Jun 2026 (Q2 FY26) — Aug 4, 2026
The Timken Company Q2 FY26 — Strong Performance and Raised Full-Year Guidance
Read the full callTIMKEN (TKR) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
TIMKEN earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,261 | +7.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.7 | −5.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 28.9 | −63.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
9 of 9 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 FY26 adjusted EBITDA margin (YoY) | higher than last year | Mar 2026 | Adjusted EBITDA was $247 million or 19.6% of sales in the second quarter, compared to 17.7% of sales last year | Achieved |
| Full-year adjusted EBITDA margin | high-17% range at the midpoint | Dec 2025 | The current earnings outlook implies that our 2026 consolidated adjusted EBITDA margin will be in the low 18% range at the midpoint, up from 17.4% in 2025 and slightly higher than the prior guidance | Revised Up |
| Belts business divestiture to Gates - deal completion and Industrial Motion margin structural improvement | complete the transaction in Q3 FY26; structurally improve Industrial Motion EBITDA margin by more than 200 basis points on a pro forma basis | Mar 2026 | we remain on track to complete the belts divestiture in the third quarter. This divestiture is expected to structurally improve Industrial Motion EBITDA margin by more than 200 basis points on a pro forma basis | On Track |
18 of TIMKEN CO's 27 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 24 more targets are in the full ledger.
Claimed
- Total sales increased 7.5% year-over-year to $1.26 billion, with organic revenue up more than 4%.
- Adjusted EBITDA margins expanded to 19.6% from 17.7% last year, with organic incremental margins over 40%.
- Adjusted EPS grew nearly 30% year-over-year to $1.83, leading to a raised full-year outlook for 16% growth at the midpoint.
- Industrial Motion segment achieved an all-time quarterly record sales of $454 million, with adjusted EBITDA margins up 500 basis points to 23.3%.
- Generated over $80 million in free cash flow and maintained net leverage at 2x, while returning $45 million to shareholders.
Qualified
- A $0.10 per share headwind is factored into guidance for incremental cost inflation, including higher logistics costs and strategic investments in aerospace and defense.
- Power and electrification segment revenue was lower, driven by a sizable decline in solar sales.
- Automotive OE was a negative contributor to Engineered Bearings revenue.
- The second half organic growth is implied to be more modest (2.5%) compared to the first half, partly due to geopolitical uncertainty and normal seasonality.
Price
$112.64 +0.22% · +$0.25
Performance +53.9% 1Y
1Y: $73.17 on 17 Oct 2025 → $112.64. High $145.32 (30 Jun 2026), low $73.17 (17 Oct 2025).
- Previous close
- $112.39
- 52-week range
- $74.33 – $145.32
- One year
- +49.99%
Overview
- Symbol
- TKR
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
9 of 9 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 FY26 adjusted EBITDA margin (YoY) | higher than last year | Mar 2026 | Adjusted EBITDA was $247 million or 19.6% of sales in the second quarter, compared to 17.7% of sales last year | Achieved |
| Full-year adjusted EBITDA margin | high-17% range at the midpoint | Dec 2025 | The current earnings outlook implies that our 2026 consolidated adjusted EBITDA margin will be in the low 18% range at the midpoint, up from 17.4% in 2025 and slightly higher than the prior guidance | Revised Up |
| Belts business divestiture to Gates - deal completion and Industrial Motion margin structural improvement | complete the transaction in Q3 FY26; structurally improve Industrial Motion EBITDA margin by more than 200 basis points on a pro forma basis | Mar 2026 | we remain on track to complete the belts divestiture in the third quarter. This divestiture is expected to structurally improve Industrial Motion EBITDA margin by more than 200 basis points on a pro forma basis | On Track |
Claimed
- Total sales increased 7.5% year-over-year to $1.26 billion, with organic revenue up more than 4%.
- Adjusted EBITDA margins expanded to 19.6% from 17.7% last year, with organic incremental margins over 40%.
- Adjusted EPS grew nearly 30% year-over-year to $1.83, leading to a raised full-year outlook for 16% growth at the midpoint.
- Industrial Motion segment achieved an all-time quarterly record sales of $454 million, with adjusted EBITDA margins up 500 basis points to 23.3%.
- Generated over $80 million in free cash flow and maintained net leverage at 2x, while returning $45 million to shareholders.
Qualified
- A $0.10 per share headwind is factored into guidance for incremental cost inflation, including higher logistics costs and strategic investments in aerospace and defense.
- Power and electrification segment revenue was lower, driven by a sizable decline in solar sales.
- Automotive OE was a negative contributor to Engineered Bearings revenue.
