{"filings":[{"id":2033396,"accession_number":"0000098362-26-000048","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-08-04T10:54:25+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q2 adjusted EPS $1.83, up 29% YoY; raises 2026 adjusted EPS outlook to $6.05-$6.35","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $1.26B, up 7.5% YoY; organic sales up 4.4%. Adjusted EBITDA margin 19.6% vs 17.7% last year.","GAAP net income $28.9M ($0.41 EPS) includes impairment charge for belts business divestiture; adjusted net income $128.4M ($1.83 EPS).","Industrial Motion segment sales up 14.6% to $453.9M; adjusted EBITDA margin expanded 500 bps to 23.3%.","2026 adjusted EPS guidance raised to $6.05-$6.35 from prior; revenue growth now ~5.5% at midpoint.","Quarterly dividend increased 3%; repurchased ~155k shares; net debt/EBITDA 2.0x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1976956,"accession_number":"0001206774-26-000394","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-07-31T10:50:58+00:00","items":["5.02","8.01"],"status":"ready","headline":"Timken appoints Stephen Ribaudo as EVP & COO, Timothy Graham as EVP & CCO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephen Ribaudo appointed EVP & COO effective Sept 1, 2026; previously at Carrier.","Ribaudo receives base salary $670k, target STI 80%, LTI target $1.794M, plus sign-on $250k and make-whole RSU $1M.","Timothy Graham appointed EVP & Chief Commercial Officer, leading commercial strategy and sales.","Graham's role effective upon Ribaudo's start; no compensation details provided for Graham.","Both appointments approved by Board; Ribaudo will enter severance agreement with standard covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1471838,"accession_number":"0001206774-26-000349","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-07-06T20:15:33+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Timken enters $1.2B unsecured revolving credit facility maturing 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.2 billion unsecured revolving credit facility, matures July 2, 2031.","Replaces existing credit agreement dated December 5, 2022.","Interest rate based on grid pricing tied to Timken's debt rating.","Proceeds for refinancing existing facility and general corporate purposes.","Co-administrative agents: Bank of America and JPMorgan Chase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100017,"accession_number":"0000098362-26-000035","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Timken enters retention agreement with EVP Hansal Patel through June 2028","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Hansal N. Patel, EVP General Counsel & Corporate Development, receives special vesting on equity and STIP to retain him until June 30, 2028.","Performance and time-based RSUs will vest prorated upon a qualifying termination after the retention date with 90-day notice.","Unpaid STIP awards for prior and current year remain eligible if Patel stays through retention and has a qualifying termination.","Non-compliance with restrictive covenants forfeits the special vesting benefits outlined in the letter agreement.","At 2026 annual meeting, all 12 director nominees elected; say-on-pay and auditor ratified; shareholder special-meeting proposal rejected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100016,"accession_number":"0000098362-26-000029","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q1 sales up 8% to $1.23B; raises 2026 EPS guidance to $4.70-$5.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.40 vs $1.11 last year; adjusted EPS $1.67 vs $1.40.","Revenue $1.23B (+8% YoY); organic sales up 4.3%; full-year revenue growth raised to ~5%.","Adjusted EBITDA margin improved 60 bps to 18.8% on pricing and volume gains.","Industrial Motion sales +12% to $425.1M; adjusted EBITDA margin rose to 21.5% from 17.7%.","Free cash flow $0.5M; net debt/EBITDA 2.1x; returned $53.3M to shareholders via dividends and buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":1231300000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100015,"accession_number":"0001206774-26-000232","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken EVP & President of Engineered Bearings departs; interim appointed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andreas Roellgen ceased as EVP and President of Engineered Bearings effective April 16, 2026.","Timothy A. Graham named interim officer leader for the Engineered Bearings business segment.","External search launched for a permanent officer successor.","Amended 8-K to follow for additional terms due to Mr. Roellgen's European domicile."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116357,"accession_number":"0000098362-26-000017","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Timken authorizes buyback of up to 10M shares, replacing prior plan expiring Feb 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved 2026 Share Purchase Plan on Feb 13, effective March 1, 2026, for up to 10 million common shares.","Plan expires on February 28, 2031; replaces the prior share purchase plan ending February 28, 2026.","Purchases may occur via open market, private transactions, accelerated repurchases, or Rule 10b5-1 plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116356,"accession_number":"0000098362-26-000014","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken director James F. Palmer to retire March 31; Audit Committee chair passes to Sarah C. Lauber","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mutually agreed retirement of director James F. Palmer effective March 31, 2026.","Departure not related to any financial or accounting disagreement with the company or board.","Audit Committee chair role planned to transition to Sarah C. Lauber.","Palmer served as Audit Committee chair and Compensation Committee member."