earnings
confidence high
sentiment neutral
materiality 0.70
Timken Q4 sales up 3.5% to $1.11B; adj EPS $1.14; FY2025 adj EPS $5.33; guides FY2026 adj EPS $5.50-$6.00
TIMKEN CO
2025-FY EPS reported
$4.11
revenue$4,581,800,000
- Q4 2025 net sales $1.11B (+3.5% YoY); organic sales +1.3%; diluted EPS $0.89, adjusted EPS $1.14.
- Full-year 2025 sales $4.58B (+0.2%); diluted EPS $4.11, adjusted EPS $5.33; free cash flow $406M.
- Engineered Bearings segment sales up 0.9%, adj EBITDA margin 16.1% vs 17.2% a year ago; tariff costs weighed.
- Industrial Motion sales up 8.4%, adj EBITDA margin improved to 21.0% from 19.3% on higher volumes.
- Initial 2026 guidance: GAAP EPS $4.50-$5.00, adj EPS $5.50-$6.00; total revenue growth +2% to +4%.