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The Timken Company investor presentation dated December 2019.
2019 Investor DayNote
2The following presentation is an updated version of the presentation given on December 12, 2019 during the
company’s investor day presentation in New York. The presentation has been updated to remove slides containing
2020 outlook. In addition, all 2019 estimates of financial performance included in the original presentation have
been replaced with 2019 actual results and total shareholder return has been updated as of December 31, 2019. No
other changes to the presentation have been made.
Except as required by the federal securities laws, the company undertakes no obligation to publicly update or revise
any forward looking statement contained in the following presentation, whether as a result of new information,
future events or otherwise, and has not done so since the date of the original presentation, except as specifically
described above.The Timken Company
Vice President, Finance and Chief Accounting OfficerToday’s Agenda
49:30 Welcome Shelly Chadwick
Advancing as a Global Industrial Leader Rich Kyle
Moving the World’s Industries Forward Chris Coughlin
11:00 Reconvene Shelly Chadwick
Continued Leadership in Engineered Bearings Andreas Roellgen
Expanded Offering with Power Transmission Hans Landin
A Strong Investment with Enduring Value Phil Fracassa
12:30 Networking Reception, Lunch and DepartureForward -Looking Statements Safe Harbor and Non -GAAP
Financial Information
5Certain statements in this presentation (including statements regarding the company's forecasts, beliefs, estimates and expec tations) that are not historical in
nature are "forward -looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. In particula r, the statements related to
Timken’s plans, outlook, future financial performance, targets, projected sales, cash flows, liquidity and expectations regar ding the future financial performance
of the company are forward -looking.
The Company cautions that actual results may differ materially from those projected or implied in forward -looking statements due to a variety of important
factors, including: the company's ability to respond to the changes in its end markets that could affect demand for the compa ny's products; unanticipated
changes in business relationships with customers or their purchases from the company; changes in the financial health of the company's customers, which may
have an impact on the company's revenues, earnings and impairment charges; fluctuations in material and energy costs; the imp actof changes to the
company’s accounting methods; weakness in global or regional economic conditions and capital markets; fluctuations in currenc y valuations; changes in the
expected costs associated with product warranty claims; the ability to achieve satisfactory operating results in the integrat ionof acquired companies, including
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