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NORTH CANTON, Ohio, Oct. 14, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, will release its 2026 third-quarter financial results on Wednesday, November 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.

Timken (NYSE:TKR – Get Free Report) and Hurco Companies (NASDAQ:HURC – Get Free Report) are both industrials companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, analyst recommendations, earnings, institutional ownership, valuation, profitability and risk.

Profitability This table compares Timken and Hurco Companies’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Timken 5.43% 12.63% 6.21% Hurco Companies -3.58% -3.37% -2.51% Insider & Institutional Ownership 89.1% of Timken shares are held by institutional investors. Comparatively, 74.4% of Hurco Companies shares are held by institutional investors. 8.1% of Timken shares are held by company insiders. Comparatively, 9.9% of Hurco Companies shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Analyst Recommendations This is a breakdown of current recommendations for Timken and Hurco Companies, as provided by MarketBeat.com. Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Timken 0 3 7 0 2.70 Hurco Companies 1 0 0 0 1.00 Timken presently has a consensus price target of $147.00, suggesting a potential upside of 20.08%. Given Timken’s stronger consensus rating and higher possible upside, analysts clearly believe Timken is more favorable than Hurco Companies.

Valuation & Earnings This table compares Timken and Hurco Companies”s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Timken $4.58 billion 1.85 $288.40 million $3.69 33.18 Hurco Companies $178.55 million 0.81 -$15.12 million ($1.03) -21.64 Timken has higher revenue and earnings than Hurco Companies. Hurco Companies is trading at a lower price-to-earnings ratio than Timken, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility Timken has a beta of 1.18, suggesting that its stock price is 18% more volatile than the S&P 500. Comparatively, Hurco Companies has a beta of 0.71, suggesting that its stock price is 29% less volatile than the S&P 500.

Summary Timken beats Hurco Companies on 13 of the 14 factors compared between the two stocks.

About Timken (Get Free Report)

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company's Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings. This segment serves wind energy, agriculture, construction, food and beverage, metals and mining, automotive and truck, aerospace, rail, and other industries under the Timken, GGB, and Fafnir brands. Its Industrial Motion segment offers a portfolio of engineered products comprising industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, seals, couplings, filtration systems, and industrial clutches and brakes. It also provides industrial drivetrain and bearing repairing services. This segment serves a range of industries, such as solar energy, automation, construction, agriculture and turf, passenger rail, marine, aerospace, packaging and logistics, medical, and others under the Philadelphia Gear, Cone Drive, Rollon, Nadella, Groeneveld, BEKA, Diamond, Drives, Timken Belts, Spinea, Des-Case, Lagersmit, Lovejoy, and PT Tech brands. The Timken Company was founded in 1899 and is headquartered in North Canton, Ohio.

(Get Free Report)

Hurco Companies, Inc., an industrial technology company, designs, manufactures, and sells computerized machine tools to companies in the metal cutting industry worldwide. Its principal products include general-purpose computerized machine tools, including vertical and horizontal machining centers, turning centers, and toolroom machines. The company also provides computer control systems and related software for press brake applications. In addition, it offers machine tool components, automation integration equipment, and solutions for job shops; and software options, control upgrades, and accessories and replacement parts for its products, as well as customer service, training, and applications support services. Further, the company provides Autobend computer control systems for press brake machines. It serves independent job shops and specialized short-run production applications within large manufacturing operations, as well as precision tool, die, and mold manufacturers in aerospace, defense, medical equipment, energy, automotive/transportation, electronics, and computer industries. The company sells its products under the Hurco, Milltronics, and Takumi brands through independent agents and distributors, as well as through its direct sales and service organizations. Hurco Companies, Inc. was incorporated in 1968 and is headquartered in Indianapolis, Indiana.

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, /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, today published its 2025 corporate social responsibility (CSR) report, demonstrating the company's progress in environmental sustainability, social impact and product innovation.

"Being a good business steward means integrating responsibility into everything we do, from how we operate to how we contribute to our communities and serve our customers," said Lucian Boldea, Timken president and chief executive officer. "By innovating systems-focused solutions, we help customers achieve more with less energy, fewer resources and greater uptime. This is where engineering excellence meets environmental stewardship."

