Timken Company (the) · NYSE:TKR
Timken Company (the) — The Timken Company — Investor Day (May 2026)
87 slides from Timken Company (the)'s investor day presentation, May 20, 2026
Slide 1: The Timken Company Investor Day 2026
The Timken Company Investor Day 2026 May 20, 2026 1 © 2026 THE TIMKEN COMPANY
Slide 2: Welcome and Introductions
Welcome and Introductions Neil Frohnapple Vice President, Investor Relations
Slide 3: Agenda
AGENDA Agenda Welcome and Introductions 9:00 AM One Timken in Action 10:10 AM Neil Frohnapple Tim Graham Vice President, Investor Relations Executive Vice President and President of Industrial Motion Strategy and Vision 9:05 AM Financial Targets 10:35 AM Lucian Boldea Mike Discenza President and Chi
Slide 4: Our Presenters Today
Our Presenters Today Lucian Boldea Mike Discenza Tim Graham John Szarka President and EVP and EVP and President of SVP and Chief Executive Officer Chief Financial Officer Industrial Motion Chief Technology Officer 4
Slide 5: Forward-Looking Statements Safe Harbor and Non-GAAP Financial Information
Forward-Looking Statements Safe Harbor and Non-GAAP Financial Information Certain statements in this presentation (including statements regarding the company's forecasts, beliefs, estimates and expectations) that are not historical in nature are "forward-looking" statements within the meaning of the
Slide 6: Strategy and Vision
Strategy and Vision Lucian Boldea President and Chief Executive Officer
Slide 7: Today's Key Messages
AGENDA Today’s Key Messages Strong foundation with a clear vision for the future Clear transformation roadmap with embedded execution discipline Short-term levers to deliver growth while transforming 2028 financial targets provide significant shareholder value creation opportunity
Slide 8: Timken Today: A Motion Technology Leader
Timken Today: A Motion Technology Leader Net Sales Adj. EBITDA Margin Adj. EPS More Than 125 Years of engineering expertise 66% Engineered Bearings1 34% Industrial Motion1 $4.6B 17.4% $5.33 2025 Net Sales 2025 Adj. EBITDA Margin 2025 Adj. EPS 19K Employees Free Cash Flow Free Cash Flow Yield Net Lev
Slide 9: Advancing Technology to Move the World Forward
Advancing Technology to Move the World Forward Engineering Systems for Defense Expanding Global Infrastructure Equipping the Webb Telescope Moving Millions Safely Everyday Powering the AI Economy 9 Empowering Precision Surgery
Slide 10: Mission Critical Systems: Supporting Artemis II
Mission Critical Systems: Supporting Artemis II 10
Slide 11: Building a Higher-Performing Motion Leader
Building a Higher-Performing Motion Leader Industrial Motion Sales CAGR of 13% Over the Last 10 Years Our Evolution Expanded portfolio to Expanded linear motion Enhanced offerings across Select Acquisitions industrial couplings and Entered linear motion systems; systems universal joints added high-p
Slide 12: Multinational Footprint and Expanding Market Reach
Multinational Footprint and Expanding Market Reach 2025 Revenue Americas 55% EMEA 25% Asia-Pacific 20% Factory Office 12 19K+ Employees 110+ Factory Sites 29 Innovation Centers 45 Countries
Slide 13: Attractive End-Market Sector Sales Mix
Attractive End-Market Sector Sales Mix Aerospace & Power & Automation & Industrial Transportation Defense Electrification Industrial Solutions Infrastructure & Mobility 6-8% 6-8% 4-6% 2-3% 2-3% Market growth 2025-28E Market growth 2025-28E Market growth 2025-28E Market growth 2025-28E Market growth
Slide 14: Positioned to Leverage Megatrends
Positioned to Leverage Megatrends Automation & AI-Driven Power Demand & Robotics Electrification ~10% ~15% Global industrial Global data center automation electricity demand market CAGR1 CAGR2 Labor constraints, smart factory investment, AI compute growth, power density, precision manufacturing dema
Slide 15: Focused on Strategic Verticals to Deliver Strong Growth
Focused on Strategic Verticals to Deliver Strong Growth End-Market Aerospace & Power & Automation & Industrial Transportation Infrastructure Sectors Defense Electrification Industrial Solutions & Mobility Strategic > Commercial Aerospace > Power Generation > Automation & Robotics > Construction > Ma
