secwatch.observer — SEC 8-K summary
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Issuer:     TIMKEN CO (TKR)
CIK:        0000098362
Form:       8-K
Filed at:   2025-04-30T23:59:59+00:00
Accession:  0000098362-25-000076
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Timken Q1 sales down 4.2% to $1.14B; FY2025 EPS guidance cut on tariff impact
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/98362/000009836225000076/0000098362-25-000076-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/98362/000009836225000076/tkr-20250430.htm
  HTML page:      https://secwatch.observer/filing/0000098362-25-000076

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