The Timken Company logo

The Timken Company

TKR

NYSEIndustrialsManufacturing - Tools & Accessories

Previous close

$125.1

+$0.58 · +0.47%

Aug 21, 4:00 PM ET

TKR company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

65

Undervalued

Momentum

63

Gaining

Sentiment

67

Bullish

Risk resilience

71

Moderate Risk

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Company profile

Company website

The Timken Company operates globally, specializing in the design, manufacturing, and management of advanced bearings and power transmission solutions. Its business activities are organized into two main divisions: Mobile Industries and Process Industries. The Mobile Industries division delivers a wide array of products, encompassing various bearings, seals, and lubrication systems, in addition to power transmission parts like engineered chains, augers, belts, couplings, clutches, and brakes. This segment also provides related offerings and maintenance support. Its clientele includes original equipment manufacturers (OEMs) and direct users of off-highway machinery in agriculture, construction, mining, outdoor power, and power sports. It also serves the on-highway vehicle sector, covering passenger cars, light and heavy trucks, as well as rail cars and locomotives. Moreover, this division contributes power transmission systems and flight-essential components—such as bearings, rotor-head assemblies, helicopter transmission systems, turbine engine elements, gears, and housings—for both civil and military aircraft. Products are distributed via authorized automotive and heavy-truck networks to individual customers, equipment proprietors, operators, and repair centers. The Process Industries segment is dedicated to supplying industrial-grade bearings and complete assemblies, power transmission components such as gears and gearboxes, linear motion products, couplings, seals, lubricants, chains, and belts. These, alongside associated services, are provided to OEMs and end-users across diverse industrial landscapes. This segment facilitates aftermarket sales and service requirements through its network of approved industrial distributors. It further offers direct repair and maintenance services for bearings and gearboxes, coupled with electric motor rewinding and refurbishment, for its end-user clients. Its diverse product line is sold under brand names such as Timken, Philadelphia Gear, Drives, Cone Drive, Rollon, Lovejoy, Diamond, BEKA, and Groeneveld. Established in 1899, The Timken Company's corporate headquarters are situated in North Canton, Ohio.

Industry
Manufacturing - Tools & Accessories
Sector
Industrials
Headquarters
US
CEO
Lucian Boldea
Listed since
Jan 1, 1922
Employees
19,000

Market position

Day range

Current $125.1

52-week range

Current $125.1

Open
$126.16
Previous close
$124.52
Volume
484.2K
0.48× average
Average volume
999.1K
Average daily volume
Market cap
8.69B USD
Beta
1.23
Market reference 1
50-day average
$136.62
-8.43% below average
200-day average
$108.95
+14.82% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
7.66B USD
P/E (TTM)
33.72×
P/B (TTM)
2.72×
P/S (TTM)
1.83×
EV / EBITDA
10.27×
Earnings yield
4.91%
Free cash flow yield
6.92%
Dividend yield
1.14%

Profitability & efficiency

Gross margin
28.67%
Operating margin
11.19%
Net margin
5.43%
Return on equity
9.06%
Return on assets
4.32%
Return on invested capital
7.41%

Financial health

Debt / equity
0.65×
Current ratio
2.82×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends35%24%14%4%Gross margin, FY2021: 27.96%Gross margin, FY2022: 29.87%Gross margin, FY2023: 31.95%Gross margin, FY2024: 31.63%Gross margin, FY2025: 28.68%Operating margin, FY2021: 12.42%Operating margin, FY2022: 13.50%Operating margin, FY2023: 13.78%Operating margin, FY2024: 13.36%Operating margin, FY2025: 12.35%Net margin, FY2021: 8.93%Net margin, FY2022: 9.06%Net margin, FY2023: 8.26%Net margin, FY2024: 7.71%Net margin, FY2025: 6.29%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 27.96%. Gross margin FY2022 29.87%. Gross margin FY2023 31.95%. Gross margin FY2024 31.63%. Gross margin FY2025 28.68%. Operating margin FY2021 12.42%. Operating margin FY2022 13.50%. Operating margin FY2023 13.78%. Operating margin FY2024 13.36%. Operating margin FY2025 12.35%. Net margin FY2021 8.93%. Net margin FY2022 9.06%. Net margin FY2023 8.26%. Net margin FY2024 7.71%. Net margin FY2025 6.29%.

