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Timken TKR

Timken reported third-quarter 2026 results

Item 2.02 Reports results

Form
8-K
Filed
Importance
Major
  1. Sales of $1.21 billion, up 4.7% from last year
  2. Diluted EPS of $1.34; adjusted EPS of $1.65
  3. Raises 2026 EPS outlook to $4.05-$4.20
  4. Cash from operations of $256 million and free cash flow of $221 million

Written from the 8-K on EDGAR. AI can make mistakes. Check the filing.

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The reading, claim by claim

  1. The filing includes a press release with financial details and mentions a conference call and materials posted online.
  2. The information is not considered filed for legal purposes.
  3. The press release shows sales of $1.21 billion, up 4.7% from the previous year.
  4. Diluted EPS was $1.34, with adjusted EPS of $1.65.
  5. Net income margin was 7.7%, and adjusted EBITDA margin was 18.5%.
  6. Cash from operations was $256 million, and free cash flow was $221 million.
  7. Timken raised its 2026 EPS outlook to $4.05-$4.20, with adjusted EPS of $6.35-$6.50.
  8. The company also reported higher margins compared to the same period last year.
  9. The company's CEO highlighted the growth in earnings and cash flow.

9 of 9 claims matched the filing text.

From the filing

Item 2.02 Results of Operations and Financial Condition.

Item 2.02 Results of Operations and Financial Condition.

The Timken Company (the "Company") issued a press release on November 4, 2026 announcing results for the third quarter of 2026.1 1A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.1

Also on November 4, 2026, the Company will host a conference call and post conference call materials to its website, www.timken.com.1

This information shall not be deemed to be "filed" for the purposes of Section 18 of the Securities Exchange Act of 19342 (the "Exchange Act") or otherwise subject to the liabilities of that section, nor shall it be incorporated by reference into a filing under the Securities Act of 1933, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No. Description

99.1 Press Release of The Timken Company dated November 4, 2026

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

THE TIMKEN COMPANY

By: /s/ Michael A. Discenza

Michael A. Discenza

Executive Vice President and Chief Financial Officer

Date: November 4, 2026

EXHIBIT INDEX

Exhibit No. Description

99.1

Press Release of The Timken Company dated November 4, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

Timken Reports Third-Quarter 2026 Results

• Sales of $1.21 billion, up 4.7 percent from last year3

• Third-quarter diluted EPS of $1.34; adjusted EPS of $1.654

• Net income margin of 7.7 percent; adjusted EBITDA margin of 18.5 percent5

• Cash from operations of $256 million and free cash flow of $221 million6

• Raises 2026 EPS outlook; now expects 2026 EPS of $4.05-$4.20, with adjusted EPS of $6.35-$6.507

NORTH CANTON, Ohio, November 4, 2026 — The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, today reported third-quarter 2026 results.

3Q-26 3Q-25 % Change Net Sales (mils.) $1,211.4 $1,157.1 4.7% Net Income Margin 7.7% 6.0% 170 bps8 Adjusted EBITDA Margin 18.5% 17.4% 110 bps8 Diluted EPS $1.34 $0.99 35.4% Adjusted EPS $1.65 $1.37 20.4% Net Cash from Operations (mils.) $256.1 $201.1 27.3% Free Cash Flow $221.4 $163.8 35.2%

"In the third quarter, we delivered double-digit earnings growth versus last year and generated significant cash flow,9" said Lucian Boldea, president and chief executive officer. "The continued execution of our Elevate to Outperform strategy gives us confidence in our 2026 outlook and our ability to achieve even stronger performance next year. W

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