Timken Company (The) (NYSE:TKR – Get Free Report) has earned a consensus rating of “Moderate Buy” from the nine ratings firms that are currently covering the stock, MarketBeat reports. Three equities research analysts have rated the stock with a hold rating and six have issued a buy rating on the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $150.00.
TKR has been the topic of several research analyst reports. Oppenheimer boosted their price target on Timken from $147.00 to $150.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 21st. JPMorgan Chase & Co. raised their price objective on Timken from $150.00 to $160.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Morgan Stanley set a $140.00 price objective on Timken in a report on Thursday, May 21st. The Goldman Sachs Group boosted their target price on Timken from $128.00 to $142.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Finally, Evercore reissued an “outperform” rating and issued a $158.00 target price on shares of Timken in a report on Monday, May 11th.
Get Our Latest Research Report on TKR
Timken Stock Performance NYSE:TKR opened at $141.30 on Thursday. The firm’s fifty day simple moving average is $134.80 and its 200-day simple moving average is $113.86. The company has a quick ratio of 1.55, a current ratio of 2.88 and a debt-to-equity ratio of 0.60. The stock has a market cap of $9.82 billion, a PE ratio of 32.11, a price-to-earnings-growth ratio of 1.69 and a beta of 1.20. Timken has a fifty-two week low of $70.57 and a fifty-two week high of $146.37.
Timken (NYSE:TKR – Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The industrial products company reported $1.67 EPS for the quarter, topping analysts’ consensus estimates of $1.50 by $0.17. Timken had a net margin of 6.60% and a return on equity of 11.84%. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.17 billion. During the same quarter in the previous year, the firm earned $1.40 earnings per share. The firm’s revenue was up 8.0% on a year-over-year basis. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. Analysts expect that Timken will post 6.16 earnings per share for the current fiscal year.
Timken Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Tuesday, May 19th were given a $0.36 dividend. The ex-dividend date was Tuesday, May 19th. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. This is a boost from Timken’s previous quarterly dividend of $0.35. Timken’s payout ratio is presently 32.73%.
Insider Activity at Timken In other Timken news, Director John M. Timken, Jr. sold 15,000 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $116.51, for a total value of $1,747,650.00. Following the sale, the director owned 264,744 shares of the company’s stock, valued at $30,845,323.44. This represents a 5.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ajita G. Rajendra sold 8,450 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $131.34, for a total transaction of $1,109,823.00. Following the completion of the sale, the director directly owned 20,225 shares in the company, valued at $2,656,351.50. This trade represents a 29.47% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 69,079 shares of company stock valued at $8,296,144. Insiders own 8.10% of the company’s stock.
Institutional Inflows and Outflows Several institutional investors have recently modified their holdings of the stock. Dimensional Fund Advisors LP grew its holdings in Timken by 8.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,886,955 shares of the industrial products company’s stock valued at $290,320,000 after buying an additional 214,845 shares during the last quarter. UBS Group AG raised its holdings in shares of Timken by 734.7% in the third quarter. UBS Group AG now owns 2,286,250 shares of the industrial products company’s stock worth $171,880,000 after acquiring an additional 2,012,352 shares during the last quarter. Victory Capital Management Inc. raised its holdings in shares of Timken by 15.5% in the fourth quarter. Victory Capital Management Inc. now owns 1,843,042 shares of the industrial products company’s stock worth $155,055,000 after acquiring an additional 247,000 shares during the last quarter. Invesco Ltd. lifted its position in shares of Timken by 1.0% in the fourth quarter. Invesco Ltd. now owns 1,371,613 shares of the industrial products company’s stock valued at $115,394,000 after acquiring an additional 13,459 shares in the last quarter. Finally, Brown Advisory Inc. lifted its position in shares of Timken by 5.6% in the fourth quarter. Brown Advisory Inc. now owns 1,273,668 shares of the industrial products company’s stock valued at $107,154,000 after acquiring an additional 67,573 shares in the last quarter. 89.08% of the stock is currently owned by institutional investors and hedge funds.
Timken Company Profile (Get Free Report)
The Timken Company is a global manufacturer specializing in engineered bearings and mechanical power transmission products. Its core offerings include tapered and cylindrical roller bearings, spherical and plain bearings, mounted bearing units, and precision gear drives. Timken’s products serve a broad range of industries, from industrial machinery and aerospace to automotive, rail, wind energy and heavy equipment.
Beyond bearings, Timken’s portfolio extends to industrial chains, belts, couplings and related components designed to optimize power transmission systems.
