- Timken has updated its full-year 2025 adjusted earnings per share (EPS) forecast to between $5.10 and $5.40, narrowing from the previous range of $5.10 to $5.60.
- The second quarter adjusted EPS was reported at $1.42, surpassing the estimate of $1.36.
- Second quarter net sales reached $1.17 billion, exceeding the forecasted $1.15 billion.
- Adjusted EBITDA for the second quarter stood at $208.2 million, above the estimated $202.2 million.
- The Engineered Bearings segment achieved an adjusted EBITDA of $153.4 million, higher than the anticipated $146.6 million.
- The Industrial Motion segment posted an adjusted EBITDA of $72.6 million, slightly over the predicted $71.5 million.
- Operating income for Timken was reported at $147.8 million for the second quarter.
- Cash flow from operations was lower than expected, at $111.3 million compared to the estimate of $167.6 million.
- Free cash flow for the quarter was reported at $78.2 million.
- Timken is taking measures such as pricing adjustments to counteract tariff impacts and maintain strong financial performance in 2025.
- The analyst ratings for Timken include 4 buys, 8 holds, and 1 sell.
Timken Co on Smartkarma
Analyst coverage of Timken Co on Smartkarma shows a mixed sentiment from Baptista Research. In one report titled “The Timken Company Tackles $150M Tariff Shock with Aggressive Pricing Power Play; Will It Work?” the company’s first-quarter results reflect challenging operational conditions, with revenue down 4.2% year-over-year primarily due to reduced demand in Europe and the Americas. The outlook leans bullish as the company implements aggressive pricing strategies to mitigate the impact of tariffs.
Another report by Baptista Research, “The Timken Co Is Expanding Global Manufacturing — But Can It Withstand Market Volatility & Execution Risks?” highlights a 1.6% year-over-year revenue decline in the fourth quarter of 2024, attributed to weak demand in Europe. Despite regional disparities, including growth in India and a slight increase in the Americas, the company faces market volatility and execution risks as it expands its global manufacturing footprint.
A look at Timken Co Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, the long-term outlook for Timken Co appears to be solid. With consistent scores of 3 across multiple factors including Value, Dividend, Growth, and Resilience, the company demonstrates a stable position in the market. Moreover, a Momentum score of 4 indicates that Timken Co has been showing positive trending price movements, which could bode well for its future performance.
The Timken Company specializes in manufacturing and distributing a range of bearings, power transmission components, and assemblies. Known for its quality products in the industrial sector, Timken Co‘s balanced Smart Scores suggest that it is positioned for sustained growth and resilience in the long run. Investors may find the company’s stable fundamentals and positive momentum as reasons to consider Timken Co for their investment portfolios.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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