Price
$130.33-5.51%Social Signal Score
Analyst Ratings
24 analystsRevenue
$1.26B+91.80%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Lucian Boldea
- Sector
- Industrials
- Industry
- Manufacturing - Tools & Accessories
- Employees
- 19,000
- Beta
- 1.21
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 3.23
Financials
Revenue
$1.26B+91.8%Net Income
$28.90M-14.0%EBITDA
$141.30M+47.5%Free Cash Flow
$80.50M+98.8%EPS (diluted)
$0.41+57.7%Shares Outstanding (diluted)
70.09M-10.8%Operating Expenses
$205.90MCash & Debt
$399.10MReturn of Capital
$45.00MRevenue by Segment (annual)
$4.58BDividend per Share
$0.36Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $4.58B | $288.40M | $4.13 |
| 2024 | $4.57B | $352.70M | $5.02 |
| 2023 | $4.77B | $394.10M | $5.52 |
| 2022 | $4.50B | $407.40M | $5.54 |
| 2021 | $4.13B | $369.10M | $4.86 |
| 2020 | $3.51B | $284.50M | $3.78 |
| 2019 | $3.79B | $362.10M | $4.78 |
| 2018 | $3.58B | $302.80M | $3.93 |
| 2017 | $3.00B | $203.40M | $2.62 |
| 2016 | $2.67B | $140.80M | $1.94 |
| 2015 | $2.87B | $188.60M | $2.23 |
| 2014 | $3.08B | $170.80M | $1.84 |
| 2013 | $3.04B | $262.70M | $2.76 |
| 2012 | $3.36B | $495.50M | $5.11 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TKR's reported EPS growth of -1.6% a year over 13 years.
- EPS in 5 years
- $3.81
- Implied price
- $76.27
- Return from $122.44
- -9.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $37.92 — -69.0% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 14 | 17 | 20 | 23 | 26 |
|---|---|---|---|---|---|
| -11.6% | -23.9% | -20.9% | -18.3% | -16.0% | -13.9% |
| -6.6% | -19.6% | -16.4% | -13.7% | -11.2% | -9.0% |
| -1.6% | -15.3% | -11.9% | -9.0% | -6.5% | -4.1% |
| 3.4% | -11.0% | -7.5% | -4.4% | -1.7% | 0.7% |
| 8.4% | -6.7% | -3.0% | 0.2% | 3.1% | 5.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100+42.86%Social Signal Score
Mentions (13)
- Newszacks.com·6d ago·Neutral
Timken to Boost Industrial Motion Margins With Belts Business Sale TKR's belts business sale to Gates sharpens its focus on advanced motion technology and is expected to lift Industrial Motion margins.
View source ↗ - Newsprnewswire.com·7d ago·Neutral
Timken Releases 2025 CSR Report, Illustrating Commitment to Responsible, Sustainable Impact NORTH CANTON, Ohio, Sept. 29, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, today published its 2025 corporate social responsibility (CSR) report, demonstrating the company's progress in environmental sustainability, social impact and product innovation.
View source ↗ - Newsprnewswire.com·7d ago·Neutral
Timken Completes Sale of Belts Business to Gates Divestiture improves profitability and increases company focus on core areas of expertise NORTH CANTON, Ohio, Sept. 28, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, today announced the completion of the sale of its belts business assets to Gates Industrial Corporation Ltd.
View source ↗ - Newsprnewswire.com·7d ago·Neutral
Gates Completes Acquisition of the Belts Business from The Timken Company DENVER, Sept. 28, 2026 /PRNewswire/ -- Gates Industrial Corporation Ltd.
View source ↗ - News (RSS)seekingalpha·11d ago·Neutral
The Timken Company (TKR) Presents at 25th Annual Diversified Industrials & Services Conference - Slideshow
View source ↗ - Newsseekingalpha.com·19d ago·Positive
The Timken Company (TKR) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript The Timken Company (TKR) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newsseekingalpha.com·26d ago·Positive
The Timken Company (TKR) Presents at Jefferies Global Industrials Conference 2026 Transcript The Timken Company (TKR) Presents at Jefferies Global Industrials Conference 2026 Transcript
View source ↗ - Newszacks.com·32d ago·Neutral
Why Is Timken (TKR) Down 8.5% Since Last Earnings Report? Timken (TKR) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newsprnewswire.com·41d ago·Neutral
Timken to Participate in Upcoming Investor Conferences NORTH CANTON, Ohio, Aug. 26, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, will participate in three upcoming investor conferences. Michael A.
View source ↗ - PodcastAll In·52d ago·Positive
…-ringing concerns we talked about on this very podcast a year or two ago? Well, I do think what's important here is what's essentially happened is, like, Blackstone, TKR, these firms, Goldman Sachs, it would not have done this. They would have not have done that, CNBC, um, episode of Jensen. If they did not believe that Nvidia GPU compute was a financeable asset. And so it's really smart here is you're getting, you know, some of the smartest asset managers in the world, you know, who charged 220…
View source ↗ - News (RSS)seekingalpha·52d ago·Neutral
The Timken Company's Surge Isn't The End Of The Story
View source ↗ - Newsseekingalpha.com·53d ago·Neutral
The Timken Company's Surge Isn't The End Of The Story The Timken Company remains a soft "Buy" as management delivers on cost savings, operational improvements, and strategic expansion plans. TKR's Industrial Motion and Engineered Bearings segments drove H1 2026 revenue and EBITDA growth, with organic and acquisition-fueled gains. Management targets $5–$5.2 billion in revenue and a 21%–23% EBITDA margin by 2028, emphasizing regional expansion, portfolio optimization, and SKU harmonization.
View source ↗ - Newsmarketbeat.com·58d ago·Positive
Timken Q2 Earnings Call Highlights Timken NYSE: TKR reported higher second-quarter sales, margins and adjusted earnings, citing increased pricing, volume growth and stronger demand in several industrial end markets. The company also raised its full-year 2026 outlook, marking its second increase this year.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $1.47 per share
Typical surprise +7.4% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$1.83 vs $1.62beat
- Wed, May 6$1.67 vs $1.50beat
- Wed, Feb 4$1.14 vs $1.09beat
- Wed, Oct 29$1.37 vs $1.25beat
- Wed, Jul 30$1.42 vs $1.34beat
- Wed, Apr 30$1.40 vs $1.43miss
Estimates and results for TKR via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by TKR officers and directors.
- Bought
- —
- Sold
- $13.4m
0 trades
9 trades
- Kyle Richard Gsold
- Rajendra Ajita Gsold
- Kyle Richard Gsold
- Kyle Richard Gsold
- Timken John M Jrsold
- Discenza Michael Anthonysold
- Kyle Richard Gsold
- Kyle Richard Gsold
91 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (57d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (63d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Sep 18, 2024 (23d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (27d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (27d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 17, 2023 (49d later)Buy$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 17, 2023 (49d later)Buy$50,001 - $100,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.