Timken
Engineers bearings, drives, linear-motion and lubrication systems for industrial machinery.
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Profile
Sells engineered bearings and industrial-motion products, including drives, gearboxes, linear-motion systems and automated lubrication, with related services. The bearing franchise remains the larger business, while acquisitions assembled the motion portfolio for transportation, infrastructure, automation, power and other industrial markets.
Operates through Engineered Bearings and Industrial Motion, supplying tapered and other engineered bearings alongside drives, gearboxes, linear-motion products, automated lubrication, chains, couplings, clutches and brakes. Related services support mechanical systems used across transportation, infrastructure, automation, power and other industrial markets.
Builds on materials, friction-management and mechanical-systems know-how, with continuous improvement across manufacturing, engineering, quality and cost. The bearing franchise remains the larger business; acquisitions including Philadelphia Gear and Rollon assembled much of the adjacent motion portfolio.
Spans operations in 45 countries and depends on demand across its industrial end markets. A sale of the belts business remains subject to closing conditions. The current company no longer owns the separated steel operation.
Company facts
Key statistics
Year to date +40.0% · Average volume (30d) 930.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | D.A. Davidson | Target | $117 | $130 | ||
| Jul 13, 2026 | KeyBanc | Reiterate | Overweight | $140 | $160 | |
| Jul 10, 2026 | Goldman Sachs | Reiterate | Neutral | $128 | $142 | |
| Jun 5, 2026 | Oppenheimer | Reiterate | Outperform | $137 | $147 | |
| May 26, 2026 | JP Morgan | Upgrade | Neutral | Overweight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $1.62 | $1.83 | +13.0% | $1.23B | $1.26B | +2.2% | −6.86% |
| May 6, 2026Q1 FY26 | $1.50 | $1.67 | +11.3% | $1.17B | $1.23B | +5.1% | −2.81% |
| Feb 4, 2026Q4 FY25 | $1.09 | $1.14 | +4.6% | $1.07B | $1.11B | +3.6% | +3.19% |
| Oct 29, 2025Q3 FY25 | $1.25 | $1.37 | +9.6% | $1.12B | $1.16B | +3.2% | −0.72% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.14B | $1.17B | $1.16B | $1.11B | $1.23B | $1.26B | |
| Gross profit | $359.6M | $362.4M | $349.0M | $243.2M | $373.4M | $399.3M | |
| Operating income | $144.0M | $147.8M | $139.4M | $134.7M | $174.0M | $84.8M | |
| Net income | $78.3M | $78.5M | $69.3M | $62.3M | $98.2M | $28.9M | |
| Diluted EPS | $1.11 | $1.12 | $0.99 | $0.89 | $1.40 | $0.41 | |
| Gross margin | 31.5% | 30.9% | 30.2% | 21.9% | 30.3% | 31.7% | |
| Operating margin | 12.6% | 12.6% | 12.0% | 12.1% | 14.1% | 6.7% |
Fiscal years (4-quarter sums)FY21 $4.13B · FY22 $4.50B · FY23 $4.77B · FY24 $4.57B · FY25 $4.58B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $399.1M · Total debt $2.08B · Total assets $6.83B · Shareholders' equity $3.19B
Dividends
Raised for 16 straight years — most recently to $0.36 from $0.35 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 18, 2026 | Aug 18 | Aug 28 | $0.36 | |
| May 19, 2026 | May 19 | May 29 | $0.36 | raised from $0.35 |
| Feb 24, 2026 | Feb 24 | Mar 6 | $0.35 | |
| Nov 25, 2025 | Nov 25 | Dec 5 | $0.35 | |
| Aug 19, 2025 | Aug 19 | Aug 29 | $0.35 | |
| May 13, 2025 | May 13 | May 23 | $0.35 | raised from $0.34 |
| Feb 25, 2025 | Feb 25 | Mar 7 | $0.34 | |
| Nov 19, 2024 | Nov 19 | Nov 29 | $0.34 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 69.49M · Float 66.67M · 95.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.99M | 8.61% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.33M | 4.79% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 3.08M | 4.43% | 13F | Aug 11, 2026 |
| Vanguard Capital Management LLC | 2.83M | 4.08% | 13F | Aug 13, 2026 |
| State Street Corp | 2.03M | 2.93% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Richard G. Kyle | director | −13,637 | $126.63 |
| Jun 5, 2026 | Ajita G. Rajendra | director | −8,450 | $131.34 |
| May 27, 2026 | Richard G. Kyle | director | −8,448 | $127.35 |
| May 8, 2026 | John M. Jr Timken | director | −15,000 | $116.51 |
| May 8, 2026 | Richard G. Kyle | director | −37,181 | $117.34 |
Peers
- Regal Rexnord
Broad overlap in bearings, power transmission, and motion control
- RBC
Direct overlap in precision bearings and industrial power transmission
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Timken | $120.82 | −0.02% | $8.40B | 32.7 | 18.3 | 1.8 | +7.5% |
| Regal Rexnord | $158.57 | +0.73% | $10.48B | 32.4 | 13.4 | 1.7 | +4.2% |
| RBC | $500.62 | −0.11% | $15.84B | 49.5 | 32.9 | 8.1 | +19.2% |
| Median | 40.9 | 23.2 | 4.9 | +11.7% |