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116355,"accession_number":"0000098362-26-000005","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q4 sales up 3.5% to $1.11B; adj EPS $1.14; FY2025 adj EPS $5.33; guides FY2026 adj EPS $5.50-$6.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 net sales $1.11B (+3.5% YoY); organic sales +1.3%; diluted EPS $0.89, adjusted EPS $1.14.","Full-year 2025 sales $4.58B (+0.2%); diluted EPS $4.11, adjusted EPS $5.33; free cash flow $406M.","Engineered Bearings segment sales up 0.9%, adj EBITDA margin 16.1% vs 17.2% a year ago; tariff costs weighed.","Industrial Motion sales up 8.4%, adj EBITDA margin improved to 21.0% from 19.3% on higher volumes.","Initial 2026 guidance: GAAP EPS $4.50-$5.00, adj EPS $5.50-$6.00; total revenue growth +2% to +4%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":4581800000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132807,"accession_number":"0000098362-25-000137","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q3 2025 sales up 2.7% to $1.16B; adjusted EPS $1.37, up 11.4% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.99 (down 14.7% YoY); adjusted EPS $1.37 (up 11.4% from $1.23).","Sales $1.157B, up 2.7% YoY; organic sales up 0.6%.","Adjusted EBITDA margin 17.4% (up 50 bps); net income margin 6.0% (down 130 bps).","Cash from operations $201M, free cash flow $164M, up 85.7% YoY.","FY 2025 outlook: EPS $3.90-$4.00, adjusted EPS $5.20-$5.30; revenue expected down ~0.75%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":3470800000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149344,"accession_number":"0000098362-25-000125","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken appoints Lucian Boldea as President & CEO effective Sept 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lucian Boldea, 54, previously led Honeywell's Industrial Automation segment since Jan 2024, will become President & CEO.","Richard G. Kyle retires as interim CEO but stays as Advisor to the CEO until Nov 14, 2025; remains a Director.","Boldea receives base salary of $1.1M/yr, target STI of 125%, and initial LTI target of at least $6,037,500.","Sign-on package: $1.5M cash, $6.0375M RSUs (60% performance-based, 40% time-based), and $7M special grant vesting over 3 years.","Board expands from 12 to 13; Boldea appointed Director effective Sept 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149343,"accession_number":"0000098362-25-000117","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken appoints Michael Discenza CFO, replacing Philip Fracassa departing Sept 5, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael A. Discenza named CFO effective Aug 14, 2025, succeeding Philip D. Fracassa who departs Sept 5 for another opportunity.","Discenza has 25+ years at Timken, most recently VP Finance & Group Controller since Oct 2022.","New CFO receives $500k base salary, 70% STI target, and ~$1.1M LTI grant starting 2026.","Severance: 1x base+incentive pre-change of control, 1.5x post-change of control."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149342,"accession_number":"0000098362-25-000110","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q2 2025 EPS $1.12, adj. EPS $1.42; lowers FY25 guidance high-end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $1.17B, down 0.8% YoY; organic sales down 2.5%.","GAAP diluted EPS $1.12 vs $1.36 YoY; adjusted EPS $1.42 vs $1.63.","Adjusted EBITDA margin 17.7% vs 19.5% YoY; tariff costs and lower volume cited.","FY25 EPS guidance narrowed to $3.90-$4.20 GAAP ($5.10-$5.40 adj.); revenue -2% to -0.5% vs 2024.","Q2 cash from ops $111M, FCF $78M; dividend raised 3%, $47M returned to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":2.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2313700000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168383,"accession_number":"0000098362-25-000082","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Timken shareholders elect 12 directors, approve say-on-pay, defeat two shareholder proposals","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 12 director nominees elected; votes for ranged from 54.4M to 58.3M.","Advisory say-on-pay resolution approved with 49.4M for, 10.2M against.","Ernst & Young ratified as independent auditor for FY 2025 with 61.5M for.","Climate proposal to adopt science-based GHG targets defeated (5.3M for, 53.8M against).","Clawback policy amendment proposal defeated (4.9M for, 54.3M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168382,"accession_number":"0000098362-25-000076","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q1 sales down 4.2% to $1.14B; FY2025 EPS guidance cut on tariff impact","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $1.14B, -4.2% YoY; diluted EPS $1.11 (adj. $1.40) vs $1.46 ($1.77) last year.","Net income $78.3M; adjusted EBITDA margin 18.2% vs 20.7% a year ago.","Engineered Bearings sales down 5.2% to $760.7M; Industrial Motion down 2.1% to $379.6M.","FY2025 EPS guidance lowered to $3.90-$4.40; adjusted EPS $5.10-$5.60 reflecting tariff headwinds.","Net direct tariff impact estimated ~$25M; cost reduction target of $75M in gross savings reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":1.