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: AOS, CSL, DCI +12 more
Kyle Menges
Citigroup
9 questions for TKR
Also covers: AGCO, ALH, ALSN +11 more
Rob Wertheimer
Melius Research LLC
9 questions for TKR
Also covers: ALSN, AME, CAT +12 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
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, GWW +1 more
Ethan Coyle
JPMorgan Chase & Co.
2 questions for TKR
Joe Ritchie
Goldman Sachs
2 questions for TKR
Also covers: ALLE, ATS, CARR +19 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 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.
2 days ago
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.
2 days ago
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.
2 days ago
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.
2 days ago
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.
3 days ago
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.
3 days ago
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
Quarterly earnings call transcripts for TIMKEN.
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