The Timken Company (TKR)

The Timken Company’s adjusted EPS beat and revenue topped consensus in the second fiscal quarter of 2026, reported Aug. 4, 2026, as revenue rose about 8% to roughly $1.3 billion. Revenue came in at $1.26 billion versus the $1.23 billion estimate, while adjusted EPS of $1.83 topped the $1.62 consensus by about 13% and was up from $1.42 a year ago. Net income fell about 63% to roughly $28.9 million from $78.5 million a year earlier, even as gross profit reached about $399.3 million and gross margin held near 32%; operating income was about $84.8 million, with operating margin near 7%. Engineered Bearings was the largest segment at about $807.0 million, up about 4% and the main contributor by size. Operating cash flow came to $107.1 million, the company repurchased $20.0 million of stock, and it paid $25.0 million in dividends. Consensus for the next period calls for adjusted EPS of $1.51 on revenue of $1.21 billion.