The earnings call reflects a mix of positive achievements in revenue growth, margin expansion, and cash flow, contrasted with challenges from tariffs and the Industrial Motion segment performance. The outlook for the fourth quarter remains cautious due to trade uncertainties.
Company Guidance
During Timken's third quarter 2025 earnings call, the company reported a revenue increase to $1.16 billion, up 2.7% from the previous year. Adjusted EBITDA margins improved by 50 basis points to 17.4%, while adjusted earnings per share rose 11% to $1.37. The company also generated significant cash flow, with operating cash flow at $201 million and free cash flow of $164 million. Timken's management highlighted plans for future growth, focusing on expanding positions in key markets and driving margin improvement with an 80/20 portfolio approach. For the full year 2025, Timken reaffirmed the midpoint of its earnings guidance at $5.25 per share, expecting a 0.75% decrease in net sales. The company is optimistic about 2026, anticipating benefits from strategic priorities and improving market conditions.
Revenue Growth
Revenue for the quarter was $1.16 billion, up 2.7% from last year. Adjusted earnings per share was $1.37, up 11% from last year.
EBITDA Margin Expansion
Adjusted EBITDA margins increased by 50 basis points to 17.4%. Achieved nearly 40% incremental margins in the quarter.
Strong Cash Flow
Operating cash flow of $201 million and free cash flow of $164 million for the quarter.
Market Growth in EMEA and Renewables
EMEA region posted growth for the first time in more than 2 years, up 2%. Increased outlook for renewable energy driven by higher wind shipments.
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
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
Oct 29, 2025
$77.22
$79.25
+2.63%
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%
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 Feb 11, 2026, Before Open (Confirmed).
What is Timken (TKR) earnings time?
Timken (TKR) earnings time is at Feb 11, 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.