Slide 16: Structural Forces Reshaping Industry Value Pools
Structural Forces Reshaping Industry Value Pools Customer Expectations Lifecycle Economics Competitive Pressure OEMs outsourcing Profit pools increasingly driven by High-volume bearing segments face engineering complexity to suppliers service and replacement ongoing pricing pressure 16
Slide 17: To Harness These Structural Shifts
To ecosystem player From driving advantage standalone in design and supplier customer integration To harness these structural shifts in the market From competing To monetizing delivered value environment, on unit economics across lifecycle we must continue to evolve … From To fully integrated, produ
Slide 18: Industrial Motion to Drive Our Evolution into Systems
Industrial Motion to Drive Our Evolution into Systems From Leading with Engineered Bearings (Components) to Leading with Industrial Motion (Systems) Shared Customers Shared Customers . . Components Systems Systems Assets + Engineering = Engineering Technology and Assets Technology Components Compone
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Slide 20: 3 Strategic Pillars
3 Strategic Pillars Deploying Our 80/20 Mindset to Accelerate Profitable Growth and Drive Shareholder Value PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Leverage the Resources to Our Multinational Portfolio Strategic Verticals Footprint Executed Across 3 Time Horizons 20
Slide 21: 3 Time Horizons
3 Time Horizons HORIZON 3 Scale the Advantage Institutionalize proactive portfolio management, disciplined M&A integration and enterprise operating rigor 2028+ HORIZON 2 Evolve the Model Accelerate growth in strategic verticals, expand Industrial Motion platforms and increase customer share of walle
Slide 22: Transform the Core
– Horizon 1 Transform the Core 2026+ PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Resources to Leverage Our the Portfolio Strategic Verticals Multinational Footprint Exit non-strategic product or business Target >80% of incremental capital Operate as One Timken to best serve lines with structurally low
Slide 23: Evolve the Model
– Horizon 2 Evolve the Model 2027+ PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Resources to Leverage Our the Portfolio Strategic Verticals Multinational Footprint Continue to execute 80/20 discipline to Realign investment to higher-growth Scale regional platforms into drive faster growth and higher ma
Slide 24: Scale the Advantage
– Horizon 3 Scale the Advantage 2028+ PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Resources to Leverage Our the Portfolio Strategic Verticals Multinational Footprint Add new revenue streams and Scale solution engineering in verticals Institutionalize process to regionalize and business models suited t
Slide 25: Disciplined Execution Framework
Disciplined Execution Framework Strong Fundamentals • Technical sales model • Deep technical relationships • Customized & differentiated components Customer Facing • Brand equity & experienced global teams • Engineering capabilities & infrastructure Key Capabilities • Manufacturing & purchasing scal
Slide 26: Disciplined Execution Framework
Disciplined Execution Framework Strong Fundamentals Enhanced Execution • Technical sales model • One commercial team • Deep technical relationships • Components → systems • Customized & differentiated components Customer Facing • Brand equity & experienced global teams • CTO to drive tech integratio
Slide 27: Financial Targets Summary
Financial Targets Summary 2028 Targets Total Sales Adj. EBITDA Margin Adj. EPS Free Cash Flow in 2028 in 2028 in 2028 cumulative $5.0-5.2B 21-23% ~$8.50 ~$1.3B Mid-Single Digit +~500 bps1 >55% growth +$200M Organic growth CAGR vs. 2025A of 17.4% vs. 2025A of $5.33 vs. 2023-2025 total: ~$1.1B 1. At m
Slide 28: Our Vision
Defining the Next Chapter for Timken Our Vision Trusted partner in advanced motion technology, powering performance across the application lifecycle 28
Slide 29: Technology Growth Multiplier
Technology Growth Multiplier John Szarka SVP and Chief Technology Officer
Slide 30: The Foundation
