TIMKEN CO (TKR) Form 8-K — Nov 4, 2026
Timken reported Q3 2026 sales of $1.21 billion, up 4.7% year over year, with diluted EPS of $1.34 and adjusted EPS of $1.65, up 20.4% from $1.37 a year ago. Net income margin expanded to 7.7% and adjusted EBITDA margin to 18.5%, with $221.4 million of free cash flow in the quarter. The company raised its full-year 2026 outlook, now expecting GAAP EPS of $4.05-$4.20 and adjusted EPS of $6.35-$6.50, with total revenue up approximately 5.5% from 2025. Growth was driven by higher Industrial Motion volumes, the Bijur Delimon acquisition, and pricing; organic sales rose 2.8%.
Key figures
- Eps
- 1.34
- Revenue
- 1211.4
- Guidance
- 2026 EPS of $4.05-$4.20; adjusted EPS of $6.35-$6.50; 2026 revenue up ~5.5% from 2025
- Net Income
- 93800000
- Revenue Yoy
- 4.7%
- Total Assets
- 6704100000
- Cash Position
- 410200000
- Shares Offered
- 0
- Adjusted eps
- 1.65
- Free cash flow
- 221400000
- Adjusted ebitda
- 224600000
- Adjusted eps yoy
- 20.4%
- Net income margin
- 7.7%
- Shares repurchased
- approximately 505 thousand shares
- Cash from operations
- 256100000
- Organic sales growth
- 2.8%
- Tariff refund benefit
- 12400000
- Adjusted ebitda margin
- 18.5%
- Net debt to adjusted ebitda
- 1.7x
- Cash returned to shareholders
- 88700000
- Segment industrial motion sales
- 440000000
- Segment engineered bearings sales
- 771400000
AI analysis
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