secwatch.observer — SEC 8-K summary
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Issuer:     TIMKEN CO (TKR)
CIK:        0000098362
Form:       8-K
Filed at:   2025-07-30T23:59:59+00:00
Accession:  0000098362-25-000110
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/98362/000009836225000110/0000098362-25-000110-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/98362/000009836225000110/tkr-20250730.htm
  HTML page:      https://secwatch.observer/filing/0000098362-25-000110

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