Timken Q4 revenue beats estimates on higher pricing

Timken

04/02/2026 11:58

Overview

Bearings and industrial motion firm's Q4 revenue rose 3.5%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company cites higher pricing and favorable currency translation as revenue growth drivers

Outlook

Timken expects 2026 EPS between $4.50 and $5.00

Company forecasts 2026 adjusted EPS between $5.50 and $6.00

Timken anticipates 2026 revenue growth of 2% to 4%

Result Drivers

INDUSTRIAL MOTION GROWTH - Industrial Motion segment sales rose 8.4% due to higher demand across most sectors, higher pricing, and favorable currency translation

ENGINEERED BEARINGS CHALLENGES - Engineered Bearings segment sales rose 0.9% with higher pricing and favorable currency translation, offset by lower end-market demand

PRICING AND CURRENCY - Higher pricing and favorable foreign currency translation contributed to overall sales growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.11 bln
$1.07 bln (11 Analysts)
Q4 Adjusted EPS
Beat
$1.14
$1.09 (13 Analysts)
Q4 EPS
$0.89
Q4 Adjusted Net Income
Beat
$80.40 mln
$72.81 mln (9 Analysts)
Q4 Net Income
$62.30 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 9 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

Wall Street's median 12-month price target for Timken Co is $87.00, about 9.5% below its February 3 closing price of $96.14

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nPn2DzMNNa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)