)
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 Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Second-quarter 2025 sales were $1.17 billion, down 0.8% year-over-year, with organic sales down 2.5% due to lower demand in both segments, partially offset by higher pricing and acquisitions.
Adjusted EBITDA margin was 17.7%, down from 19.5% prior year, and adjusted EPS was $1.42, both impacted by lower volumes, higher tariff costs, and unfavorable currency.
Free cash flow was $78 million; $47 million returned to shareholders via dividends and buybacks; dividend raised by 3%.
CEO transition occurred in Q1 2025, with Richard G. Kyle as interim CEO following Tarak B. Mehta's departure; $9.3M in related costs recorded.
CGI acquisition contributed positively to growth and margins.
Financial highlights
Net sales for Q2 2025 were $1.17 billion, down 0.8% year-over-year; adjusted EBITDA was $208 million (17.7% margin); adjusted EPS was $1.42.
Net income was $79 million or $1.12 per diluted share (GAAP); adjusted net income was $99.3 million.
Free cash flow for the quarter was $78 million; operating cash flow $111 million; CapEx $33 million.
Net debt to adjusted EBITDA at 2.3x as of June 30, 2025.
Dividend increased by 3% to $0.35/share; over 340,000 shares repurchased in the quarter.
Outlook and guidance
Full-year 2025 revenue expected to decline 0.5% to 2.0% versus 2024, with organic sales down 2% and adjusted EPS guided to $5.10–$5.40.
Free cash flow guidance affirmed at $375 million (over 130% conversion on GAAP net income).
Tariff headwind for 2025 now estimated at $10 million, improved from prior $25 million estimate.
Capital expenditures for 2025 expected at about 3.5% of sales.
Management remains optimistic for 2026, expecting to capitalize on industrial market expansion.
Why did Timken reduce its full-year 2025 outlook?
What drove the decrease in Industrial Motion EBITDA?
Elaborate on actions mitigating tariff impacts.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next The Timken Company earnings date
Q3 202529 Oct, 2025
Next The Timken Company earnings date
Q3 202529 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage