Filing Flows › Timken (TKR) › Q2 2026 › vs Q2 2025
Timken (TKR) Q2 2026 vs Q2 2025 (year over year)
Timken's revenue rose $87.5M (+7%) from $1.2B in Q2 2025 to $1.3B in Q2 2026. The biggest changes: Industrial Motion +$57.9M (+15%); Engineered Bearings +$29.6M (+4%). Operating margin 6.7% against 12.6% (-5.9 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 Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Operating margin | 6.7% | 12.6% | -5.9 pts |
| Net margin | 2.3% | 6.7% | -4.4 pts |
| Free cash flow margin | 6.4% | 6.7% | -0.3 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Engineered Bearings | $807M | $777M | $29.6M | +4% |
| Industrial Motion | $454M | $396M | $57.9M | +15% |
| Revenue | $1.3B | $1.2B | $87.5M | +7% |
| Operating profit | $84.8M | $148M | −$63.0M | -43% |
| Costs & expenses | $1.2B | $1.0B | $150M | +15% |
| Pre-tax earnings | $57.9M | $116M | −$58.5M | -50% |
| Other expense, net | $26.9M | $31.4M | −$4.5M | -14% |
| Cost of revenue | $862M | $813M | $48.5M | +6% |
| SG&A | $206M | $190M | $16.2M | +9% |
| Other operating costs | $109M | $22.8M | $85.8M | +376% |
| Net earnings | $28.9M | $78.5M | −$49.6M | -63% |
| Minority interests | $8.3M | $7.2M | $1.1M | +15% |
| Income tax | $20.7M | $30.7M | −$10.0M | -33% |
| Depreciation & amortization | $59.7M | $57.2M | $2.5M | +4% |
| Share-based compensation | $6.9M | $6.9M | $0 | 0% |
| Working capital & other | $11.6M | −$31.3M | $42.9M | — |
| Operating cash flow | $107M | $111M | −$4.2M | -4% |
| Free cash flow (OCF − capex) | $80.5M | $78.2M | $2.3M | +3% |
| Capital expenditures | $26.6M | $33.1M | −$6.5M | -20% |
Questions
How much did Timken's revenue grow year over year in Q2 2026?
Timken's revenue rose $87.5M (+7%) from $1.2B in Q2 2025 to $1.3B in Q2 2026.
What drove Timken's revenue change in Q2 2026?
Industrial Motion +$57.9M (+15%); Engineered Bearings +$29.6M (+4%).