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Jun 30, 2025
Timken Q2 2025 Earnings Report
Timken reported its second quarter 2025 earnings, with sales slightly down and a decrease in net income and adjusted EBITDA compared to the prior year.
Key Takeaways
The Timken Company reported second-quarter 2025 sales of $1.17 billion, a 0.8 percent decrease from the same period last year, primarily due to lower end-market demand. Net income was $78.5 million, or $1.12 per diluted share, down from $96.2 million or $1.36 per diluted share in Q2 2024. Adjusted net income was $99.3 million, or $1.42 per diluted share. The company's net income margin was 6.7 percent, and adjusted EBITDA margin was 17.7 percent.
Net sales for Q2 2025 were $1.17 billion, a slight decrease of 0.8% compared to Q2 2024.
Diluted EPS was $1.12, a 17.6% decrease from $1.36 in the prior year's quarter.
Adjusted EPS was $1.42, down 12.9% from $1.63 in Q2 2024.
Free cash flow for the quarter was $78.2 million, and the company returned $47.0 million to shareholders through dividends and share repurchases.
Revenue by Segment
Forward Guidance
Timken is adjusting its full-year 2025 outlook, reducing the high-end of its earnings per diluted share and adjusted earnings per diluted share forecasts, and anticipating a slight revenue decline for the year.
Positive Outlook
- The company is implementing pricing and other actions to mitigate the impact of tariffs.
- Management remains focused on serving customers and driving cost initiatives.
- Optimism for 2026, with steps being taken to position the business for an industrial market expansion.
- Confidence in delivering higher levels of performance and compelling shareholder value through strategy execution and disciplined capital allocation.
- Forecasted full year adjusted diluted EPS range of $5.10 to $5.40.
Challenges Ahead
- Reducing the high-end of full-year 2025 outlook for earnings per diluted share.
- Forecasted GAAP diluted EPS for full year 2025 is in the range of $3.90 to $4.20.
- Expecting the operating environment to remain challenging in the second half of 2025.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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