Filing Flows › Timken (TKR) › Q2 2026 › vs Q1 2026
Timken (TKR) Q2 2026 vs Q1 2026 (quarter over quarter)
Timken's revenue rose $29.6M (+2%) from $1.2B in Q1 2026 to $1.3B in Q2 2026. The biggest changes: Industrial Motion +$28.8M (+7%); Engineered Bearings +$800K (+0.1%). Operating margin 6.7% against 13.7% (-7.0 pts).
Timken, Q2 2026: revenue $1.3B (+8% year over year), operating margin 6.7%, net earnings $28.9M, operating cash flow $107M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Operating margin | 6.7% | 13.7% | -7.0 pts |
| Net margin | 2.3% | 8.0% | -5.7 pts |
| Free cash flow margin | 6.4% | 0.0% | +6.3 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Engineered Bearings | $807M | $806M | $800K | +0.1% |
| Industrial Motion | $454M | $425M | $28.8M | +7% |
| Revenue | $1.3B | $1.2B | $29.6M | +2% |
| Operating profit | $84.8M | $169M | −$83.8M | -50% |
| Costs & expenses | $1.2B | $1.1B | $113M | +11% |
| Pre-tax earnings | $57.9M | $143M | −$85.0M | -59% |
| Other expense, net | $26.9M | $25.7M | $1.2M | +5% |
| Cost of revenue | $862M | $837M | $24.3M | +3% |
| SG&A | $206M | $201M | $4.7M | +2% |
| Other operating costs | $109M | $24.2M | $84.4M | +349% |
| Net earnings | $28.9M | $98.2M | −$69.3M | -71% |
| Minority interests | $8.3M | $7.7M | $600K | +8% |
| Income tax | $20.7M | $37.0M | −$16.3M | -44% |
| Depreciation & amortization | $59.7M | $58.9M | $800K | +1% |
| Share-based compensation | $6.9M | $7.6M | −$700K | -9% |
| Working capital & other | $11.6M | −$125M | $137M | — |
| Operating cash flow | $107M | $39.3M | $67.8M | +173% |
| Free cash flow (OCF − capex) | $80.5M | $500K | $80.0M | 161× |
| Capital expenditures | $26.6M | $38.8M | −$12.2M | -31% |
Questions
How much did Timken's revenue grow quarter over quarter in Q2 2026?
Timken's revenue rose $29.6M (+2%) from $1.2B in Q1 2026 to $1.3B in Q2 2026.
What drove Timken's revenue change in Q2 2026?
Industrial Motion +$28.8M (+7%); Engineered Bearings +$800K (+0.1%).