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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 results exceeded expectations, with adjusted EPS of $1.40, sales up 3.5% year-over-year, and strong free cash flow growth, driven by Industrial Motion segment performance and higher pricing.
Ended 2025 with a strong balance sheet, net leverage at 2x, and increased backlog; shares were repurchased and over $100 million in debt was reduced.
Strategic initiatives included expanding 80/20 portfolio discipline, exiting underperforming businesses, and focusing on high-growth verticals and regions.
New leadership roles and a CEO transition in 2025 aimed to drive innovation and align with growth drivers.
Full-year 2025 sales were $4.58 billion, up 0.2%, with organic sales down 1.0% due to lower end-market demand.
Financial highlights
Q4 2025 revenue was $1.11 billion, up 3.5% year-over-year (1.3% organic), with adjusted EBITDA margin at 16%.
Adjusted EBITDA for Q4 was $177.8 million, flat year-over-year; full-year adjusted EBITDA was $796 million (17.4% margin).
Free cash flow for Q4 was $140.7 million, up from $125 million in 2024; full-year free cash flow reached $406 million.
Net debt reduced by over $130 million in 2025; net debt/adjusted EBITDA at 2.0x.
Returned $155.7 million to shareholders via dividends and share repurchases in 2025.
Outlook and guidance
2026 revenue expected to increase 2%-4%, with organic growth at 2% midpoint and currency contributing ~1%.
Adjusted EPS guidance for 2026 is $5.50-$6.00, up 8% at midpoint; adjusted EBITDA margin projected in the high 17% range.
Free cash flow for 2026 projected at ~$350 million, with ~105% conversion on GAAP net income.
Q1 2026 organic sales and adjusted EBITDA margins expected to be flat year-over-year.
2026 organic sales growth expected at 2% midpoint, with both volumes and pricing up.
Reconcile margin compression with strong FCF
How will 2026 tariffs impact segment margins?
What drives 2026 organic growth after FY25 decline?
Quantify 80/20 revenue impact and timing
What limits 2026 organic growth despite orders?
Key drivers for 2026 segment margin divergence
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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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