secwatch.observer — SEC 8-K summary
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Issuer:     TIMKEN CO (TKR)
CIK:        0000098362
Form:       8-K
Filed at:   2026-08-04T10:54:25+00:00
Accession:  0000098362-26-000048
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/98362/000009836226000048/0000098362-26-000048-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/98362/000009836226000048/tkr-20260804.htm
  HTML page:      https://secwatch.observer/filing/0000098362-26-000048

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