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Timken Company (The) TKR

Industrials — Tools & Accessories
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
17.98
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 — — 4 — — 3 1 — 1 —
Insider Ownership
9.18%

Capital & Financial Ratios

Market Cap
8,100.00
Revenue
4,760.30
Net Income
283.30
Free Cash Flow
388.30
Net Debt
1,675.70
Current Ratio
3.10
Debt/Equity
0.62
P/E ratio
31.49
P/S ratio
1.71
P/B ratio
2.42
Past 5Y EPS Growth
1.15%
This Y EPS Growth
17.87%
Next Y EPS Growth
16.47%
Next 5Y EPS Growth
16.72%
in millions of $

Dividends

Payout Ratio
0.21
Annual Dividend Rate
1.32
Annual Dividend Yield
1.69%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 1.43
—
—
—
2025 1.39
—
—
—
—
2024 1.35
—
—
—
—
2023 1.30
—
—
—
—
2022 1.23
—
—
—
—
2021 1.19
—
—
—
—
2020 1.13
—
—
—
—
2019 1.12
—
—
—
—
2018 1.11
—
—
—
—
2017 1.07
—
—
—
—
2016 1.04
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 419.30 373.60 365.40 400.50
Receivables 816.20 805.40 827.00 996.90
Inventory 1,229.10 1,195.60 1,243.30 1,249.10
Other 128.80 102.80 119.40 143.30
2,634.90 2,516.90 2,600.80 2,842.50
2023 2024 2025 Q'26
Payables 367.20 321.70 353.20 371.10
ST’ Debt — — — 40.20
Other 478.60 461.40 498.60 489.70
1,471.30 820.50 922.10 918.30
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 1,231.30 1,260.90 — —
—
’25 1,140.30 1,173.40 1,157.10 1,111.00
4,581.80
’24 1,190.30 1,182.30 1,126.80 1,073.60
4,573.00
’23 1,262.80 1,272.30 1,142.70 1,091.20
4,769.00
’22 1,124.60 1,153.70 1,136.40 1,082.00
4,496.70
’21 1,025.40 1,062.90 1,037.30 1,007.30
4,132.90
’20 923.40 803.50 894.60 891.70
3,513.20
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 39.30 107.10 — —
—
’25 58.60 111.30 201.10 183.30
554.30
’24 49.30 124.60 123.20 178.60
475.70
’23 78.60 144.00 194.30 128.30
545.20
’22 (1.20) 78.30 145.20 241.50
463.80
’21 31.70 147.10 105.80 102.70
387.30
’20 56.20 247.40 153.60 120.40
577.60
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 0.50 80.80 — —
—
’25 25.30 78.30 161.80 145.20
410.60
’24 5.20 88.80 86.70 142.60
323.30
’23 36.90 94.70 150.40 77.20
359.20
’22 (35.50) 37.40 101.20 191.90
295.00
’21 2.30 116.00 62.70 58.60
239.60
’20 24.40 222.70 124.40 86.00
457.50
in millions of $

EPS

Mar Jun Sep Dec Year
’26 1.40 0.41 — —
—
’25 1.11 1.12 0.99 0.89
4.11
’24 1.46 1.36 1.16 1.01
4.99
’23 1.67 1.73 1.23 0.83
5.47
’22 1.56 1.42 1.18 1.32
5.48
’21 1.47 1.36 1.14 0.82
4.79
’20 1.06 0.82 1.16 0.69
3.72

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.8
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 50.85 65.71 70.00 56.20 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 76.33 95.08 94.71 89.21 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 19,000 19,000 19,000 19,000 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.24 0.25 0.24 0.24 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,496.70 4,769.00 4,573.00 4,581.80 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 29.62% 31.64% 31.50% 30.41% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 550.90 530.50 494.20 416.00 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.25% 11.12% 10.81% 9.08% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 417.00 408.00 375.30 317.30 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 164.00 201.30 221.80 230.10 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 61.09 66.81 65.14 65.67 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 5.54 5.52 5.02 4.13 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.30 7.64 6.78 7.95 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.29) (2.61) (2.17) (2.06) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.01 5.03 4.61 5.89 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 31.97 37.86 42.51 47.96 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 73.60 71.38 70.20 69.77 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.58 14.32 14.19 20.32 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.14 1.18 1.10 1.28 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.18 2.08 1.68 1.75 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.51 1.60 1.60 1.62 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.97 21.22 22.60 18.09 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 463.80 545.20 475.70 554.30 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (168.80) (186.00) (152.40) (143.70) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 295.00 359.20 323.30 410.60 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,491.60 1,163.60 1,696.40 1,678.70 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,987.20 1,790.30 2,049.70 1,883.10 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,646.50 1,371.00 1,676.10 1,517.70 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,352.90 2,702.40 2,984.10 3,345.70 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.45% 6.40% 5.45% 4.41% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.48% 10.08% 8.20% 6.95% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 17.22% 15.59% 12.40% 9.11% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Timken Company (TKR), a century-old leader in high-margin engineered bearings for autos, aerospace, and heavy industry, has demonstrated resilient growth post its 2020 steel spin-off, with revenue surging 78% from $2.67 billion in 2016 to $4.77 billion in 2023. Acquisitions like ABC Bearings and Imperial Brands’ power transmission unit fueled expansion and aftermarket dominance, boosting revenue per employee 32% and enabling efficient share buybacks. Despite a 2024 revenue dip to $4.57 billion amid industrial and auto headwinds, analysts forecast stabilization and acceleration to $4.73 billion by 2026, driven by aerospace tailwinds and rail recovery.