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Bank of New York Mellon Corp trimmed its holdings in shares of Timken Company (The) (NYSE:TKR – Free Report) by 7.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,034,111 shares of the industrial products company’s stock after selling 88,242 shares during the period. Bank of New York Mellon Corp owned about 1.48% of Timken worth $104,001,000 as of its most recent SEC filing.
Other hedge funds also recently bought and sold shares of the company. Illinois Municipal Retirement Fund acquired a new position in shares of Timken in the first quarter worth $1,078,000. Checchi Capital Advisers LLC acquired a new stake in shares of Timken during the first quarter valued at $235,000. Calamos Advisors LLC acquired a new stake in shares of Timken during the first quarter valued at $299,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management purchased a new position in Timken in the 1st quarter valued at about $252,000. Finally, State of Michigan Retirement System boosted its stake in shares of Timken by 1.3% during the 1st quarter. State of Michigan Retirement System now owns 15,223 shares of the industrial products company’s stock worth $1,531,000 after purchasing an additional 200 shares during the last quarter. Hedge funds and other institutional investors own 89.08% of the company’s stock.
Timken Trading Down 2.5% Shares of TKR opened at $134.32 on Tuesday. Timken Company has a twelve month low of $70.57 and a twelve month high of $146.37. The firm has a market capitalization of $9.34 billion, a P/E ratio of 30.53, a price-to-earnings-growth ratio of 1.64 and a beta of 1.20. The company has a current ratio of 2.88, a quick ratio of 1.55 and a debt-to-equity ratio of 0.60. The stock’s fifty day simple moving average is $132.83 and its 200 day simple moving average is $112.49.
Timken (NYSE:TKR – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The industrial products company reported $1.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.50 by $0.17. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.17 billion. Timken had a return on equity of 11.84% and a net margin of 6.60%.The firm’s quarterly revenue was up 8.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.40 earnings per share. Timken has set its FY 2026 guidance at 5.750-6.250 EPS. On average, equities research analysts forecast that Timken Company will post 6.16 earnings per share for the current year.
Timken Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Tuesday, May 19th were given a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a yield of 1.1%. This is a positive change from Timken’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend was Tuesday, May 19th. Timken’s dividend payout ratio is presently 32.73%.
Insiders Place Their Bets In related news, Director Ajita G. Rajendra sold 8,450 shares of Timken stock in a transaction on Friday, June 5th. The shares were sold at an average price of $131.34, for a total transaction of $1,109,823.00. Following the transaction, the director owned 20,225 shares in the company, valued at approximately $2,656,351.50. The trade was a 29.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Richard G. Kyle sold 8,448 shares of the stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $127.35, for a total value of $1,075,852.80. Following the completion of the sale, the director owned 197,361 shares of the company’s stock, valued at approximately $25,133,923.35. This represents a 4.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 69,079 shares of company stock worth $8,296,144 over the last ninety days. 8.10% of the stock is owned by company insiders.
Analysts Set New Price Targets Several equities analysts recently issued reports on TKR shares. Weiss Ratings reissued a “hold (c+)” rating on shares of Timken in a research note on Friday. DA Davidson initiated coverage on Timken in a report on Tuesday, June 16th. They issued a “neutral” rating and a $130.00 price target for the company. The Goldman Sachs Group increased their price target on Timken from $128.00 to $142.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. KeyCorp lifted their price objective on Timken from $140.00 to $160.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Finally, Morgan Stanley set a $140.00 target price on Timken in a research note on Thursday, May 21st. Six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $149.62.
Get Our Latest Analysis on TKR
Timken Company Profile (Free Report)
The Timken Company is a global manufacturer specializing in engineered bearings and mechanical power transmission products. Its core offerings include tapered and cylindrical roller bearings, spherical and plain bearings, mounted bearing units, and precision gear drives. Timken’s products serve a broad range of industries, from industrial machinery and aerospace to automotive, rail, wind energy and heavy equipment.
Beyond bearings, Timken’s portfolio extends to industrial chains, belts, couplings and related components designed to optimize power transmission systems.
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Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, will release its 2026 second-quarter financial results on Tuesday, August 4, prior to the opening of the New York Stock Exchange. The company will host a conference call that day to discuss its financial performance with investors and securities analysts. The financial results and conference call materials will be available online at http://investors.timken.com.
