Filing Flows › Timken (TKR) › Guidance history
Timken (TKR) guidance history: what it guided and what it reported
Timken gave guidance in 12 earnings releases on file since Feb 5, 2024. Its releases raised guidance 4 times and lowered it 6 times.
GAAP EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $4.50 (Feb 4, 2026) → raised $4.70 (May 6, 2026) → lowered $3.75 (Aug 4, 2026) → raised $4.05 (Nov 4, 2026) | — | to be reported | — |
| FY2025 | $4.30 (Feb 5, 2025) → lowered $3.90 (Apr 30, 2025) → reaffirmed $3.90 (Jul 30, 2025) → reaffirmed $3.90 (Oct 29, 2025) | — | — | — |
| FY2024 | $4.90 (Feb 5, 2024) → raised $5.10 (Apr 30, 2024) → lowered $5.00 (Jul 31, 2024) → lowered $4.65 (Nov 5, 2024) | — | — | — |
Free cash flow
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $406M (Feb 4, 2026) | — | to be reported | — |
| FY2025 | $306M (Feb 5, 2025) | $406M (GAAP) | not judged | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $5.50–$6.00 (Feb 4, 2026) → lowered $4.70–$5.20 (May 6, 2026) → lowered $3.75–$4.05 (Aug 4, 2026) → raised $4.05–$4.20 (Nov 4, 2026) | — | to be reported | — |
| FY2025 | $5.30–$5.80 (Feb 5, 2025) → lowered $3.90–$4.40 (Apr 30, 2025) → lowered $3.90–$4.20 (Jul 30, 2025) → lowered $3.90–$4.00 (Oct 29, 2025) | — | — | — |
| FY2024 | $5.80–$6.20 (Feb 5, 2024) → lowered $5.10–$5.40 (Apr 30, 2024) → lowered $5.00–$5.20 (Jul 31, 2024) → lowered $4.65–$4.75 (Nov 5, 2024) | — | — | — |
The latest quarter
Timken, Q3 2026: revenue $1.2B (+5% year over year), operating margin 13.7%, net earnings $93.8M, operating cash flow $256M. The chart follows the revenue to costs, profit and cash.
Questions
Does Timken beat its guidance?
Timken gave guidance in 12 earnings releases on file since Feb 5, 2024. Its releases raised guidance 4 times and lowered it 6 times.
How often does Timken raise guidance?
Its earnings releases raised guidance 4 times and lowered it 6 times since Feb 5, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.