Income trends

Revenue

4.58B USD+0.19%

Operating income

565.9M USD-7.40%

Net income

288.4M USD-18.23%
Income trends across reported periods5.22B USD3.42B USD1.63B USD−159.66M USDRevenue, FY2021: 4.13B USDRevenue, FY2022: 4.5B USDRevenue, FY2023: 4.77B USDRevenue, FY2024: 4.57B USDRevenue, FY2025: 4.58B USDOperating income, FY2021: 513.1M USDOperating income, FY2022: 606.9M USDOperating income, FY2023: 657.1M USDOperating income, FY2024: 611.1M USDOperating income, FY2025: 565.9M USDNet income, FY2021: 369.1M USDNet income, FY2022: 407.4M USDNet income, FY2023: 394.1M USDNet income, FY2024: 352.7M USDNet income, FY2025: 288.4M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 4.13B USD. Revenue FY2022 4.5B USD. Revenue FY2023 4.77B USD. Revenue FY2024 4.57B USD. Revenue FY2025 4.58B USD. Operating income FY2021 513.1M USD. Operating income FY2022 606.9M USD. Operating income FY2023 657.1M USD. Operating income FY2024 611.1M USD. Operating income FY2025 565.9M USD. Net income FY2021 369.1M USD. Net income FY2022 407.4M USD. Net income FY2023 394.1M USD. Net income FY2024 352.7M USD. Net income FY2025 288.4M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue4.58B USD4.57B USD4.77B USD4.5B USD4.13B USD
Cost of goods sold3.27B USD3.13B USD3.25B USD3.15B USD2.98B USD
Gross profit1.31B USD1.45B USD1.52B USD1.34B USD1.16B USD
Selling, general, and administrative748.3M USD752M USD740.8M USD637.1M USD580.5M USD
Operating expenses748.3M USD835.3M USD866.6M USD736.1M USD642.4M USD
Interest income10.3M USD14.9M USD9.3M USD3.8M USD2.3M USD
Interest expense110.3M USD125.1M USD110.7M USD74.6M USD58.8M USD
Depreciation and amortization230.1M USD221.8M USD201.3M USD164M USD167M USD
Operating income565.9M USD611.1M USD657.1M USD606.9M USD513.1M USD
Net income288.4M USD352.7M USD394.1M USD407.4M USD369.1M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 2 misses, 0 met estimates
Average EPS surprise
+6.31%
11 comparable reports
Latest EPS result
1.83
Estimate 1.62 · Beat by 12.96%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.91.61.311.01Q1 '25BeatQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 1.16, estimate 1.08, surprise +7.41%, Beat. Q2 2025, reported Apr 30, 2025: actual 1.4, estimate 1.43, surprise -2.10%, Miss. Q3 2025, reported Jul 30, 2025: actual 1.42, estimate 1.34, surprise +5.97%, Beat. Q4 2025, reported Oct 29, 2025: actual 1.37, estimate 1.25, surprise +9.60%, Beat. Q1 2026, reported Feb 4, 2026: actual 1.14, estimate 1.09, surprise +4.59%, Beat. Q2 2026, reported May 6, 2026: actual 1.67, estimate 1.5, surprise +11.33%, Beat. Q3 2026, reported Aug 4, 2026: actual 1.83, estimate 1.62, surprise +12.96%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 1.48, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.31B1.21B1.12B1.02BQ1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 1.07B USD, estimate 1.17B USD, surprise -8.39%, Miss. Q2 2025, reported Apr 30, 2025: actual 1.14B USD, estimate 1.14B USD, surprise +0.12%, Beat. Q3 2025, reported Jul 30, 2025: actual 1.17B USD, estimate 1.12B USD, surprise +4.63%, Beat. Q4 2025, reported Oct 29, 2025: actual 1.16B USD, estimate 1.12B USD, surprise +3.24%, Beat. Q1 2026, reported Feb 4, 2026: actual 1.11B USD, estimate 1.07B USD, surprise +3.62%, Beat. Q2 2026, reported May 6, 2026: actual 1.23B USD, estimate 1.17B USD, surprise +5.12%, Beat. Q3 2026, reported Aug 4, 2026: actual 1.26B USD, estimate 1.23B USD, surprise +2.24%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 1.21B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$146.17

16.84% upside
Past 12 months12-month forecastHigh $160Average $146.17Low $130

Rating distribution

24 ratings
Strong buy00%
Buy1458%
Hold1042%
Sell00%
Strong sell00%

Recent analyst actions

12 institutions

TKR news

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$1.39

2025 complete year+16.8% since 2021

2026 partial: $1.07

* Partial calendar year in the available dividend history.

Corporate action history

Dividend

Ex-dividend Aug 18, 2026

$0.36

Quarterly

Record Aug 18, 2026 · Payment Aug 28, 2026

Dividend

Ex-dividend May 19, 2026

$0.36

Quarterly

Record May 19, 2026 · Payment May 29, 2026

Dividend

Ex-dividend Feb 24, 2026

$0.35

Quarterly

Record Feb 24, 2026 · Payment Mar 6, 2026

Dividend

Ex-dividend Nov 25, 2025

$0.35

Quarterly

Record Nov 25, 2025 · Payment Dec 5, 2025

Dividend

Ex-dividend Aug 19, 2025

$0.35

Quarterly

Record Aug 19, 2025 · Payment Aug 29, 2025

Dividend

Ex-dividend May 13, 2025

$0.35

Quarterly

Record May 13, 2025 · Payment May 23, 2025

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