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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.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.
- TimeTickerHeadlineOpen
- 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebNVDA
AI-driven digital twins and real-time simulation will transform engineering and manufacturing. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position. - 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth.
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