earnings
confidence high
sentiment negative
materiality 0.80
Timken Q1 sales down 4.2% to $1.14B; FY2025 EPS guidance cut on tariff impact
TIMKEN CO
2025-Q1 EPS reported
$1.11
revenue$1,140,300,000
- 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.