The Timken Company http://www.alacrastore.com/company-snapshot/The_Timken_Company-1016675 Friday, January 09, 2009 6:20:53 AM 1016675 The Timken Company en AlacraStore RSS Builder 1.0 30 http://www.alacrastore.com/storecontent/spcred/683369spcred/683369normThe latest Full Report from S&Pglobal11/14/2008 10:33:38 AM400Full Report683369United StatesIndustrial MachineryUnited StatesGlobal IssuersFinancial InstitutionsCorporationsCapital GoodsFull ReportLeading market positions; Meaningful barriers to entry; Strong market conditions in industrial and some steel market segments; and Moderate financial policies. Industry cyclicality and intense pricing pressure; Challenges in the automotive segment and in overall profitability; and Moderately high financial leverage due in part to acquisitions. The low investment-grade ratings on Timken Co. reflect the company's satisfactory business risk profile, which is based on the company's leading positions in the tapered roller bearing, needle bearing, and specialty steel markets. Partially offsetting these strengths are challenges the company faces in restructuring certain business lines and improving profitability; intense pricing pressures; and fixed-capital intensiveness. Standard&Poor's Ratings Services' rating assessment also incorporates Timken's generally moderate financial policies, its meaningful underfunded pensionUSA88739L88738T88739E88739F88738920106020 201060 2010 20Timken Co.106037USATKRFULLGLOBISSFICORPCapitalCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/683371spcred/683371normThe latest Summary from S&Pglobal11/14/2008 10:33:38 AM175Summary683371United StatesIndustrial MachineryUnited StatesGlobal IssuersFinancial InstitutionsCorporationsCapital GoodsSummaryThe low investment-grade ratings on Timken Co. reflect the company's satisfactory business risk profile, which is based on the company's leading positions in the tapered roller bearing, needle bearing, and specialty steel markets. Partially offsetting these strengths are challenges the company faces in restructuring certain business lines and improving profitability; intense pricing pressures; and fixed-capital intensiveness. Standard&Poor's Ratings Services' rating assessment also incorporates Timken's generally moderate financial policies, its meaningful underfunded pension and other postretirement employee benefit (OPEB) obligations. Canton, Ohio-based Timken competes in a large number of niche markets that are collectively valued at an estimated $30 billion. The markets are largely mature, cyclical, fixed-capital-intensive, and subject to intense pricing pressures. Key end markets have mixed outlooks.USA88739L88738T88739E88739F88738920106020 201060 2010 20Timken Co.106037USATKRSUMMARYGLOBISSFICORPCapitalCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/bir/308619bir/308619normTimken Co.The Timken CompanyPueblo Airmotive Inc.Torrington CompanyKilian Manufacturing Corp.United StatesManufacturing: Tapered roller bearings and quality alloy steel.35623312334135683329913311113314923336132417ILTKR11/12/2008 6:17:26 AM308619Company Profiles & FinancialsGale Company ProfilesUS - Timken Co acquired EXTEX Ltd, a manufacturer of replacement engine for the aerospace market.11/5/2008 1:36:54 PM88738930463V88738930463VTimken CoEXTEX LtdTimken CoEXTEX Ltdhttp://www.alacrastore.com/storecontent/Thomson_M%26A/Timken_Co_acquires_EXTEX_Ltd-2024855020sdc/20248550202024855020Copyright © 2008, Thomson Financial, All Rights ReservedNew YorkMachineryUnited StatesBall and roller bearings3562OHOhioPublicTKR3312:Steel works, blast furnaces, and rolling mills3316:Cold-rolled steel sheet, strip and bars3317:Steel pipe and tubes3562:Ball and roller bearings5085:Industrial supplies3312:Steel works, blast furnaces, and rolling mills3316:Cold-rolled steel sheet, strip and bars3317:Steel pipe and tubes3562:Ball and roller bearings5085:Industrial suppliesJones DayAerospace and AircraftUnited StatesAircraft engines and engine parts3724AZArizonaPrivate5996001Mnfr,whl bearings,carbon,steelMnfr replacemment engineUnspecifiedAssets1050083001Nov 5 20080.