- The second half organic growth is implied to be more modest (2.5%) compared to the first half, partly due to geopolitical uncertainty and normal seasonality.
The full ledger
Open TIMKEN CO’s full ledger
A free account opens 5 company ledgers a month. All 27 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
The Timken Company Q1 FY26 — Strong Start with Raised Outlook and Strategic Portfolio Moves
Read the full callEvery analysed call
TIMKEN earnings calls (TKR)
Financials
What the filings say
Net profit, year on year: −63% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,127 | 1,074 | 1,140 | 1,173 | 1,157 | 1,111 | 1,231 | 1,261 |
| Operating profit | 146 | 113 | 144 | 148 | 139 | 109 | 169 | 85 |
| Operating margin | 13.0% | 10.5% | 12.6% | 12.6% | 12.1% | 9.8% | 13.7% | 6.7% |
| Interest | 30 | 28 | 27 | 30 | 27 | 27 | 24 | 26 |
| Profit before tax | 112 | 91 | 118 | 116 | 108 | 74 | 143 | 58 |
| Tax rate | 21.9% | 17.3% | 22.7% | 26.4% | 30.9% | 10.7% | 25.9% | 35.8% |
| Net profit | 82 | 71 | 78 | 79 | 69 | 62 | 98 | 29 |
| EPS ($ per share) | 1.17 | 1.02 | 1.12 | 1.13 | 0.99 | — | 1.41 | 0.42 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 1,630 | 1,907 | 1,340 | 1,616 | 1,932 | 2,232 | 2,489 | 2,679 |
| Total liabilities | 2,803 | 2,905 | 2,816 | 2,793 | 3,420 | 3,839 | 3,427 | 3,331 |
| Fixed assets | 912 | 989 | 1,036 | 1,055 | 1,207 | 1,312 | 1,307 | 1,358 |
| Investments | 22 | 26 | — | — | — | — | — | — |
| Total assets | 4,445 | 4,860 | 5,042 | 5,171 | 5,772 | 6,542 | 6,411 | 6,677 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 333 | 550 | 578 | 387 | 464 | 545 | 476 | 554 |
| Cash from investing | -865 | -365 | -153 | -174 | -573 | -806 | -305 | -148 |
| Cash from financing | 553 | -101 | -331 | -269 | 207 | 347 | -195 | -437 |
| Net cash flow | 8 | 83 | 105 | -63 | 83 | 79 | -46 | -8 |
| Capital expenditure | -113 | -141 | -122 | -148 | -178 | -188 | -170 | -148 |
| Free cash flow | 220 | 410 | 456 | 239 | 285 | 357 | 306 | 406 |
TKR revenue by segment
Engineered Bearings shrank from 66% to 64% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Engineered Bearings | 66% | 66% | 67% | 66% | 66% | 64% | 65% | 64% | +3.8% |
| Industrial Motion | 34% | 34% | 33% | 34% | 34% | 36% | 35% | 36% | +14.6% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- US 44%
- EMEA 25% ↑ 2 pt
- Asia Pacific 21%
- Canada Mexico and South America 10% ↓ 1 pt
As TKR cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
116 filings between Oct 31, 2025 and Sep 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$18.15M
12 sales by 5 insiders
Compensation
not trading decisions- 53
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 39
- Tax withheld — shares kept back by the company to cover tax
Also filed: 11 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kyle Richard G | — | $14.85M | Aug 10, 2026 |
| TIMKEN JOHN M JR | — | $1.75M | May 8, 2026 |
| Rajendra Ajita G | — | $1.11M | Jun 5, 2026 |
| Patel Hansal N. | — | $270.0K | Feb 9, 2026 |
| Discenza Michael Anthony | — | $167.9K | Feb 24, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | BOLDEA LUCIAN President and CEO | Tax withheld | 3,333 | $399.2K |
| Sep 1, 2026 | BOLDEA LUCIAN President and CEO | Award | 7,918 | $0 |
| Sep 1, 2026 | BOLDEA LUCIAN President and CEO | Award | 30,286 | $0 |
| Sep 1, 2026 | BOLDEA LUCIAN President and CEO | Tax withheld | 12,750 | $1.53M |
| Aug 10, 2026 | Kyle Richard G Director | Sale | 13,637 | $1.73M |