In the report, Timken showcases impactful actions across its three CSR pillars – people, product and planet – including the company's progress in reducing aggregate Scope 1 and Scope 2 greenhouse gas (GHG) emissions intensity. From its 2018 baseline year through 2025, Timken decreased emissions intensity by 48%, keeping the company well on track to hit its target of 50% by 2030.

The report also highlights how Timken advanced its CSR efforts in 2025 by:

Achieving a 21-fold increase in renewable energy use since 2018 and investing more than $13 million since 2023 to enhance energy efficiency and reduce emissions; Diverting 86% of waste from landfills and lowering annual waste generation by 41% since 2018, reflecting sustainable resource management principles; Strengthening a culture of safety and engagement, as demonstrated by nearly 7,000 employee-submitted Good Catch! safety observations; Investing in next-generation STEM education and workforce development initiatives, including the expansion of Timken's global TRADE apprenticeship program; and Delivering innovative, sustainable products – such as more efficient precision aerospace bearings, automatic-lubrication systems and custom gear drives – that help customers reduce energy use, cut emissions and improve performance. For more information about Timken's commitment to creating a more sustainable world, visit www.timken.com/corporate-social-responsibility/.

About The Timken Company
The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, designs and manufactures 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]

SOURCE The Timken Company

Nykredit A S acquired a new stake in shares of Timken Company (The) (NYSE:TKR – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 520,392 shares of the industrial products company’s stock, valued at approximately $75,623,000. Nykredit A S owned 0.75% of Timken as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Corient Private Wealth LP grew its stake in Timken by 168.9% during the 2nd quarter. Corient Private Wealth LP now owns 51,894 shares of the industrial products company’s stock worth $7,541,000 after buying an additional 32,598 shares during the last quarter. Affinity Wealth LLC acquired a new position in Timken during the 2nd quarter valued at approximately $230,000. HighTower Advisors LLC increased its stake in Timken by 3.7% during the 2nd quarter. HighTower Advisors LLC now owns 15,802 shares of the industrial products company’s stock valued at $2,296,000 after purchasing an additional 568 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of Timken in the second quarter worth $3,829,000. Finally, Readystate Asset Management LP purchased a new position in shares of Timken in the second quarter worth $1,736,000. Institutional investors own 89.08% of the company’s stock.

Analyst Upgrades and Downgrades A number of brokerages have recently weighed in on TKR. Bank of America raised shares of Timken from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $129.00 to $135.00 in a report on Tuesday, September 1st. JPMorgan Chase & Co. lifted their price target on Timken from $150.00 to $160.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Weiss Ratings upgraded Timken from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, August 20th. The Goldman Sachs Group increased their price objective on Timken from $128.00 to $142.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Finally, Citigroup raised their price objective on Timken from $140.00 to $160.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $145.50.

Read Our Latest Research Report on Timken Insider Activity at Timken In related news, Director Richard Kyle sold 13,637 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $126.63, for a total value of $1,726,853.31. Following the completion of the transaction, the director directly owned 183,724 shares of the company’s stock, valued at approximately $23,264,970.12. This represents a 6.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 8.10% of the stock is owned by corporate insiders.

Timken Stock Up 0.4% TKR stock opened at $117.06 on Friday. Timken Company has a one year low of $70.57 and a one year high of $146.37. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.74 and a current ratio of 3.10. The firm’s fifty day moving average is $128.76 and its 200 day moving average is $121.43. The firm has a market cap of $8.11 billion, a PE ratio of 31.73, a P/E/G ratio of 1.29 and a beta of 1.21.

Timken (NYSE:TKR – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.83 earnings per share for the quarter, topping analysts’ consensus estimates of $1.62 by $0.21. The company had revenue of $1.26 billion during the quarter, compared to analysts’ expectations of $1.23 billion. Timken had a return on equity of 12.63% and a net margin of 5.43%.Timken’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.12 EPS. Timken has set its FY 2026 guidance at 6.050-6.350 EPS. On average, research analysts forecast that Timken Company will post 6.26 EPS for the current year.

Timken Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Tuesday, August 18th were paid a dividend of $0.36 per share. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.2%. Timken’s payout ratio is currently 39.02%.

