{"schema_version":"secwatch.filing_event.v1","accession":"0000098362-26-000048","form_type":"8-K","ticker":"TKR","cik":"0000098362","company_name":"TIMKEN CO","filed_at":"2026-08-04T10:54:25+00:00","discovered_at":"2026-08-04T10:55:01.405487+00:00","generated_at":"2026-08-04T10:55:15.008758+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Timken Q2 adjusted EPS $1.83, up 29% YoY; raises 2026 adjusted EPS outlook to $6.05-$6.35","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000098362-26-000048","json":"https://secwatch.observer/filing/0000098362-26-000048.json","markdown":"https://secwatch.observer/filing/0000098362-26-000048.md","text":"https://secwatch.observer/filing/0000098362-26-000048.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/98362/000009836226000048/0000098362-26-000048-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/98362/000009836226000048/tkr-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T10:55:15.008758+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}