Profitability shines through expanding gross margins (26.5% to 31.6%), ROIC peaks at 10.1%, and strong free cash flow funding dividends and returns, underpinned by a fortress balance sheet with equity up 127% and manageable debt. Valuation multiples—PS ~1.1x, forward PE 18-21x—signal opportunity relative to projected EPS growth to $5.93 in 2026, though recent insider selling over $5 million raises a caution flag amid cyclical risks.

Wall Street targets imply flat to 21% upside, positioning Timken as a defensive enabler in reshoring trends and capex cycles—poised for reacceleration if margins repair and macro thaws. Dive deeper for the full breakdown on this undervalued industrial spinner.

Read full commentary →

Timken Company (The) (TKR) Latest News

News by impact score

Fine-tune

17 Sep

3 , 3:12 AM
Timken reports a profit plunge that obscures underlying business momentum and operational strength. Profit decline signals short-term earnings pressure while momentum points to limited but noticeable effects on performance outlook.

11 Aug

3 transcript www.fool.com, 1:14 PM
Timken (TKR) held its Q2 2026 earnings call, covering quarterly financial results, operations, and forward outlook. Quarterly earnings calls deliver financial results and guidance that can shift near-term investor views but rarely redefine long-term strategy.

10 Aug

3 , 5:10 AM
Timken (TKR) stock fell 8.1% after the company raised its 2026 outlook and reshaped its leadership team. Outlook raise and leadership changes point to strategic adjustments with moderate effects on operations and sentiment.

3 , 3:10 AM
Timken (TKR) draws investor focus after posting stronger-than-expected orders in industrial bearings and announcing efficiency measures that support margin expansion. Operational gains and order momentum can lift near-term results and sentiment but remain incremental rather than transformative.

9 Aug

3 www.marketbeat.com, 6:03 AM
Timken Q2 earnings call highlights company financial results, operational updates and forward outlook for the period. Q2 earnings highlights typically offer moderate insight into financials and outlook without indicating major strategic shifts.

4 Aug

4 transcript , 7:01 PM
Timken reported record Industrial Motion sales during its Q2 2026 earnings call. Record Industrial Motion sales indicate strong segment performance likely to lift future revenue and investor outlook.

4 investorshub.advfn.com, 9:57 AM
Timken beat second-quarter expectations and raised its full-year outlook. Earnings beat plus raised annual guidance signals stronger financial results ahead.

3 transcript app.moby.co, 8:33 PM
Timken Company held Q2 2026 earnings call to review financial results and business outlook. Quarterly earnings updates typically produce moderate effects on near-term stock movement and sentiment.

3 , 10:30 AM
Timken (TKR) released Q2 earnings results with details on key metrics. Q2 earnings data can moderately influence financial performance views and investor sentiment.

3 , 8:05 AM
Timken (TKR) Q2 earnings and revenues surpassed estimates. Q2 earnings beat signals stronger financial results likely to lift near-term stock performance.

3 , 7:18 AM
Timken posted better-than-expected sales for Q2 CY2026. Quarterly sales beat signals moderate positive effect on near-term performance and sentiment.

3 , 6:51 AM
Timken Company released second-quarter 2026 financial results. Quarterly results directly shape near-term valuation and investor sentiment.

3 Aug

3 , 5:25 AM
Timken (TKR) is scheduled to report earnings tomorrow. Earnings release can move stock price through updated financial results and guidance.

