Archived explainer. For the current picture see today's TKR page.
TIMKEN CO (TKR) is down -2.07% in the latest session. Our newswire has captured 7 stories on TKR across 4 sources in the last 36 hours, with AI sentiment reading bullish (avg 61/100).
TKR stock closed down 2.07% at $129.13 on August 4, 2026, after the company issued mixed guidance updates and reported earnings. While the company raised its full-year adjusted earnings per share outlook, it also cut its GAAP EPS guidance, introducing uncertainty for investors. The stock opened at $132.06 but quickly declined to a session low of $129.01, reflecting mixed market reactions to the earnings report and strategic updates.
The Timken Company (TKR) reported Q2 2026 results that exceeded expectations, with non-GAAP earnings per share of $1.83, beating estimates by $0.21, and revenue of $1.26 billion, up 7.7% year-over-year. The company also announced a raise in its full-year adjusted EPS guidance to $6.05, $6.35, from $5.75, $6.25. However, it simultaneously lowered its GAAP EPS guidance to $3.75, $4.05, down from $4.70, $5.20. This divergence between adjusted and GAAP metrics created a mixed impression. Additionally, the company reported a net income margin of 2.3% and an adjusted EBITDA margin of 19.6%, while noting progress in industrial motion margins and tariff refunds. The SEC 8-K filing confirmed the results and provided supporting financial details.
TKR traded below its 52-week high of $146.37 and near the lower end of its 52-week range. The stock opened at $132.06 but immediately dropped to a low of $129.01, closing at $129.02. Volume remained at 0.0M shares, which is 0.0x the 3-month average. The market cap of $9.9B reflects a P/E ratio of 30.0, with trailing twelve-month revenue growth of 3.3% and a net margin of 6.6%. The stock has a beta of 1.23 and a dividend yield of 1.02%. Recent insider transactions include four sales totaling $8.3M over the past 90 days, with no buy activity.
The company’s updated full-year guidance will remain under scrutiny as investors assess the implications of the GAAP EPS cut. The next key event is the appointment of Steve Ribaudo as EVP and COO, effective September 1, which may influence operational expectations.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
Timken (TKR) Q2 2026 earnings call recap: raised guidance, record Industrial Motion margins, tariff refunds, M&A integration and risks.
The Timken Company (TKR) Q2 2026 Earnings Call August 4, 2026 11:00 AM EDTCompany ParticipantsNeil Frohnapple - Vice President of Investor RelationsLucian...
2026-08-04. The following slide deck was published by The Timken Company in conjunction with their 2026 Q2 earnings call.
The Timken Company (NYSE:TKR) beat second-quarter 2026 earnings and revenue expectations, raised its full-year guidance and reported stronger margins supported by higher demand and improving operational performance.
Filed: 2026-08-04 AccNo: 0000098362-26-000048 Size: 1 MB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits
Timken (TKR) Q2 earnings beat: non-GAAP EPS $1.83 and revenue $1.26B (+7.7% YoY).
Sales of $1.26 billion, up 7.5 percent from last year Second-quarter diluted EPS of $0.41; adjusted EPS of $1.83 Net income margin of 2.3 percent; adjusted EBITDA margin of 19.6 percent Updates 2026 EPS outlook; now expects 2026 EPS of $3.75-$4.05, raising adjusted EPS outlook to $6.05-$6....
More on TKR: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier TKR move explainers: 2026-08-05 · 2026-08-04