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000001.000002.000003.000004.000005.000006.000007.00000Timken Co, located in Canton,Ohio, manufactures andwholesales anti-friction andhighly engineered bearings,carbon, specialty steel alloybars and tubes. The companywas founded in 1899.Timken Co, located in Canton, Ohio, manufactures andwholesales anti-friction and highly engineered bearings,carbon, specialty steel alloy bars and tubes. The companywas founded in 1899.Timken Co, located in Canton, Ohio, manufactures and wholesales anti-friction and highly engineered bearings, carbon, specialty steel alloy bars and tubes. The company was founded in 1899.1.000002.000003.000004.00000EXTEX Ltd, Gilbert, Arizona,manufactures replacementengine for the aerospacemarket.EXTEX Ltd, Gilbert, Arizona, manufactures replacement enginefor the aerospace market.EXTEX Ltd, Gilbert, Arizona, manufactures replacement engine for the aerospace market.0.000000.000000.000000.00000N03 Nov 08Mon, 03 Nov 2008 00:00:00 ESTDate Announced: 11/03/200803 Nov 08Date Effective: 11/03/200803 Nov 08Acq. of AssetsFriendly0.000000.000000.000000.000000.000000.00000Price/Share0.0000000.000000.0000000.00000100.00000100.000000.000000.000000.0000000.00000N0.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.00000100.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000001.000002.000003.000004.00000US - Timken Co acquired EXTEXLtd, a manufacturer ofreplacement engine for theaerospace market.US - Timken Co acquired EXTEX Ltd, a manufacturer of replacement engine for the aerospace market.US - Timken Co acquired EXTEX Ltd, a manufacturer of replacement engine for the aerospacemarket.US - Timken Co acquired EXTEX Ltd, a manufacturer of replacement engine for the aerospace market.US - Timken Co acquired EXTEX Ltd, a manufacturer of replacement engine for the aerospace market.Completed0.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.00000Status:Completed-999.00000np0.00000-999.00000np0.000000.000000.000000.000000.000000.000000.000000.000000.000000.000000.000003724:Aircraft engines and engine parts5996001New YorkUnited States3562OhioPublicTKR3724:Aircraft engines and engine parts1050083001United States3724ArizonaPrivate0.000000.000000.000000.00000Deal InformationTF Mergers & Acquisitionshttp://www.alacrastore.com/storecontent/ccbn/B1733604ccbn/B1733604norm...It is important to appreciate how the timing of raw material pricing and recovery of costs from customers can create significant swings between '#Q' and '#Q'. ... 10/24/2008 12:08:00 PMThe Timken Company54.0000EditedThe Timken Company Q3 2008 Earnings Conference Call SummaryTKR9:00am ETBriefB1733604Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/T1733604ccbn/T1733604norm...Good morning, Ladies and Gentlemen. My name is Tina and I'll be your conference operator today. At this time, I would like to welcome everyone to the Timken's third quarter earnings release conference call. (OPERATOR INSTRUCTIONS). After the speakers' remarks there will be a question-and-answer session. (OPERATOR INSTRUCTIONS). Thank you. Mr. Tschiegg, you may begin your conference. ... 10/24/2008 10:08:00 AMThe Timken Company54.0000FinalThe Timken Company Q3 2008 Earnings Conference Call TranscriptTKR9:00am ETTranscriptT1733604Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/moodys/PR_163330_751065moodys/PR_163330_751065htmlGlobal Credit Research Rating Action ## SEP #### Rating Action: Timken Company (The) Moody's upgrades The Timken Co. to Baa#; stable outlook Approximately $### million of debt securities affected New York, September ##, #### -- Moody's...9/20/2008 12:27:54 PMhtmlTimken Company (The)Timken Company (The)751065150.0000NewsRating ActionPR_163330_751065Credit & Investment ResearchMoody's Global Credit Researchhttp://www.alacrastore.com/storecontent/ccbn/T1939613ccbn/T1939613norm... - Longbow Research - AnalystWe're going to get started here to keep things on schedule and people moving around. As I said earlier today, there are a lot of stocks on sale in this market, (inaudible) industrial sector, not a lot of bargains. And I said our goal was to try to present to you companies that we think have terrific longer-term outlooks without getting hung up into trying to figure out the next couple of months and the next couple of quarters. We're pleased to have with us the management of Timken -- Jim Griffith, President; Glenn Eisenberg, Executive VP Finance and Administration; Steve Tschiegg who is the IR person. And hopefully we'll get some insight to why the industrial sector is lean, mean and will continue to do well for the next several years. Jim, it's all yours. ... 