Conference Call:
Timken's Q2 2026 Earnings Results
Tuesday, August 4, 2026
11:00 a.m. Eastern Time
Live Dial-In: 1-888-880-3330
Conference ID: 2764753
Live Webcast:
http://investors.timken.com
Register in Advance:
https://tmkn.biz/4b21FiY
Replay:
https://tmkn.biz/4b21FiY
About The Timken Company
The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, designs and manufacturers highly engineered systems and components for customers in strategic end markets, including aerospace and defense, power and electrification, and automation and industrial solutions. With more than 125 years of specialized expertise and a multinational presence, Timken is a trusted partner worldwide, innovating and powering performance across the application lifecycle. The company posted $4.6 billion in sales in 2025 and employs approximately 19,000 people, operating from 45 countries. Learn more at www.timken.com or @TheTimkenCompany.
Media Relations:
Sarah Factor
234.262.4878
[email protected]
Investor Relations:
Neil Frohnapple
234.262.2310
[email protected]
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
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Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
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Stock to Watch: Timken (TKR - Free Report) The Timken Company is a global manufacturer of engineered bearings and industrial motion products and related services. The company serves a wide variety of end markets, including aerospace, automotive, construction, consumer, defense, energy, industrial equipment, health, heavy industry, machine tool, positioning control, power generation and rail markets.
TKR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. TKR has a Momentum Style Score of A, and shares are up 18.7% over the past four weeks.
Seven analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.24 to $6.14 per share. TKR boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TKR should be on investors' short list.
A strong stock as of late has been Timken (TKR - Free Report) . Shares have been marching higher, with the stock up 23.4% over the past month. The stock hit a new 52-week high of $142.92 in the previous session. Timken has gained 65.4% since the start of the year compared to the 20.2% gain for the Zacks Computer and Technology sector and the 75.8% return for the Zacks Electronics - Miscellaneous Products industry.
What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on May 6, 2026, Timken reported EPS of $1.67 versus consensus estimate of $1.5.
For the current fiscal year, Timken is expected to post earnings of $6.13 per share on $4.8 in revenues. This represents a 15.01% change in EPS on a 4.73% change in revenues. For the next fiscal year, the company is expected to earn $7.14 per share on $5.01 in revenues. This represents a year-over-year change of 16.54% and 4.43%, respectively.
Valuation MetricsWhile Timken has moved to its 52-week high in the recent past, investors need to be asking, what is next for the company? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.
On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.
Timken has a Value Score of C. The stock's Growth and Momentum Scores are C and A, respectively, giving the company a VGM Score of B.
In terms of its value breakdown, the stock currently trades at 22.7X current fiscal year EPS estimates, which is not in-line with the peer industry average of 30X. On a trailing cash flow basis, the stock currently trades at 16X versus its peer group's average of 21.4X. Additionally, the stock has a PEG ratio of 1.67. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, Timken currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Timken meets the list of requirements. Thus, it seems as though Timken shares could still be poised for more gains ahead.
Timken (TKR - Free Report) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.5 per share. This compares to earnings of $1.4 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +11.15%. A quarter ago, it was expected that this maker of bearings and power transmissions would post earnings of $1.09 per share when it actually produced earnings of $1.14, delivering a surprise of +4.59%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Timken, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $1.23 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.86%. This compares to year-ago revenues of $1.14 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Timken shares have added about 30.3% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Timken?While Timken has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Timken was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.61 on $1.22 billion in revenues for the coming quarter and $5.90 on $4.76 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Products is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
ESS Tech, Inc. (GWH - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This company is expected to post quarterly loss of $0.29 per share in its upcoming report, which represents a year-over-year change of +80.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
ESS Tech, Inc.'s revenues are expected to be $0.4 million, down 33.3% from the year-ago quarter.
Shares of Timken (TKR - Free Report) have been strong performers lately, with the stock up 13.1% over the past month. The stock hit a new 52-week high of $123.67 in the previous session. Timken has gained 42.3% since the start of the year compared to the 15% move for the Zacks Computer and Technology sector and the 41.2% return for the Zacks Electronics - Miscellaneous Products industry.
What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on May 6, 2026, Timken reported EPS of $1.67 versus consensus estimate of $1.5.
For the current fiscal year, Timken is expected to post earnings of $5.9 per share on $4.76 in revenues. This represents a 10.69% change in EPS on a 3.79% change in revenues. For the next fiscal year, the company is expected to earn $6.62 per share on $4.95 in revenues. This represents a year-over-year change of 12.23% and 4.14%, respectively.
Valuation MetricsTimken may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.
