Timken Reports Third-Quarter 2026 Results
Timken reported Q3 2026 sales of $1.21 billion, up 4.7% year-over-year, with organic growth of 2.8% driven by Industrial Motion volumes, the Bijur Delimon acquisition, and higher pricing. Adjusted EPS rose 20.4% to $1.65, net income margin expanded 170 bps to 7.7%, and free cash flow jumped 35% to $221.4 million; adjusted EBITDA included a $12.4 million tariff-refund benefit.
Key figures
- Eps
- 1.34
- Revenue
- 1211400000
- Guidance
- FY2026 GAAP EPS $4.05-$4.20 (raised); adjusted EPS $6.35-$6.50; revenue up ~5.5% vs 2025
- Revenue Yoy
- 4.7%
- Fcf
- 221400000
- Net income
- 93800000
- Adjusted eps
- 1.65
- Adjusted ebitda
- 224600000
- Adjusted eps yoy
- 20.4%
- Net income margin
- 7.7%
- Operating cash flow
- 256100000
- Shareholder returns
- 88700000
- Organic sales growth
- 2.8%
- Tariff refund benefit
- 12400000
- Adjusted ebitda margin
- 18.5%
- Net debt to adjusted ebitda
- 1.7
AI analysis
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