NORTH CANTON, Ohio, Feb. 5, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, will participate in the Citi Global Industrial Tech and Mobility Conference in Miami, on Wednesday, Feb. 18, 2026, with a fireside chat scheduled at 8:00 a.m. Eastern Time. Presenting on behalf of Timken will be Lucian Boldea, president and chief executive officer and Michael A. Discenza, vice president and chief financial officer. A live ...

Financial Data and Key Metrics Changes - Adjusted earnings per share for Q4 2025 was $1.40, exceeding the high end of guidance [6] - Total sales in Q4 increased by 3.5% year-over-year, with organic revenue growth of more than 1% driven by higher pricing and volume growth in the industrial motion segment [6][7] - Free cash flow reached $141 million in Q4, allowing the company to return $36 million to shareholders and reduce debt by over $100 million [7][8] - The company ended the year with a net leverage of 2 times, indicating a strong balance sheet [8] Business Segment Data and Key Metrics Changes - Engineered bearings sales were $714 million in Q4, up 0.9% from last year, with organic sales down 1% due to lower volumes [15] - Industrial motion sales were $397 million in Q4, up 8.4% year-over-year, with organic sales increasing by 5.6% driven by higher demand across most sectors [16] - Adjusted EBITDA for engineered bearings was $115 million (16.1% of sales), down from $122 million (17.2% of sales) last year, impacted by unfavorable mix and tariff costs [16] - Adjusted EBITDA for industrial motion reflected solid operational execution, with margins improving due to higher volumes and pricing [17] Market Data and Key Metrics Changes - In the Americas, sales were flat, with growth in North America offset by lower revenue in Latin America [12] - Asia Pacific saw a 4% increase in sales, driven by growth in India, while revenue in China declined [12] - EMEA also experienced a 4% increase, led by growth in the industrial motion segment [12] Company Strategy and Development Direction - The company is focusing on strategic initiatives, including the 80/20 portfolio work, to exit underperforming businesses and prioritize actions that impact margins and growth [9] - New strategic leadership appointments have been made to align the organization with primary growth drivers and enhance customer service [10] - The company aims to leverage strengths in automation and electrification as key growth areas, with a focus on aligning the portfolio with macro trends [81][94] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about improving customer demand and order activity in 2026, with expectations for organic sales growth of 2% [8][38] - The company anticipates adjusted EPS to increase by around 8% at the midpoint of the guidance range for 2026 [8][19] - Management acknowledged macroeconomic uncertainties but emphasized the importance of executing strategic initiatives to drive performance [9][23] Other Important Information - The company plans to host an Investor Day on May 20, 2026, to provide further insights into its strategy and performance [5] - The company expects to generate around $350 million in free cash flow for the full year 2026, with a conversion rate of approximately 105% on GAAP net income [20] Q&A Session Summary Question: How did orders progress through Q4 and into January? - Management noted that Q4 went better than expected, with a strong order book and steady pacing of orders throughout the quarter, despite a weak December last year [30][31] Question: Can you provide more color on segment contribution to the full year guide? - Management indicated that the difference in performance between engineered bearings and industrial motion was largely due to mix issues, with expectations for improved margins year-on-year [35][36] Question: What are the expectations for volume growth in 2026? - Management expects volumes to be slightly lower in Q1 due to a challenging comparison from the previous year, with pricing expected to offset some of the volume decline [50] Question: Will there be significant revenue exits as part of the 80/20 process? - Management clarified that they do not intend to shrink significantly but will focus on simplifying operations and reallocating resources for growth [64][65] Question: What is the outlook for M&A activity? - Management stated that M&A remains a priority, with plans to clarify the strategy at the upcoming Investor Day [97]

Timken Company (NYSE:TKR) Q4 2025 Earnings call February 04, 2026 11:00 AM ET Company ParticipantsAngel Castillo - Executive Director and Head of US Machinery & Construction Equity ResearchBryan Blair - Managing DirectorChris Dankert - SVP in Equity ResearchChristian Zyla - Senior Associate Equity ResearchDavid Raso - Senior Managing Director and PartnerJoe Ritchie - Managing DirectorLucian Boldea - President and CEOMike Discenza - CFONeil Frohnapple - VP of Investor RelationsStephen Volkmann - Managing Dir ...

Timken Company (NYSE:TKR) Q4 2025 Earnings call February 04, 2026 11:00 AM ET Speaker10Good morning. My name is Emily, and I'll be your conference operator today. At this time, I would like to welcome everyone to Timken's fourth quarter earnings release conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, then the number one on you ...

