Industrials
The Timken Company(TKR)
Live Price
Offline$137.06
-0.25% today
1Y Change
+100.00%
Window
Jun 23, 2025 โ Jun 18, 2026
- Market Cap
- $7.61B
- Revenue Growth
- +0.2%
- EPS Growth
- -17.7%
- Dividend Yield
- 1.3%
Coverage: 249 bars ยท Jun 23, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
The Timken Company (TKR) is a Industrials stock with a market cap of $7.61B and listed on NYSE. The stock last traded around $137.06 and up 100.0% across the available one-year price window (Jun 23, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +0.2%, EPS growth of -17.7%, a dividend yield of 1.3%. What stands out right now is revenue +0.2%, EPS -17.7%, free cash flow +32.8% with operating margin 12.4% and ROIC 7.4%. The dividend is present but secondary, with a yield around 1.3%. Valuation is more restrained than many high-expectation growth names at P/E 26.3 and price/sales 1.7. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines TKR price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+0.2% vs +3.6% peer median
Operating Margin
Below sector median
+12.4% vs +16.9% peer median
P/E
Below sector median
26.3 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +0.2% and EPS is at -17.7%, with operating margin around 12.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.3%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +7.1% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | โ | +4.1% | +12.4% | +19.0% |
2026 Feb 4, 2026 | +4.6% | +3.2% | +9.9% | +4.1% |
2025 Oct 29, 2025 | +9.6% | -0.7% | -1.0% | +2.7% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TKR
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
TKR Max Drawdown
-13.40%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TKR and SPY.
Company Overview
The Timken Company
New York Stock Exchange
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.
- Leadership
- Lucian Boldea
- IPO Date
- Jan 1, 1922
- Employees
- 19.0k
- Street Address
- 4500 Mount Pleasant Street NW
- Mailing
- North Canton, OH, 44720-5450
- Region
- North Canton, OH, US
- Reporting Currency
- USD
- Investor Line
- 234 262 3000
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 26.3
- EV/EBITDA
- 12.6
- Price/Sales
- 1.7
- Price/Book
- 2.4
Growth
- Revenue
- +0.2%
- EPS
- -17.7%
- Free Cash Flow
- +32.8%
Profitability
- Gross Margin
- 28.7%
- Operating Margin
- 12.4%
- Net Margin
- 6.3%
- ROE
- 9.4%
- ROIC
- 7.4%
Balance Sheet
- Debt/Equity
- 0.68
- Current Ratio
- 2.82
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.