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Timken TKR Engineered Bearings — Net Sales

Other segment segments

Industrial Motion
$425.1M+12.0%

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Other financials

Income statement

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Revenue$1.2B+8.0%
Gross profit$394.0M+9.8%
Operating income$168.6M+17.1%
Net income$98.2M+25.4%
EPS (diluted)$1.40+26.1%

Balance sheet

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Cash & equivalents$344.7M-8.3%
Total debt$2.2B-2.1%
Total equity$3.2B+9.9%
Total assets$6.9B+4.7%

Cash flow

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Operating cash flow$39.3M-32.9%
CapEx$38.8M+10.2%
Free cash flow$500.0K-97.9%

Valuation

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Market cap$9.1B+77.6%
Enterprise value$10.95B+56.2%
P/E29.5×+13.0×
P/S+0.8×

Profitability

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Gross margin30.6%-0.4pp
Operating margin12.1%-0.5pp
Net margin6.6%-0.6pp
FCF margin8.2%+1.0pp

Returns & leverage

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Return on equity10.1%-1.8pp
Debt / equity0.7×-0.1×
Current ratio2.9×-0.3×

Where this comes from

Reported directly by Timken in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Timken’s 10-Q, filed May 6, 2026.

Filed
May 6, 2026, 3:40 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000098362-26-000033
Line itemEngineered BearingsIndustrial MotionTotal
Net sales$806.2$425.1$1,231.3
Cost of products sold (1)(562.2)(273.9)
Selling, general and administrative expenses (2)(110.7)(72.6)
Other segment items (3)0.7(0.1)
Depreciation and amortization (4)25.012.8
Adjusted EBITDA for reportable segments$159.0$91.3$250.3
Unallocated corporate expense(19.3)
Impairment, restructuring and reorganization charges(4.8)

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Timken's engineered bearings — net sales?
Timken (TKR) reported engineered bearings — net sales of $806.2M in Q1 2026.
How has Timken's engineered bearings — net sales changed year-over-year?
Timken's engineered bearings — net sales increased by 6.0% year-over-year, from $760.7M to $806.2M.
What is the long-term trend for Timken's engineered bearings — net sales?
Over 4 years (2021 to 2025), Timken's engineered bearings — net sales has grown at a 1.8% compound annual growth rate (CAGR), from $2.82B to $3.02B.
What does engineered bearings — net sales mean?
Represents the total revenue generated from the sale of engineered bearing products to external customers within the specific business segment. This metric reflects the market demand and pricing power for the company's core industrial motion components.

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