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Timken Company (TKR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 05, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.62

Last Year’s EPS

1.42

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 9 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed clear momentum: record Industrial Motion performance, expanded margins, raised full-year guidance, active portfolio actions (Bijur Delimon acquisition and Belts divestiture), and disciplined capital allocation. Offsetting risks include margin pressure in Engineered Bearings, regional softness in China and certain end markets, tariff and inflation uncertainty, and near-term sequential EPS headwinds. On balance, the positive operational and financial developments and the upgrade to guidance outweigh the highlighted headwinds.

Company Guidance

The company raised its 2026 outlook to total net sales growth of 4%–6% (was 2%–4%), with organic revenue now expected to be ~3% at the midpoint (up 1 point), plus ~1% from M&A (Bijur Delimon) and ~1% from currency; adjusted EPS is guided to $5.75–$6.25 (up $0.25 at the midpoint versus prior guidance), which the company says implies ~13% adjusted EPS growth at the midpoint (vs. ~8% prior), consolidated adjusted EBITDA margin of ~18% at the midpoint (up from 17.4% in 2025) with an implied incremental margin of ~30% for the year, free cash flow of $350–$375 million (~105% conversion at the midpoint), year‑over‑year earnings growth expected each quarter, Q2 expected to be higher versus last year on organic revenue, margins and EPS but modestly lower sequentially versus Q1 (Q1 adj. EPS was $1.67 and adj. EBITDA margin was 18.8%), and the $0.25 midpoint EPS increase reflects a $0.20 benefit from organic sales, a $0.15 tariff tailwind and a $0.10 headwind for potential cost inflation.

Revenue Growth

Total revenue of $1.23B, up 8% year-over-year; organic revenue up 4.3% driven by pricing and Industrial Motion volume growth.

Record Industrial Motion Performance

Industrial Motion sales of $425M, an all-time quarterly record and up 12% YoY; organic growth of 7% (currency +4.2%, Bijur Delimon +0.8%).

Engineered Bearings Revenue

Engineered Bearings sales of $806M, up 6% YoY with organic sales up ~3% led by aerospace and heavy industries.

Margin Expansion and Profitability

Adjusted EBITDA of $231M, margin expanded to 18.8% (from 18.2% prior year); adjusted EPS $1.67, up nearly 20% YoY; reported incremental margins ~35% for the quarter.

Improved Full-Year Guidance

Raised FY2026 net sales outlook to +4%–6% (was 2%–4%); organic revenue midpoint increased to +3%; adjusted EPS guidance increased to $5.75–$6.25 (midpoint +$0.25).

Capital Allocation and Balance Sheet

Repurchased ~280k shares and returned $53M via buybacks and dividends in Q1; board approved new 5‑year repurchase authorization for 10M shares; net debt/adjusted EBITDA ended at 2.1x.

Acquisition and Portfolio Actions

Acquired Bijur Delimon (closed mid‑March), adding sales and scaling automated lubrication systems to nearly $400M; announced sale of Belts business to Gates to simplify portfolio and improve Industrial Motion margins (expected close Q3).

Cash Flow Outlook

Operating cash flow of $39M in Q1 and slightly positive free cash flow after CapEx (Q1 seasonally low); FY free cash flow guidance increased to $350M–$375M (~105% conversion on GAAP net income at midpoint).

Pricing Actions and Tariff Dynamics

Pricing contributed ~$32M (~+3% to revenue) during the quarter to help offset tariff impact; tariffs represented a $20M headwind versus prior year but guidance reflects a ~$0.15 per share tailwind from recent tariff developments (primarily India IEPA and Section 232 changes).

80/20 Transformation Progress

Established transformation office, trained nearly 300 leaders on 80/20 discipline, and executed portfolio actions intended to reduce complexity and redeploy resources to growth areas.

Timken Company (TKR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TKR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2026 (Q2)	1.62 / -	1.42	―	―	―
May 06, 2026	2026 (Q1)	1.50 / 1.67	1.4	19.29% (+0.27)
Feb 04, 2026	2025 (Q4)	1.09 / 1.14	1.16	-1.72% (-0.02)
Oct 29, 2025	2025 (Q3)	1.24 / 1.37	1.23	11.38% (+0.14)
Jul 30, 2025	2025 (Q2)	1.36 / 1.42	1.63	-12.88% (-0.21)
Apr 30, 2025	2025 (Q1)	1.42 / 1.40	1.77	-20.90% (-0.37)
Feb 05, 2025	2024 (Q4)	0.99 / 1.16	1.37	-15.33% (-0.21)
Nov 05, 2024	2024 (Q3)	1.38 / 1.23	1.55	-20.65% (-0.32)
Jul 31, 2024	2024 (Q2)	1.60 / 1.63	2.01	-18.91% (-0.38)
Apr 30, 2024	2024 (Q1)	1.51 / 1.77	2.09	-15.31% (-0.32)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TKR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2026	$109.63	$119.70	+9.19%
Feb 04, 2026	$95.83	$98.67	+2.96%
Oct 29, 2025	$76.63	$78.65	+2.63%
Jul 30, 2025	$80.00	$73.86	-7.67%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Timken (TKR) report earnings?

Timken (TKR) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).

What is Timken (TKR) earnings time?

Timken (TKR) earnings time is at Aug 05, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TKR EPS forecast?

TKR EPS forecast for the fiscal quarter 2026 (Q2) is 1.62.