---
schema_version: "secwatch.filing_event.v1"
accession: "0000098362-26-000029"
form_type: "8-K"
ticker: "TKR"
cik: "0000098362"
company_name: "TIMKEN CO"
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T23:06:57.025526+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Timken Q1 sales up 8% to $1.23B; raises 2026 EPS guidance to $4.70-$5.20

## Summary
- Diluted EPS $1.40 vs $1.11 last year; adjusted EPS $1.67 vs $1.40.
- Revenue $1.23B (+8% YoY); organic sales up 4.3%; full-year revenue growth raised to ~5%.
- Adjusted EBITDA margin improved 60 bps to 18.8% on pricing and volume gains.
- Industrial Motion sales +12% to $425.1M; adjusted EBITDA margin rose to 21.5% from 17.7%.
- Free cash flow $0.5M; net debt/EBITDA 2.1x; returned $53.3M to shareholders via dividends and buybacks.

## SEC filing metadata
- accession: 0000098362-26-000029
- form_type: 8-K
- ticker: TKR
- cik: 0000098362
- company_name: TIMKEN CO
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/98362/000009836226000029/0000098362-26-000029-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/98362/000009836226000029/tkr-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000098362-26-000029
- JSON: https://secwatch.observer/filing/0000098362-26-000029.json
- Plain text: https://secwatch.observer/filing/0000098362-26-000029.txt

## Source-grounded claims
- claim_id: 48ed9fb1fbc1447e75cf4dbba060f3bb580a6ec6
  claim: TIMKEN CO reported first quarter of 2026 results: revenue $1.23 billion, net income $98.2 million, EPS $1.40. Guidance raised.
  evidence_excerpt: Timken Reports First-Quarter 2026 Results • Sales of $1.23 billion, up 8 percent from last year • First-quarter diluted EPS of $1.40; adjusted EPS of $1.67 • Net income margin of 8.0 percent; adjusted EBITDA margin of 18.8 percent • Raises 2026 outlook; now expects 2026 EPS of $4.70-$5.20, with adjusted EPS of $5.75-$6.25
  evidence_url: https://www.sec.gov/Archives/edgar/data/98362/000009836226000029/0000098362-26-000029-index.htm

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