secwatch.observer — SEC 8-K summary
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Issuer:     TIMKEN CO (TKR)
CIK:        0000098362
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0000098362-26-000005
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/98362/000009836226000005/0000098362-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/98362/000009836226000005/tkr-20260204.htm
  HTML page:      https://secwatch.observer/filing/0000098362-26-000005

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer