The Timken Company (TKR) Earnings
The Timken Company is expected to report next earnings on July 29, 2026 (in NaN days), with a consensus EPS estimate of $1.62. TKR has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise +7.9% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $1.50 | $1.67 | +11.3% | $1.2B | +5.1% |
| Feb 4, 2026 | $1.09 | $1.14 | +4.6% | $1.1B | -5.5% |
| Oct 29, 2025 | $1.25 | $1.37 | +9.6% | $1.2B | +3.2% |
| Jul 30, 2025 | $1.34 | $1.42 | +6.0% | $1.2B | +4.6% |
| Apr 30, 2025 | $1.43 | $1.40 | -2.1% | $1.1B | +0.1% |
| Feb 5, 2025 | $1.08 | $1.16 | +7.4% | $1.1B | -8.4% |
| Jul 31, 2024 | $1.60 | $1.63 | +1.9% | $1.2B | -0.1% |
| Apr 30, 2024 | $1.51 | $1.77 | +17.2% | $1.2B | +3.5% |
| Nov 1, 2023 | $1.59 | $1.55 | -2.5% | $1.1B | -4.5% |
| Aug 3, 2023 | $2.08 | $2.01 | -3.4% | $1.3B | -1.9% |
| May 3, 2023 | $1.89 | $2.09 | +10.6% | $1.3B | -2.0% |
| Feb 6, 2023 | $1.09 | $1.22 | +11.9% | $1.1B | -0.8% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Thanked Timken team for hard work in Q1. • Total sales up 8% from last year, organic revenue grew >4% driven by industrial motion. • Expanded EBITDA margins to 18.8% and adjusted earnings per share increased nearly 20% to $1.67. • Repurchased shares and acquired Bijou Delamont. • Raising guidance for organic revenue, margins, and earnings. • Advancing 80-20 portfolio work, including sale of belts business and acquisition of Bijou Delamont. • Leadership transition for engineer bearing segment with Tim Graham as interim president. • Double-digit organic growth in linear motion platform in Americas driven by factory automation wins.
Guidance
• Raised full-year net sales outlook to 4%-6% increase, up from prior 2%-4%. Organic revenue expected up 3% at midpoint, 1% from M&A, 1% from currency. • Adjusted earnings per share range $5.75-$6.25, midpoint up 25 cents from prior. • 2026 consolidated adjusted EBITDA margin expected ~18% at midpoint, up from 17.4% in 2025. • Second quarter expected organic revenue, adjusted EBITDA margins, and adjusted EPS higher than last year, but adjusted EPS modestly lower sequentially due to incremental inflation and pulled forward customer activity. • Full-year free cash flow expected $350-$375 million, ~105% conversion on gap net income at midpoint.
Segment performance
Engineered bearings: Sales were $806 million in the quarter, up 6% from last year. Organic sales up 3% driven by higher pricing, currency translation added 3%. Adjusted EBITDA was $159 million, or 19.7% of sales, margins negatively impacted by higher operating costs. Industrial motion: Sales were $425 million, an all-time quarterly record, up 12% from last year. Organically, sales increased 7% driven by higher demand and pricing. Currency translation was a benefit of 4.2%, Bezier Delamont acquisition added 0.8%. Adjusted EBITDA margins came in at 21.5% of sales, up significantly from last year due to strong operational execution, higher volumes, and favorable price mix.
Risks & headwinds
• Continued volatility around trade and geopolitics. • Uncertainty around the situation in the Middle East potentially impacting customer activity. • Fluid situation related to additional tariffs, though 232 impact sized up as best possible. • Potential incremental cost inflation over the rest of the year.
Analyst Q&A
Q: About the $0.15 benefit from tariffs and potential rebates/ additional tariffs,
A: Big drivers on tariffs are IEPA and India, no refunds assumed in guidance, fluid situation on additional tariffs.
Q: About $0.10 cost inflation,
A: Somewhat a placeholder, depends by region, already taking price actions.
Q: About slower organic growth in rest of year,
A: Likely 1% pulled from Q2 to Q1, uncertainty from Iran conflict, order book still robust.
Q: About portfolio transformation and M&A pipeline,
A: Still work in progress, opportunistic M&A, belts divestiture will structurally increase industrial motion margins.
Q: About 2Q EPS sequential decline and industrial motion outlook,
A: Normal seasonal step down, industrial motion not as heavy European as thought, growth driven by various regions and sectors.