earnings
confidence high
sentiment negative
materiality 0.75
Timken Q2 2025 EPS $1.12, adj. EPS $1.42; lowers FY25 guidance high-end
TIMKEN CO
2025-Q2 EPS reported
$2.23
revenue$2,313,700,000
- 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.
item 2.02item 9.01