The Foundation A Century of Advancing Motion Technology Innovation >$75B SAM Advancing the ~$40B SAM Precision Motion tech of the ~$20-25B SAM Platform Build-out future through Motion Leadership 2017 – Present integrated, ~<$5B SAM 2010 – 2017 Tech Advancement intelligent Enabled scalable, motion pl
Slide 31: The Foundation
The Foundation How We Operate Engineer Innovate Execute where it matters with the customer at multinational scale We focus our innovation on We develop solutions in close We support customers wherever mission-critical applications partnership with customers, they operate, driving innovation where pe
Slide 32: The Future
The Future Scaling Our Technology Model for Growth Engineer Innovate Execute where it matters with the customer at multinational scale We focus our innovation on We develop solutions in close We support customers wherever mission-critical applications partnership with customers, they operate, drivin
Slide 33: Advancing the Next Generation of Motion Technologies
Advancing the Next Generation of Motion Technologies 33
Slide 34: Automation & Robotics Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility Automation & Robotics Technology Select Example: Smart Factory Ecosystem Lubrication for HVAC Systems Plain & Roller Bearings for Compressors Linear Systems for CNC Machi
Slide 35: Automation & Robotics Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility Automation & Robotics Technology Technology Example: Robotic Transfer Unit Cycloidal Enables robotic picking in high-mix Linear Robotic Transfer Strain Wave Reduction wor
Slide 36: Automation & Robotics Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility Automation & Robotics Technology Technology Example: Humanoid 6 Rotatory Actuators Premium offering of technology and for Shoulders solutions across bearings, encoders, 2
Slide 37: AI-Driven Power Demand & Electrification Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility AI-Driven Power Demand & Electrification Technology Select Example: Data Center Ecosystem Slewing Drives, Gear Drives, Bearings & Lubrication for Power Generation Bearing
Slide 38: AI-Driven Power Demand & Electrification Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility AI-Driven Power Demand & Electrification Technology Technology Example: Cogeneration Power Plant Enables conversion of gas turbines Specialized Load Gear (e.g., 50Hz to 6
Slide 39: Aerospace & Defense Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility Aerospace & Defense Technology Select Example: Aerospace & Defense Ecosystem Marine Drive Systems for Navy Fleets Bearings & Actuators for Helicopters Precision Bearings
Slide 40: Aerospace & Defense Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility Aerospace & Defense Technology Technology Example: Aircraft Landing Strut Plain Bearings Reduced aircraft weight through ceramic hybrid bearings (up to 58% lighter rollin
Slide 41: Urban Infrastructure Buildout Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility Urban Infrastructure Buildout Technology Select Example: Rail Ecosystem Linear Systems, Lubrication & Bearings for High-Speed Passenger Trains Cutter Bearings, Couplings
Slide 42: Urban Infrastructure Buildout Technology
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility Urban Infrastructure Buildout Technology Technology Example: Locomotives Dielectric-coated bearings insulate Traction Motor Dielectric-Coated Bearings stray current, prev
Slide 43: Technology as an Enabler
Technology as an Enabler PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Resources to Leverage Our the Portfolio Strategic Verticals Multinational Footprint Technology focuses Technology scales where we win across One Timken Apply an 80/20 lens to Redirect R&D investment Deploy shared platforms innovation
Slide 44: Break
Break
Slide 45: One Timken in Action
One Timken in Action Tim Graham EVP and President of Industrial Motion
Slide 46: Two Strong Businesses Operating as One Timken