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":1140300000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185548,"accession_number":"0001193125-25-068784","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken CEO Tarak Mehta departs; former CEO Richard Kyle returns as interim","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tarak Mehta and Timken mutually agreed to his departure as President and CEO, effective March 31, 2025; he also left the Board.","Board appointed Richard Kyle as interim President and CEO; Kyle served as CEO from 2014-2024 and most recently as advisor.","Mehta will receive a $9.25M cash settlement under a separation agreement with a general release; departure was not due to misconduct.","Kyle to receive $1.2M annual base salary, $9M deferred share award, and $3.3M in performance-based RSUs, vesting by Feb 2026 or earlier.","Kyle also eligible for standard executive benefits but not short/long-term incentives, severance, or deferred comp plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185547,"accession_number":"0000098362-25-000009","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Timken Q4 net income up to $1.01 EPS; adj EPS $1.16; EVP Coughlin to retire Dec 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $1.07B (-1.6% YoY); diluted EPS $1.01 (up from $0.83); adj EPS $1.16 (down from $1.37).","FY2024 sales $4.57B (-4.1%); diluted EPS $4.99; adj EPS $5.79; free cash flow $306M.","FY2025 EPS guidance $4.30-$4.80; adj EPS $5.30-$5.80; cost actions target $75M gross savings.","EVP Christopher A. Coughlin (President, Industrial Motion) will retire by end Dec 2025 after 41 years.","Net debt to adjusted EBITDA at 2.0x; reduced total debt by $333M in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":4.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":4573000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185546,"accession_number":"0000098362-25-000006","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken expands board to 13, appoints Hillenbrand CEO Kimberly Ryan as director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 12 to 13; Kimberly K. Ryan elected director effective Jan 21, 2025.","Ryan is President and CEO of Hillenbrand, a global industrial manufacturer.","She will serve on Audit and Compensation Committees; term expires at 2025 annual meeting.","She receives standard non-employee director compensation as disclosed in March 2024 proxy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202131,"accession_number":"0000098362-24-000127","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q3 adjusted EPS $1.23 vs $1.55 YoY; lowers FY2024 EPS outlook to $5.55-$5.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $1.13B, down 1.4% YoY; organic sales down 2.9%.","GAAP EPS $1.16; adjusted EPS $1.23, down from $1.55 a year ago.","Adjusted EBITDA margin 16.9% vs 18.9% YoY; free cash flow $88.2M.","Full-year 2024 adjusted EPS guidance cut to $5.55-$5.65 from prior; revenue seen down ~4%.","Acquired CGI, Inc., a precision drive systems manufacturer for medical robotics."],"consensus_eps_estimate":null,"consensus_eps_actual":3.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":3499400000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218177,"accession_number":"0000098362-24-000118","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-09-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken appoints Tarak Mehta as CEO; Richard Kyle to retire by Feb 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tarak Mehta named President and CEO, effective after Timken files Q3 2024 10-Q (expected Nov 2024).","Richard G. Kyle becomes Advisor to the CEO until his retirement as employee on February 15, 2025.","Board increased from 11 to 12 directors; Mehta elected as director for term expiring at 2025 annual meeting.","Mehta receives no additional compensation for his director role; Kyle expected to remain on Board after retirement.","Succession is part of previously announced plan; no immediate change in principal executive officer until Q3 filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218176,"accession_number":"0000098362-24-000107","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken expands board to 11, elects Todd Leombruno as director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 10 to 11 members; Leombruno starts August 8, 2024.","Leombruno is EVP & CFO of Parker Hannifin; brings financial expertise.","Will serve on Audit and Nominating/Corporate Governance Committees.","Receives standard non-employee director compensation and indemnification agreement.","Term expires at 2025 Annual Meeting of Shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218175,"accession_number":"0000098362-24-000098","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q2 2024: sales $1.18B (-7.1%), EPS $1.36; FY2024 EPS outlook $5.00-$5.