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Timken Company
Timken Company (TKR) investor relations material
Timken Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Fourth quarter 2025 sales rose 3.5% year-over-year to $1.11B, driven by higher pricing, favorable currency, and Industrial Motion growth, while Engineered Bearings demand was weaker.
Full-year 2025 sales were $4.58B, up 0.2% from 2024, with organic sales down 1.0% due to lower end-market demand.
Adjusted EPS for 2025 was $5.33, with Q4 adjusted EPS at $1.14, above the implied outlook range.
Free cash flow for 2025 was $406M, with Q4 free cash flow at $140.7M, up from $125.0M in 4Q 2024.
CEO transition in 2025, with Lucian Boldea appointed as President and CEO effective September 1, 2025.
Financial highlights
4Q 2025 sales reached $1.1B, up 3.5% year-over-year (1.3% organic growth).
Adjusted EBITDA margin was 16.0% in Q4, down from 16.6% a year ago; full-year margin was 17.4%.
Q4 net cash from operations was $183.3M, up 2.6% year-over-year.
Returned $155.7M to shareholders via dividends and share repurchases; share repurchases of 140K in Q4 and 780K for the year.
Net debt reduced by $132M during 2025; net debt/adjusted EBITDA at 2.0x at year-end.
Outlook and guidance
2026 net sales expected to grow 2–4% year-over-year, with 3% at the midpoint (2% organic, 1% FX).
Adjusted EBITDA margin projected in the high-17% range.
Adjusted EPS guidance of $5.50–$6.00, up 8% at midpoint versus 2025.
Free cash flow outlook for 2026 is $350M.
Management expects higher organic revenue, strong cash flow, and improved margins and earnings in 2026.
Reconcile margin compression with strong FCF
How will 2026 tariffs impact segment margins?
What drives 2026 organic growth after FY25 decline?
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Net income up 21% to TL 111.3bn, with strong capital, liquidity, and asset growth.
Next Timken Company earnings date
Q1 202629 Apr, 2026
Timken Company
Next Timken Company earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
The Timken Company designs, manufactures, and markets engineered bearings and industrial motion products. Its portfolio includes bearings, gear drives, couplings, belts, chain, and related products and services, supporting sectors such as energy, transportation, and automation. The Timken Company is headquartered in North Canton, Ohio, and its shares are listed on the NYSE.
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