On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
Timken has a Value Score of B. The stock's Growth and Momentum Scores are B and C, respectively, giving the company a VGM Score of B.
In terms of its value breakdown, the stock currently trades at 20.3X current fiscal year EPS estimates, which is not in-line with the peer industry average of 29.1X. On a trailing cash flow basis, the stock currently trades at 13.8X versus its peer group's average of 22.2X. Additionally, the stock has a PEG ratio of 1.74. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to consider the stock's Zacks Rank, as this is even more important than the company's VGM Score. Fortunately, Timken currently has a Zacks Rank of #2 (Buy) thanks to a solid earnings estimate revision trend.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Timken passes the test. Thus, it seems as though Timken shares could still be poised for more gains ahead.
How Does TKR Stack Up to the Competition?Shares of TKR have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is Mistras Group Inc (MG - Free Report) . MG has a Zacks Rank of #2 (Buy) and a Value Score of A, a Growth Score of A, and a Momentum Score of B.
Earnings were strong last quarter. Mistras Group Inc beat our consensus estimate by 25.00%, and for the current fiscal year, MG is expected to post earnings of $1.02 per share on revenue of $741.82 million.
Shares of Mistras Group Inc have gained 16% over the past month, and currently trade at a forward P/E of 18.11X and a P/CF of 9.9X.
The Electronics - Miscellaneous Products industry is in the top 27% of all the industries we have in our universe, so it looks like there are some nice tailwinds for TKR and MG, even beyond their own solid fundamental situation.
Investors interested in stocks from the Electronics - Miscellaneous Products sector have probably already heard of Timken (TKR - Free Report) and Rockwell Automation (ROK - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Both Timken and Rockwell Automation have a Zacks Rank of #2 (Buy) right now. This means that both companies have witnessed positive earnings estimate revisions, so investors should feel comfortable knowing that both of these stocks have an improving earnings outlook. But this is just one factor that value investors are interested in.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
TKR currently has a forward P/E ratio of 20.29, while ROK has a forward P/E of 37.61. We also note that TKR has a PEG ratio of 1.74. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. ROK currently has a PEG ratio of 3.26.
Another notable valuation metric for TKR is its P/B ratio of 2.48. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, ROK has a P/B of 14.29.
These are just a few of the metrics contributing to TKR's Value grade of B and ROK's Value grade of F.
Both TKR and ROK are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that TKR is the superior value option right now.
, /PRNewswire/ -- The board of directors of The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today approved a 2.9 percent increase in the company's quarterly cash dividend, raising it to 36 cents per share. The dividend is payable on May 29, 2026, to shareholders of record as of May 19, 2026.
"Timken is pleased to deliver another dividend increase, marking our 13th year of higher annualized dividend payouts," said Lucian Boldea, president and chief executive officer. "This reflects the strength of our business and the confidence we have in the future earnings power of the company."
Timken has paid a dividend on its common shares every quarter since its original listing on the New York Stock Exchange (NYSE) in 1922. The upcoming dividend represents 416 consecutive quarters, one of the longest-running dividend streaks among NYSE-listed companies.
About The Timken Company
The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, designs a growing portfolio of next-generation products for diverse industries. For more than 125 years, Timken has used its specialized expertise to innovate and create customer-centric solutions that increase reliability and efficiency. Timken posted $4.6 billion in sales in 2025 and employs approximately 19,000 people globally, operating from 45 countries.
Media Relations:
Sarah Factor
234.262.4878
[email protected]
Investor Relations:
Neil Frohnapple
234.262.2310
[email protected]
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Timken (TKR - Free Report) , a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Timken currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for TKR that show why this maker of bearings and power transmissions shows promise as a solid momentum pick.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For TKR, shares are up 8.23% over the past week while the Zacks Electronics - Miscellaneous Products industry is up 0.11% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 10.51% compares favorably with the industry's 1.52% performance as well.
While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Shares of Timken have increased 9.39% over the past quarter, and have gained 71.92% in the last year. On the other hand, the S&P 500 has only moved 7.06% and 32.03%, respectively.
Investors should also take note of TKR's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now TKR is averaging 877,326 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with TKR.
Over the past two months, 5 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost TKR's consensus estimate, increasing from $5.84 to $6.04 in the past 60 days. Looking at the next fiscal year, 5 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that TKR is a #2 (Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Timken on your short list.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Timken (TKR - Free Report) The Timken Company is a global manufacturer of engineered bearings and industrial motion products and related services. The company serves a wide variety of end markets, including aerospace, automotive, construction, consumer, defense, energy, industrial equipment, health, heavy industry, machine tool, positioning control, power generation and rail markets.
