Filing Flows › Timken (TKR) › Q3 2026 › vs Q3 2025
Timken (TKR) Q3 2026 vs Q3 2025 (year over year)
Timken's revenue rose $54.3M (+5%) from $1.2B in Q3 2025 to $1.2B in Q3 2026. The biggest changes: Industrial Motion +$48.7M (+12%); Engineered Bearings +$5.6M (+0.7%). Operating margin 13.7% against 12.0% (+1.7 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Operating margin | 13.7% | 12.0% | +1.7 pts |
| Net margin | 7.7% | 6.0% | +1.8 pts |
| Free cash flow margin | 18.3% | 14.2% | +4.1 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Engineered Bearings | $771M | $766M | $5.6M | +0.7% |
| Industrial Motion | $440M | $391M | $48.7M | +12% |
| Revenue | $1.2B | $1.2B | $54.3M | +5% |
| Operating profit | $166M | $139M | $26.6M | +19% |
| Costs & expenses | $1.0B | $1.0B | $27.7M | +3% |
| Pre-tax earnings | $140M | $108M | $32.9M | +31% |
| Other expense, net | $25.6M | $31.9M | −$6.3M | -20% |
| Cost of revenue | $825M | $808M | $16.9M | +2% |
| SG&A | $200M | $186M | $13.7M | +7% |
| Other operating costs | $20.3M | $23.2M | −$2.9M | -12% |
| Net earnings | $93.8M | $69.3M | $24.5M | +35% |
| Minority interests | $5.9M | $5.0M | $900K | +18% |
| Income tax | $40.7M | $33.2M | $7.5M | +23% |
| Depreciation & amortization | $58.9M | $58.6M | $300K | +0.5% |
| Share-based compensation | $6.1M | $6.3M | −$200K | -3% |
| Working capital & other | $97.3M | $66.9M | $30.4M | +45% |
| Operating cash flow | $256M | $201M | $55.0M | +27% |
| Free cash flow (company-reported) | $221M | $164M | $57.6M | +35% |
| Capital expenditures | $34.7M | $37.3M | −$2.6M | -7% |
Questions
How much did Timken's revenue grow year over year in Q3 2026?
Timken's revenue rose $54.3M (+5%) from $1.2B in Q3 2025 to $1.2B in Q3 2026.
What drove Timken's revenue change in Q3 2026?
Industrial Motion +$48.7M (+12%); Engineered Bearings +$5.6M (+0.7%).