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Timken Completes Sale of Belts Business to Gates

The completed sale shifts Timken away from belts as it pursues its 2028 margin targets.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

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Timken (TKR) completed the sale of its belts business assets to Gates Industrial (GTES), with financial terms undisclosed. The business makes belts for industrial, commercial and consumer applications.

Timken expects the divestiture to improve the adjusted EBITDA margin of its Industrial Motion segment and add to earnings per share in 2027. The company views the sale as a step toward its 2028 margin targets and says it will allow greater focus on advanced motion technology. Proceeds will help fund Timken's capital allocation priorities.

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Positive

  • Belts business asset sale to Gates Industrial is complete.
  • Industrial Motion adjusted EBITDA margin is expected by Timken to improve after the divestiture.
  • 2027 earnings per share are expected by Timken to benefit from the divestiture.
  • 2028 margin targets are a goal Timken says the divestiture helps it pursue.
  • Advanced motion technology will receive greater focus, Timken says.

Negative

  • None.

Market Context

The $87.9 million in Q2 impairment charges was tied to the anticipated belts divestiture; this compl...
Analysis

The $87.9 million in Q2 impairment charges was tied to the anticipated belts divestiture; this completion advances the same transaction, while the article provides no sale price or quantified margin impact.

Key Figures

Expected EPS accretion: 2027
Expected EPS accretion
2027
Expected following completion of the belts business divestiture

Historical Context

1 past event · Latest: Aug 04
1 event
  1. Aug 04

    Earnings report

    24h Move
    -6.9%

    Q2 results recorded impairment charges tied to the anticipated belts-business divestiture.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

adjusted ebitda, eps
2 terms
adjusted ebitda financial
"improve the adjusted EBITDA margins of Timken's Industrial Motion segment"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
eps financial
"be accretive to EPS in 2027"
Earnings per share (EPS) measures how much profit a company makes for each outstanding share of its stock by dividing the company’s profit after expenses by the number of shares. It matters to investors because it shows how much of the company’s “pie” each share represents—higher EPS usually signals greater profitability per share, helps compare companies of different sizes, and influences stock valuations and investor decisions.
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Divestiture improves profitability and increases company focus on core areas of expertise

NORTH CANTON, Ohio, Sept. 28, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, today announced the completion of the sale of its belts business assets to Gates Industrial Corporation Ltd. (NYSE: GTES). Financial terms of the transaction were not disclosed.

The Timken Company Logo. (PRNewsFoto/The Timken Company) (PRNewsFoto/) (PRNewsFoto/)

"This divestiture is an important milestone in achieving our stated 2028 margin targets," said Lucian Boldea, president and chief executive officer. "Exiting the belts business also allows us to increase focus on our core competencies in advanced motion technology."

The divested business manufactures a comprehensive line of belts used in industrial, commercial and consumer applications.

"We believe Gates is the right owner of the business," Boldea said. "Thanks to our belts colleagues for their commitment to Timken and our customers through the years."

The completed divestiture is expected to improve the adjusted EBITDA margins of Timken's Industrial Motion segment and be accretive to EPS in 2027.

Proceeds from the divestiture will help fund Timken's capital allocation priorities.

About The Timken Company
The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, designs and manufactures highly engineered systems and components for customers in strategic end markets, including aerospace and defense, power and electrification, and automation and industrial solutions. With more than 125 years of specialized expertise and a multinational presence, Timken is a trusted partner worldwide, innovating and powering performance across the application lifecycle. The company posted $4.6 billion in sales in 2025 and employs approximately 19,000 people, operating from 45 countries. Learn more at www.timken.com or @TheTimkenCompany.

Safe Harbor
Certain statements in this release that are not historical in nature (including the company's forecasts, beliefs, expectations, and targets) are "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. In particular, statements related to expectations regarding future financial performance are forward-looking.

The company cautions that actual results may differ materially from those projected or implied in forward-looking statements due to a variety of important factors, including: fluctuations in customer demand for the company's products or services; unanticipated changes in business relationships with customers or their purchases from the company; weakness in global or regional general economic conditions and capital markets (as a result of financial stress affecting the banking system or otherwise); changes in customer demand or tariff rates and other costs associated with tariffs; the company's ability to effectively adjust prices for its products in response to changing dynamics; unplanned plant shutdowns; the rapidly evolving global regulatory landscape and the corresponding heightened operational complexity and compliance risks; the company's ability to maintain positive relations with unions and works councils; and the company's ability to complete and achieve the benefits of announced plans, programs, initiatives, divestitures, acquisitions, capital investments, and cost reduction actions. Additional factors are discussed in the company's filings with the Securities and Exchange Commission, including the company's Annual Report on Form 10-K for the year ended Dec. 31, 2025, quarterly reports on Form 10-Q and current reports on Form 8-K. Except as required by the federal securities laws, the company undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

Media Relations:
Sarah Factor
234.262.4878
sarah.factor@timken.com

Investor Relations:
Neil Frohnapple
234.262.2310
investors@timken.com

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/timken-completes-sale-of-belts-business-to-gates-302891952.html

SOURCE The Timken Company

FAQ

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What does Timken expect from its belts business sale to Gates Industrial?

Timken expects the completed sale to improve its Industrial Motion segment's adjusted EBITDA margin and add to earnings per share in 2027.

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