About Timken (Free Report)

Timken is an industrial technology company that designs and manufactures engineered bearings and motion-related products. Its offerings include tapered and spherical roller bearings, precision bearings, seals, lubrication systems, and other components used to reduce friction, support rotating equipment, and improve the performance and reliability of machinery.

The company also provides industrial motion products and services, including power transmission components, chain, belts, couplings, gear drives, linear motion systems, and related maintenance and engineering solutions.

See Also Five stocks we like better than Timken J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons Want to see what other hedge funds are holding TKR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Timken Company (The) (NYSE:TKR – Free Report).

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The Timken Company (TKR) Morgan Stanley's 14th Annual Laguna Conference September 16, 2026 4:05 PM EDT

Company Participants

Lucian Boldea - CEO, President & Director
Michael Discenza - Executive VP & CFO

Presentation

Unknown Analyst

Perfect. Thank you all, and good afternoon. It's my pleasure today to have Lucian Boldea, CEO and President of Timken as well as Mike Discenza, EVP and CFO of Timken.

So before we just get started here, just a quick disclaimer. For important disclosures, please see the Morgan Stanley Research Disclosure website at www.morganstanley.com/researchdisclosures. [Operator Instructions]

And with that, again, thank you, gentlemen, for joining me.

Lucian Boldea
CEO, President & Director

Thank you.

Michael Discenza
Executive VP & CFO

Thank you for having us.

Question-and-Answer Session

Unknown Analyst

So maybe just -- it would be great to just start out with the Elevate to Outperform strategy that you laid out at Investor Day, a pretty significant step-up in growth, margins, earnings profile through 2028. So just -- for those who may be less familiar with the shift in strategy and -- Lucian, you've kind of laid out in terms of the key pillars, the targets of where you want to take the business here, both through '28 and kind of your vision for longer term. Can you just kind of give us a walk through some of those basics?

Lucian Boldea
CEO, President & Director

Absolutely. So first of all, thank you for having us. It's very great to be here. So when we look at Elevate to Outperform, and why we launched the strategy, and what we're trying to accomplish with it, it really deploys this 80-20 mindset as a foundational way of approaching and solving the problem. But the problem that we're trying to solve is really to accelerate profitable growth, expand margins and then drive value to shareholders as a result. We

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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.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 19.78; value investors should take notice.

Five analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.12 to $6.26 per share. TKR also boasts an average earnings surprise of +9.5%.

With a solid Zacks Rank and top-tier Value 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 lost about 8.5% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Timken due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.

Timken Beats Q2 Earnings Estimates on Higher Volumes, Raises ViewTimken reported second-quarter 2026 adjusted earnings of $1.83 per share, up 28.9% year over year. The figure beat the Zacks Consensus Estimate of $1.63 by 12.3%.

Including one-time items, Timken reported earnings of 41 cents per share compared with $1.12 a year earlier. The decline reflected, among other items, impairment, restructuring and reorganization charges tied to the belts business.

Sales increased 7.5% year over year to $1.26 billion and surpassed the Zacks Consensus Estimate of $1.23 billion by 2.6%. Higher volumes across both segments, pricing, the Bijur Delimon acquisition and favorable currency translation aided growth. Organic sales increased 4.4%.

Adjusted EBITDA increased to $247.2 million from $208.2 million in the prior-year quarter. The adjusted EBITDA margin expanded 190 basis points to 19.6%. The current-quarter figure included an $8 million net benefit from IEEPA tariff refunds.

Timken's Segment Performance in Q2Engineered Bearings segment revenues increased 3.8% year over year to $807 million. The improvement was primarily driven by higher volumes, increased pricing and favorable foreign currency translation.

The segment's adjusted EBITDA rose to $161.3 million from $153.4 million. Adjusted EBITDA margin improved to 20% from 19.7%. Positive price/mix, higher volumes, tariff refunds and favorable currency effects more than offset increased operating costs.

Industrial Motion revenues jumped 14.6% year over year to $453.9 million. The increase reflected stronger demand across most platforms and end markets, contributions from the Bijur Delimon acquisition, pricing gains and favorable foreign currency translation.

Adjusted EBITDA for the segment surged to $105.6 million from $72.6 million in the year-ago quarter. The margin expanded to 23.3% from 18.3%, aided by higher volumes, positive price/mix, tariff refunds and acquisition contributions. These benefits were partly offset by higher operating costs.

