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Timken Company (TKR)
NYSE:TKR
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.51Last Year’s EPS
1.4Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed positive momentum: the company beat Q4 EPS guidance, delivered revenue growth, materially improved free cash flow (+$100M YoY) and reduced net debt with leverage at ~2x. Industrial Motion and automation-related businesses are growing strongly, backlog and order trends are encouraging, and management provided a constructive 2026 outlook (organic +2% midpoint and EPS growth). However, meaningful near-term headwinds persist: engineered bearings showed organic decline and margin compression due to mix and tariff impacts, China and some end markets remain weak, and the expanded 80/20 initiative will require upfront costs with benefits realized over multiple quarters. On balance, highlights (strong cash generation, debt reduction, Industrial Motion strength, and a positive 2026 guide) outweigh the lowlights, though execution and tariff/macro uncertainties remain key risks.Company Guidance
Q4 Adjusted EPS Beat
Adjusted EPS of $1.14 in Q4, which exceeded the high end of the company's guidance range.
Revenue Growth — Q4 and FY
Total revenue in Q4 was $1.11 billion, up 3.5% year-over-year; organic sales up 1.3% in Q4 driven by pricing and Industrial Motion volume gains.
Industrial Motion Outperformance
Industrial Motion sales of $397 million in Q4, up 8.4% year-over-year; organic growth of 5.6% driven by higher demand across most sectors and pricing; strong regional gains in The Americas and Europe.
Strong Free Cash Flow and Working Capital
Q4 free cash flow of $141 million; full-year free cash flow of $406 million, an increase of $100 million versus prior year, driven by operating cash flow of $183 million in Q4 and improved working capital/AR management.
Debt Reduction and Balance Sheet Strength
Reduced net debt by over $130 million during 2025; ended Q4 with net leverage at approximately 2.0x adjusted EBITDA, in the middle of target range enabling balanced capital allocation.
Pricing Actions and Currency Tailwind
Pricing contributed approximately $25 million in Q4 (adding >2% to the top line); foreign currency translation added more than 2% to Q4 revenue and is expected to contribute ~1% to full-year 2026 revenue (with ~3% estimated for Q1 2026).
2026 Financial Outlook
Full-year 2026 revenue guidance of +2% to +4% (organic +2% at the midpoint); adjusted EPS guidance of $5.50–$6.00 (midpoint ~$5.75, ~8% increase vs. 2025); consolidated adjusted EBITDA margin expected in the high-17% range at the midpoint with an implied incremental margin of ~30%.
Backlog and Early Demand Signals
Backlog at the end of 2025 was up high single digits versus prior year and management reports encouraging order activity across off-highway, general industrial, wind and aerospace supporting the modest-volume-growth outlook for 2026.
Operational and Strategic Actions Underway
Company expanding 80/20 discipline enterprise-wide to simplify portfolio and processes; announced targeted leadership additions (CTO, VP Marketing, Regional President) to accelerate growth, innovation, and commercial execution.
Acquisition Integration Boosting Automation
CGI acquisition moved into the Industrial Motion/automation bucket late in 2025 and is contributing strong growth in automation-related product lines and linear motion.
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 |
|---|---|---|---|
Feb 04, 2026 | $96.14 | $98.99 | +2.96% |
Oct 29, 2025 | $76.88 | $78.90 | +2.63% |
Jul 30, 2025 | $80.26 | $74.10 | -7.67% |
Apr 30, 2025 | $64.38 | $63.37 | -1.56% |
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 May 06, 2026, Before Open (Confirmed).
What is Timken Company (TKR) earnings time?
Timken Company (TKR) earnings time is at May 06, 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 (Q1) is 1.51.