{"schema_version":"secwatch.filing_event.v1","accession":"0000098362-25-000110","form_type":"8-K","ticker":"TKR","cik":"0000098362","company_name":"TIMKEN CO","filed_at":"2025-07-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.788672+00:00","generated_at":"2026-05-17T23:28:18.609336+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Timken Q2 2025 EPS $1.12, adj. EPS $1.42; lowers FY25 guidance high-end","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000098362-25-000110","json":"https://secwatch.observer/filing/0000098362-25-000110.json","markdown":"https://secwatch.observer/filing/0000098362-25-000110.md","text":"https://secwatch.observer/filing/0000098362-25-000110.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/98362/000009836225000110/0000098362-25-000110-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/98362/000009836225000110/tkr-20250730.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T23:28:18.609336+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}