Investor Day
On Wednesday, May 20, 2026, The Timken Company hosted an Investor Day in New York City. Lucian Boldea, president and CEO, and other members of Timken's executive team detailed the company's 2028 financial targets and Elevate to Outperform strategy to accelerate profitable growth, structurally increase margins, and drive value for shareholders.
Elevate to Outperform: Three Strategic Pillars
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Financial Targets Summary 2028 Targets
$5.0-5.2B
Mid-Single Digit
Organic growth CAGR
21-23%
+~500 bps1
vs. 2025A of 17.4%
~$8.50
>55% growth
vs. 2025A of $5.33
~$1.3B
+$200Mvs 2023-2025 total: ~$1.1B
Speakers
Speakers
Lucian Boldea
President and Chief Executive Officer
Mike Discenza
EVP and Chief Financial Officer
Tim Graham
EVP and President of Industrial Motion
John Szarka
SVP and Chief Technology Officer
Presentations
Presentations
Welcome & Opening Remarks
Neil Frohnapple
Vice President, Investor Relations
Strategy & Vision
Lucian Boldea
President and Chief Executive Officer
Technology Growth Multiplier
John Szarka
SVP and Chief Technology Officer
One Timken In Action
Tim Graham
EVP and Present of Industrial Motion
Financials Goals and Outlook
Mike Discenza
EVP and Chief Financial Officer
Closing Remarks
Lucian Boldea
President and Chief Executive Officer
Contact Us
Contact
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Investor Relations Contact
Neil Frohnapple
Vice President of Investor Relations
Mail Code: WHQ-03
The Timken Company
4500 Mount Pleasant Street NW
North Canton, OH 44720
Email: investors@timken.com
Transfer Agent
EQ Shareowner Services
P.O. Box 64874
St. Paul MN 55164-0874
Telephone: 800-401-1957
Outside US: 651-450-4064
shareowneronline.com
Shareholder Contact
Shareholder Services
Mail Code: WHQ-03
The Timken Company
4500 Mount Pleasant Street NW
North Canton, OH 44720
Phone: (234) 262-4204
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