enterprise to simplify its portfolio and operations, aiming for margin improvement and resource allocation for growth. This includes plans to exit underperforming businesses, such as the auto OEM business, which is expected to result in significant revenue decline in 2027 but margin uplift in both 2026 and 2027.
- Timken is focusing on fastest-growing verticals and regions, supported by recent strategic leadership appointments, to drive innovation and strengthen commercial execution in key markets like automation and electrification.
Feb 4, 2026, 4:00 PM
Timken Reports Q4 2025 Results and Provides 2026 Outlook
TKR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Timken reported Q4 2025 total sales of $1.11 billion, an increase of 3.5% from last year, with organic sales up 1.3%. Adjusted earnings per share for the quarter was stated as $1.40 by the CEO and $1.14 by the CFO.
- The company generated $141 million in free cash flow during Q4 2025, contributing to a full-year 2025 free cash flow of $406 million. Net leverage stood at 2 times at year-end.
- For full-year 2026, Timken anticipates total revenue to increase 2%-4% and organic revenue to be up 2% at the midpoint. Adjusted EPS is projected in the range of $5.50-$6, an 8% increase at the midpoint compared to 2025.
- Strategic initiatives include expanding the 80/20 discipline across the enterprise for simplification and margin improvement , and pruning the auto OE business for margin uplift. The company noted encouraging order activity and a higher backlog at the end of 2025.
Feb 4, 2026, 4:00 PM
Timken Company Announces Q4 and Full-Year 2025 Results, Provides 2026 Outlook
TKR
Earnings
Guidance Update
Share Buyback
- TKR reported Q4 2025 Adjusted EPS of $1.14, exceeding its implied outlook range, on $1.1 billion in sales, which increased 3.5% year-over-year.
- For the full year 2025, the company achieved Adjusted EPS of $5.33 and generated $406.1 million in Free Cash Flow.
- TKR repurchased approximately 140K shares in Q4 2025 and reduced net debt by $132 million during the year, maintaining a Net Debt/Adjusted EBITDA ratio of 2.0x at year-end 2025.
- The company provided a 2026 Adjusted EPS outlook of $5.50 to $6.00, representing an 8% increase at the midpoint compared to 2025, with projected Net Sales growth of +2% to +4% and Free Cash Flow of approximately $350 million.
Feb 4, 2026, 4:00 PM
Timken Reports Q4 2025 Results and Provides 2026 Outlook
TKR
Earnings
Guidance Update
New Projects/Investments
- Timken reported Q4 2025 adjusted earnings per share of $1.14 on $1.11 billion in total revenue, an increase of 3.5% from last year, with organic sales up 1.3%. The company generated $141 million in free cash flow for the quarter, contributing to a full-year total of $406 million and a net debt reduction of over $130 million in 2025.
- For 2026, Timken projects total revenue growth of 2%-4% (with organic revenue up 2% at the midpoint) and adjusted EPS in the range of $5.50-$6.00, an 8% increase at the midpoint ($5.75) compared to 2025. The company expects to generate approximately $350 million in free cash flow for the year.
- The company is expanding its 80/20 discipline across the entire enterprise to simplify its portfolio and optimize processes, which includes plans to exit underperforming businesses like the auto OEM segment, representing a single-digit percentage of total revenue.
- Management observed encouraging order activity across several industrial markets and an increased backlog at the end of 2025, supporting their outlook for improved customer demand in 2026.
Feb 4, 2026, 4:00 PM
Timken Reports Q4 and Full-Year 2025 Results
TKR
Earnings
Guidance Update
Dividends
- Fourth-quarter 2025 sales reached $1.11 billion, a 3.5 percent increase from the prior year, contributing to full-year 2025 sales of $4.581.8 million, up 0.2 percent compared to 2024.
- For Q4 2025, diluted EPS was $0.89 and adjusted EPS was $1.14; for the full year 2025, diluted EPS was $4.11 and adjusted EPS was $5.33.
- The company generated $554 million in cash from operations and $406 million in free cash flow for the full year 2025.
- Timken provided an initial estimate for 2026 diluted EPS of $4.50-$5.00 and adjusted EPS of $5.50-$6.00, with expected revenue growth of 2% to 4% compared to 2025.
Feb 4, 2026, 11:53 AM
Timken Reports Fourth-Quarter and Full-Year 2025 Results
TKR
Earnings
Guidance Update
Share Buyback
- The Timken Company reported fourth-quarter 2025 sales of $1.11 billion and full-year 2025 sales of $4.58 billion. Diluted EPS for these periods were $0.89 and $4.11 respectively, with adjusted EPS of $1.14 and $5.33 respectively.
- For the full year 2025, the company generated $554 million in cash from operations and $406 million in free cash flow. Timken also returned $155.7 million to shareholders through dividends and share repurchases, and reduced total debt by $140.7 million.
- Timken provided an initial outlook for 2026 diluted EPS of $4.50-$5.00 and adjusted EPS of $5.50-$6.00, projecting revenue growth of 2% to 4% compared to 2025.
Feb 4, 2026, 11:51 AM
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
Quarterly earnings call transcripts for TIMKEN.
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