Two Strong Businesses Operating as One Timken Industrial Engineered Motion Bearings 34% of sales 66% of sales Expands system solutions and customer offer Offers strong customer and distributor access Leverages shared regional sales and resources Provides global footprint and regional infrastructure
Slide 47: Leading Provider of Customized Solutions
Leading Provider of Customized Solutions Linear Motion Lubrication Power Precision Drives Power Transmission Systems Systems Systems Systems Solutions #1 Top 2 Top 2 Top 2 #1 Customized Global Marine Defense Gear Drives Strain Wave Drives Breadth of Product Lines Linear Systems Automated Systems Nor
Slide 48: Industrial Motion: Early Wins and Select Priorities
Industrial Motion: Early Wins and Select Priorities PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Resources to Leverage Our the Portfolio Strategic Verticals Multinational Footprint Belts divestiture expected to Target >80% of incremental capital One commercial team applying an structurally increase Ind
Slide 49: 2026 M&A Actions Aligned with 80/20
2026 M&A Actions Aligned with 80/20 Acquisition Divestiture Strong Strategic Fit Divestment of Belts business • Timken is a natural owner • Consistent with 80/20 • Accelerates growth in mindset to structurally strategic verticals improve margins • Accretive to Industrial • Redeploying resources to $
Slide 50: Aggressive Regional Expansion
Aggressive Regional Expansion Leveraging Timken’s Strong OEM and Distributor Network Key Platforms Key Target Regions Linear Motion Systems U.S., Brazil, China and India Lubrication Systems Precision Drives Europe, S. Korea, Power Transmission China and Australia Solutions Examples of regional expan
Slide 51: Two Strong Businesses Operating as One Timken
Two Strong Businesses Operating as One Timken Industrial Engineered Motion Bearings 34% of sales 66% of sales Expands system solutions and customer offer Offers strong customer and distributor access Leverages shared regional sales and resources Provides global footprint and regional infrastructure
Slide 52: Timken Offers Industry-Leading Bearings Solutions
Timken Offers Industry-Leading Bearings Solutions Industrial Mounted Plain Aerospace and Rail Wind Bearings Bearings Bearings Precision Bearings Bearings Bearings Broadest Top 2 Industry Range Top 3 #1 Top 2 Top 2 growing Broadest Industry Landing Gear and Global Gearbox Globally Global Freight at >
Slide 53: Engineered Bearings: Early Wins and Select Priorities
Engineered Bearings: Early Wins and Select Priorities PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Resources to Leverage Our the Portfolio Strategic Verticals Multinational Footprint Exiting low-margin business and Target >80% of incremental capital Operate as One Timken to best serve focusing on highe
Slide 54: Exit Non-Strategic Business: +150 bps
Exit Non-Strategic Business Automotive OE Revenue Becoming Less of Total Company Sales +150 bps 8% 8% margin improvement1 8% 7% 6% 4% 2023 2024 2025 2026E 2027E 2028E % of Total Company Sales 54 1. Expected adj. EBITDA margin impact to the Engineered Bearings segment on a pro-forma basis in 2028 vs.
Slide 55: Reduce Product Complexity Aligned with 80/20
Reduce Product Complexity Aligned with 80/20 25% of SKUs Identified for Harmonization 10% of SKUs and 6% of customers drive 80% of sales – 50% of SKUs and 50% customers only ~1% of revenue – serve exceptionally well redeploy resources ~94% Share of revenue per product quartile ~5% ~1% ~0% Quartile 1
Slide 56: One Timken
One Timken Integrated Industrial Motion and Engineered Bearings Ecosystem 56
Slide 57: Serving Customers as One Timken
Serving Customers as One Timken One Commercial Team Channel Strategy Regional presidents and OEM vs. distributor allocation for regional allocation of resources cost efficiency and aftermarket 80/20 Mindset Strategic Vertical Alignment Shifting resources to focus on Dedicated vertical marketing team
Slide 58: One Timken Accelerates Growth in Strategic Verticals: Food & Beverage
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility One Timken Accelerates Growth in Strategic Verticals Customer Example: Food & Beverage Increased Share of Wallet Stainless Steel Bearings 4x Mounted Ball Bearings lifetim
