Timken narrows FY25 adjusted EPS view to $5.10-$5.40 from $5.10-$5.60

Consensus $5.37. Narrows FY25 revenue view to down 0.5%-2% from down 4% to up 1%. Timken (TKR) is reducing the high-end of its full-year 2025 outlook, with earnings per diluted share now forecasted to be in the range of $3.90 to $4.20 and adjusted earnings per diluted share in the range of $5.10 to $5.40. The company is taking a cautious view on second half demand and is now planning for 2025 revenue in the range of -2.0% to -0.5% in total compared to 2024. “We expect the operating environment to remain challenging in the second half, as the trade situation and related macro effects continue to develop,” said Kyle. “Looking further ahead, we are optimistic about 2026 and are beginning to take steps to position the business to capitalize on an industrial market expansion. Our team is confident in the company’s ability to deliver higher levels of performance and compelling value for shareholders through the execution of our strategy and disciplined capital allocation.”