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $96.2M ($1.36 EPS) vs $125.2M ($1.73) YoY; adjusted EPS $1.63 vs $2.01.","Sales $1.18B, down 7.1% total (-7.7% organic); renewable energy weakness in China drove decline.","Engineered Bearings sales $783.4M (-8.6%); Industrial Motion $398.9M (-3.9%); both segments saw margin compression.","FY2024 outlook: revenue down 3-4%; adjusted EPS $6.00-$6.20; GAAP EPS $5.00-$5.20.","CEO succession: Tarak Mehta to become president and CEO in early September 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":2372600000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238144,"accession_number":"0000098362-24-000095","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Timken sells 5.0M TIL shares for >$230M; ownership drops to 51.05%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds over $230M from sale of 5.0M shares of Timken India Limited.","Ownership reduced from 57.70% to 51.05%; Timken retains controlling interest.","Net proceeds to support 2024 capital allocation priorities; expected accretive to 2024 EPS.","No further share sales planned; Indian market remains strategically important."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238143,"accession_number":"0001193125-24-145431","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Timken issues €600M of 4.125% Senior Notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["€600,000,000 aggregate principal amount of 4.125% Senior Notes due 2034 issued.","Notes are senior unsecured obligations of The Timken Company.","Underwriters include Goldman Sachs, J.P. Morgan, RBC Europe, and MUFG Securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238142,"accession_number":"0000098362-24-000060","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Timken shareholders elect ten directors, approve say-on-pay, reject climate proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All ten director nominees elected; Christopher L. Mapes received 49.7M votes for (80.5% of votes cast).","Advisory say-on-pay passed with 59.1M for (95.8% of votes cast).","Ratification of Ernst & Young as auditor passed with 63.4M for.","Amendment to 2019 Equity and Incentive Plan approved with 56.5M for (91.6% of votes cast).","Shareholder proposal for science-based GHG reduction targets rejected, 13.3M for vs 47.6M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238141,"accession_number":"0000098362-24-000057","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken names Tarak Mehta as CEO; Kyle to retire and become advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tarak Mehta appointed CEO effective Sept 5, 2024; Richard Kyle to retire as CEO and serve as advisor through Feb 15, 2025.","Mehta receives $1.125M base salary, 120% bonus target, $5.175M equity target, $500K cash sign-on, and $2M deferred shares.","Kyle’s base salary reduced to $800K during transition; equity awards amended to continue vesting; eligible for prorated 2025 bonus.","Mehta to sign severance agreement providing 2x salary+bonus (pre-change of control) or 3x (post-change), plus standard non-compete.","Mehta expected to join the board later; no additional director compensation while CEO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238140,"accession_number":"0000098362-24-000048","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q1 sales $1.19B (-5.7% YoY), GAAP EPS $1.46; raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $103.5M vs $122.3M YoY; adjusted net income $125.7M or $1.77 adjusted EPS.","Engineered Bearings segment sales down 10.9% to $802.5M; Industrial Motion sales up 7.1% to $387.8M.","Full-year 2024 outlook raised: now expects EPS $5.10-$5.40, adjusted EPS $6.00-$6.30.","Adjusted EBITDA margin 20.7% in Q1; net debt-to-adjusted EBITDA ratio 2.1x.","CEO succession: Tarak Mehta to join in September, succeeding Richard Kyle; Kyle to retire."],"consensus_eps_estimate":null,"consensus_eps_actual":1.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":1190300000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238139,"accession_number":"0000098362-24-000045","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-04-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken CEO Richard Kyle to retire; Tarak Mehta named successor effective Sept 5, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Richard G. Kyle notified company of retirement on March 26, 2024; will leave as CEO on Sept 5, 2024.","Tarak Mehta, 57, currently President of Motion Business Area at ABB Ltd, to become CEO on Appointment Date.","Mehta has 26 years at ABB with roles including President Electrification Products (2015-2022).","Kyle to remain as Advisor to CEO for a transition period and stay on Board after retirement.","Mehta expected to be appointed to the Board at a later date; Kyle receives no additional director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255603,"accession_number":"0000098362-24-000007","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2024-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q4 EPS $0.83 ($1.37 adjusted); record FY 2023 sales $4.8B; 2024 guidance softer","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 sales $1.09B (+0.9% YoY); net income $58.7M ($0.83 diluted EPS) vs $97.2M ($1.32) prior year.","Q4 adjusted net income $97.3M ($1.37 adjusted EPS); adjusted EBITDA margin 17.9% vs 17.2% year ago.","FY 2023 record sales $4.8B (+6.1%); record adjusted EPS $7.05; adjusted EBITDA margin 19.7%.","Initial 2024 guidance: EPS $4.90-$5.30, adjusted EPS $5.80-$6.20 on 2.5%-4.5% lower total revenue.","Closed acquisitions of iMECH and Lagersmit in Q4; combined expected to add ~$70M pro forma annual revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":5.