Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.1B
69M shares
52-week range
$70.57 – $146.37
61% from low
Sector
BALL & ROLLER BEARINGS
Exchange
NYSE
CS
P/S (TTM)
1.7
EV / FCF (TTM)
25.6
The Timken Co designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. The various products offered by the company include ball bearings, plain bearings, tapered roller bearings, housed bearings, linear guides, telescopic rails, lubrication systems, agricultural conveyor chains, couplings, brakes, seals, etc. These products are offered through brands like Timken, GGB, Philadelphia Gear, Cone Drive, CGI, and Rollon, among others. The company has two reportable segments: Engineered Bearings, which generates the maximum revenue, and Industrial Motion. Geographically, the company generates maximum revenue from the United States, followed by Europe, Middle East and Africa (EMEA), Asia-Pacific, and the other regions of the Americas.
www.timken.comNo one on the platform currently holds TKR.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 191,948 | $19.3M |
| Renaissance Technologiesas of 2024-09-30 | 62,400 | $5.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-18 | $0.3600 | 2026-08-28 |
| 2026-05-19 | $0.3600 | 2026-05-29 |
| 2026-02-24 | $0.3500 | 2026-03-06 |
| 2025-11-25 | $0.3500 | 2025-12-05 |
| 2025-08-19 | $0.3500 | 2025-08-29 |
| 2025-05-13 | $0.3500 | 2025-05-23 |
| 2025-02-25 | $0.3400 | 2025-03-07 |
| 2024-11-19 | $0.3400 | 2024-11-29 |
| 2024-08-20 | $0.3400 | 2024-08-30 |
| 2024-05-13 | $0.3400 | 2024-05-28 |
No one on the platform has traded TKR yet.
| 2024-02-16 | $0.3300 | 2024-03-06 |
| 2023-11-13 | $0.3300 | 2023-11-29 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 8.5% | 10.2% | 10.3% | — | — | — |
| Rev. Growth % | 0.2% | 5.5% | ||||
| Profit Margin % | 6.3% | 8.1% | 7.8% | |||
| Free Cash Flow Margin % | 8.9% | 7.0% | 7.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.4% on the P/E track.
At today's price, your expected annual return is +9.0% on the P/E track.
At today's price, your expected annual return is +16.0% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.9B | +6.7% | $6.28 | $6.16–$6.38 | 18.6× | 9 |
| 2027 | $5.0B | +3.4% | $7.32 | $6.90–$7.71 | 15.9× | 9 |
| 2028 | $5.2B | +3.6% | $8.47 | $6.98–$9.62 | 13.8× | 6 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $1.62 | $1.83 | +13.0% |
| 2026-05-06 | $1.50 | $1.67 | +11.3% |
| 2026-02-04 | $1.09 | $1.14 | +4.6% |
| 2025-10-29 | $1.25 | $1.37 | +9.6% |
| 2025-07-30 | $1.34 | $1.42 | +6.0% |
| 2025-04-30 | $1.43 | $1.40 | -2.1% |
| 2025-02-05 | $1.08 | $1.16 | +7.4% |
| 2024-11-05 | $1.38 | $1.23 | -10.9% |
| $6.5B |
| — |
| KBRKBR, Inc. | $36.60 | -1.93% | $4.6B | — |
| KEXKirby Corporation | $136.94 | -1.45% | $7.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TKR This hit my bottom number and bounced Now trading at a multiple well below the market . Time to load
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$TKR BofA Global Research raises PT to $135 from $129 BofA Global Research raises to buy from neutral rating
View on StockTwits ↗$TKR $120 next then $115 or lower the technicals here are collapsing All industrial stocks are entering a bearish pattern
View on StockTwits ↗$TKR This has traded lower due to the ISM manf report that was lower than expectation 2 weeks after Timken repeated a beat and raise .. Major buying opportunity
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$TKR 1 share buys on low volume don’t expect this to hold into open but cool to see nonetheless
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https://www.marketbeat.com/earnings/reports/2026-8-4-the-timken-company-stock/ $TKR Timken Earnings Transcript
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$TKR Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.42 down -62.83% YoY • Reported revenue of $1.26B up 7.46% YoY • The Timken Company is updating its 2026 outlook, with full-year earnings per diluted share now forecasted in the range of $3.75 to $4.05 and adjusted earnings per diluted share of $6.05-$6.35.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.