Timken Q2 diluted EPS falls 17.6%; company cuts high end of 2025 outlook
Timken reported second-quarter 2025 sales of $1.17 billion, down 0.8% from a year earlier, and diluted EPS of $1.12 versus $1.36 in the same period of 2024. The company reduced the high end of its full-year 2025 outlook, now forecasting diluted EPS of $3.90 to $4.20 and adjusted EPS of $5.10 to $5.40, citing a cautious view on second-half demand. For shareholders, lower quarterly earnings and a narrower full-year outlook signal weaker near-term profitability.
Key points
- Diluted EPS of $1.12 versus $1.36 a year ago, down 17.6%; adjusted EPS of $1.42 versus $1.63
- Full-year 2025 revenue now expected to change by -2.0% to -0.5% versus 2024
- Adjusted EBITDA margin of 17.7% versus 19.5% a year ago; free cash flow of $78.2 million
- Returned $47.0 million to shareholders through dividends and share repurchases in the quarter
The filing
Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.