Timken cuts FY25 adjusted EPS view to $5.10-$5.60 from $5.30-$5.80

Consensus $5.43. Narrows FY25 revenue view to down 2.5% to flat from down 4% to up 1%. “We are focused on performing well through this unpredictable business environment,” said Kyle. “Our team is moving with urgency to deliver cost savings and is actively implementing pricing and other tactics to mitigate the impact from tariffs. Timken (TKR) has successfully overcome similar challenges in the past, and we are confident we will navigate the current situation. We have a solid balance sheet, proven strategy and operating model, significant U.S. footprint, and an experienced management team that is committed to advancing the company in 2025 and beyond.”