Overview

* Timken Q3 sales rise 2.7% to $1.16 bln, beating analyst expectations

* Adjusted EPS for Q3 2025 beats estimates, rising to $1.37

* Company updates full-year 2025 outlook, expects adjusted EPS of $5.20-$5.30

Outlook

* Timken updates 2025 EPS forecast to $3.90-$4.00, adjusted EPS to $5.20-$5.30

* Company expects 2025 revenue to decline by approximately 0.75% at midpoint

Result Drivers

* SALES GROWTH - Higher pricing, favorable foreign currency translation, and CGI acquisition drove sales increase

* ENGINEERED BEARINGS - Segment sales rose 3.4% due to higher renewable energy demand and pricing

* INDUSTRIAL MOTION - Segment sales up 1.3% with CGI acquisition and higher pricing offsetting lower services revenue

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $1.16 $1.11

bln bln (10

Analysts

)

Q3 Beat $1.37 $1.24

Adjusted (12

EPS Analysts

)

Q3 EPS $0.99

Q3 Beat $96.20 $85.96

Adjusted mln mln (8

Net Analysts

Income )

Q3 Net $69.30

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 9 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

* Wall Street's median 12-month price target for Timken Co ( TKR ) is $83.00, about 7% above its October 28 closing price of $77.22

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)