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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
The Timken Company (TKR) investor relations material
The Timken Company Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary11 Nov, 2025
Company Overview and Strategic Positioning
Operates a global industrial business with a 125-year legacy, focusing on engineered bearings (2/3 of portfolio) and industrial motion (1/3), both with strong margins near 20% for 2024.
Over 40% of revenue comes from recurring aftermarket sales, supported by a global manufacturing footprint that enables regional flexibility and tariff navigation.
Recent years saw expansion into engineered-to-order, mission-critical applications, targeting industries where reliability is paramount, such as wind energy, mining, and aerospace.
Double-digit sales growth achieved in new markets over the past decade, with these markets now representing a third of the business.
Generated $3 billion in cash flow over 10 years, with $375 million targeted for 2025, and has returned significant capital to shareholders through buybacks and dividends.
Key Financial Performance and Metrics
Achieved $4.6B in revenue and $845M adjusted EBITDA in 2024, with an 18.5% EBITDA margin and $5.79 adjusted EPS.
Free cash flow for 2024 was $306M, with over $1.6B generated in the last five years.
3Q 2025 net sales reached $1,157M, adjusted EBITDA $202M, and adjusted EPS $1.37.
Net debt/adjusted EBITDA ratio was 2.1x as of September 30, 2025.
413 consecutive quarterly dividends paid, with 11 years of annual dividend increases.
Growth Strategy and Operational Focus
Adopting an 80/20 portfolio approach to prioritize high-return investments and improve margins, focusing on the most profitable verticals.
Committed to a 20% margin target, leveraging fixed cost capacity and organic growth in fast-growing regions and verticals, as well as new product launches.
Further integration of acquisitions and leveraging global footprint are seen as key growth vectors.
Ongoing internal analysis aims to identify quick wins and areas for de-emphasis, with data-driven decisions guiding portfolio adjustments.
Near-term focus on cost actions, margin improvement, and mitigating tariff impacts.
What specific data drives 80/20 portfolio decisions?
Identify key internal levers for 2026 growth
What are the most impactful AI applications today?
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Next The Timken Company earnings date
Q4 20255 Feb, 2026
Next The Timken Company earnings date
Q4 20255 Feb, 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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