Loading...
•
Dec 31, 2025
Timken Q4 2025 Earnings Report
Timken reported a 3.5% increase in fourth-quarter sales, reaching $1.11 billion, with diluted EPS of $0.89 and adjusted EPS of $1.14.
Key Takeaways
Timken concluded the year with strong fourth-quarter results, driven by higher organic sales and cash flow. The company achieved a 3.5% increase in sales to $1.11 billion, with diluted EPS of $0.89 and adjusted EPS of $1.14. Full-year sales were $4.6 billion, up 0.2% from 2024, and the company generated strong cash from operations of $554.3 million.
Fourth-quarter sales increased by 3.5% to $1.11 billion, primarily due to higher pricing, favorable foreign currency translation, and increased volumes in the Industrial Motion segment.
Diluted EPS for the fourth quarter was $0.89, while adjusted EPS stood at $1.14, reflecting a slight decrease compared to the prior year's adjusted EPS of $1.16.
Net cash from operations for the fourth quarter was $183.3 million, and free cash flow was $140.7 million, demonstrating strong cash generation.
The company provided an initial outlook for 2026, projecting diluted EPS in the range of $4.50 to $5.00 and adjusted EPS between $5.50 and $6.00, with revenue expected to grow 2% to 4%.
Revenue by Segment
Forward Guidance
Timken expects to achieve organic revenue growth, strong cash flow, and higher margins and earnings in 2026, with diluted EPS projected between $4.50 and $5.00 and adjusted EPS between $5.50 and $6.00. Total revenue is anticipated to increase by 2% to 4% compared to 2025.
Positive Outlook
- Expected organic revenue growth in 2026.
- Anticipated strong cash flow generation in 2026.
- Forecasted higher margins and earnings in 2026.
- Projected diluted EPS range of $4.50 to $5.00 for 2026.
- Projected adjusted EPS range of $5.50 to $6.00 for 2026.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text.
- Potential fluctuations in customer demand for products or services.
- Changes in customer preferences due to emergent technologies or evolving regulatory landscapes.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...