TKR · CIK 98362
What The Timken Company told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for TKR. More may follow as additional filings are processed.
In its own words
What could break it.
Commodity & input dependence
- SBQ (special-bar-quality) steel and bearing-quality tubingmedium
Bearing production depends on SBQ steel, whose availability/price tracks ferrous scrap, ore, alloy and energy costs; bearing-quality tubing supply is relatively limited, prompting mitigation steps.
“The availability and price of SBQ steel are subject to changes in supply and demand, commodity prices for ferrous scrap, ore, alloy, electricity, natural gas, transportation fuel, and labor costs.”
Regulatory & policy
- U.S. tariffs ($55M incremental COGS, Engineered Bearings)medium
Incremental tariff costs of $55 million raised Engineered Bearings cost of products sold in 2025 (with additional tariff costs in the Industrial Motion segment), pressuring segment EBITDA.
“Cost of products sold increased in 2025 compared to 2024 due to incremental tariff costs of $55 million, partially offset by favorable material and logistics costs of $24 million.”
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