| Jun 5, 2026 | Rajendra Ajita G Director | Sale | 8,450 | $1.11M |
| May 27, 2026 | Kyle Richard G Director | Sale | 8,448 | $1.08M |
| May 18, 2026 | Kyle Richard G Director | Gift | 646 | $0 |
| May 8, 2026 | TIMKEN JOHN M JR Director | Sale | 15,000 | $1.75M |
| May 8, 2026 | Kyle Richard G Director | Sale | 37,181 | $4.36M |
| May 2, 2026 | Crowe Maria A Director | Award | 2,270 | $0 |
| May 2, 2026 | MAPES CHRISTOPHER L Director | Award | 2,270 | $0 |
| May 2, 2026 | Leombruno Todd M. Director | Award | 2,270 | $0 |
| May 2, 2026 | Lauber Sarah C Director | Award | 2,270 | $0 |
| May 2, 2026 | Rajendra Ajita G Director | Award | 2,270 | $0 |
| May 2, 2026 | TIMKEN WARD J JR Director | Award | 2,270 | $0 |
| May 2, 2026 | TIMKEN JOHN M JR Director | Award | 2,270 | $0 |
| May 2, 2026 | RYAN KIMBERLY K Director | Award | 2,270 | $0 |
| May 2, 2026 | Harrell Elizabeth Ann Director | Award | 2,270 | $0 |
| May 2, 2026 | SULLIVAN FRANK C Director | Award | 2,270 | $0 |
| Mar 13, 2026 | TIMKEN WARD J JR Director | Gift | 10,000 | $0 |
| Mar 13, 2026 | TIMKEN WARD J JR Director | Gift | 10,000 | $0 |
| Mar 12, 2026 | TIMKEN WARD J JR Director | Gift | 7,500 | $0 |
| Mar 12, 2026 | TIMKEN WARD J JR Director | Gift | 52,000 | $0 |
| Mar 12, 2026 | TIMKEN WARD J JR Director | Gift | 52,000 | $0 |
| Mar 12, 2026 | TIMKEN WARD J JR Director | Gift | 7,500 | $0 |
| Feb 24, 2026 | Discenza Michael Anthony EVP, Chief Financial Officer | Sale | 1,532 | $167.9K |
| Feb 24, 2026 | Discenza Michael Anthony EVP, Chief Financial Officer | Tax withheld | 293 | $32.1K |
| Feb 24, 2026 | Discenza Michael Anthony EVP, Chief Financial Officer | Option exercise | 1,825 | $81.5K |
| Feb 20, 2026 | Kyle Richard G Director | Sale | 14,372 | $1.56M |
| Feb 20, 2026 | Kyle Richard G Director | Sale | 5,264 | $565.1K |
| Feb 19, 2026 | Kyle Richard G Director | Sale | 10,000 | $1.07M |
| Feb 13, 2026 | Patel Hansal N. EVP, GC and Secretary | Award | 1,237 | $0 |
| Feb 13, 2026 | Roellgen Karl Andreas EVP&Pres. Engineered Bearings | Award | 1,450 | $0 |
| Feb 13, 2026 | Pollock Natasha SVP, CHRO | Tax withheld | 240 | $25.7K |
| Feb 13, 2026 | Szarka John Raymond SVP, Chief Technology Officer | Tax withheld | 85 | $9.1K |
| Feb 13, 2026 | Szarka John Raymond SVP, Chief Technology Officer | Award | 293 | $0 |
| Feb 13, 2026 | Patel Hansal N. EVP, GC and Secretary | Tax withheld | 552 | $59.1K |
| Feb 13, 2026 | Lanzarotta Megan Renee Corporate Controller & CAO | Tax withheld | 52 | $5.6K |
| Feb 13, 2026 | Lanzarotta Megan Renee Corporate Controller & CAO | Award | 152 | $0 |
| Feb 13, 2026 | Discenza Michael Anthony EVP, Chief Financial Officer | Tax withheld | 108 | $11.6K |
| Feb 13, 2026 | Discenza Michael Anthony EVP, Chief Financial Officer | Award | 400 | $0 |
| Feb 13, 2026 | Graham Timothy Alan EVP, Pres. Industrial Motion | Tax withheld | 108 | $11.6K |
| Feb 13, 2026 | Graham Timothy Alan EVP, Pres. Industrial Motion | Award | 400 | $0 |
| Feb 13, 2026 | Pollock Natasha SVP, CHRO | Award | 887 | $0 |
| Feb 12, 2026 | Pollock Natasha SVP, CHRO | Tax withheld | 953 | $103.6K |
| Feb 12, 2026 | Pollock Natasha SVP, CHRO | Award | 3,515 | $0 |
| Feb 12, 2026 | Patel Hansal N. EVP, GC and Secretary | Tax withheld | 1,851 | $201.3K |
| Feb 12, 2026 | Patel Hansal N. EVP, GC and Secretary | Award | 6,110 | $0 |
| Feb 12, 2026 | Roellgen Karl Andreas EVP&Pres. Engineered Bearings | Award | 7,053 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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