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 | ...

Core Insights - The Timken Company reported a strong finish to 2025, with higher organic sales and cash flow in Q4 compared to the previous year [3][4][12] - The company anticipates organic revenue growth, strong cash flow, and improved margins and earnings in 2026 [3][16] Financial Performance - Q4 2025 net sales reached $1.11 billion, a 3.5% increase from Q4 2024, driven by higher pricing and favorable foreign currency translation [2][3] - Net income for Q4 2025 was $62.3 million, or $0.89 per diluted share, down from $71.2 million, or $1.01 per diluted share in Q4 2024 [4][12] - Adjusted EBITDA margin for Q4 2025 was 16.0%, a decrease of 60 basis points from 16.6% in Q4 2024 [2][5] Segment Performance - Engineered Bearings segment sales were $714.2 million, up 0.9% year-over-year, primarily due to higher pricing [7][24] - Industrial Motion segment sales increased by 8.4% to $396.8 million, driven by higher demand and pricing [9][24] Full-Year Results - Total sales for 2025 were $4.58 billion, a modest increase of 0.2% compared to 2024, with organic sales down 1.0% [11][13] - Full-year net income was $288.4 million, or $4.11 per diluted share, compared to $352.7 million, or $4.99 per diluted share in 2024 [13][14] Cash Flow and Shareholder Returns - Net cash from operations for 2025 was $554.3 million, up 16.5% from $475.7 million in 2024 [15] - Free cash flow for the year was $406.1 million, a 32.8% increase from $305.7 million in 2024 [15] - The company returned $155.7 million to shareholders through dividends and share repurchases in 2025 [15] 2026 Outlook - The company projects 2026 diluted EPS in the range of $4.50 to $5.00 and adjusted EPS between $5.50 and $6.00 [12][16] - Revenue growth for 2026 is expected to be between 2% and 4% compared to 2025 [16]

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].

Core Viewpoint - Ola Electric has appointed Deepak Rastogi as the new Chief Financial Officer (CFO) following the resignation of Harish Abichandani, effective January 20, 2023, amid ongoing leadership changes within the company [4][6]. Company Leadership Changes - The board of Ola Electric approved Rastogi's appointment during a meeting on January 19, 2023, and he will also be part of the senior management team [4][6]. - Harish Abichandani resigned from his position as CFO, effective January 19, 2023, citing personal reasons for his departure [4][6]. Experience and Qualifications - Deepak Rastogi brings over 30 years of experience in finance, strategy, and governance across various capital-intensive sectors, including automotive, manufacturing, chemicals, and real estate [4][6]. - Rastogi is a chartered accountant and holds an MBA, having previously held senior finance leadership roles at notable companies such as Puravankara Group, Deepak Fertilisers & Petrochemicals, and Tata AutoComp Systems [4][6]. Financial Transactions and Contributions - Rastogi has advised and led equity transactions worth approximately $1 billion, which includes initial public offerings (IPOs) and cross-border mergers and acquisitions [5][6]. - He has served on the boards of several listed companies, indicating a strong background in corporate governance and financial oversight [5][6]. Context of Leadership Changes - The appointment of Rastogi comes during a period of significant leadership churn at Ola Electric, which has experienced multiple senior exits in recent years [5][6].

Core Viewpoint - The Timken Company (TKR) is undergoing a significant internal reset, which has led to a localized increase in its share price, rather than a surge in demand [1]. Group 1: Company Overview - The Timken Company has a history of over 100 years [1]. - The recent share price increase is attributed to internal changes rather than market demand [1]. Group 2: Investor Insights - Mr. Arunangshu Das is developing Tranzoro Investments to bridge the gap between US and Indian investors [1]. - The focus will be on liquid and well-known India-focused ETFs and ADRs for US investors, while covering a broader range of US equities, ETFs, and REITs for Indian investors [1]. - Mr. Das emphasizes an income and growth-focused investment strategy [1].

Core Insights - The Timken Company (TKR) announced strategic leadership appointments to enhance profitable growth, including the establishment of a new chief technology officer role [1] Group 1: Leadership Changes - John Szarka has been appointed as the new chief technology officer [1] - Sean Hendricks has been appointed to a new position, although the specific role is not detailed in the announcement [1]

Core Insights - The Timken Company announced strategic leadership appointments aimed at accelerating profitable growth through technology innovation, market focus, and regional expansion [1][2] Leadership Appointments - Lucian Boldea, the CEO, emphasized the importance of having the right talent in place to serve customers and achieve growth objectives [2] - John Szarka has been appointed as the chief technology officer, responsible for advancing the company's technology strategy, including AI and automation initiatives [2] - Sean Hendricks has been appointed as vice president of marketing, focusing on customer-centric positioning and expanding go-to-market initiatives [3] Regional Leadership Structure - Sudesh Kumar has been appointed president of Americas, while Diego Macario is now president of Europe, with existing leaders continuing in their roles for China and India [4] - These leaders are tasked with driving geographic penetration and unlocking new commercial opportunities [4] Operations and Supply Chain - The company is expanding its operations and supply chain functions to enhance global manufacturing and procurement strategies [5] - This holistic approach aims to improve cost and performance, enabling faster realization of synergies from acquisitions [5] Company Overview - The Timken Company reported $4.6 billion in sales for 2024 and employs approximately 19,000 people globally, operating in 45 countries [6]

Company Overview - RBC Bearings Incorporated (NYSE:RBC) specializes in manufacturing precision bearings and components for industrial, aerospace, and defense applications, competing with industry giants like Timken and SKF [1] - The current market capitalization of RBC is approximately $14.28 billion, with a trading volume of 139,036 shares [2] Stock Performance - The current trading price of RBC is $451.73, reflecting a slight increase of 0.56 or 0.12%, with fluctuations between $444.39 and $460.16 on the day [2] - Over the past year, RBC has experienced a high of $465.80 and a low of $290.56, indicating significant volatility [2] Analyst Insights - Deutsche Bank has set a price target of $527 for RBC, suggesting a potential upside of 17.14% from the current trading price [1][5] Insider Trading Activity - Representative Gilbert Ray Cisneros, Jr. recently sold shares of RBC, with the transaction valued between $1,001 and $15,000, indicating a potential shift in investment strategy [3] - In addition to RBC, Representative Cisneros has engaged in other trades, including selling shares of Spotify Technology, Alphabet, and Stifel Financial, while purchasing shares in First Watch Restaurant Group, TKO Group, and Logan Energy, suggesting a strategic reallocation of his investment portfolio [4]