---
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"
generated_at: "2026-08-04T10:55:15.008758+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000098362-26-000048
- JSON: https://secwatch.observer/filing/0000098362-26-000048.json
- Plain text: https://secwatch.observer/filing/0000098362-26-000048.txt

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