AI brief of an SEC Form 8-K · Timken (TKR)

Timken Q2 sales rise 7.5% to $1.26 billion; raises adjusted EPS outlook to $6.05-$6.35

Mixed Impact 4 of 5 earnings Written later

Timken reported second-quarter 2026 sales of $1.26 billion, up 7.5% from a year earlier, and adjusted diluted EPS of $1.83, up from $1.42. GAAP diluted EPS fell to $0.41 from $1.12 after a $94.4 million impairment, restructuring and reorganization charge tied to the planned belts business divestiture. The company raised its adjusted EPS outlook for 2026 to $6.05-$6.35 and now expects GAAP diluted EPS of $3.75-$4.05.

Key points

  • Q2 net sales $1.26 billion, up 7.5%; organic sales up 4.4%
  • Q2 diluted EPS $0.41 vs $1.12 a year earlier; adjusted diluted EPS $1.83 vs $1.42
  • Belts impairment, restructuring and reorganization charges of $94.4 million in Q2, tied to a sale to Gates Industrial Corporation plc expected to close in Q3 2026
  • 2026 adjusted EPS outlook raised to $6.05-$6.35; GAAP EPS outlook $3.75-$4.05

The filing

CompanyTimken (TKR)
Form8-K, current report
Filed with the SECAug 4, 2026, 6:54 AM ET
Accession number0000098362-26-000048

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 August 04, 2026.

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.