The Timken Company (TKR) Analyst/Investor Day May 20, 2026 9:00 AM EDT
Company Participants
Neil Frohnapple – Vice President of Investor Relations
Lucian Boldea – CEO, President & Director
John Szarka – Senior VP & Chief Technology Officer
Timothy Graham – Executive VP & President of Industrial Motion
Michael Discenza – Executive VP & CFO
Conference Call Participants
Bryan Blair – Oppenheimer & Co. Inc., Research Division
David Raso – Evercore ISI Institutional Equities, Research Division
Angel Castillo Malpica – Morgan Stanley, Research Division
Robert Wertheimer – Melius Research LLC
Tomohiko Sano – JPMorgan Chase & Co, Research Division
Timothy Thein – Raymond James & Associates, Inc., Research Division
Joseph Ritchie – Goldman Sachs Group, Inc., Research Division
Justin Bergner – Gabelli Funds, LLC
Steve Barger – KeyBanc Capital Markets Inc., Research Division
Presentation
Neil Frohnapple
Vice President of Investor Relations
Good morning, everyone. Welcome to the Timken Company’s 2026 Investor Day. My name is Neil Frohnapple, Vice President of Investor Relations for Timken. We’re excited to have many with us here in the room today in New York City, and we welcome those who are joining us virtually via webcast. We appreciate everyone taking the time to learn more about how Timken intends to elevate its performance.
Let’s start by taking a look at the agenda. This morning, you’ll hear from our President and CEO, Lucian Boldea, who will give you an overview of Timken’s strategic plan to accelerate profitable growth and structurally increase margins. Then our Chief Technology Officer, John Szarka will spend time discussing how Timken’s innovation and technology will support our growth in the next generation of motion systems. After John speaks, we’ll take a short break, and then our President of Industrial Motion, Tim Graham will take you through how we’re winning with customers and creating value as One Timken. Our final presentation today will be from Mike Discenza, Executive Vice President and CFO, as he shares more details