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":4769000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273058,"accession_number":"0000098362-23-000132","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q3 adjusted EPS $1.55 on sales $1.14B; updates 2023 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $1.14B, up 0.6% YoY; EPS $1.23, adjusted EPS $1.55.","Cash from ops $194M; free cash flow $151M; repurchased 775K shares.","Engineered Bearings adj. EBITDA margin 20.2%; Industrial Motion adj. EBITDA margin 20.5%.","Updated FY2023 outlook: EPS $5.60-$5.70, adjusted EPS $6.85-$6.95, revenue +5.0%-5.5%.","Completed acquisitions of Des-Case and Rosa Sistemi; net of iMECH and TWB adds ~$50M revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":4.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":3677800000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289897,"accession_number":"0000098362-23-000110","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K/A","filed_at":"2023-08-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Timken board adopts annual say-on-pay votes through 2029 after shareholder recommendation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders at May 5, 2023 annual meeting recommended annual advisory votes on executive compensation.","On August 2, 2023, Board determined to hold say-on-pay votes annually until next frequency vote, expected no later than 2029 annual meeting.","This amendment updates only the frequency decision; no other changes from original filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289898,"accession_number":"0000098362-23-000103","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q2 2023: record sales $1.27B, adj EPS $2.01; updates FY adj EPS guidance to $6.90-$7.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 sales $1.27B (+10.3% YoY); net income $125.2M ($1.73 EPS), adjusted net income $146.1M ($2.01 EPS).","Engineered Bearings sales $857.2M (+7.4%), EBITDA margin 21.6%; Industrial Motion sales $415.1M (+16.8%), EBITDA margin 19.5%.","FY 2023 guidance: EPS $5.70-$6.10, adjusted EPS $6.90-$7.30; revenue growth ~8% vs 2022.","Repurchased 1.3M shares (~2% of outstanding); increased quarterly dividend by 6%.","Free cash flow $94.4M; closed Nadella acquisition and partial sale of Timken India stake."],"consensus_eps_estimate":null,"consensus_eps_actual":3.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":2535100000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310845,"accession_number":"0000098362-23-000087","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2023-06-20T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Timken sells 7.6M shares of Timken India for ~$288M; ownership drops to 57.7%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds of ~$288 million from sale, reducing ownership from 67.8% to 57.7%.","Net proceeds to support 2023 capital allocation priorities, including share repurchases.","Transaction expected to be accretive to Timken's earnings per share.","Timken maintains controlling interest in TIL; new $75M plant in Bharuch, India to start production by early 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310844,"accession_number":"0000098362-23-000059","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Timken shareholders elect all 11 directors; special meeting proposal fails","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; largest withhold was Mapes with 6,630,147 votes withheld.","Advisory vote to approve executive compensation passed: 62,659,947 for, 1,092,282 against.","Shareholders recommended 1-year frequency for say-on-pay (61,294,522 for 1 year).","Ratification of Ernst & Young as auditor: 65,210,745 for, 2,245,408 against.","Amendment to reduce shareholder voting thresholds approved (63,811,604 for); shareholder proposal for 10% special meeting right failed (27,249,281 for, 36,606,381 against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310843,"accession_number":"0000098362-23-000053","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q1 record sales $1.26B, adj EPS $2.09; raises FY23 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 sales of $1.26B, up 12% total and 11% organically YoY.","GAAP diluted EPS of $1.67; adjusted EPS of $2.09, an all-time quarterly record.","Engineered Bearings sales $900.7M (+16.6%); Industrial Motion $362.1M (+2.8%).","FY2023 EPS guidance raised to $5.90-$6.40; adjusted EPS $7.00-$7.50, revenue growth ~9.5%.","Completed Nadella Group acquisition; returned $77.6M to shareholders via dividends and buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":1.