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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 Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Revenue grew 2.7% year-over-year to $1.16 billion, driven by higher pricing, favorable currency, and the CGI acquisition, while adjusted EPS rose 11.4% to $1.37; GAAP EPS declined 14.7% to $0.99 due to prior-year real estate gains and higher tariffs.
Net income margin was 6.0%, down from 7.3% last year; adjusted EBITDA margin improved to 17.4%.
Cash from operations surged 63.2% to $201 million; free cash flow rose 85.7% to $164 million.
Management is focused on margin expansion, portfolio optimization, and positioning for earnings growth in 2026.
CEO transition occurred twice in 2025, with Lucian Boldea appointed President and CEO effective September 1, 2025, and related severance and one-time costs impacting results.
Financial highlights
Net sales: $1,157.1M (up 2.7% YoY); organic sales up 0.6%.
Adjusted EBITDA: $201.7M (17.4% margin), up from $190.0M (16.9%).
Adjusted EPS increased 11% to $1.37 year-over-year.
Free cash flow: $163.8M, up from $88.2M.
Interest expense declined 9.9% in Q3 2025 due to lower average debt and rates.
Outlook and guidance
Full-year 2025 adjusted EPS guidance at $5.20–$5.30, with GAAP EPS expected at $3.90–$4.00.
2025 revenue forecasted to decline ~0.75% at midpoint, with organic sales down 1.75%.
Free cash flow guidance reaffirmed at $375 million, over 130% conversion on GAAP net income.
Full-year adjusted EBITDA margin expected in the low to mid-17% range.
Tariffs expected to have a net unfavorable impact of $0.15/share in 2025.
80/20 mindset impact on 2026 growth?
Industrial Motion end-market demand outlook?
Factors for improved 2025 revenue outlook?
80/20 portfolio impact on future composition?
Tariff impact and 2026 mitigation plan?
When do you expect organic growth to turn positive?
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Next The Timken Company earnings date
Baird 55th Annual Global Industrial Conference11 Nov, 2025
Next The Timken Company earnings date
Baird 55th Annual Global Industrial Conference11 Nov, 2025
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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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