Slide 59: One Timken Accelerates Growth in Strategic Verticals: Marine
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility One Timken Accelerates Growth in Strategic Verticals Customer Example: Marine Increased Share of Wallet 3x Seals lifetime value Stern Tubes Stern Tube Bearings Shaft Supp
Slide 60: One Timken Accelerates Growth in Strategic Verticals: Automation & Robotics
Power & Automation & Industrial Transportation Aerospace & Defense Infrastructure Electrification Industrial Solutions & Mobility One Timken Accelerates Growth in Strategic Verticals Customer Example: Automation & Robotics Increased Share of Wallet Precision Gears 50x Servo Gear Drives lifetime valu
Slide 61: Deploy One Timken Operating System
Deploy One Timken Operating System ~500 bps Margin Improvement1 >30% Productivity Improvement One Timken Operating System 2026+ >10-15% Manufacturing Output Timken Manufacturing System 2023+ • Portfolio transformation Engineered Bearings • 80/20 integration • Continuous improvement • Expand Timken O
Slide 62: Financial Targets
Financial Targets Mike Discenza EVP and Chief Financial Officer
Slide 63: Taking Action to Transform the Core
Taking Action to Transform the Core Launched in January 2026 Sharper Transformation Strong focus office early traction driving transformation governing execution with 17 and translating across revenue, 80/20 workstreams strategy into cost and investment launched and measurable results initiatives or
Slide 64: Accelerating Growth and Margin Uplift
Accelerating Growth and Margin Uplift Deploying Our 80/20 Mindset to Accelerate Profitable Growth and Drive Shareholder Value PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Resources to Leverage Our the Portfolio Strategic Verticals Multinational Footprint Higher margins driven by Higher structural growt
Slide 65: Revenue Growth Target
Revenue Growth Target Expecting Mid-Single Digit Organic CAGR (2025-2028E) Contribution to organic CAGR (basis points) 30-50 bps $5.0-5.2B 50-100 bps 350-400 bps $4.6B ~$4.4B 2025 Portfolio 2025 PF1 Market growth Strategic verticals Global platform 2028E Revenue optimization Revenue outgrowth expans
Slide 66: Margin Expansion Opportunity of ~500 bps
Margin Expansion Opportunity of ~500 bps Key Drivers of 2028E Adj. EBITDA Margin Target 50-100 bps 21-23% 100-150 bps 150-200 bps 100-150 bps 17.4% 2025 Market growth, Portfolio optimization Strategic verticals Global platform 2028E Adj. EBITDA margin net of investment outgrowth expansion Adj. EBITD
Slide 67: Automotive OE: Actions to Structurally Increase Margins
Automotive OE: Actions to Structurally Increase Margins Expected to Increase Engineered Bearings Segment Margins by ~150 bps1 20-21% Timeline and Impact 18.9% • Exiting ~$150M automotive OE business through 2028 (vs. 2025A) +150 bps ▪ Modest sales impact in 2026; ~$50M in 2027 • Pro forma adj. EBITD
Slide 68: Belts Exit: Significant Uplift to Industrial Motion Margins
Belts Exit: Significant Uplift to Industrial Motion Margins Expected to Increase Industrial Motion Segment Margins by >200 bps1 >21% Timeline and Impact 19% • Divestiture consistent with portfolio 80/20 mindset +200 • 2025 Belts revenue: ~$100M bps • Expected to be accretive to EPS in 2027 • Redeplo
Slide 69: Expecting Growth and Margin Expansion Across Segments
Expecting Growth and Margin Expansion Across Segments Total Sales Margins 2025 2028E 2025 Sales 2028E Sales CAGR Adj. EBITDA Adj. EBITDA Margin Margin Engineered Bearings ~$3.0B ~$3.2B ~2% ~19% 21% – 23% Industrial Motion ~$1.6B ~$1.9B ~7% ~19% 25% – 27% 1 Total Company ~$4.6B ~$5.0-5.2B ~4% ~17.4%
Slide 70: Increasing Free Cash Flow
Increasing Free Cash Flow Expecting ~$1.3B Over a 3-Year Period ~$1.3B 2026 – 2028 Targets • Assumes ~95% FCF to GAAP Net Income ~$1.1B • CapEx: ~3.5% of sales +$200M • Tax rate: ~26.5% • Positive drivers: Higher margins and 80/20 initiatives 2023-2025 2026E-2028E Free cash flow is defined as net ca
Slide 71: Disciplined Capital Deployment Framework
Disciplined Capital Deployment Framework Invest in Core Business Organic Growth, Margin Improvement, Innovation (R&D) CapEx Target: 3.5% of Sales Dividend 1 Pay Attractive Dividend Acquisitions Share Repurchase Strategic Fit and Financially Attractive Important Option of Returning Capital to Shareho