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":1262800000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310842,"accession_number":"0000098362-23-000050","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2023-04-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken changes segment structure to Engineered Bearings and Industrial Motion; provides recast historical financials","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New segments: Engineered Bearings and Industrial Motion, effective Q1 2023.","FY2022 Engineered Bearings net sales $3,092.6M, EBITDA $615.8M (19.9% margin).","FY2022 Industrial Motion net sales $1,404.1M, EBITDA $222.8M (15.9% margin).","Adjusted EBITDA margins for 2022: Engineered Bearings 20.7%, Industrial Motion 18.8%.","No changes to consolidated EBITDA or unallocated corporate expense from segment change."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329456,"accession_number":"0000098362-23-000007","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2023-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q4 sales $1.08B, EPS $1.32; record FY22 adj. EPS $6.02; FY23 guidance $6.50-$7.10","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $1.08B (+7.4% total, +10.2% organic); EPS $1.32; adjusted EPS $1.22 (Q4 record).","Full-year 2022 record adjusted EPS $6.02 (+28% vs 2021); net sales $4.5B (+8.8%).","2023 initial guidance: EPS $5.80-$6.40; adjusted EPS $6.50-$7.10 (excluding acquisition intangible amortization).","Acquired assets of American Roller Bearing Co. and agreed to acquire Nadella Group (combined ~$140M 2022 revenue).","Process Industries EBITDA margin 23.4% (adj. 24.4%); Mobile Industries EBITDA margin 10.7% (adj. 11.3%)."],"consensus_eps_estimate":null,"consensus_eps_actual":5.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":4496700000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347055,"accession_number":"0001193125-22-299501","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2022-12-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Timken enters into $1.15B credit facilities, refinances $312.8M term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400M unsecured term loan and $750M unsecured revolving credit facility, both maturing Dec 5, 2027.","Proceeds used to repay $312.8M outstanding principal under prior term loan due 2023 and for general corporate purposes.","Interest rates tied to debt rating grid; initial pricing at BBB/Baa2 level (Level 3).","Credit agreement is unsecured and amends/restates prior 2019 revolving credit agreement.","Covenants include maintaining consolidated leverage and interest coverage ratios per agreed limits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347054,"accession_number":"0000098362-22-000108","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2022-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q3 adj EPS $1.52 beats; raises FY22 outlook; announces GGB Bearings acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $1.14B (+9.6% total, +13.6% organic); GAAP EPS $1.18, adj EPS $1.52 (record Q3).","Raises FY2022 adjusted EPS outlook to $5.80-$5.95 (midpoint ~25% growth vs 2021) and revenue growth ~9%.","Process Industries EBITDA margin 27.1% (adj 27.4%); Mobile Industries EBITDA margin 3.8% (adj 10.5%) with ADS impairment.","Free cash flow $97.9M; returned $71.8M to shareholders; net debt/EBITDA 1.8x.","Agreed to acquire GGB Bearings (~$200M revenue) and divest Aerospace Drive Systems (~$50M); both close in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":4.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":3414700000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363433,"accession_number":"0000098362-22-000083","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken reports record Q2 sales $1.15B, adjusted EPS $1.67, raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 sales $1.15B, up 8.5% YoY (organic +11%), led by industrial distribution and off-highway.","Record Q2 GAAP EPS $1.42; all-time record adjusted EPS $1.67, vs $1.37 a year ago.","Raises 2022 EPS outlook: GAAP $5.15-$5.45, adjusted $5.50-$5.80; revenue up ~7% at midpoint.","Free cash flow $37.4M, returned $67.2M via dividends and buybacks; dividend raised 3% to $0.31.","Completed acquisition of Spinea on May 31; net debt/EBITDA 2.0x."],"consensus_eps_estimate":null,"consensus_eps_actual":2.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":2278300000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383244,"accession_number":"0000098362-22-000055","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2022-05-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Timken shareholders approve all director nominees and advisory say-on-pay; pass simple-majority vote proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Twelve directors elected with majority support; broker non-votes ~3M shares.","Advisory vote on executive compensation approved: 66.0M for, 1.0M against, 0.3M abstain.","Ratification of Ernst & Young as auditor for FY2022: 68.2M for, 2.0M against.","Shareholder proposal to eliminate supermajority voting requirements passed with 53.6M for, 13.5M against (non-binding)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383243,"accession_number":"0000098362-22-000039","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2022-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken