TIMKEN (TKR)

Sector: Industrials

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2026 Annual Meeting Analysis

TIMKEN · Meeting: May 8, 2026

Policy v1.2medium confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

12

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of 12 Directors to serve for a term of one year

12 FOR
✓ FOR
Lucian Boldea

New CEO appointed September 2025, joined the board in 2025 — well within the 24-month exemption from the TSR performance trigger, and brings relevant industrial and operational leadership experience.

✓ FOR
Maria A. Crowe

Long-tenured independent director with relevant manufacturing and procurement expertise; Timken's 3-year TSR of +28.7% is in the strong-positive band and the -49.3pp gap versus XLI does not breach the 65pp ETF fallback threshold, so no TSR trigger fires.

✓ FOR
Elizabeth A. Harrell

Independent director with relevant aerospace and supply chain experience; holds no other public company board seats; TSR trigger does not fire under ETF fallback thresholds.

✓ FOR
Richard G. Kyle

Former CEO and interim CEO with deep company knowledge; holds 2 outside public board seats (Sonoco Products and Sotera Health), which is at the policy limit for a non-executive director but does not exceed it; TSR trigger does not fire.

✓ FOR
Sarah C. Lauber

Independent director with strong CFO and financial expertise; incoming Audit Committee Chair; joined in 2021 and no policy flags apply.

✓ FOR
Todd M. Leombruno

Independent director with relevant CFO experience at Parker Hannifin; joined in 2024, well within the 24-month new-director exemption from the TSR trigger.

✓ FOR
Christopher L. Mapes

Independent director with extensive industrial manufacturing CEO experience; holds 3 outside public board seats (A.O. Smith, Nordson, RPM), which is at the upper edge of typical practice but does not reach the 4-board overboarding threshold; no other flags.

✓ FOR
Ajita G. Rajendra

Independent director with relevant industrial CEO and international business experience; Compensation Committee Chair; holds 1 outside board seat; no policy flags.

✓ FOR
Kimberly K. Ryan

Independent director who joined in January 2025, well within the 24-month new-director exemption; brings recent public manufacturing company CEO experience.

✓ FOR
Frank C. Sullivan

Independent director who is a sitting public company CEO (RPM International) with 1 outside board seat (Timken), which is within the 1-outside-board limit for sitting CEOs under the policy; long tenure brings strategic and financial expertise.

✓ FOR
John M. Timken, Jr.

Board-designated independent Chairman and significant long-term shareholder; the board has determined his family relationship with Ward J. Timken, Jr. does not impair independence; no overboarding or other policy flags.

✓ FOR
Ward J. Timken, Jr.

Board-designated independent director with deep company knowledge and industry experience; holds no other public company board seats; no overboarding or other policy flags.

All 12 director nominees pass policy screens: Timken's 3-year price return of +28.7% is in the strong-positive band and the -49.3pp gap versus the XLI ETF fallback does not breach the 65pp trigger threshold, so no TSR-based votes against are warranted. No director exceeds the overboarding limit, no non-independent directors sit on audit or compensation committees, attendance is not flagged, and the board discloses a skills matrix. FOR recommended on the full slate.

Say on Pay

✓ FOR

CEO

Lucian Boldea

Total Comp

$15,045,651

Prior Support

83%%

CEO Lucian Boldea's reported 2025 total compensation of approximately $15 million is elevated relative to a typical industrial-sector CEO at this market cap band, but a significant portion reflects one-time sign-on equity and cash awards designed to replace compensation forfeited when he left his prior employer mid-year — the proxy provides a clear and specific rationale for this structure. The company's incentive plan is well-structured with meaningful performance conditions: short-term bonuses paid out at 81.8% of target (below target, reflecting real business softness) and long-term performance awards for the 2023–2025 cycle paid out at 94.4% of target, both demonstrating that pay moves in line with results rather than paying out regardless of outcomes. Prior say-on-pay support was 83%, above the 70% threshold that would trigger a no vote, and the program includes a robust clawback policy, strong stock ownership requirements, and at least 87% variable pay for the CEO — all consistent with best practices.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

Ernst & Young LLP is a Big 4 firm appropriate for a company of Timken's size and complexity. The proxy filing does not explicitly disclose auditor tenure or the detailed fee breakdown table in the text provided, so the tenure trigger (requiring confirmed data of 25+ years) cannot fire and the non-audit fee ratio trigger cannot be evaluated — per policy, absent confirmed data both default to FOR. No material restatements are disclosed.

Stockholder Proposals

1 proposal submitted by shareholders

Proposal 4

Shareholder Proposal – Give Shareholders an Improved Ability to Call for a Special Shareholder Meeting

✓ FOR
Filed by:John CheveddenIndividual ActivistGovernance
Board recommends: AGAINST
John Chevedden is a recognized individual governance activist with a strong track record of governance-focused proposalsLowering the special meeting threshold from 25% to 10% is a mainstream governance improvement supported by major institutional investorsComparable proposals received 51–72% support at other companies in 2024Company's existing 25% threshold is more restrictive than the 10% standard increasingly adopted across the S&P 500No minimum ownership holding period requirement proposed — addresses the company's concern about discriminatory conditions

John Chevedden is a well-known individual governance activist whose proposals focus on shareholder rights, not political or ideological agendas, so this proposal deserves evaluation on its merits. Reducing the threshold to call a special meeting from 25% to 10% is a mainstream governance improvement that makes it easier for shareholders to act between annual meetings — 10% is the standard at a growing number of large companies, and similar proposals received majority support (51–72%) at comparable firms in 2024. While Timken argues its 25% threshold is adequate and has defeated this proposal three times before, the broader market trend strongly favors lower thresholds, the proposal includes no discriminatory holding-period requirements, and giving shareholders a more accessible path to call special meetings is a straightforward way to keep the board accountable without imposing meaningful cost or disruption given how rarely such meetings are actually called.

Overall Assessment

The 2026 Timken annual meeting presents a largely clean ballot: all 12 director nominees pass policy screens, the say-on-pay program is well-structured with meaningful performance linkage and prior support above the warning threshold, and the Ernst & Young auditor ratification raises no flags. The only contested item is a governance proposal from John Chevedden to lower the special meeting threshold from 25% to 10%, which this analysis supports as a mainstream shareholder rights improvement consistent with broader market trends.

Filing date: March 17, 2026·Policy v1.2·medium confidence