TKR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. TKR has a Momentum Style Score of A, and shares are up 11.6% over the past four weeks.
Five analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.16 to $6.00 per share. TKR boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TKR should be on investors' short list.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Timken (TKR - Free Report) The Timken Company is a global manufacturer of engineered bearings and industrial motion products and related services. The company serves a wide variety of end markets, including aerospace, automotive, construction, consumer, defense, energy, industrial equipment, health, heavy industry, machine tool, positioning control, power generation and rail markets.
TKR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 18.7; value investors should take notice.
For fiscal 2026, six analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.19 to $6.03 per share. TKR boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, TKR should be on investors' short list.
NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, May 20, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.
, /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, hosted an Investor Day earlier today in New York City.
Lucian Boldea, president and CEO, and other members of Timken's executive team detailed the company's 2028 financial targets and strategy to accelerate profitable growth, structurally increase margins and drive value for shareholders.
"Today, we introduced our Elevate to Outperform strategy, which is focused on optimizing our portfolio, investing decisively in our strategic verticals, and better leveraging our multinational footprint as we operate as One Timken," said Boldea. "Execution of our plan is well underway to achieve compelling 2028 financial targets and deliver enhanced value to our customers and shareholders over the long term."
Highlights from Timken's 2028 financial targets include:
Total sales of $5.0 to $5.2 billion, with an organic net sales CAGR percentage in the mid-single digits Industrial Motion segment adjusted EBITDA margin of 25 to 27 percent of sales in 2028, up from 19 percent in 2025 Engineered Bearings segment adjusted EBITDA margin of 21 to 23 percent of sales in 2028, up from 18.9 percent in 2025 Adjusted earnings per share of approximately $8.50, a greater than 55 percent increase compared to 2025 Presentation materials and a replay of the webcast are available at http://investors.timken.com. The webcast passcode is TimkenNYSE and will be accessible until June 3, 2026.
About The Timken Company
The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, designs and manufacturers highly engineered systems and components for customers in strategic end markets, including aerospace and defense, power and electrification, and automation and industrial solutions. With more than 125 years of specialized expertise and a multinational presence, Timken is a trusted partner worldwide, innovating and powering performance across the application lifecycle. The company posted $4.6 billion in sales in 2025 and employs approximately 19,000 people, operating from 45 countries. Learn more at www.timken.com or @TheTimkenCompany.
Certain statements in this release (including statements regarding the company's forecasts, estimates, plans and expectations) that are not historical in nature are "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. In particular, the statements related to expectations regarding the company's future financial performance are forward-looking.
The company cautions that actual results may differ materially from those projected or implied in forward-looking statements due to a variety of important factors, including: fluctuations in customer demand for the company's products or services; unanticipated changes in business relationships with customers or their purchases from the company; changes in the financial health of the company's customers, which may have an impact on the company's revenues, earnings and impairment charges; logistical issues associated with port closures, delays or increased costs; the impact of changes to the company's accounting methods; political risks associated with government instability; recent world events that have increased the risks posed by international trade disputes, tariffs, sanctions and hostilities; strained geopolitical relations between countries in which we have significant operations; weakness in global or regional general economic conditions and capital markets (as a result of financial stress affecting the banking system or otherwise); changes in wages, shipping costs, raw material costs, energy and fuel prices, and other production costs; changes in customer demand or tariff rates and other costs associated with tariffs; the company's ability to satisfy its obligations under its debt agreements and renew or refinance borrowings on favorable terms; fluctuations in currency valuations or interest rates; changes in the expected costs associated with product warranty claims; the ability to achieve satisfactory operating results in the integration of acquired companies, including realizing any accretion, synergies, and expected cashflow generation within expected timeframes or at all; the company's ability to effectively adjust prices for its products in response to changing dynamics; the impact on the company's pension obligations and assets due to changes in interest rates, investment performance and other tactics designed to reduce risk; the introduction of new disruptive technologies, such as artificial intelligence; unplanned plant shutdowns; the effects of government-imposed restrictions, commercial requirements, and company goals associated with climate change and emissions or other sustainability initiatives; unanticipated litigation, claims, investigations remediation, or assessments; the rapidly evolving global regulatory landscape and the corresponding heightened operational complexity and compliance risks; restrictions on the use of, or claims or remediation associated with, per- and polyfluoroalkyl substances or polytetrafluoroethylene; the company's ability to maintain positive relations with unions and works councils; the company's ability to compete for skilled labor and to attract, retain and develop management, other key employees, and skilled personnel; negative impacts to the company's operations or financial position as a result of pandemics, epidemics, or other public health concerns and associated governmental measures; and the company's ability to complete and achieve the benefits of announced plans, programs, initiatives, acquisitions, capital investments, and cost reduction actions. Additional factors are discussed in the company's filings with the Securities and Exchange Commission, including the company's Annual Report on Form 10-K for the year ended Dec. 31, 2025, quarterly reports on Form 10-Q and current reports on Form 8-K. Except as required by the federal securities laws, the company undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.
