The earnings call highlighted both positive and negative aspects of Timken's current performance. While there are challenges such as a slight decline in sales and earnings outlook, the company is effectively managing tariff impacts and showing growth in backlog and the automation sector. Strategic pricing actions and strong capital allocation are positioning the company well for future improvements.

Company Guidance -

Q3 2025

In the second quarter of 2025, Timken's financial results reflected a challenging market environment. Total sales decreased by less than 1% compared to the previous year, with organic sales down 2.5% due to reduced demand, partially counterbalanced by increased pricing. The company's total backlog rose by mid-single digits from the first quarter, suggesting potential growth for 2026. Adjusted EBITDA margins were 17.7%, and adjusted EPS was $1.42, both lower than the prior year due to reduced volumes, higher tariff costs, and unfavorable currency impacts. Timken generated $78 million in free cash flow, increased its quarterly dividend by 3%, and repurchased 340,000 shares. The company's guidance for the remainder of 2025 remains cautious, with a reduced high-end full-year earnings outlook, influenced by continued trade uncertainties. Despite these challenges, Timken is optimistic about 2026, supported by a growing backlog, anticipated cost-saving measures, and potential margin improvements from restructuring and strategic portfolio adjustments, including actions in the automotive OE business.

Stable Backlog Growth

Total backlog at the end of June was up mid-single digits compared to the first quarter, indicating a positive trend for 2026.

Successful Pricing Strategy

Pricing was up sequentially compared to the first quarter, helping to offset tariff costs, and further price realization is expected in the second half.

Cash Flow and Capital Allocation

Generated $78 million of free cash flow, raised quarterly dividend by 3%, and purchased 340,000 shares of stock.

Automation Sector Expansion

Continued investment in high-growth applications like industrial robotics and factory automation, with a broad product offering to support future growth.

Tariff Impact Mitigation

The full year net negative impact from tariffs was reduced from $25 million to $10 million due to pricing actions and changes in tariff rates.

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
Oct 29, 2025	2025 (Q3)	1.26 / -	1.23	―	―	―
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)
Feb 05, 2024	2023 (Q4)	1.22 / 1.37	1.22	12.30% (+0.15)
Nov 01, 2023	2023 (Q3)	1.59 / 1.55	1.52	1.97% (+0.03)
Aug 03, 2023	2023 (Q2)	2.07 / 2.01	1.67	20.36% (+0.34)

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
Jul 30, 2025	$80.98	$74.77	-7.67%
Apr 30, 2025	$64.96	$63.94	-1.57%
Feb 05, 2025	$78.20	$80.90	+3.45%
Nov 05, 2024	$82.24	$71.62	-12.91%

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 Company (TKR) report earnings?

Timken Company (TKR) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Timken Company (TKR) earnings time?

Timken Company (TKR) earnings time is at Oct 29, 2025, 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 2025 (Q3) is 1.26.

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