Timken (TKR) Q3 FY2026 earnings: revenue $1.2 billion, up 4.7% on the year

Timken Co. (TKR) reported revenue of $1.2 billion for Q3 FY2026, the quarter ended 30 September 2026, up 4.7% on the same quarter a year earlier. Net income was $94 million, up 35.4% on the year, and diluted earnings per share $1.34. The figures are the company's own, from the 10-Q it filed with the SEC on 4 November 2026.

Revenue

$1.2 billion

+4.7% on the year · -3.9% on the quarter

Q4 FY2024Q3 FY2026

Operating margin

13.7%

12.0% a year earlier

Q4 FY2024Q3 FY2026

Net income

$94 million

+35.4% on the year · +224.6% on the quarter

Q4 FY2024Q3 FY2026

Diluted EPS

$1.34

+35.4% on the year · +226.8% on the quarter

Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 2 raised, 2 kept.

Sales rose 4.7 percent: Net sales were $1.21 billion, up 4.7 percent, with organic sales up 2.8 percent. Higher Industrial Motion volumes, Bijur Delimon revenue and higher pricing drove the increase.
Adjusted EPS $1.65, up 20.4 percent: Adjusted net income was $115.1 million, or $1.65 per diluted share, against $1.37 a year earlier. Special items are excluded from the adjusted measure.
Industrial Motion sales up 12.4 percent: Industrial Motion sales were $440.0 million, up 12.4 percent, with Bijur Delimon revenue and higher pricing among the drivers alongside volume.

Read the earnings call summary

Income statement (profit and loss)

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Revenue	1,211	1,261	1,157	-3.9%	+4.7%
Cost of revenue	825	862	808	-4.2%	+2.1%
Gross profit	386	399	349	-3.2%	+10.7%
Gross margin	31.9%	31.7%	30.2%
Selling, general and administrative	200	206	186	-2.8%	+7.3%
Operating income	166	84.8	139	+95.8%	+19.1%
Operating margin	13.7%	6.7%	12.0%
Interest expense	25.8	26.2	27.3	-1.5%	-5.5%
Pre-tax income	140	57.9	108	+142.5%	+30.6%
Income tax	40.7	20.7	33.2	+96.6%	+22.6%
Effective tax rate	29.0%	35.8%	30.9%
Net income	93.8	28.9	69.3	+224.6%	+35.4%
Net margin	7.7%	2.3%	6.0%
Diluted EPS	$1.34	$0.41	$0.99	+226.8%	+35.4%

$ million except per share.

Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Operating cash flow	256	107	201	+139.1%	+27.3%
Capital expenditure	34.7	26.6	37.3	+30.5%	-7.0%
Free cash flow	221	80.5	164	+175.0%	+35.2%
Free cash flow margin	18.3%	6.4%	14.2%
Cash from investing	-15.2	-23.5	-45.5
Cash from financing	-230	-27.4	-122
Depreciation and amortisation	58.9	59.7	58.6	-1.3%	+0.5%
Share-based compensation	6.1	6.9	6.3	-11.6%	-3.2%
Buybacks	63.8	20.0	0.0	+219.0%
Dividends paid	24.9	25.0	24.4	-0.4%	+2.0%
Dividend per share	$0.36	$0.36	$0.35	0.0%	+2.9%
Diluted shares, weighted	70m	70m	70m	-0.4%	-0.4%
Shares outstanding at period end	69m	69m	70m	-0.9%	-1.5%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Shareholders' equity	3,195	3,194	3,135	+0.0%	+1.9%
Non-controlling interest	172	169	162	+1.8%	+5.9%
Debt	1,935	2,076	2,113	-6.8%	-8.4%
Operating lease liabilities	93.9	94.3	94.4	-0.4%	-0.5%
Other liabilities	1,309	1,292	1,298	+1.3%	+0.9%
Total liabilities and equity	6,704	6,826	6,802	-1.8%	-1.4%
Goodwill	1,512	1,517	1,484	-0.3%	+1.9%
Intangible assets	929	956	1,022	-2.8%	-9.1%
Cash and equivalents	410	399	449	+2.8%	-8.7%
Receivables	785	823	756	-4.6%	+3.9%
Inventory	1,255	1,249	1,226	+0.4%	+2.3%
Other assets	1,813	1,882	1,866	-3.6%	-2.8%
Total assets	6,704	6,826	6,802	-1.8%	-1.4%

Questions

What was Timken's revenue in Q3 FY2026?