Media Relations:
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Investor Relations:
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On May 26, 2026, The Timken Co (TKR) shares rose 6.2% to a current price of $127.42. This recent uptick is part of a broader upward trend, with the stock gainin
Shares of Timken (TKR - Free Report) have been strong performers lately, with the stock up 19.2% over the past month. The stock hit a new 52-week high of $127.81 in the previous session. Timken has gained 51.5% since the start of the year compared to the 19.4% gain for the Zacks Computer and Technology sector and the 49.9% return for the Zacks Electronics - Miscellaneous Products industry.
What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on May 6, 2026, Timken reported EPS of $1.67 versus consensus estimate of $1.5.
For the current fiscal year, Timken is expected to post earnings of $6.13 per share on $4.8 in revenues. This represents a 15.01% change in EPS on a 4.75% change in revenues. For the next fiscal year, the company is expected to earn $7.05 per share on $5 in revenues. This represents a year-over-year change of 15.03% and 4.24%, respectively.
Valuation MetricsTimken may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.
On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
Timken has a Value Score of B. The stock's Growth and Momentum Scores are C and A, respectively, giving the company a VGM Score of B.
In terms of its value breakdown, the stock currently trades at 20.8X current fiscal year EPS estimates, which is not in-line with the peer industry average of 28.1X. On a trailing cash flow basis, the stock currently trades at 14.7X versus its peer group's average of 24.2X. Additionally, the stock has a PEG ratio of 1.53. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to consider the stock's Zacks Rank, as this supersedes any trend on the style score front. Fortunately, Timken currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Timken meets the list of requirements. Thus, it seems as though Timken shares could have potential in the weeks and months to come.
How Does TKR Stack Up to the Competition?Shares of TKR have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is Alps Alpine Co Ltd. - Unsponsored ADR (APELY - Free Report) . APELY has a Zacks Rank of #1 (Strong Buy) and a Value Score of A, a Growth Score of C, and a Momentum Score of A.
Earnings were strong last quarter. Alps Alpine Co Ltd. - Unsponsored ADR beat our consensus estimate by 433.33%, and for the current fiscal year, APELY is expected to post earnings of $1.64 per share on revenue of $6.91 billion.
Shares of Alps Alpine Co Ltd. - Unsponsored ADR have gained 2.6% over the past month, and currently trade at a forward P/E of 17.09X and a P/CF of 9.55X.
The Electronics - Miscellaneous Products industry is in the top 24% of all the industries we have in our universe, so it looks like there are some nice tailwinds for TKR and APELY, even beyond their own solid fundamental situation.
Key Takeaways Timken targets $5.0-$5.2B in sales and adjusted EPS of $8.50 by 2028.TKR expects margin gains from Industrial Motion and Engineered Bearings by 2028.Timken expanded industrial motion offerings through CGI and Bijur Delimon acquisitions. The Timken Company (TKR - Free Report) scaled a new 52-week high of $128.31 on Wednesday before ending the session lower at $127.16. The increase was fueled by the upbeat outlook outlined at Investor Day on May 20.
The company currently has a market capitalization of $8.8 billion and a Zacks Rank #2 (Buy).
Image Source: Zacks Investment Research
In the past year, shares of Timken have surged 85.3% compared with the industry’s 85.6% growth.
What’s Aiding Timken’s Stock?Upbeat Outlook: At Investor Day, the company launched its Elevate to Outperform strategy focused on optimizing its portfolio. Backed by initiatives, the company targets mid-single-digit organic sales CAGR through 2028 and total sales of $5-$5.2 billion in 2028. It expects 2028 adjusted earnings per share to be $8.50, which suggests a 55% increase from that reported in 2025.
