惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

B
Blog RSS Feed
J
Java Code Geeks
H
Help Net Security
Google DeepMind News
Google DeepMind News
博客园 - 司徒正美
Microsoft Security Blog
Microsoft Security Blog
宝玉的分享
宝玉的分享
Stack Overflow Blog
Stack Overflow Blog
D
DataBreaches.Net
The GitHub Blog
The GitHub Blog
S
SegmentFault 最新的问题
U
Unit 42
博客园 - 三生石上(FineUI控件)
Last Week in AI
Last Week in AI
M
MIT News - Artificial intelligence
WordPress大学
WordPress大学
小众软件
小众软件
博客园 - 叶小钗
D
Docker
量子位
P
Proofpoint News Feed
博客园_首页
T
Tailwind CSS Blog
F
Fortinet All Blogs

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
The Timken Company (TKR) Analyst/Investor Day Transcript
2026-05-23 · via All Articles on Seeking Alpha

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