Certain statements in this presentation (including statements regarding the Company's forecasts, beliefs, estimates and expectations) that are not historical in nature are "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. In particular, the statements related to Timken's plans, outlook, future financial performance, targets, projected sales, cash flows, liquidity, cost reduction measures and expectations regarding the future financial performance of the ...

Timken Reports Fourth-Quarter and Full-Year 2025 Results NORTH CANTON, Ohio: February 4, 2026 — The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today reported fourth-quarter 2025 results. | | 4Q-25 | 4Q-24 | % Change | FY-2025 | FY-2024 | % Cha | | --- | --- | --- | --- | --- | --- | --- | | Net Sales (mils.) | $1,111.0 | $1,073.6 | 3.5% | $4,581.8 | $4,573.0 | 0.2 | | Net Income Margin | 5.6% | 6.6% | (100 bps) | 6.3% | 7.7% | (140 | ...

"We finished the year strong, delivering higher organic sales and cash flow in the fourth quarter versus the prior year," said Lucian Boldea, president and chief executive officer. "The Timken team remains focused on our near-term strategic priorities designed to structurally improve margins, accelerate growth in key market verticals, and create significant value for shareholders. "We expect to generate organic revenue growth, strong cash flow, and higher margins and earnings in 2026. As we continue to exec ...

Core Viewpoint - The Timken Company is set to release its fourth-quarter and full-year financial results for 2025 on February 4, 2026, prior to the opening of the New York Stock Exchange, followed by a conference call to discuss the results with investors and analysts [1]. Group 1: Financial Results Announcement - The financial results for Q4 2025 and the full year will be disclosed on February 4, 2026 [1]. - A conference call will be held on the same day at 11:00 a.m. Eastern Time to discuss the financial performance [2]. - Conference call materials will be accessible online at the company's investor relations website [1]. Group 2: Company Overview - The Timken Company is a global leader in engineered bearings and industrial motion, with a focus on innovative, customer-centric solutions [3]. - In 2024, the company reported sales of $4.6 billion and employs approximately 19,000 people across 45 countries [3].

Core Viewpoint - Ola Electric's shares have been under significant selling pressure, primarily due to a recent top management reshuffle, alongside ongoing issues such as high losses, regulatory challenges, and intense competition [1][3]. Company Performance - Ola Electric's stock has declined over 56% in the past 12 months and is on track to close in the red for the 10th consecutive trading session, with shares trading at INR 32.79, down over 8% during intraday trading [1][2]. - The company's market capitalization is approximately INR 14,489.58 Cr (about $1.7 billion) [2]. Management Changes - The recent resignation of CFO Harish Abichandani, effective January 19, has contributed to the current selling pressure [3]. - Deepak Rastogi, former group CFO of Puravankara Ltd, has been appointed as the new CFO, bringing extensive experience from various multinational and Indian companies [4]. Financial Performance - Ola Electric reported a 43% decline in operating revenue to INR 690 Cr in Q2 FY26 compared to INR 1,214 Cr in the same quarter of the previous fiscal year, with a sequential decline of 16.7% from INR 828 Cr [5]. - The net loss for the quarter narrowed by over 15% year-on-year to INR 418 Cr as the company shifted its focus towards profitability in the automotive segment [5]. Market Position - The auto segment of Ola Electric achieved EBITDA profitability in Q2 FY26; however, vehicle registrations fell by over 51% year-on-year to 1.99 lakh units, leading to a decrease in market share in the two-wheeler EV segment from 35.5% in 2024 to just over 15% [6]. - The broader Indian equities market has been experiencing volatility, which may be impacting Ola Electric's stock performance [6][7].

Core Viewpoint - Ola Electric has appointed Deepak Rastogi as the new finance chief, effective January 20, 2026, amid challenges in sales and market share in the electric two-wheeler sector [1][5]. Group 1: Leadership Changes - Deepak Rastogi will succeed Harish Abichandani as the finance chief of Ola Electric [1]. - Rastogi previously served as the group CFO of Puravankara and has extensive experience in finance and accounting [2][4]. Group 2: Background of Deepak Rastogi - Rastogi holds an MBA in Finance and International Business from SP Jain Institute of Management & Research and is a qualified Chartered Accountant [3]. - His prior roles include President and Group CFO at Deepak Fertilisers and various senior positions at Tata AutoComp Systems, The Timken Company, and Castrol, showcasing a strong track record in finance [4]. Group 3: Company Performance and Market Position - Ola Electric has faced declining sales and market share since its public listing, prompting a revision of its fiscal 2026 revenue forecast [5]. - The company once held a 50% market share in India's e-scooter market but has been overtaken by competitors like Bajaj Auto and TVS Motor [6]. - The stock price of Ola Electric has decreased by over 50% in the past year, with a nearly 40% decline in the last six months [7].