Timken (TKR)
NYSE:TKR
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.62Last Year’s EPS
1.42Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
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
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.
TKR Earnings History
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.