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

Timken raises 2026 EPS outlook as Q3 diluted EPS rises 35% to $1.34

Positive Impact 4 of 5 earnings

Timken reported third-quarter 2026 sales of $1.21 billion, up 4.7% from a year earlier, and diluted EPS of $1.34 versus $0.99. The company raised its full-year 2026 outlook to diluted EPS of $4.05 to $4.20 and adjusted EPS of $6.35 to $6.50. Adjusted EBITDA for the quarter included a net benefit of $12.4 million from IEEPA tariff refunds, which the filing notes.

Key points

  • Q3 2026 net sales $1.21 billion, up 4.7%; organic sales up 2.8%
  • Q3 diluted EPS $1.34 vs $0.99; adjusted EPS $1.65 vs $1.37
  • 2026 outlook: diluted EPS $4.05 to $4.20; adjusted EPS $6.35 to $6.50
  • Q3 free cash flow $221.4 million; $88.7 million returned to shareholders

The filing

CompanyTimken (TKR)
Form8-K, current report
Filed with the SECNov 4, 2026, 6:53 AM ET
Accession number0000098362-26-000055

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.