Timken expects the Industrial Motion segment’s adjusted EBITDA margin to be 25-27% of sales in 2028, implying an increase of 19% from that reported in 2025. The Engineered Bearings segment’s adjusted EBITDA margin is expected to be up 21%-23% of sales in 2028 from the 18.9% registered in 2025.
Resilient Demand Base: Timken’s engineered bearings and motion components are used in mission-critical applications across diverse end markets. At Investor Day, the company linked growth to automation and robotics, AI-driven power demand and electrification, aerospace and defense, and infrastructure.
In the first quarter of 2026, the consolidated adjusted EBITDA margin increased to 18.8% from 18.2% a year ago, supported by price and higher volumes in Industrial Motion.
Portfolio Expansion via M&A: Timken continues to use acquisitions to broaden its bearings and adjacent power transmission offerings, with an emphasis on higher-value industrial motion. The company’s acquisition of CGI added precision drive systems, serving automation markets with exposure to medical robotics, and follows earlier purchases such as Cone Drive and Spinea.
In March 2026, Timken acquired Bijur Delimon, a designer and manufacturer of automated lubrication systems. Management said that the business expands exposure to verticals such as rail, power generation and mining, and it scales the automated lubrication platform to nearly $400 million in total revenues. The company expects the acquired business to generate more than $60 million of sales in 2026 and be accretive to Industrial Motion's margins after synergies.
Balanced Capital Returns & Liquidity: Timken has a long history of returning cash to shareholders, including 415 consecutive quarterly dividends so far. In the first quarter of 2026, the company returned $53.3 million through dividends and repurchased 282 thousand shares, and the board approved a 10-million share repurchase authorization that runs through February 2031.
Its board recently approved a 2.9% increase in the quarterly cash dividend to 36 cents per share. This marks the 13th year of higher annualized dividend payouts.
At the end of the first quarter, total debt to total capital was 0.38 and net debt to adjusted EBITDA was 2.1X, within the stated 1.5X-2.5X target. The company has no significant debt maturities until 2027.
Other Stocks to ConsiderSome other top-ranked stocks from the Computer and Technology space are Applied Materials (AMAT - Free Report) , Flex Ltd. (FLEX - Free Report) and Celestica Inc. (CLS - Free Report) . These three companies also carry a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Applied Materials has an average trailing four-quarter earnings surprise of 6.1%. The Zacks Consensus Estimate for Applied Materials’ fiscal 2026 earnings is pegged at $12.02 per share. AMAT shares have skyrocketed 183.24% over the past year.
Flex has an average trailing four-quarter earnings surprise of 9.5%. The Zacks Consensus Estimate for FLEX’s fiscal 2026 earnings is pegged at $4.45 per share. Flex’s shares soared 247.6% last year.
Celestica has an average trailing four-quarter earnings surprise of 8%. The Zacks Consensus Estimate for Celestica’s fiscal 2026 earnings is pegged at $10.16 per share. CLS shares have surged 207% in the past year.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Timken (TKR - Free Report) The Timken Company is a global manufacturer of engineered bearings and industrial motion products and related services. The company serves a wide variety of end markets, including aerospace, automotive, construction, consumer, defense, energy, industrial equipment, health, heavy industry, machine tool, positioning control, power generation and rail markets.
TKR is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. TKR has a Momentum Style Score of B, and shares are up 20.3% over the past four weeks.
For fiscal 2026, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.24 to $6.13 per share. TKR boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TKR should be on investors' short list.
It has been about a month since the last earnings report for Timken (TKR - Free Report) . Shares have added about 14.9% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Timken due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Timken Company (The) before we dive into how investors and analysts have reacted as of late.
TKR Q1 Earnings Beat Estimates on Industrial Motion StrengthTimken kicked off 2026 with an earnings and revenue beat, driven by pricing, favorable currency and stronger demand in Industrial Motion. Adjusted earnings were $1.67 per share, up 19.3% year over year and above the Zacks Consensus Estimate of $1.50 by 11.3%.
On a reported basis, earnings were $1.40 per share versus $1.11 a year ago.
Revenues rose 8% to $1.23 billion, topping the consensus mark of $1.17 billion by 4.9%. The increase was supported by higher pricing, favorable foreign currency translation and increased volumes in Industrial Motion. Organic sales increased 4.3% versus the first quarter of 2025.
Timken’s Profitability Improves Despite Higher CostsCost of products sold increased 7% to $837.3 million. The gross profit was $394 million, a 9.8% increase from the year-ago quarter. The gross margin was 32% compared with 31.5% in the year-ago quarter.
