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TIMKEN CO (TKR) reported that President and CEO Lucian Boldea had time-based restricted share units vest into 30,286 shares of common stock on September 1, 2026, representing 33% of an award granted on September 1, 2025 that vests over three years, and 7,918 shares vesting as 25% of a separate four-year award. On the same date, a total of 16,083 shares of common stock were delivered or withheld at $119.78 per share for payment of exercise price or tax liability. No Rule 10b5-1 trading plan is reported.
TIMKEN CO (symbol: TKR) is the issuer of record for a Form 4 filing submitted to the SEC.
TIMKEN CO (TKR) reported that executive officer Stephen Philip Ribaudo, EVP and Chief Operating Officer, filed an initial ownership report on Form 3. The filing shows his direct beneficial ownership of 10 shares of Common Stock of TIMKEN CO.
Timken Co director Richard G. Kyle reported selling 13,637 shares of common stock on August 10, 2026 in a sale in open market or private transactions at a weighted average price of $126.63 per share, with trade prices ranging from $126.40 to $127.00. Following this transaction, he directly holds 183,724 shares of Timken common stock.
Timken Company insider Richard Kyle filed a notice of proposed sales of 13,637 shares of Timken common stock through Vanguard Marketing Corporation on the NYSE. The filing also lists a prior sale in the past three months of 8,448 shares of common stock valued at $1,075,871.78.
The Timken Company reported Q2 2026 net sales of $1,260.9 million, up 7.5% year over year, but operating income fell to $84.8 million and net income attributable to Timken dropped to $28.9 million, or $0.41 per diluted share, mainly because of large impairment and restructuring charges tied to its belts business. For the first six months, net sales were $2,492.2 million and net income attributable to Timken was $127.1 million, or $1.81 per diluted share.
Engineered Bearings delivered modest sales growth and maintained roughly 20% adjusted EBITDA margins. Industrial Motion grew faster, with first-half net sales of $879.0 million and adjusted EBITDA of $196.9 million, a 40.9% increase, helped by strong demand and the March acquisition of Bijur Delimon for $124.4 million, which added $52.0 million of goodwill and $42.1 million of intangible assets.
Timken recorded a $64.4 million impairment on belts assets held for sale and a $14.6 million impairment related to closing its Springfield, Missouri belts facility, contributing to total year-to-date impairment and restructuring charges of $91.5 million. At June 30, 2026, the company held $399.1 million of cash and cash equivalents and $2,049.9 million of total debt, and subsequently secured a new $1.2 billion revolving credit facility maturing in 2031. Management expects 2026 revenue to grow about 5%–6% versus 2025, with earnings down slightly due to these impairment charges and operating cash flow of about $550 million.
The Timken Company reported second-quarter 2026 results with net sales of $1.26 billion, up 7.5% from a year earlier, driven by higher volumes in both segments, pricing, the Bijur Delimon acquisition and favorable currency. Organic sales rose 4.4%.
GAAP profitability declined as net income attributable to Timken was $28.9 million, or $0.41 diluted EPS, and net income margin narrowed to 2.3%, reflecting an impairment, restructuring and reorganization charge of $94.4 million related to the anticipated divestiture and plant closure in the belts business. Excluding special items, adjusted net income increased to $128.4 million, or $1.83 adjusted EPS, with adjusted EBITDA of $247.2 million and a 19.6% margin.
Engineered Bearings sales were $807.0 million and Industrial Motion sales were $453.9 million, both higher year over year, with segment adjusted EBITDA margins of 20.0% and 23.3%, respectively. Timken generated $80.5 million of free cash flow, returned $45.0 million to shareholders and ended the quarter with net debt to adjusted EBITDA of 2.0x. The company raised its 2026 outlook, now forecasting GAAP EPS of $3.75–$4.05, adjusted EPS of $6.05–$6.35, and expects revenue to be up about 5.5% from 2025 at the midpoint.
The Timken Company’s board appointed Stephen P. Ribaudo as Executive Vice President and Chief Operating Officer, effective September 1, 2026. Ribaudo, 41, joins from Carrier Global Corporation, where he held senior leadership roles in Commercial HVAC Americas and global operations, and previously served at Collins Aerospace.
His compensation includes a $670,000 base salary, an annual bonus targeted at 80% of salary starting in 2026, and long-term equity incentives with a first-year target of at least $1,794,000, plus a $250,000 cash sign-on bonus and a $1,000,000 make-whole RSU award. A Severance Agreement provides one times salary plus target bonus for qualifying terminations before a change in control, and two times after a change in control, along with continued benefits. Upon his start, Timothy A. Graham will become Executive Vice President and Chief Commercial Officer, leading enterprise-wide commercial strategy and sales execution.
The Timken Company entered into a Sixth Amended and Restated Credit Agreement providing a $1.2 billion unsecured revolving credit facility. The new facility replaces the company’s December 5, 2022 revolving credit agreement and can be used for general corporate purposes, including working capital, capital spending, acquisitions, and refinancing debt.
The revolving credit facility matures on July 2, 2031. Interest and facility fees are based on Timken’s debt ratings. The agreement includes customary covenants, such as consolidated net leverage and interest coverage ratios, and standard events of default that allow lenders to accelerate amounts due if triggered.
TIMKEN CO director Ajita G. Rajendra reported an open-market sale of common stock. On June 5, 2026, Rajendra sold 8,450 shares of Timken common stock at a weighted average price of $131.34 per share, in multiple trades between $130.77 and $131.60. After the sale, Rajendra directly owned 20,225 shares of Timken common stock.