Timken's Cash Flow and Leverage Stay BalancedNet cash provided by operating activities was $107.1 million compared with $111.3 million in the prior-year period. Free cash flow improved 2.9% to $80.5 million as capital expenditures declined to $26.6 million from $33.1 million.

Timken ended June with cash and cash equivalents of $399.1 million compared with $364.4 million at the end of 2025. Net debt increased to $1.68 billion from $1.56 billion, while the net debt-to-adjusted EBITDA ratio remained at 2.0. 

During the quarter, the company returned $45 million to shareholders through dividends and share repurchases. It also raised its quarterly dividend by 3% and repurchased approximately 155,000 shares.

Timken Raises 2026 Earnings and Revenue OutlookTimken raised its full-year 2026 adjusted earnings guidance to $6.05-$6.35 per share. Management cited first-half performance, continued momentum and disciplined execution in raising the outlook.

The company now expects 2026 revenues to increase approximately 5.5% at the midpoint from 2025. This compares with its prior expectation for 5% growth at the midpoint. The higher sales outlook reflects continued progress under Timken's Elevate to Outperform strategy and improving customer demand.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates revision.

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 was allocated a grade of B on the value side, putting it in the top 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Timken has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

, /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, will participate in three upcoming investor conferences.  

Michael A. Discenza, chief financial officer, and Neil Frohnapple, vice president of investor relations, will attend the Jefferies Global Industrials Conference in New York City on Wednesday, Sept. 9, 2026, with a fireside chat scheduled for 7:30 a.m. Eastern Time.

Lucian Boldea, president and chief executive officer, and Discenza will participate in the Morgan Stanley Laguna Conference in Dana Point, California, on Wednesday, Sept. 16, 2026, with a fireside chat scheduled for 1:05 p.m. Pacific Time (4:05 p.m. Eastern Time) that day.

Timken executive team members will also attend the D.A. Davidson Diversified Industrials & Services Conference in Nashville, Tennessee, on Thursday, Sept. 24, 2026.

A live webcast of the fireside chats will be accessible via the company's website at investors.timken.com and the replays will be available for two weeks following each event. Materials shared with investors during the conferences will also be available online at investors.timken.com.   

About The Timken Company
The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, designs and manufactures 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]

SOURCE The Timken Company

Callan Family Office LLC purchased a new position in shares of Timken Company (The) (NYSE:TKR – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 12,661 shares of the industrial products company’s stock, valued at approximately $1,840,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Gordian Capital Singapore Pte Ltd acquired a new stake in Timken in the fourth quarter valued at about $25,000. Clearstead Advisors LLC grew its position in Timken by 130.3% during the 4th quarter. Clearstead Advisors LLC now owns 304 shares of the industrial products company’s stock worth $26,000 after acquiring an additional 172 shares during the last quarter. Allworth Financial LP acquired a new stake in shares of Timken during the second quarter valued at about $37,000. Elevation Wealth Partners LLC increased its stake in shares of Timken by 420.0% in the second quarter. Elevation Wealth Partners LLC now owns 260 shares of the industrial products company’s stock valued at $38,000 after buying an additional 210 shares during the period. Finally, Trust Co. of Vermont bought a new stake in Timken during the 2nd quarter worth approximately $41,000. 89.08% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth Several research analysts have commented on the company. Morgan Stanley set a $140.00 target price on Timken in a report on Thursday, May 21st. Weiss Ratings raised Timken from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday. JPMorgan Chase & Co. increased their price target on Timken from $150.00 to $160.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. The Goldman Sachs Group lifted their price target on shares of Timken from $128.00 to $142.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Finally, KeyCorp raised their target price on Timken from $140.00 to $160.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $150.00.

Read Our Latest Research Report on Timken Insider Transactions at Timken In other Timken news, Director Ajita G. Rajendra sold 8,450 shares of Timken stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $131.34, for a total transaction of $1,109,823.00. Following the completion of 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 document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Richard G. Kyle sold 13,637 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $126.63, for a total value of $1,726,853.31. Following the sale, the director directly owned 183,724 shares of the company’s stock, valued at $23,264,970.12. This represents a 6.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,535 shares of company stock valued at $3,912,529 in the last quarter. Company insiders own 8.10% of the company’s stock.

