Timken Co

Latest Results (20.11.2025):

Timken Co reported results for the third quarter of 2025. Sales were $1.16 billion (up 2.7% year-over-year; +0.6% organically). GAAP diluted EPS was $0.99, adjusted EPS was $1.37, and management updated full-year 2025 guidance (see Outlook). Net income margin and adjusted EBITDA margin, cash flow, and segment performance metrics were mixed across the business.

Key financials

3Q-25 sales: $1,157.1 million (+2.7% vs. 3Q-24). GAAP diluted EPS: $0.99 (down from $1.16). Adjusted EPS: $1.37 (up 11.4% vs. $1.23). Net income margin: 6.0%; adjusted EBITDA margin: 17.4% (up 50 bps).

Cash flow

Strong cash generation: net cash from operations $201.1 million (+63.2% YoY) and free cash flow $163.8 million (+85.7% YoY).

Segment performance

Engineered Bearings: sales $765.8M (+3.4%), adjusted EBITDA $144.2M (18.8% margin). Industrial Motion: sales $391.3M (+1.3%), adjusted EBITDA $74.5M (19.0% margin). CGI acquisition contributed to Industrial Motion revenue.

Drivers and cost dynamics

Sales gains driven by higher pricing, favorable FX translation and the CGI acquisition; partially offset by lower end-market demand in Industrial Motion. Margin drivers included favorable price/mix and lower material & logistics in Engineered Bearings, while tariffs, some higher material/logistics costs and lower volumes weighed on results.

Outlook

Timken Co updated full-year 2025 guidance to EPS $3.90–$4.00 and adjusted EPS $5.20–$5.30. Management now plans 2025 revenue to be down roughly 0.75% at the midpoint versus prior outlook.

Management commentary

CEO Lucian Boldea noted the team’s focus on finishing the year strong, driving earnings growth for 2026, and applying an "80/20" portfolio approach to improve margins and grow in higher‑return verticals.