Filing Flows › Timken (TKR) › Guidance & outlook
Timken (TKR) guidance and outlook
Timken (TKR) raised its guidance on Nov 4, 2026: EPS $4.05–$4.20 for FY2026; EPS $4.05–$4.20 for FY2026; EPS $4.05 for FY2026. Timken's 10-Q filed Nov 4, 2026 makes 10 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EPS | FY2026 | $4.05–$4.20 | raised |
| EPS | FY2026 | $4.05–$4.20 | raised |
| EPS | FY2026 | $4.05 | raised |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- The Company intends to expand into new and existing markets by leveraging its collective knowledge of materials science, friction management and power transmission to create value for Timken customers.
- The Company intends to grow in attractive market sectors around the world, emphasizing those spaces that are highly fragmented, demand high service and value the reliability and efficiency offered by Timken products.
- The Company also targets applications that offer significant aftermarket demand, thereby providing product and services revenue throughout the equipment’s lifetime.
- The Company expects 2026 full-year revenue to be up approximately 5% to 6% compared to 2025, primarily driven by higher demand across both segments, favorable pricing, the favorable impact of foreign currency rate changes and the benefit of acquisitions.
- The Company's earnings are expected to be flat in 2026 compared with 2025 with higher impairment and restructuring charges, offset by the impact of favorable price/mix and higher organic sales volume.
- The Company expects to generate slightly lower cash from operating activities in 2026, compared to 2025, with $540 million in 2026 compared to $554.3 million in 2025.
- The Company expects capital expenditures in 2026 to be approximately 3.1% of sales.
- The Company plans to fund these investments, as well as meet working capital requirements, with cash and cash equivalents and unused lines of credit within the geographic location of these investments where feasible.
- In 2026, the Company expects to make contributions to its global defined benefit pension plans of approximately $33 million and to make payments of approximately $2 million to its other postretirement benefit plans.
- • the success of the Company’s operating plans, announced programs, initiatives and capital investments; the ability to integrate acquired companies and to address material issues both identified and not uncovered during the Company's due diligence review; and the ability of acquired companies to achieve satisfactory operating results, including results being accretive to earnings, realization of synergies and…
Timken's 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
Did Timken raise or lower its guidance?
Timken (TKR) raised its guidance on Nov 4, 2026: EPS $4.05–$4.20 for FY2026; EPS $4.05–$4.20 for FY2026; EPS $4.05 for FY2026.
What does Timken expect?
The Company intends to expand into new and existing markets by leveraging its collective knowledge of materials science, friction management and power transmission to create value for Timken customers. The Company intends to grow in attractive market sectors around the world, emphasizing those spaces that are highly fragmented, demand high service and value the reliability and efficiency offered by Timken products. The Company also targets applications that offer significant aftermarket demand, thereby providing product and services revenue throughout the equipment’s lifetime.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.