Q2 FY2026 EarningsQ2 FY2026 results showed a top-line beat and significant adjusted bottom-line outperformance, with Revenue of $1.26B vs. $1.23B expected and Adjusted EPS of $1.83 vs. $1.62 expected. While GAAP EPS of $0.41 missed the $1.42 consensus due to a $94.4M impairment related to the belts business divestiture, operational momentum was strong. The Industrial Motion segment led growth with a 14.6% YoY increase, and management raised FY2026 adjusted EPS guidance to $6.05-$6.35, signaling confidence in sustained AI-driven demand and operational efficiency.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Timken(TKR) the Revenue is 1.261 B (+7.46%), Beat estimate;the EBIT is 187.5 M (+24.17%), Beat estimate;the EPS is 0.41 (-63.39%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.26B7.46%
1.23B5.10%
+0.03B2.36%
EBITExceed expectations
0.19B24.17%
0.17B14.81%
+0.01B9.36%
EPSMiss expectations
0.4163.39%
1.420926.87%
-1.010990.26%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf