The Timken Company (TKR) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and Timken published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Timken reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Timken sold certain assets of its belts business to Gates Industrial Corporation on September 28, 2026, and is closing its belts plant in Springfield, Missouri. It recorded $90.4 million of related impairment, restructuring and reorganization charges in the first nine months of 2026, most of them in Q2, which is why Q2 2026 GAAP diluted EPS was $0.41.
• Q3 2026 adjusted EBITDA includes a net benefit of $12.4 million from IEEPA tariff refunds.

Source: Timken Q3 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Timken splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Timken's Engineered Bearings revenue was $771 million in Q3 2026, up 1% from $766 million in Q3 2025, 64% of total revenue.
• Timken's Industrial Motion revenue was $440 million in Q3 2026, up 12% from $391 million in Q3 2025, 36% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Timken said:

“Timken is increasing its 2026 outlook, with full-year earnings per diluted share now forecasted to be in the range of $4.05 to $4.20 and adjusted earnings per diluted share to the range of $6.35 to $6.50.”

“The company is planning for 2026 revenue to be up approximately 5.5 percent in total from 2025.”

“While it is too early to provide a formal outlook for 2027, we currently expect organic sales to increase mid-single digits compared to 2026 driven by incremental growth from our strategic initiatives and further positive momentum across our industrial markets.”

Source: Timken Q3 2026 release, Nov 4, 2026.

This is the company's own guidance as of Nov 4, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the TKR forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release.

Timken's next report is expected around February 3, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

Timken reports two segments. Engineered Bearings, $771.4 million of the $1,211.4 million in Q3 2026 net sales, sells tapered, spherical and cylindrical roller bearings, plain and ball bearings and housed units under the Timken, GGB and Fafnir brands. Industrial Motion, $440.0 million, covers industrial drives, automatic lubrication systems, linear motion products, chains, couplings, seals, clutches and brakes, plus drivetrain repair services. (Timken Q3 2026 release, Nov 4, 2026; Timken Form 10-K, 2025, Feb 13, 2026)

Total net sales rose 4.7%, and Timken said the increase came mainly from higher Industrial Motion volumes, revenue from the Bijur Delimon acquisition and higher pricing. Excluding $20.7 million from acquisitions and $1.3 million of currency, organic sales were up 2.8%. (Timken Q3 2026 release, Nov 4, 2026)

Engineered Bearings sales were up 0.7%, which Timken attributed mainly to higher pricing and slightly favorable currency. Industrial Motion sales were up 12.4% on higher demand across most end-market sectors and platforms, the Bijur Delimon automated lubrication business it bought on March 18, 2026 for $123.1 million, and higher pricing. (Timken Q3 2026 release, Nov 4, 2026; Timken Form 10-Q, Q3 2026, Nov 4, 2026)

By geography, Timken sold $563.2 million in the United States in Q3 2026, $281.1 million in Europe, the Middle East and Africa, $243.0 million in Asia-Pacific and $124.1 million in the rest of the Americas. Over the first nine months, about 60% of revenue went to original equipment manufacturers and 40% to distributors and end users, and business with the U.S. government or its contractors was about 7% of net sales. (Timken Form 10-Q, Q3 2026, Nov 4, 2026)

Timken's GAAP diluted EPS was $1.34 in Q3 2026 and adjusted EPS was $1.65. The $0.31 gap is mostly acquisition intangible amortization of $20.3 million, plus $6.7 million of impairment, restructuring and reorganization charges and $2.0 million of acquisition-related charges, net of tax effects. Adjusted EBITDA of $224.6 million, 18.5% of sales, includes a net benefit of $12.4 million from IEEPA tariff refunds. (Timken Q3 2026 release, Nov 4, 2026)

Timken recorded $90.4 million of impairment, restructuring and reorganization charges tied to selling the belts assets to Gates and closing the Springfield, Missouri plant, so nine-month GAAP diluted EPS was $3.15 against adjusted EPS of $5.15. (Timken Q3 2026 release, Nov 4, 2026)

Diluted average shares were 69,829,796 in the quarter, against 70,107,191 a year earlier. Timken repurchased about 505 thousand shares in Q3 2026 and returned $88.7 million to shareholders through dividends and buybacks. The effective tax rate was 29.0%, down from 30.9%, which the 10-Q puts down to a smaller share of earnings in higher-tax non-U.S. jurisdictions. (Timken Q3 2026 release, Nov 4, 2026; Timken Form 10-Q, Q3 2026, Nov 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Timken gives a full-year outlook in each release and raised it again with Q3 2026 results: GAAP diluted EPS of $4.05 to $4.20 and adjusted EPS of $6.35 to $6.50, with 2026 revenue planned to be up about 5.5% from 2025. (Timken Q3 2026 release, Nov 4, 2026)

For 2027, CEO Lucian Boldea said it was too early for a formal outlook but that Timken currently expects organic sales to rise mid-single digits from 2026. (Timken Q3 2026 release, Nov 4, 2026)

A consensus figure is the average of the models published by the analysts who cover Timken, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Timken's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning TKR is on is TKR a buy or a sell?, what analysts expect next is on the TKR forecast, and what the company does is on the The Timken Company (TKR) stock page.

Every number on this page can be traced to a document Timken published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.