Timken(US:TKR)2025-07-30 15:00Financial Performance - Sales reached $1.17 billion in 2Q 2025, a decrease of 0.8% compared to the previous year[9, 29] - Adjusted EBITDA margin was 17.7%, down from 19.5% in the prior-year period, primarily due to lower production volume, incremental tariff costs, and unfavorable FX[9, 30] - Adjusted EPS stood at $1.42, compared to $1.63 in the prior-year period, representing a 13% decrease[11, 40] - Free cash flow generated was $78 million[11] Segment Performance - Engineered Bearings segment sales were $777 million, down 0.8% year-over-year[42, 45] with adjusted EBITDA of $153 million, or 19.7% of sales[44, 46] - Industrial Motion segment sales were $396 million, down 0.7% year-over-year[50, 55] with adjusted EBITDA of $73 million, or 18.3% of sales[52, 53] - Organic sales decreased by 2.5%[12, 36] Outlook - The company expects organic sales to decline by 2.0% in 2025 at the midpoint[15] - The adjusted EPS outlook for 2025 is $5.10 to $5.40, compared to $5.79 in 2024[16] - Free cash flow for 2025 is projected to be approximately $375 million, exceeding the 2024 level[16] - The company anticipates a net unfavorable impact from tariffs of approximately $10 million for the full year[16]