Timken (TKR) reported revenue of $1.2 billion for Q3 FY2026, the quarter ended 30 September 2026, up 4.7% on the same quarter a year earlier.

How much did Timken earn in Q3 FY2026?

Net income for Q3 FY2026 was $94 million, up 35.4% on the year, and diluted earnings per share $1.34.

When did Timken report Q3 FY2026 results?

Timken filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 4 November 2026.

Quarterly results, the last 20 quarters

	Q4 FY2021	Q1 FY2022 †	Q2 FY2022 †	Q3 FY2022 †	Q4 FY2022	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	1,007	1,125	1,154	1,136	1,082	1,263	1,272	1,143	1,091	1,190	1,182	1,127	1,074	1,140	1,173	1,157	1,111	1,231	1,261	1,211
Cost of revenue	774	786	801	803	774	846	867	787	760	793	809	782	748	782	813	808	786	837	862	825
Gross profit	233	327	342	323	296	417	405	356	331	398	374	344	325	359	360	349	325	394	399	386
Gross margin	23%	29%	30%	28%	27%	33%	32%	31%	30%	33%	32%	31%	30%	31%	31%	30%	29%	32%	32%	32%
SG&A	146	154	156	160	167	187	185	180	190	191	184	190	188	185	190	186	187	201	206	200
Operating income	86.1	172	176	132	127	188	201	150	119	185	167	146	113	144	148	139	109	169	84.8	166
Operating margin	9%	15%	15%	12%	12%	15%	16%	13%	11%	16%	14%	13%	11%	13%	13%	12%	10%	14%	7%	14%
Interest expense	13.8	14.3	18.3	19.3	22.7	24.1	28.3	27.5	30.8	32.2	34.6	30.3	28.0	26.5	29.8	27.3	26.7	24.3	26.2	25.8
Pre-tax income	86.7	160	150	117	124	168	177	124	61.5	153	138	112	90.8	118	116	108	73.8	143	57.9	140
Tax rate	23%	24%	29%	23%	20%	25%	27%	27%	-1%	28%	26%	22%	17%	23%	26%	31%	11%	26%	36%	29%
Net income	62.9	118	105	87.0	97.2	122	125	87.9	58.7	104	96.2	81.8	71.2	78.3	78.5	69.3	62.3	98.2	28.9	93.8
Net margin	6%	11%	9%	8%	9%	10%	10%	8%	5%	9%	8%	7%	7%	7%	7%	6%	6%	8%	2%	8%
Diluted EPS	$0.82	$1.56	$1.42	$1.18	$1.32	$1.67	$1.73	$1.23	$0.83	$1.46	$1.36	$1.16	$1.01	$1.11	$1.12	$0.99	$0.89	$1.40	$0.41	$1.34
Operating cash flow	103	-1.2	78.3	145	242	78.6	144	194	128	49.3	125	123	179	58.6	111	201	183	39.3	107	256
Capital expenditure	44.7	34.3	40.9	47.3	55.9	41.7	49.6	43.6	52.9	44.1	37.3	35.0	53.6	35.2	33.1	37.3	42.6	38.8	26.6	34.7
Free cash flow	58.0	-35.5	37.4	97.9	186	36.9	94.4	151	75.4	5.2	87.3	88.2	125	23.4	78.2	164	141	0.5	80.5	221
Buybacks	36.4	100	44.3	49.0	18.3	54.0	100	63.9	32.5	0.0	29.7	1.7	9.1	23.1	22.6	0.0	11.7	28.0	20.0	63.8
Dividends paid	22.7	23.5	22.9	22.8	22.5	23.6	23.8	23.4	23.2	24.5	23.9	23.8	23.9	25.1	24.4	24.4	24.4	25.3	25.0	24.9
Shares outstanding	75m	74m	73m	73m	72m	72m	71m	71m	70m	70m	70m	70m	70m	70m	70m	70m	70m	69m	69m	69m
Filing	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 4 November 2026: the filing.