posts record Q1 sales $1.125B, adjusted EPS $1.61; acquires Spinea","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 sales $1.125B (+9.7% YoY); GAAP EPS $1.56, adjusted EPS $1.61 (record quarterly).","Process Industries sales $584M (+12.2%), EBITDA margin 26.6%; Mobile Industries sales $540M (+7.1%), EBITDA margin 13.9% (down YoY).","Repurchased 1.5M shares (~2% of outstanding); returned $123.5M to shareholders.","Maintains FY22 outlook: GAAP EPS $4.85-5.25, adjusted $5.00-5.40; revenue expected +8% at midpoint.","Announced agreement to acquire Spinea (cycloidal gears, robotics/automation); strengthens position in high-growth robotics."],"consensus_eps_estimate":null,"consensus_eps_actual":1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":1124600000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401035,"accession_number":"0001193125-22-086172","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2022-03-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Timken issues $350M of 4.125% Senior Notes due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offered $350M aggregate principal, 4.125% coupon, maturing in 2032.","Senior unsecured notes issued under an indenture with U.S. Bank Trust Company.","Underwriting syndicate led by BofA, J.P. Morgan, and Morgan Stanley."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401034,"accession_number":"0000098362-22-000006","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken reports record FY21 EPS $4.79; Q4 sales $1.01B, +13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $1.01B (+13% YoY); GAAP EPS $0.82, adjusted EPS $0.78 (down from $0.84).","Full-year 2021: record GAAP EPS $4.79, record adjusted EPS $4.72; sales $4.1B (+17.6%).","FY22 guidance: GAAP EPS $4.85-5.25, adjusted EPS $5.00-5.40; revenue up ~10%.","Q4 net cash ops $102.8M, free cash flow $58.1M; returned $59.1M to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":4.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":4132900000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419993,"accession_number":"0000098362-21-000146","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2021-11-30T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Timken extends $100M accounts receivable facility maturity to Nov 2024","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amended existing $100 million AR facility; maturity extended from original date to November 30, 2024.","Amendment executed on November 30, 2021; terms otherwise unchanged.","Facility continues to support working capital and securitization of trade receivables."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419992,"accession_number":"0000098362-21-000140","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2021-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken Q3 2021 sales up 16% to $1.04B; adjusted EPS $1.18, a Q3 record","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $1.04B (+16% YoY); GAAP EPS $1.14; adjusted EPS $1.18.","Process Industries sales $550M (+18%); EBITDA margin 23.6%.","Mobile Industries sales $487M (+13.7%); EBITDA margin 10.9%.","Free cash flow $62.7M; returned $53.1M to shareholders via dividends and buybacks.","Completed acquisition of Intelligent Machine Solutions (iMS); expects robust demand into 2022 with price realization."],"consensus_eps_estimate":null,"consensus_eps_actual":3.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":3125600000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419991,"accession_number":"0000098362-21-000136","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2021-10-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Timken EVP-HR Ronald Myers to retire by end of November 2021; deferred share award modified","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ronald J. Myers, EVP – Human Resources, notified retirement effective by end of November 2021 after nearly 40 years.","Compensation Committee modified a February 2020 grant of 5,000 deferred shares to vest if employed through Nov 30, 2021.","Modified award will continue vesting post-retirement as if employed through Dec 31, 2021, per original schedule.","Remaining unvested equity grants to be treated per original terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":437542,"accession_number":"0000098362-21-000130","cik":98362,"company_name":"TIMKEN CO","ticker":"TKR","form_type":"8-K","filed_at":"2021-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Timken posts record Q2 sales of $1.06B (+32%); GAAP EPS $1.36, adjusted $1.37","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record revenue $1.06B, up 32% YoY; net income $104.8M vs $61.9M last year.","Process Industries sales $568.7M (+23.4%); Mobile Industries $494.2M (+44.2%).","Cash from ops $147M, free cash flow $116M; quarterly dividend raised 3% to $0.30/share.","FY2021 guidance: GAAP EPS $5.00–$5.30, adjusted $5.15–$5.45; revenue expected up ~19%.","Net debt to adjusted EBITDA 1.7x; backlog increased through quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":2.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":2088300000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8836921362.481869,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}