---
schema_version: "secwatch.filing_event.v1"
accession: "0000098362-26-000005"
form_type: "8-K"
ticker: "TKR"
cik: "0000098362"
company_name: "TIMKEN CO"
filed_at: "2026-02-04T23:59:59+00:00"
generated_at: "2026-05-16T05:13:23.926768+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# 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

## Summary
- 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%.

## SEC filing metadata
- accession: 0000098362-26-000005
- form_type: 8-K
- ticker: TKR
- cik: 0000098362
- company_name: TIMKEN CO
- filed_at: 2026-02-04T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/98362/000009836226000005/0000098362-26-000005-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/98362/000009836226000005/tkr-20260204.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000098362-26-000005
- JSON: https://secwatch.observer/filing/0000098362-26-000005.json
- Plain text: https://secwatch.observer/filing/0000098362-26-000005.txt

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