Timken Stock Performance Shares of TKR stock opened at $125.07 on Monday. The company has a current ratio of 3.10, a quick ratio of 1.74 and a debt-to-equity ratio of 0.61. The firm has a fifty day simple moving average of $136.75 and a two-hundred day simple moving average of $119.58. Timken Company has a 12 month low of $70.57 and a 12 month high of $146.37. The firm has a market capitalization of $8.67 billion, a PE ratio of 33.89, a price-to-earnings-growth ratio of 1.47 and a beta of 1.21.

Timken (NYSE:TKR – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $1.83 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.21. The firm had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.23 billion. Timken had a net margin of 5.43% and a return on equity of 12.63%. The business’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period last year, the firm earned $1.12 earnings per share. Timken has set its FY 2026 guidance at 6.050-6.350 EPS. Analysts forecast that Timken Company will post 6.26 EPS for the current fiscal year.

Timken Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Tuesday, August 18th will be given a $0.36 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.44 annualized dividend and a yield of 1.2%. Timken’s dividend payout ratio (DPR) is presently 39.02%.

About Timken (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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Timken Company (TKR) is rated a buy, projecting a 20.4% return over six quarters with a $158.06 per share valuation at a 12.76x EBITDA multiple. TKR's growth is driven by EBITDA expansion, $739.7 million cumulative FCF, and a margin-accretive divestiture of its near-zero EBITDA belts business. Industrial Motion, now the higher-margin and faster-growing segment, contributed 80.7% of YoY segment EBITDA growth, shifting consolidated margin dynamics.

The Timken Company remains a soft "Buy" as management delivers on cost savings, operational improvements, and strategic expansion plans. TKR's Industrial Motion and Engineered Bearings segments drove H1 2026 revenue and EBITDA growth, with organic and acquisition-fueled gains. Management targets $5–$5.2 billion in revenue and a 21%–23% EBITDA margin by 2028, emphasizing regional expansion, portfolio optimization, and SKU harmonization.

Forging Ahead: 2 Stocks Fueling the Manufacturing RevivalTimken NYSE: TKR reported higher second-quarter sales, margins and adjusted earnings, citing increased pricing, volume growth and stronger demand in several industrial end markets. The company also raised its full-year 2026 outlook, marking its second increase this year.

Second-quarter revenue rose 7.5% from a year earlier to $1.26 billion. Organic sales increased 4.4%, while the Bijur Delimon acquisition contributed 1.8 percentage points of growth and foreign-currency translation added 1.3 percentage points. Adjusted EBITDA totaled $247 million, or 19.6% of sales, compared with a 17.7% margin in the prior-year quarter. Adjusted earnings per share increased nearly 30% to $1.83.

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Chief Financial Officer Mike Discenza said adjusted results included an $8 million, or $0.08-per-share, net benefit from refunds of IEEPA tariffs. The company said the refunds more than offset higher tariff costs relative to the prior year, producing a $6 million net favorable year-over-year tariff impact in the quarter.

Industrial Motion posts record quarterly sales Industrial Motion generated record quarterly sales of $454 million, up 14.6% from a year earlier. Organic sales increased 8%, with Bijur Delimon contributing about 5 percentage points and currency adding more than 1 percentage point.

The segment’s adjusted EBITDA margin rose 500 basis points year over year to 23.3%. Discenza attributed the improvement to operational execution, higher volume, favorable price and mix, and tariff refunds. Automation and industrial solutions, infrastructure, and industrial transportation and mobility each posted double-digit growth, while aerospace and defense also grew. Power and electrification sales declined because of a sizable reduction in solar sales.

Linear motion systems and lubrication systems led growth among product platforms. President and CEO Lucian Boldea said the company’s expansion of Rollon’s European business into the U.S. contributed to a second consecutive quarter of double-digit organic growth in the linear motion platform.

The Engineered Bearings segment reported sales of $807 million, up nearly 4%, including 2.5% organic growth. Aerospace and defense and infrastructure delivered the strongest gains, while industrial transportation and mobility was relatively flat. Segment adjusted EBITDA was $161 million, or 20% of sales, compared with 19.7% a year earlier. Favorable price and mix, higher volume and tariff refunds aided margins, though higher labor and other operating costs partly offset those benefits.

