Filing Flows › Timken (TKR) › Q3 2026 › vs Q2 2026
Timken (TKR) Q3 2026 vs Q2 2026 (quarter over quarter)
Timken's revenue fell $49.5M (-4%) from $1.3B in Q2 2026 to $1.2B in Q3 2026. The biggest changes: Engineered Bearings −$35.6M (-4%); Industrial Motion −$13.9M (-3%). Operating margin 13.7% against 6.7% (+7.0 pts).
Timken, Q3 2026: revenue $1.2B (+5% year over year), operating margin 13.7%, net earnings $93.8M, operating cash flow $256M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Operating margin | 13.7% | 6.7% | +7.0 pts |
| Net margin | 7.7% | 2.3% | +5.5 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Engineered Bearings | $771M | $807M | −$35.6M | -4% |
| Industrial Motion | $440M | $454M | −$13.9M | -3% |
| Revenue | $1.2B | $1.3B | −$49.5M | -4% |
| Operating profit | $166M | $84.8M | $81.2M | +96% |
| Costs & expenses | $1.0B | $1.2B | −$131M | -11% |
| Pre-tax earnings | $140M | $57.9M | $82.5M | +142% |
| Other expense, net | $25.6M | $26.9M | −$1.3M | -5% |
| Cost of revenue | $825M | $862M | −$36.6M | -4% |
| SG&A | $200M | $206M | −$5.8M | -3% |
| Other operating costs | $20.3M | $109M | −$88.3M | -81% |
| Net earnings | $93.8M | $28.9M | $64.9M | +225% |
| Minority interests | $5.9M | $8.3M | −$2.4M | -29% |
| Income tax | $40.7M | $20.7M | $20.0M | +97% |
| Depreciation & amortization | $58.9M | $59.7M | −$800K | -1% |
| Share-based compensation | $6.1M | $6.9M | −$800K | -12% |
| Working capital & other | $97.3M | $11.6M | $85.7M | +739% |
| Operating cash flow | $256M | $107M | $149M | +139% |
Questions
How much did Timken's revenue grow quarter over quarter in Q3 2026?
Timken's revenue fell $49.5M (-4%) from $1.3B in Q2 2026 to $1.2B in Q3 2026.
What drove Timken's revenue change in Q3 2026?
Engineered Bearings −$35.6M (-4%); Industrial Motion −$13.9M (-3%).