2 Jul

3 , 1:00 PM
Timken reported Q1 earnings. Analysis weighs whether to buy, sell or hold TKR shares based on results and outlook. Q1 earnings release can moderately shift near-term sentiment and valuation for TKR.

5 Jun

3 MT Newswires, 10:47 AM
Oppenheimer states Timken's 80/20 strategy underpins medium-term earnings growth and margin expansion. Analyst view on existing strategy signals possible earnings and margin gains with limited overall trajectory shift.

20 May

4 PR Newswire, 4:15 PM
Timken outlined its corporate strategy and set financial targets for 2028 at its Investor Day event. Strategy details plus 2028 targets at Investor Day mark major moves that can materially shift company trajectory and investor sentiment.

17 May

4 , 7:08 PM
Timken upgraded 2026 guidance and raised capital returns to shareholders, potentially shifting the prior bull case for the stock. Upgraded multi-year guidance combined with higher capital returns signals materially stronger earnings trajectory and shareholder distributions.

16 May

3 StockStory, 2:52 AM
Timken's Q1 earnings call drew analyst questions centered on industrial demand trends, margin expansion initiatives, acquisition integration progress, aerospace and rail market recoveries, and pricing power amid supply chain pressures. Analyst questions spotlight demand variability and efficiency gains that can moderately shape near-term financials and positioning without triggering major strategic shifts.

9 May

3 Simply Wall St., 9:07 AM
Timken Company reported a 5.9% revenue beat in its latest earnings, exceeding expectations and prompting analysts to revise their outlooks on the company's performance and future prospects. Revenue beat of 5.9% indicates stronger financial results, influencing investor sentiment and short-term performance without fundamentally changing long-term trajectory.

6 May

4 app.moby.co, 4:57 PM
The Timken Company released its Q1 2026 earnings call summary, highlighting financial results, operational updates, and forward guidance. Quarterly earnings summaries like Timken's Q1 2026 reveal financial performance and guidance that significantly sway investor sentiment and stock trajectory.

4 www.cantonrep.com, 2:41 PM
Timken Co. reports positive first quarter results for 2026, described as an 'excellent start.' Positive Q1 2026 earnings signal strong operational performance, likely boosting investor sentiment and stock trajectory.

4 transcript www.fool.com, 1:24 PM
Timken (TKR) reported Q1 2026 earnings with sales of $1.15 billion, down 9% year-over-year; adjusted EPS of $1.23; lowered full-year sales guidance to $4.45-$4.55 billion and EPS to $5.20-$5.60 due to industrial market weakness, while maintaining Railway margins and advancing Engineered Bearings growth. Q1 earnings miss and lowered full-year guidance signal significant pressure on revenue and profitability from industrial slowdowns.

4 Zacks, 8:05 AM
Timken (TKR) surpassed Q1 earnings and revenue estimates. Exceeding Q1 earnings and revenue estimates boosts financial performance and investor sentiment significantly.

4 StockStory, 6:59 AM
Timken (NYSE:TKR) reported strong Q1 CY2026 results, beating analyst expectations. Beating Q1 expectations indicates robust financial performance and enhances investor sentiment for future growth.

4 PR Newswire, 6:51 AM
Timken Company reported first-quarter 2026 results, detailing financial performance for the period. Quarterly earnings releases significantly affect financial metrics, stock valuation, and investor expectations.

1 May

4 www.cantonrep.com, 2:05 PM
Timken Co. is selling its belts business to Gates Industrial. Divestiture of the belts business represents a major strategic move to streamline operations and focus on core bearings and power transmission segments.

4 PR Newswire, 7:52 AM
Timken Company to sell its belts business to Gates, streamlining operations by divesting a non-core segment. Divestiture of belts business refocuses Timken on core bearings and power transmission, enhancing strategic positioning and efficiency.

4 PR Newswire, 7:45 AM
Gates Corporation plans to acquire Timken's power transmission business to expand its North American operations. Gates' acquisition of Timken's power transmission business marks a major strategic divestiture altering Timken's portfolio and competitive focus.

3 Zacks, 12:10 PM
Timken (TKR) faces pressure to extend its streak of positive earnings surprises ahead of the next quarterly report, with analysts highlighting strong industrial demand, cost controls, and bearish Zacks Rank signaling potential challenges. Focus on earnings surprise streak directly ties to financial performance expectations and short-term market sentiment.

29 Apr

3 Zacks, 10:00 AM
Timken (TKR) earnings are expected to grow, prompting analysis on whether to buy the stock amid positive projections. Expected earnings growth signals moderately noticeable positive influence on financial performance and investor sentiment.
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