Slide 72: Capital Deployment Optionality
Capital Deployment Optionality Free Cash Flow and Earnings Growth Allow for Significant Capital Deployment ~$2.4B • Capital deployment optionality to be additive to 3-year financial targets ~$1.9B Targets do not include incremental M&A and share buybacks beyond offsetting dilution ~$1,600 M&A and •
Slide 73: Capital Deployment Optionality
Capital Deployment Optionality Free Cash Flow and Earnings Growth Allow for Significant Capital Deployment ~$2.4B Core Principles for Future Acquisitions Strategic Fit ~$1.9B • Timken is a natural owner • Alignment with the strategic verticals ~$1,600 M&A and Financially Attractive Share repurchases
Slide 74: Strong History of Returning Capital to Shareholders
Strong History of Returning Capital to Shareholders Nearly $2B Through Dividends and Share Buybacks Over the Last 10 Years Basic Shares Outstanding (Millions) Annual Dividend History 12 consecutive years of higher annual dividends 93.0 $1.39 $1.35 $1.30 $1.23 $1.19 $1.11 $1.12 $1.13 $1.07 $1.03 $1.0
Slide 75: Strong Investment-Grade-Rated Balance Sheet
Strong Investment-Grade-Rated Balance Sheet Net Leverage Capital Structure ($M) 2.5x 2.1x 12/31/25 2.0x 2.0x 1.5x-2.5x 1.9x 1.7x Cash $ 364 1.5x Total Debt 1,922 Net Debt $1,558 Adj. EBITDA (TTM) $ 796 Net Debt/Adj. EBITDA 2.0x 2021 2022 2023 2024 2025 Target Reaffirming Net Leverage Target Range of
Slide 76: Financial Targets Summary
Financial Targets Summary 2028 Targets Total Sales Adj. EBITDA Margin Adj. EPS Free Cash Flow in 2028 in 2028 in 2028 cumulative $5.0-5.2B 21-23% ~$8.50 ~$1.3B Mid-Single Digit +~500 bps1 >55% growth +$200M Organic growth CAGR vs. 2025A of 17.4% vs. 2025A of $5.33 vs. 2023-2025 total: ~$1.1B 1. At m
Slide 77: Closing Remarks
Closing Remarks Lucian Boldea President and Chief Executive Officer
Slide 78: 3 Strategic Pillars
3 Strategic Pillars Deploying Our 80/20 Mindset to Accelerate Profitable Growth and Drive Shareholder Value PILLAR 1 PILLAR 2 PILLAR 3 Optimize Focus Leverage the Resources to Our Portfolio Strategic Multinational Verticals Footprint 78
Slide 79: Why Timken
Why Timken A Proven Franchise Entering Its Next Value-Creation Chapter Strong Foundation Strategic Verticals Elevate to Committed to to Build On Aligned with Outperform Financial Targets Megatrends Leadership in mission-critical Automation & Robotics Pillar 1: Optimize the Portfolio 2028E motion sys
Slide 80: Q&A
Q&A
Slide 81: Thank you
Thank you TIMKEN
Slide 82: Appendix: GAAP Reconciliations
Appendix: GAAP Reconciliations 82
Slide 83: GAAP Reconciliation: Net Income & EPS
GAAP Reconciliation: Net Income & EPS Reconciliations of Adjusted Net Income to GAAP Net Income and Adjusted Earnings Per Share to GAAP Earnings Per Share: (Unaudited) The following reconciliation is provided as additional relevant information about the Company's performance deemed useful to investo
Slide 84: GAAP Reconciliation: 2021-2025 EBITDA, and EBITDA, After Adjustments to Net Income
GAAP Reconciliation: 2021-2025 EBITDA, and EBITDA, After Adjustments to Net Income Reconciliations of GAAP to Non-GAAP Measures: (Unaudited) The following reconciliation is provided as additional relevant information about the Company's performance deemed useful to investors. Management believes con
Slide 85: GAAP Reconciliation: Net Debt
GAAP Reconciliation: Net Debt Reconciliation of Total Debt to Net Debt, the Ratio of Net Debt to Capital, and the Ratio of Net Debt to Adjusted EBITDA: (Unaudited) These reconciliations are provided as additional relevant information about the Company's financial position deemed useful to investors.
Slide 86: GAAP Reconciliation: Consolidated Free Cash Flow
GAAP Reconciliation: Consolidated Free Cash Flow Reconciliation of Free Cash Flow to GAAP Net Cash Provided by Operating Activities: (Unaudited) The following reconciliation is provided as additional relevant information about the Company's 2023-2025 performance is deemed useful to investors. Manage
Slide 87: TIMKEN
TIMKEN