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Timken Company (The) Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $1.50 |
| EPS actual | $1.67 |
| EPS Surprise | 11.33% |
| Revenue estimate | 1.171B |
| Revenue actual | 1.231B |
| Revenue Surprise | 5.12% |
| Release date | Feb 04, 2026 |
| EPS estimate | $1.09 |
| EPS actual | $1.14 |
| EPS Surprise | 4.59% |
| Revenue estimate | 1.072B |
| Revenue actual | 1.111B |
| Revenue Surprise | 3.62% |
| Release date | Oct 29, 2025 |
| EPS estimate | $1.25 |
| EPS actual | $1.37 |
| EPS Surprise | 9.60% |
| Revenue estimate | 1.121B |
| Revenue actual | 1.157B |
| Revenue Surprise | 3.24% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.34 |
| EPS actual | $1.42 |
| EPS Surprise | 5.97% |
| Revenue estimate | 1.121B |
| Revenue actual | 1.173B |
| Revenue Surprise | 4.63% |
Last 4 Quarters for Timken Company (The)
Below you can see how TKR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $74.77 |
| EPS estimate | $1.34 |
| EPS actual | $1.42 |
| EPS surprise | 5.97% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $80.76 |
| Jul 25, 2025 | $81.66 |
| Jul 28, 2025 | $81.69 |
| Jul 29, 2025 | $80.98 |
| Jul 30, 2025 | $74.77 |
| Jul 31, 2025 | $76.09 |
| Aug 01, 2025 | $73.50 |
| Aug 04, 2025 | $73.94 |
| Aug 05, 2025 | $74.65 |
| 4 days before | -7.42% |
| 4 days after | -0.160% |
| On release day | 1.77% |
| Change in period | -7.57% |
| Release date | Oct 29, 2025 |
| Price on release | $79.25 |
| EPS estimate | $1.25 |
| EPS actual | $1.37 |
| EPS surprise | 9.60% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $77.71 |
| Oct 24, 2025 | $78.12 |
| Oct 27, 2025 | $77.30 |
| Oct 28, 2025 | $77.22 |
| Oct 29, 2025 | $79.25 |
| Oct 30, 2025 | $78.68 |
| Oct 31, 2025 | $78.51 |
| Nov 03, 2025 | $77.95 |
| Nov 04, 2025 | $76.29 |
| 4 days before | 1.98% |
| 4 days after | -3.74% |
| On release day | -0.719% |
| Change in period | -1.83% |
| Release date | Feb 04, 2026 |
| Price on release | $98.99 |
| EPS estimate | $1.09 |
| EPS actual | $1.14 |
| EPS surprise | 4.59% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $94.15 |
| Jan 30, 2026 | $93.19 |
| Feb 02, 2026 | $94.99 |
| Feb 03, 2026 | $96.14 |
| Feb 04, 2026 | $98.99 |
| Feb 05, 2026 | $102.15 |
| Feb 06, 2026 | $106.04 |
| Feb 09, 2026 | $108.93 |
| Feb 10, 2026 | $109.41 |
| 4 days before | 5.14% |
| 4 days after | 10.53% |
| On release day | 3.19% |
| Change in period | 16.21% |
| Release date | May 06, 2026 |
| Price on release | $119.70 |
| EPS estimate | $1.50 |
| EPS actual | $1.67 |
| EPS surprise | 11.33% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $110.89 |
| May 01, 2026 | $109.00 |
| May 04, 2026 | $107.12 |
| May 05, 2026 | $109.63 |
| May 06, 2026 | $119.70 |
| May 07, 2026 | $116.35 |
| May 08, 2026 | $117.97 |
| May 11, 2026 | $117.39 |
| May 12, 2026 | $117.12 |
| 4 days before | 7.94% |
| 4 days after | -2.16% |
| On release day | -2.80% |
| Change in period | 5.62% |
Timken Company (The) Earnings Call Transcript Summary of Q1 2026
Timken reported a strong start to 2026 with Q1 total revenue of $1.23 billion (up 8% YoY) and adjusted EPS of $1.67 (nearly +20% YoY). Organic revenue rose ~4.3% (driven by pricing and Industrial Motion volume), adjusted EBITDA margin expanded to 18.8%, and free cash flow was slightly positive in a seasonally light quarter. Management raised full-year guidance: total sales now expected +4% to +6% (organic ~+3% midpoint), and adjusted EPS raised to $5.75–$6.25 (midpoint +$0.25). Net leverage remains healthy at ~2.1x. Strategic priorities are accelerating under the company-wide 80/20 program: Timken announced the sale of its Belts business to Gates (expected to close in Q3) and closed the Bijur Delimon acquisition to scale its automated lubrication systems platform to ~ $400M, both intended to simplify the portfolio and improve Industrial Motion margins. Order book expanded sequentially and YoY, led by strength in off-highway, aerospace, rail and wind, with regional strength in the Americas, EMEA, and India (China softer). Management expects modest near-term inflationary pressure (a $0.10 / share placeholder in guidance) but is actively executing price actions and operational savings. Investor Day on May 20 will present more details on 80/20, portfolio strategy, financial targets and the multiyear roadmap.
