TKR · Timken Co
$141.19
+0.30 (+0.21%)
At close · Jul 24
Market Cap
$9.82B
Shares
69.49M
Timken Co Earnings Call Transcripts
Every quarterly earnings call for Timken Co (TKR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲8.5%
$1.15B
$105.00M
'22 Q2
22-07-28
▲9.6%
$1.14B
$87.00M
'22 Q3
22-10-26
▲7.4%
$1.08B
$97.20M
'22 Q4
23-02-06
▲12.3%
$1.26B
$122.30M
'23 Q1
23-05-03
▲10.3%
$1.27B
$125.20M
'23 Q2
23-08-03
▲0.6%
$1.14B
$87.90M
'23 Q3
23-11-01
▲0.9%
$1.09B
$58.70M
'23 Q4
24-02-05
▼5.7%
$1.19B
$103.50M
'24 Q1
24-04-30
▼7.1%
$1.18B
$96.20M
'24 Q2
24-07-31
▼1.4%
$1.13B
$81.80M
'24 Q3
24-11-05
▼1.6%
$1.07B
$71.20M
'24 Q4
25-02-05
▼4.2%
$1.14B
$78.30M
'25 Q1
25-04-30
▼0.8%
$1.17B
$78.50M
'25 Q2
25-07-30
▲2.7%
$1.16B
$69.30M
'25 Q3
25-10-29
▲3.5%
$1.11B
$62.30M
'25 Q4
26-02-04
LATEST
▲8%
$1.23B
$98.20M
'26 Q1
26-05-06
Earnings call
FY26 · Q1
2026-05-06
Timken Co Q1 FY2026 Earnings Call
Confident tone
80/20 portfolio transformation
Industrial Motion segment growth
Tariffs and price/cost dynamics
Revenue
$1.23B
▲ 8% YoY Diluted EPS
$1.40
▲ 26.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-04
Timken Co Q4 FY2025 Earnings Call
Positive tone
Pricing actions and cost mitigation
80/20 portfolio and enterprise initiative
Segment results: Engineered Bearings
Revenue
$1.11B*
▲ 3.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Timken Co Q3 FY2025 Earnings Call
Confident tone
Tariffs and pricing mitigation
New CEO/CFO strategic agenda and 2026 outlook
Industrial Motion segment weakness
Revenue
$1.16B
▲ 2.7% YoY Diluted EPS
$0.99
▼ 14.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Timken Co Q2 FY2025 Earnings Call
Balanced tone
Pricing actions and repricing
Automation and robotics growth
Backlog and 2026 demand recovery
Revenue
$1.17B
▼ 0.8% YoY Diluted EPS
$1.12
▼ 17.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Timken Co Q1 FY2025 Earnings Call
Balanced tone
Tariffs and pricing mitigation
Automotive OE portfolio review
End-market demand and backlog
Revenue
$1.14B
▼ 4.2% YoY Diluted EPS
$1.11
▼ 24% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-05
Timken Co Q4 FY2024 Earnings Call
Cautious tone
Customer-centric strategy and portfolio review
Tariffs and trade policy
CGI and LagerSmith acquisitions / cross-selling
Revenue
$1.07B
▼ 1.6% YoY Diluted EPS
$1.01
▲ 21.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-05
Timken Co Q3 FY2024 Earnings Call
Cautious tone
Geographic Performance
M&A and Acquisitions
Working Capital and Cash Flow
Revenue
$1.13B
▼ 1.4% YoY Diluted EPS
$1.16
▼ 5.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Timken Co Q2 FY2024 Earnings Call
Positive tone
Renewable energy / China wind
2025 outlook and seasonality
Margins and EBITDA performance
Revenue
$1.18B
▼ 7.1% YoY Diluted EPS
$1.36
▼ 21.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-30
Timken Co Q1 FY2024 Earnings Call
Positive tone
Margin performance and operational excellence
Acquisitions and capital allocation
Wind energy / China decline
Revenue
$1.19B
▼ 5.7% YoY Diluted EPS
$1.46
▼ 12.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-05
Timken Co Q4 FY2023 Earnings Call
Positive tone
Margins and operational performance
M&A and capital allocation
Wind energy / renewable energy headwind
Revenue
$1.09B
▲ 0.9% YoY Diluted EPS
$0.83
▼ 37.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Timken Co Q3 FY2023 Earnings Call
Revenue
$1.14B
▲ 0.6% YoY Diluted EPS
$1.23
▲ 4.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Timken Co Q2 FY2023 Earnings Call
Revenue
$1.27B
▲ 10.3% YoY Diluted EPS
$1.73
▲ 21.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Timken Co Q1 FY2023 Earnings Call
Revenue
$1.26B
▲ 12.3% YoY Diluted EPS
$1.67
▲ 7.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-06
Timken Co Q4 FY2022 Earnings Call
Revenue
$1.08B
▲ 7.4% YoY Diluted EPS
$1.32
▲ 61% YoY Gross margin
27.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
Timken Co Q3 FY2022 Earnings Call
Revenue
$1.14B
▲ 9.6% YoY Diluted EPS
$1.18
▲ 3.5% YoY Gross margin
28.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Timken Co Q2 FY2022 Earnings Call
Revenue
$1.15B
▲ 8.5% YoY Diluted EPS
$1.42
▲ 4.4% YoY Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-02
Timken Co Q1 FY2022 Earnings Call
Revenue
$1.12B
▲ 9.7% YoY Diluted EPS
$1.56
▲ 6.1% YoY Gross margin
29.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-03
Timken Co Q4 FY2021 Earnings Call
Revenue
$1.01B
▲ 13% YoY Diluted EPS
$0.82
▲ 18.8% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Timken Co Q3 FY2021 Earnings Call
Revenue
$1.04B
▲ 16% YoY Diluted EPS
$1.14
▼ 1.7% YoY Gross margin
25.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
Timken Co Q2 FY2021 Earnings Call
Revenue
$1.06B
▲ 32.3% YoY Diluted EPS
$1.36
▲ 65.9% YoY Gross margin
28.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Timken Co Q1 FY2021 Earnings Call
Revenue
$1.03B
▲ 11% YoY Diluted EPS
$1.47
▲ 38.7% YoY Gross margin
29.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
Timken Co Q4 FY2020 Earnings Call
Revenue
$891.70M
▼ 0.5% YoY Diluted EPS
$0.69
▼ 53.4% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Timken Co Q3 FY2020 Earnings Call
Revenue
$894.60M
▼ 2.1% YoY Diluted EPS
$1.16
▲ 38.1% YoY Gross margin
29.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Timken Co Q2 FY2020 Earnings Call
Revenue
$803.50M
▼ 19.6% YoY Diluted EPS
$0.82
▼ 31.7% YoY Gross margin
28.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-01
Timken Co Q1 FY2020 Earnings Call
Revenue
$923.40M
▼ 5.7% YoY Diluted EPS
$1.06
▼ 10.9% YoY Gross margin
30.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-05
Timken Co Q4 FY2019 Earnings Call
Revenue
$896.20M
▼ 1.5% YoY Diluted EPS
$1.48
▲ 92.2% YoY Gross margin
28.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–26 of 26 earnings calls
Key facts
CIK
98362
CUSIP
887389104
13F (30d)
125 filings
124 filers
Visit website
Investor relations