Timken Q2 2026 EPS Tops Expectations, Revenue Up 8%

Timken reported Q2 2026 results driven by organic revenue growth of over 4%, higher pricing and volume, and record Industrial Motion sales. The company raised full-year 2026 adjusted EPS guidance to $6.05-$6.35 and expects ~2.5% organic growth in 2H. Management cited a $0.10 EPS headwind from aerospace and defense investments and a nonrecurring $8m ($0.08/share) tariff refund benefit.

Timken (NYSE: TKR) reported Q2 CY2026 revenue of $1.26B, up 7.5% year on year and above analysts’ $1.23B estimate, and non-GAAP EPS of $1.83, above the $1.62 consensus. Management raised full-year adjusted EPS guidance to $6.20. Operating margin fell to 6.7% from 12.6% due to higher labor and logistics costs and investments.

The Timken Company (NYSE: TKR) reported unaudited Q2 2026 results for the quarter ended June 30, 2026. Net income attributable to Timken rose to $78.5 million from $28.9 million a year earlier. EPS increased to $1.13 basic and $1.12 diluted. Operating income rose to $147.8 million. Restructuring, settlement and impairment provisions were $91.5 million.

Timken Co. reported second-quarter sales of $1.26 billion, up 7.5% year over year, citing higher sales in both segments, pricing, currency translation, and Bijur Delimon acquisition revenue. Net income fell to $28.9 million (41 cents/share). Free cash flow was $80.5 million. Timken raised its dividend 3%, repurchased about 155,000 shares, and updated 2026 EPS guidance to $3.75-$4.05.

Timken (NYSE: TKR) shares fell 7.8% after the company reported Q2 2026 results. The report beat sales estimates, but profitability declined, with operating margin dropping to 6.7% from 12.6% a year earlier. Investors focused on the margin contraction despite better revenue and adjusted EPS.

Timken (NYSE:TKR) reported Q2 2026 adjusted EPS of $1.83, above the $1.62 consensus, on revenue of $1.26 billion versus about $1.23 billion expected. It raised full-year adjusted EPS guidance to $6.05 to $6.35 (midpoint $6.20) and lifted revenue growth to about 5.5% at the midpoint. Adjusted EBITDA margin rose to 19.6% from 17.7% a year earlier.