Minnow Street Minnow Street
Buy Day today: Neutral (53) Mixed market breadth · no major macro event

Timken Company (TKR)

Industrials Tools & Accessories
137.60 $
Closing price · As of: 31. Jul 2026
🔔 Watch stock

Stock Watch

Stock Watch will tell you what changes at Timken Company.

Later $1 a month per stock — signing up is free, and you'll be the first to know when it launches.

Basics

Market Cap
9.9$B
Shares Outstanding
70Mio.
Float
96.2%
Beta
1.2

Performance

Perf. 1M
13.20%
Perf. 3M
47.60%
Perf. 6M
67.90%
YTD Performance (%)
64.70%
52-Week-High Distance
-1.1%

Valuation

P/E
30.6
Forward P/E
23.0
PEG
1.9
P/B
2.9
P/S
2.1
EV/EBITDA
14.7
Price/FCF
25.8

Profitability

Gross Margin
30.6%
EBIT Margin
14.0%
Net Margin
6.6%
Return on Equity
10.3%
Return on Assets
5.4%

Balance Sheet & Safety

Equity Ratio
46.6%
Debt/Equity
1.3
fortress balance sheet
Altman Z″
7.70
Piotroski
6 out of 9

Growth

Sales Growth Last Quarter
8.00%
EPS Growth Last Quarter
26.10%
Sales Growth (Year)
0.19%
Forward Sales Growth
3.52%
Forward EPS Growth
17.40%

Dividend

Dividend Yield
1.03%
Dividend Per Share (TTM)
1.41$
Payout Ratio
25.2%
Years Without a Cut
16Years
Increase Streak
12Years

Quality & Screener

Stage
2
RS Rating
88
EPS Rating
69
Piotroski
6 out of 9
Fundamental Rating
B (55 out of 100)
fortress balance sheet
Altman Z″
7.70

AI Rating

Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built

Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.

Sales Per Quarter ($M)
2024: Q4 · 1,073.6 $M Q4 2025: Q1 · 1,140.3 $M Q1 2025: Q2 · 1,173.4 $M Q2 2025: Q3 · 1,157.1 $M Q3 2025: Q4 · 1,111.0 $M Q4 2026: Q1 · 1,231.3 $M Q1
Earnings Per Share Per Quarter ($)
2024: Q4 · 1.01 $ Q4 2025: Q1 · 1.11 $ Q1 2025: Q2 · 1.12 $ Q2 2025: Q3 · 0.99 $ Q3 2025: Q4 · 0.89 $ Q4 2026: Q1 · 1.40 $ Q1
Net Margin Per Quarter (%)
2024: Q4 · 6.6 % Q4 2025: Q1 · 6.9 % Q1 2025: Q2 · 6.7 % Q2 2025: Q3 · 6.0 % Q3 2025: Q4 · 5.6 % Q4 2026: Q1 · 8.0 % Q1
Operating Cash Flow Per Quarter ($M)
2024: Q4 · 178.6 $M Q4 2025: Q1 · 58.6 $M Q1 2025: Q2 · 111.3 $M Q2 2025: Q3 · 201.1 $M Q3 2025: Q4 · 183.3 $M Q4 2026: Q1 · 39.3 $M Q1
Free Cash Flow Per Quarter ($M)
2024: Q4 · 125.0 $M Q4 2025: Q1 · 23.4 $M Q1 2025: Q2 · 78.2 $M Q2 2025: Q3 · 163.8 $M Q3 2025: Q4 · 140.7 $M Q4 2026: Q1 · 0.5 $M Q1
Sales Growth vs. Year-Ago Quarter (%)
2024: Q4 · -1.6 % Q4 2025: Q1 · -4.2 % Q1 2025: Q2 · -0.8 % Q2 2025: Q3 · 2.7 % Q3 2025: Q4 · 3.5 % Q4 2026: Q1 · 8.0 % Q1
EPS Growth vs. Year-Ago Quarter (%)
2024: Q4 · 21.8 % Q4 2025: Q1 · -24.0 % Q1 2025: Q2 · -17.7 % Q2 2025: Q3 · -14.3 % Q3 2025: Q4 · -12.0 % Q4 2026: Q1 · 26.0 % Q1
Price Change in Quarter (%)
2024: Q4 · -14.9 % Q4 2025: Q1 · 1.1 % Q1 2025: Q2 · 1.4 % Q2 2025: Q3 · 4.1 % Q3 2025: Q4 · 12.4 % Q4 2026: Q1 · 19.9 % Q1

Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 1.01 21.80 1,074 -1.60 6.60 179 125
2025: Q1 1.11 -24.00 1,140 -4.20 6.90 59 23
2025: Q2 1.12 -17.70 1,173 -0.80 6.70 111 78
2025: Q3 0.99 -14.30 1,157 2.70 6.00 201 164
2025: Q4 0.89 -12.00 1,111 3.50 5.60 183 141
2026: Q1 1.40 26.00 1,231 8.00 8.00 39 1
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

About the Company

The Timken Company entwirft, fertigt und verkauft technische Lager und industrielle Antriebsprodukte sowie zugehörige Dienste in den USA und international. Das Unternehmen ist in zwei Segmenten tätig: Engineered Bearings und Industrial Motion.

Employees19,000
HeadquartersNorth Canton, OH
Websitetimken.com
IPO Date1. Jul 1985
Next Earnings29. Jul 2026

Management

Management
Name Title Birth Year
Lucian Boldea Ph.D. CEO, President & Director 1972
Michael A. Discenza Executive VP & CFO 1972
Hansal N. Patel J.D. Executive VP of Corporate Development & General Counsel 1980
Megan Renee Lanzarotta Corporate Controller & Chief Accounting Officer 1988
John R. Szarka Senior VP & Chief Technology Officer 1982
Neil Andrew Frohnapple Vice President of Investor Relations
Sean Hendricks Vice President of Marketing
Natasha Pollock Senior VP & Chief Human Resources Officer 1975
Thomas G. Webb Chief Engineer of Oil & Gas - Steel Segment
Timothy A. Graham Executive VP & President of Industrial Motion 1970

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

Was this page helpful to you?