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The Intel for industrial motion and power transmission.

The 3M for high-performance industrial bearings and power transmission.

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• Engineered Bearings: Timken designs and manufactures a broad portfolio of engineered bearings, including tapered, spherical, and cylindrical roller bearings, for diverse industrial applications.
• Mechanical Power Transmission Products: The company provides a comprehensive range of mechanical power transmission products such as gearboxes, chains, belts, couplings, and lubrication systems used in various industrial machinery.
• Industrial Services: Timken offers industrial services including bearing and power transmission repair, reconditioning, and engineering support to maximize equipment uptime and performance.

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Timken (NYSE: TKR) primarily sells its products and services to other companies (Business-to-Business or B2B) rather than directly to individuals. Its customer base is highly diversified across various industries globally, and the company does not typically disclose individual major customer names in its public filings, indicating that no single customer accounts for a significant portion of its revenue (e.g., 10% or more).

Based on Timken's public disclosures, its major customers are companies within the following categories:

• Original Equipment Manufacturers (OEMs) and Operators in Heavy Industry: This category includes companies that manufacture or operate large-scale industrial machinery and equipment across sectors such as mining, aggregates, cement, metals, paper, and energy (including wind, solar, oil & gas). These customers integrate Timken's engineered bearings and power transmission products into their equipment.
• Industrial Distributors: These are companies that act as intermediaries, purchasing Timken's products to resell to a vast network of other industrial customers for maintenance, repair, and overhaul (MRO) needs across a multitude of manufacturing and service sectors.
• OEMs and Operators in Specialized Mobility Sectors (Aerospace, Rail, and Off-Highway): This category encompasses companies that design, manufacture, and maintain equipment for aircraft, trains (locomotives, freight cars, passenger cars), and heavy-duty vehicles used in agriculture, construction, and defense applications.

As specific customer company names are not publicly disclosed by Timken, no corresponding stock symbols can be provided for these major customer categories.

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Lucian Boldea, President and Chief Executive Officer

Lucian Boldea was named President and Chief Executive Officer of The Timken Company. Prior to joining Timken, Boldea served as president and CEO of Honeywell Industrial Automation, a global business segment with over $10 billion in sales. He also led Honeywell Performance Materials and Technologies. Before his time at Honeywell, he was an executive vice president at Eastman Chemical Company, where he was responsible for scaling businesses, accelerating innovation, and implementing operational and financial discipline across global teams.

Michael A. Discenza, Vice President and Chief Financial Officer

Michael A. Discenza was appointed Vice President and Chief Financial Officer of The Timken Company in August 2025. A 25-year veteran of Timken, he previously served as vice president of finance and group controller for 10 years. Since joining the company in 2000, Discenza has held various financial and accounting leadership roles, including director of accounting, financial planning and analysis, and controller of multiple business segments. His experience also includes investor relations and advising the Board's audit committee.

Christopher A. Coughlin, Executive Vice President

Christopher A. Coughlin serves as executive vice president and is an officer of The Timken Company. He joined Timken in 1984 and has held positions of increasing responsibility across various business roles. Coughlin has been instrumental in diversifying the company's business through organic growth initiatives, product innovation, and strategic mergers and acquisitions. Most recently, he served as executive vice president and president of Industrial Motion, and prior to that, he led Timken's global engineered bearings business as executive vice president, group president. He also held management positions in Europe, including vice president of industrial equipment, process industries, and primary metals. Coughlin announced his planned retirement for the end of 2025 and continues to serve in an advisory role.

Andreas Roellgen, Executive Vice President and President, Engineered Bearings

Andreas Roellgen is executive vice president and president of Engineered Bearings and an officer of The Timken Company. Named to his current position in 2022, he is responsible for the leadership and profitable growth of Timken's global engineered bearings business, operating across 42 countries. Roellgen began his career at Timken in 1997 and has held various bearing business leadership roles, including vice president of Europe, Asia and Africa; managing director of Europe; and vice president of process industries. He is credited with significantly expanding Timken's market position in China and India and leading the company's development into a technical and commercial leader in renewable energy.

Timothy A. Graham, President, Industrial Motion

Timothy A. Graham is President of Industrial Motion at The Timken Company. (No detailed background information was available in the search results regarding founding/managing other companies, selling companies, or private equity involvement for Timothy A. Graham.)

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1. Global Economic Slowdown and Cyclical Industrial Demand: Timken is significantly exposed to the cyclical nature of the global industrial economy. A broad-based slowdown or recession can lead to reduced demand for its engineered bearings and industrial motion products, directly impacting revenue and organic sales.

2. Raw Material and Logistics Cost Volatility & Pricing Pressure: Fluctuations in the cost of raw materials, particularly steel, and increased logistics expenses can significantly pressure Timken's profit margins. The highly competitive and consolidated global bearing industry often limits the company's ability to fully pass on these increased costs through pricing adjustments.

3. International Operations, Geopolitical Risks, and Tariffs: As a global company, Timken faces risks associated with international trade disputes, tariffs, sanctions, and geopolitical instability. For example, the company has estimated a direct impact of approximately $25 million from tariffs for 2025. These factors can affect asset values, supply chains, and overall competitiveness.

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The rapid advancement and increasing adoption of additive manufacturing (3D printing) for complex metal components.

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The Timken Company (TKR) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

1. Strategic Acquisitions: Timken aims to expand its product lines, enter new markets, and enhance technological capabilities through strategic acquisitions. For instance, the 2023 acquisition of Nadella Group is anticipated to strengthen Timken's global leadership in linear motion products.

2. Product Innovation and Expansion into High-Growth Markets: The company consistently invests in research and development to introduce new and improved products and advanced manufacturing technologies. Timken is also focusing on expanding its presence in high-growth sectors such as renewable energy (particularly wind energy, including stabilization in Chinese wind orders), automation, and robotics.

3. Geographic Market Expansion: Timken plans to grow its footprint in emerging markets and deepen its reach in existing markets through targeted sales and distribution initiatives.

4. Effective Pricing Strategies: The company's ability to implement and sustain higher pricing across its segments is identified as a contributor to revenue growth and margin improvement.

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Share Repurchases

• Timken completed a multi-year share buyback program initiated in 2021, repurchasing 8,500,489 shares for a total of $617.37 million by late 2025.
• In 2023, the company returned $345 million to shareholders, which included the repurchase of 3.16 million shares of stock.
• In 2022, approximately $300 million was returned to shareholders through dividends and share repurchases, following $185.2 million returned in 2021, which included 1.25 million shares repurchased.

Share Issuance

• In October 2025, 4,184 shares of common stock were withheld to cover taxes on a previously reported deferred share award, indicating share issuance related to compensation.

Outbound Investments

• In 2023, Timken allocated $639 million for six strategic acquisitions, including Nadella, Des-Case, Rosa Sistemi, Lagersmit, American Roller Bearing, and IMECH, to expand and diversify its product portfolios.
• In 2024, Timken acquired CGI, Inc., a manufacturer of precision drive systems, enhancing its industrial motion product portfolio.
• Other acquisitions include Spinea and GGB Bearings in 2022, Intelligent Machine Solutions (iMS) in 2021, and Aurora Bearing Company assets in 2020.

Capital Expenditures

• Capital expenditures were approximately $188 million (or 4% of revenue) in 2023 and $148 million in 2021, focused on growth and improving business performance.
• For 2025, Timken expects capital expenditures to be in the range of 3.5% of sales.
• In late 2020, the company announced over $75 million in capital investments through early 2022 to enhance renewable energy capabilities, specifically expanding manufacturing facilities in China and Romania.