The Timken Company has confirmed its participation in the Citi Global Industrial Tech and Mobility Conference in Miami on February 18, 2026, where CEO Lucian Boldea and CFO Michael Discenza will conduct a fireside chat at 8:00 a.m. Eastern Time. Investors can access the live webcast via the company’s Investor Relations site, with a replay available through March 4, 2026. Conference materials—including segment performance data and strategic initiatives—will be posted online, providing stakeholders with direct insight into Timken’s growth plans across engineered bearings and industrial motion solutions.

Timken reported 4Q25 net sales of $1.11 billion, up 3.5% year-over-year, driven by higher pricing, positive currency translation and volume gains in the Industrial Motion segment. Fourth-quarter adjusted EPS came in at $1.14 versus $1.16 in 4Q24, and free cash flow reached $140.7 million, a 12.6% increase. For full-year 2025, sales totaled $4.58 billion (up 0.2%), adjusted EPS was $5.33 (down 7.9%), and free cash flow rose 32.8% to $406.1 million. The company ended the year with a net debt to adjusted EBITDA ratio of 2.0x and returned $155.7 million to shareholders through dividends and share repurchases.

Principal Financial Group reduced its Timken stake by 3.9% in the third quarter, selling 30,253 shares to hold 744,980 shares (approximately 1.07% of the company). Other institutional investors—such as CWM LLC, Kornitzer Capital Management and Verdence Capital Advisors—adjusted positions by between 1.3% and 31.4%, with combined institutional ownership at 89.08%. On the insider front, Director Richard G. Kyle sold 15,837 shares on November 25, lowering his holding by 5.6% to 266,942 shares, equivalent to an estimated $21.6 million in value.

Timken projects 2026 total revenue growth of 2%–4% and adjusted EPS between $5.50 and $6.00. The company plans to advance three strategic priorities: structurally improving margins through tariff mitigation and cost reduction, accelerating growth in key verticals such as wind energy and rail, and generating free cash flow to support disciplined capital allocation. Management expects to leverage price realization, operational excellence programs and targeted investments in next-generation engineered bearing technologies to drive shareholder value.