Selling, general and administrative expenses rose to $201.2 million from $184.8 million. Even with these increases, operating income improved 17.1% year over year to $168.6 million aided by pricing and higher volumes, along with benefits from lower material and logistics costs in Engineered Bearings.
Adjusted EBITDA increased 11% to $231 million with adjusted EBITDA margin expanding 60 basis points year over year to 18.8%, reflecting operating leverage and price/mix gains.
TKR’s Engineered Bearings Sales Rise, Margins Edge LowerEngineered Bearings delivered sales of $806.2 million, a 6% increase from the prior-year period, driven primarily by higher pricing and favorable currency translation. Volumes were flat year over year, indicating that growth was driven by price and positive currency impact.
Segment profitability, however, softened. Adjusted EBITDA for Engineered Bearings was $159.0 million, essentially flat from $159.2 million a year ago. Adjusted EBITDA margin declined to 19.7% from 20.9%. Management pointed to positive price/mix, lower material and logistics costs and favorable currency as offsets to incremental tariff costs and higher operating costs, which pressured margins despite higher revenue.
Timken’s Industrial Motion Segment Sees Higher Revenue & MarginsIndustrial Motion was the clear growth engine in the quarter, with sales rising 12% year over year to $425.1 million. The increase was driven by higher demand across most sectors, pricing gains and favorable foreign currency translation.
The segment also posted a sharp profitability improvement. Adjusted EBITDA increased to $91.3 million from $67.1 million in the prior-year quarter. Adjusted EBITDA margin expanded to 21.5% from 17.7%. Higher volume and positive price/mix were the key tailwinds, while incremental tariff costs remained a headwind.
Timken’s Cash Flow Dips, Shareholder Returns ContinueNet cash provided by operations in the first quarter of 2026 was $39.3 million compared with $58.6 million in the year-ago period. Free cash flow was at $0.5 million, reflecting capital spending of $38.8 million as well as working-capital movements that included higher accounts receivable and inventories.
Timken continued returning cash to shareholders. During the quarter, the company paid $25.3 million in dividends and spent $28 million on repurchase of shares.
The company’s board has recently approved a 2.9% increase in its quarterly cash dividend to 36 cents per share. The dividend is payable on May 29, 2026, to shareholders of record as of May 19, 2026. This marks the 13th year of higher annualized dividend payouts.
The balance sheet remained solid, with cash and cash equivalents of $344.7 million at quarter-end and net debt to adjusted EBITDA at 2.1 times as of March 31, 2026, keeping leverage within a manageable range as the company integrates recent portfolio moves.
TKR Raises 2026 OutlookFollowing first-quarter results, Timken increased its 2026 outlook. The company now expects adjusted earnings per share between $5.75 and $6.25, reflecting confidence in operating momentum and demand trends.
Management also raised its revenue view, planning for 2026 revenues to be up approximately 5% at the midpoint from 2025, compared with its prior outlook that called for 3% growth at the midpoint. Strategic actions featured prominently alongside the financial update, including the acquisition of Bijur Delimon to expand the company’s presence in market verticals such as rail, power generation and mining, as well as the planned sale of the belts business as part of a portfolio approach focused on margin expansion.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.
VGM ScoresCurrently, Timken has a average Growth Score of C, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock has a score of B on the value side, putting it in the second quintile for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Timken has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerTimken is part of the Zacks Electronics - Miscellaneous Products industry. Over the past month, Garmin (GRMN - Free Report) , a stock from the same industry, has gained 0%. The company reported its results for the quarter ended March 2026 more than a month ago.
Garmin reported revenues of $1.75 billion in the last reported quarter, representing a year-over-year change of +14.2%. EPS of $2.08 for the same period compares with $1.61 a year ago.
Garmin is expected to post earnings of $2.27 per share for the current quarter, representing a year-over-year change of +4.6%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.9%.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Garmin. Also, the stock has a VGM Score of D.
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Stock to Watch: Timken (TKR - Free Report) The Timken Company is a global manufacturer of engineered bearings and industrial motion products and related services. The company serves a wide variety of end markets, including aerospace, automotive, construction, consumer, defense, energy, industrial equipment, health, heavy industry, machine tool, positioning control, power generation and rail markets.
TKR is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 21.6; value investors should take notice.
Seven analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.24 to $6.13 per share. TKR also boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, TKR should be on investors' short list.