9/11/2008 11:04:00 AMThe Timken Company54.0000FinalThe Timken Company at Longbow Research Industrial Products Investor Conference TranscriptTKR8:45am ETTranscriptT1939613Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/B1733595ccbn/B1733595norm...Co. reported #Q## sales of $#.#b and income from continuing operations (excluding special items) of $##.#m. For #Q##, fully diluted EPS from continuing operations was $#.## and diluted EPS from continuing operations (excluding special items) was $#.##. Expects #### EPS excluding special items to be $#.##-#.## and #Q## EPS excluding special items to be $#.##-#.##. ... 7/30/2008 1:06:00 PMThe Timken Company54.0000EditedThe Timken Company Q2 2008 Earnings Conference Call SummaryTKR11:00am ETBriefB1733595Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/T1733595ccbn/T1733595norm...Good morning. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Timken's second quarter earnings release conference call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. (OPERATOR INSTRUCTIONS) Thank you. Mr. Tschiegg, you may begin your conference. ... 7/30/2008 1:06:00 PMThe Timken Company54.0000FinalThe Timken Company Q2 2008 Earnings Conference Call TranscriptTKR11:00am ETTranscriptT1733595Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/spcred/648749spcred/648749normThe latest Summary from S&Pglobal5/16/2008 1:10:42 PM175Summary648749United StatesIndustrial MachineryUnited StatesGlobal IssuersFinancial InstitutionsCorporationsCapital GoodsSummaryThe low investment-grade ratings on Timken Co. reflect the company's satisfactory business risk profile, which is based on the company's leading positions in the tapered roller bearing, needle bearing, and specialty steel markets. Partially offsetting these strengths are challenges in restructuring certain business lines and improving profitability; intense pricing pressures; and meaningful fixed-capital intensiveness. Standard&Poor's Ratings Services' rating assessment also incorporates Timken's generally moderate financial policies, its meaningful underfunded pension liabilities, and other postretirement employee benefit obligations. Canton, Ohio-based Timken competes in a large number of niche markets that are collectively valued at an estimated $30 billion. The markets are largely mature, cyclical, fixed-capital-intensive, and subject to intense pricing pressures. Key end markets have mixed outlooks. In Timken'sUSA88739L88738T88739E88739F88738920106020 201060 2010 20Timken Co.106037USATKRSUMMARYGLOBISSFICORPCapitalCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/ccbn/T1835268ccbn/T1835268norm...Welcome to the afternoon session and with us I have management of Timken. We have Jim Griffith, the Company's CEO and Glenn Eisenberg, the Company's CFO, and Steve Tschiegg, the Company's IR. And before I start I will tell to Jim that he was right and I was wrong. This goes back to a conversation we had about the performance of the industrial business. Timken is a company -- it's really a tale of two companies. There was an automotive exposure with which the Company sort of struggled and then there's an industrial company, which has performed extremely well in the last quarter, justifying a lot of the effort that was put in expanding capacity there. And top of it, auto did quite a bit better than I expected in the quarter as well. So with that, I will let Jim and Glenn, probably Jim, discuss the Company's outlook and the strategy for going forward. Thank you.... 5/9/2008 11:05:00 AMThe Timken Company54.0000FinalTimken Company to Present at Merrill Lynch 10th Annual Global Industries Conference TranscriptTKR1:30pm UKTTranscriptT1835268Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/B1733586ccbn/B1733586norm...TKR reported #Q## sales of $#.#b, income from continuing operations, excluding the impact of special items of $##.#m, fully diluted EPS from continuing operation of $#.##, and diluted EPS from continuing operations, excluding the impact of special items of $#.##. Co. expects #### diluted EPS, excluding special items to be $#.##-#.## and #Q## EPS, excluding special items to be $#.