---
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"
generated_at: "2026-05-17T23:28:18.609336+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Timken Q2 2025 EPS $1.12, adj. EPS $1.42; lowers FY25 guidance high-end

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000098362-25-000110
- JSON: https://secwatch.observer/filing/0000098362-25-000110.json
- Plain text: https://secwatch.observer/filing/0000098362-25-000110.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.