The call highlighted some positive developments such as an increase in backlog, dividend growth, and a positive outlook for 2026 due to automation sector focus. However, these were balanced by challenges like sales decline, lower margins, and a cautious outlook for the rest of 2025 due to trade uncertainties. The sentiment is mixed with a cautious tone.

Company Guidance

During the second quarter of 2025, Timken experienced a slight decline in total sales, down less than 1% from the previous year, with organic sales dropping by 2.5%. Adjusted EBITDA margins were reported at 17.7%, and adjusted EPS was $1.42, both lower than the prior year due to reduced volumes, increased tariff costs, and unfavorable currency impacts. The company generated $78 million in free cash flow, raised the quarterly dividend by 3%, and repurchased 340,000 shares. Looking forward, Timken expects a challenging operating environment for the rest of 2025, citing trade uncertainties as a key factor. The company plans to mitigate the impact of tariffs through repricing strategies, with pricing having already increased sequentially from the first quarter. Timken remains optimistic about 2026, highlighting an increased backlog as a positive indicator, and anticipates benefiting from market expansion, pricing carryover, and cost savings initiatives.

Backlog Increase

The total backlog at the end of June increased by mid-single digits compared to the first quarter, indicating a positive trend for 2026.

Dividend Increase

Timken raised its quarterly dividend by 3% and purchased 340,000 shares of stock, continuing to create shareholder value.

Automation Sector Focus

Timken is investing in the automation sector, focusing on high-growth applications such as industrial robotics, factory automation, and medical robotics.

Positive Outlook for 2026

Optimism for 2026 due to backlog inflection and industrial market expansion as trade stabilizes.

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)	1.25 / -	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	$80.61	$74.43	-7.67%
Apr 30, 2025	$64.66	$63.65	-1.56%
Feb 05, 2025	$77.84	$80.53	+3.46%
Nov 05, 2024	$81.87	$71.29	-12.92%

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 1.25.

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