##-#.##. ... 4/30/2008 2:05:00 PMThe Timken Company54.0000EditedQ1 2008 The Timken Company Earnings Conference Call SummaryTKR11:00am ETBriefB1733586Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/T1733586ccbn/T1733586norm...Good morning. My name is Christie, and I will be your conference operator today. At this time, I would like to welcome everyone to Timken's first quarter earnings release conference call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question-and-answer session. (OPERATOR INSTRUCTIONS) Thank you. Mr. Tschiegg, you may begin your conference. ... 4/30/2008 2:05:00 PMThe Timken Company54.0000FinalQ1 2008 The Timken Company Earnings Conference Call TranscriptTKR11:00am ETTranscriptT1733586Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/T1776981ccbn/T1776981norm... - Timken Company - PresidentCEOThanks, Dave, and good morning. It is good to be here with you. Just as a word of explanation, this'll be a test flight of the new investor presentation. We had a Analyst Day in Canton about two weeks ago talking about the new segmentation of the company and the change in strategy. And this is a first fly of that in a public forum, so we hope that you'll -- if you have questions that don't come out in the presentation, you'll ask them so that this comes across clearly in terms of the direction we are taking in the market and the potential that has for improved shareholder performance for the company. Obviously, in that sense, it's all covered by the Safe Harbor laws. This is the slide we have traditionally used to describe Timken, and is it a great snapshot of the company. We are a $# billion company, a leader in the markets in which we compete, and with a long and very proud tradition of performance in the market. But, as a snapshot, it misses the velocity... 3/5/2008 5:06:00 PMThe Timken Company54.0000FinalThe Timken Company at Citigroup Industrial Manufacturing Conference TranscriptTKR8:45am ETTranscriptT1776981Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/T1724662ccbn/T1724662norm...Today, you will hear comments from our senior management team and see Timken's results under this new segmentation. In reviewing our financial results, we have excluded special items, such as the benefits we have received under CDO or dumping payments, gains or losses on the sale of assets and restructuring charges. In addition, we sold Latrobe Steel at the end of #### and have excluded its sales and earnings, which we are treating as discontinued operations. Reconciliations between GAAP and non-GAAP financial information are included in the appendix at the end of the presentation. Each of our senior executives will be walking you through detailed presentations this morning. As such, our format is to open up discussions with a panel Q&A session at the end with those of you in attendance, and I kindly ask you hold any questions that you might have until then. As you can see, we have a full agenda this morning, spanning a review of the Company's strategy, the Bearings & Power Transmission... 2/21/2008 11:06:00 AMThe Timken Company54.0000FinalTimken Analyst Day TranscriptTKR9:00am ETTranscriptT1724662Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/B1744920ccbn/B1744920normQ# #### The Timken Company Earnings Conference Call1/31/2008 3:06:00 PMThe Timken Company54.0000EditedQ4 2007 The Timken Company Earnings Conference Call SummaryTKR11:00am ETBriefB1744920Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/ccbn/T1744920ccbn/T1744920normQ# #### The Timken Company Earnings Conference Call1/31/2008 1:06:00 PMThe Timken Company54.0000FinalQ4 2007 The Timken Company Earnings Conference Call TranscriptTKR11:00am ETTranscriptT1744920Credit & Investment ResearchThomson StreetEventshttp://www.alacrastore.com/storecontent/srp/26968srp/26968norm...Address:#### Dueber Avenue, S.W., Canton, Ohio #####-#### Incorporated:OhioWeb Site: www.timken.comSIC Classification: Ball and Roller Bearings (####) Business Description: The Timken Company is a leading global manufacturer of highly engineered bearings, alloy and specialty steel and related components. Indices:Fortune ### (####), Russell ####, Russell ####, S&P ### ... 26968887389104TKR10/6/2006 12:16:00 PM26968Credit & Investment ResearchSharkRepellent.net