TKR Stock - The Timken Company
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $4.57B | $4.77B | $4.50B | $4.13B | $3.51B |
| Gross Profit | $1.45B | $1.52B | $1.34B | $1.16B | $1.02B |
| Gross Margin | 31.6% | 32.0% | 29.9% | 28.0% | 29.0% |
| Operating Income | $611.10M | $657.10M | $606.90M | $513.10M | $454.90M |
| Net Income | $352.70M | $394.10M | $407.40M | $369.10M | $284.50M |
| Net Margin | 7.7% | 8.3% | 9.1% | 8.9% | 8.1% |
| EPS | $5.02 | $5.52 | $5.54 | $4.86 | $3.78 |
The Timken Company designs, manufactures, and manages engineered bearings and power transmission products worldwide. It operates in two segments, Mobile Industries and Process Industries. The Mobile Industries segment offers a portfolio of bearings, seals, and lubrication devices and systems, as well as power transmission components, engineered chains, augers, belts, couplings, clutches, brakes, and related products and maintenance services to original equipment manufacturers (OEMs) and end-users of off-highway equipment for the agricultural, construction, mining, outdoor power equipment, and power sports markets; and on-highway vehicles, including passenger cars, light trucks, and medium- and heavy-duty trucks, as well as rail cars and locomotives. It also provides power transmission systems and flight-critical components for civil and military aircraft, which include bearings, rotor-head assemblies, helicopter transmission systems, turbine engine components, gears, and housings. This segment sells its parts through a network of authorized automotive and heavy-truck distributors to individual end-users, equipment owners, operators, and maintenance shops. The Process Industries segment provides industrial bearings and assemblies; power transmission components, such as gears and gearboxes; and linear motion products, couplings, seals, lubricants, chains, belts, and related products and services to OEMs and end-users in various industries. It also offers aftermarket sales and service needs through a network of authorized industrial distributors; and repair and service for bearings and gearboxes, as well as electric motor rewind, repair, and services to end-users. The company offers its products under the Timken, Philadelphia Gear, Drives, Cone Drive, Rollon, Lovejoy, Diamond, BEKA, and Groeneveld brands. The Timken Company was founded in 1899 and is headquartered in North Canton, Ohio.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| September 15th 2025 | JP Morgan | Initiation | Neutral | $80 |
| April 21st 2025 | DA Davidson | Downgrade | Neutral | $66← $97 |
| April 2nd 2025 | Jefferies | Downgrade | Hold | $70 |
| February 4th 2025 | BofA Securities | Upgrade | Neutral | - |
| December 17th 2024 | Morgan Stanley | Upgrade | Overweight | $93← $82 |
| December 9th 2024 | Citigroup | Upgrade | Buy | $90← $85 |
| December 6th 2024 | Jefferies | Upgrade | Buy | $95← $80 |
| November 22nd 2024 | KeyBanc Capital Markets | Downgrade | Sector Weight | - |
| November 13th 2024 | Evercore ISI | Upgrade | Outperform | $91← $87 |
| October 14th 2024 | Citigroup | Initiation | Neutral | $90 |
| June 28th 2024 | Raymond James | Initiation | Market Perform | - |
| February 20th 2024 | Evercore ISI | Downgrade | In-line | $84 |
| January 23rd 2024 | DA Davidson | Initiation | Buy | $92 |
| January 8th 2024 | Morgan Stanley | Initiation | Equal Weight | $74 |
| December 20th 2023 | Jefferies | Downgrade | Hold | $85← $105 |
Earnings History & Surprises
TKREPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 28, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $1.09 | — | — | — |
Q4 2025 | Oct 29, 2025 | $1.25 | $1.37 | +9.6% | ✓ BEAT |
Q3 2025 | Jul 30, 2025 | $1.34 | $1.42 | +6.0% | ✓ BEAT |
Q2 2025 | Apr 30, 2025 | $1.43 | $1.40 | -2.1% | ✗ MISS |
Q1 2025 | Feb 5, 2025 | $1.08 | $1.16 | +7.4% | ✓ BEAT |
Q4 2024 | Nov 5, 2024 | $1.38 | $1.23 | -10.9% | ✗ MISS |
Q3 2024 | Jul 31, 2024 | $1.60 | $1.63 | +1.9% | ✓ BEAT |
Q2 2024 | Apr 30, 2024 | $1.51 | $1.77 | +17.2% | ✓ BEAT |
Q1 2024 | Feb 5, 2024 | $1.23 | $1.37 | +11.4% | ✓ BEAT |
Q4 2023 | Nov 1, 2023 | $1.59 | $1.55 | -2.5% | ✗ MISS |
Q3 2023 | Aug 3, 2023 | $2.08 | $2.01 | -3.4% | ✗ MISS |
Q2 2023 | May 3, 2023 | $1.89 | $2.09 | +10.6% | ✓ BEAT |
Q1 2023 | Feb 6, 2023 | $1.09 | $1.22 | +11.9% | ✓ BEAT |
Q4 2022 | Oct 26, 2022 | $1.33 | $1.52 | +14.3% | ✓ BEAT |
Q3 2022 | Jul 28, 2022 | $1.34 | $1.67 | +24.6% | ✓ BEAT |
Q2 2022 | May 2, 2022 | $1.16 | $1.61 | +38.8% | ✓ BEAT |
Q1 2022 | Feb 3, 2022 | $0.91 | $0.78 | -14.3% | ✗ MISS |
Q4 2021 | Nov 1, 2021 | $1.17 | $1.18 | +0.9% | ✓ BEAT |
Q3 2021 | Aug 2, 2021 | $1.44 | $1.37 | -4.9% | ✗ MISS |
Latest News
Citigroup Maintains Buy on Timken, Raises Price Target to $100
📈 PositiveDA Davidson Maintains Neutral on Timken, Raises Price Target to $86
➖ NeutralJP Morgan Maintains Neutral on Timken, Raises Price Target to $85
➖ NeutralTimken Narrows FY2025 GAAP EPS Guidance from $3.90-$4.20 to $3.90-$4.00 vs $4.30 Est
📉 NegativeTimken Narrows FY2025 Adj EPS Guidance from $5.10-$5.40 to $5.20-$5.30 vs $5.23 Est
➖ NeutralTimken Q3 2025 Adj. EPS $1.37 Beats $1.24 Estimate, Sales $1.157B Beat $1.119B Estimate
📈 PositiveTimken Seeks OSC Approval To Cease Reporting Issuer Status In Ontario, Its Sole Canadian Jurisdiction
➖ NeutralCitigroup Maintains Buy on Timken, Raises Price Target to $90
📈 PositiveJP Morgan Initiates Coverage On Timken with Neutral Rating, Announces Price Target of $80
➖ NeutralShares of machine companies are trading higher amid overall market strength. Strength is due to August CPI data and larger-than-expected jobless claims, which could fuel rate cut optimism.
📈 PositiveTimken Names Honeywell's Lucian Boldea CEO Starting September 1, Succeeding Interim Leader Richard Kyle
➖ NeutralFrequently Asked Questions about TKR
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