Timken Q4 Sales Rise 3.5% to $1.11B and Sets 2026 EPS at $5.50–$6.00

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Timken reported fourth-quarter net sales of $1.11 billion, up 3.5% year-over-year, and posted adjusted EPS of $1.14, while full-year sales reached $4.58 billion with adjusted EPS of $5.33. The company forecasts 2026 adjusted EPS of $5.50–$6.00 and revenue growth of 2%–4%, with GAAP EPS of $4.50–$5.00.

1. Timken to Present at Citi Industrial Tech Conference

The Timken Company will participate in the Citi Global Industrial Tech and Mobility Conference in Miami on Wednesday, February 18, 2026, featuring a fireside chat at 8:00 a.m. Eastern Time. Lucian Boldea, President and CEO, and Michael A. Discenza, Vice President and CFO, will lead the discussion. Investors can access a live webcast via the company’s investor relations website, with a replay available through March 4, 2026. Conference presentation materials, including segment performance metrics and strategic roadmaps, will be posted online for on-demand review.

2. Principal Financial Group Reduces Stake

In its latest Form 13F filing, Principal Financial Group Inc. reported a 3.9% reduction in its Timken holdings during the third quarter, selling 30,253 shares and ending the period with 744,980 shares, representing approximately 1.07% of outstanding stock and a position valued at $56.0 million. Other institutional investors also adjusted positions: CWM LLC increased by 31.4% to 527 shares, Kornitzer Capital Management added 1.3% to 10,889 shares, and Verdence Capital Advisors grew by 2.4% to 6,083 shares, underscoring continued portfolio rebalancing in the industrial-technology sector.

3. Fourth-Quarter 2025 Financial Highlights

Timken reported fourth-quarter sales of $1.11 billion, up 3.5% year-over-year, driven by pricing increases and stronger volumes in Industrial Motion. Net income was $62.3 million, or $0.89 per diluted share, while adjusted EPS reached $1.14. Industrial Motion segment revenue grew 8.4%, with adjusted EBITDA margin expanding to 21.0%, and Engineered Bearings delivered 0.9% sales growth despite softer end-market demand, achieving a 16.1% adjusted EBITDA margin. The company generated $183.3 million in operating cash flow and $140.7 million in free cash flow for the quarter.

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