Timken Q2 adjusted EPS $1.83, up 29% YoY; raises 2026 adjusted EPS outlook to $6.05-$6.35

TIMKEN CO

Sales $1.26B, up 7.5% YoY; organic sales up 4.4%. Adjusted EBITDA margin 19.6% vs 17.7% last year.
GAAP net income $28.9M ($0.41 EPS) includes impairment charge for belts business divestiture; adjusted net income $128.4M ($1.83 EPS).
Industrial Motion segment sales up 14.6% to $453.9M; adjusted EBITDA margin expanded 500 bps to 23.3%.
2026 adjusted EPS guidance raised to $6.05-$6.35 from prior; revenue growth now ~5.5% at midpoint.
Quarterly dividend increased 3%; repurchased ~155k shares; net debt/EBITDA 2.0x.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.