Strategy actions include divestiture, portfolio investments Boldea said Timken is advancing its “Elevate to Outperform” strategy, which centers on portfolio optimization, investment in strategic verticals and customers, and operating more cohesively across its multinational operations.

The company remains on track to complete the divestiture of its Belts business in the third quarter. Timken expects the move to improve Industrial Motion EBITDA margins by more than 200 basis points on a pro forma basis. Its exit from automotive original-equipment business is also progressing as planned and is expected to begin benefiting Engineered Bearings margins in 2027, according to Boldea.

Timken said the integration of Bijur Delimon, acquired for its lubrication systems platform, is ahead of schedule. The acquisition brings the lubrication systems platform to approximately $400 million in revenue.

The company reported high-single-digit organic growth in its strategic verticals during the second quarter, including mid-teens growth in automation and robotics. Boldea also said Timken is investing in aerospace and defense operations, including added operating headcount and retention efforts, to support existing backlog and future growth. Discenza said those investments are expected to create near-term costs, as specialized aerospace workers can require six to nine months of training before contributing to production.

Timken said 60% of company revenue is now represented by businesses engaged in its 80/20 operating initiatives, with a target of 75% by the third quarter. The company expects the initiative to begin benefiting its bottom line in 2027.

Full-year outlook raised For 2026, Timken now expects total sales to increase 5% to 6%, compared with its prior forecast of 4% to 6%. At the midpoint, the company expects organic revenue growth of 3.5%, 0.5 percentage points above its prior outlook. Bijur Delimon and currency are each expected to add about 1 percentage point to full-year revenue.

Adjusted EPS is expected to range from $6.05 to $6.35, representing a $0.20 increase at the midpoint from prior guidance. Adjusted EBITDA margin is projected to be in the low 18% range at the midpoint, compared with 17.4% in 2025. Free cash flow is expected to total $375 million to $400 million, up $25 million from the prior outlook. Discenza said the higher earnings outlook reflects a $0.20 to $0.25-per-share benefit from the revised organic-sales outlook and second-quarter outperformance, plus the $0.08-per-share tariff-refund benefit. Those items are partly offset by a $0.10-per-share headwind for second-half cost inflation, including logistics costs and strategic investments. The company’s outlook does not assume additional IEEPA tariff refunds in the second half because timing and amounts remain uncertain.

Timken generated $107 million of operating cash flow in the second quarter and more than $80 million of free cash flow. It returned $45 million to shareholders through dividends and share repurchases, including the repurchase of approximately 155,000 shares. The company raised its quarterly dividend 3% and ended the quarter with net debt to adjusted EBITDA of 2 times.

Management said order patterns remained robust, although it characterized demand recovery as a steady increase rather than the sharper rebound seen in earlier cycles. Boldea cited continued strength in aerospace and defense, automation and industrial solutions, and infrastructure, while noting that geopolitical uncertainty and normal seasonal patterns informed the company’s second-half assumptions.

About Timken (NYSE:TKR)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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, /PRNewswire/ -- The board of directors of The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, today declared a quarterly cash dividend of 36 cents per share. The dividend is payable on Aug. 28, 2026, to shareholders of record as of Aug. 18, 2026.

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 417 consecutive quarters, one of the longest-running dividend streaks among NYSE-listed companies. In addition, 2026 marks the company's thirteenth consecutive year of annual dividend growth.

About The Timken Company
The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, designs and manufactures 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] 

SOURCE The Timken Company

For the quarter ended June 2026, Timken (TKR - Free Report) reported revenue of $1.26 billion, up 7.5% over the same period last year. EPS came in at $1.83, compared to $1.42 in the year-ago quarter.

The reported revenue represents a surprise of +2.59% over the Zacks Consensus Estimate of $1.23 billion. With the consensus EPS estimate being $1.63, the EPS surprise was +12.27%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Timken performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net Sales- Industrial Motion: $453.9 million versus the four-analyst average estimate of $434.18 million. The reported number represents a year-over-year change of +14.6%.Net Sales- Engineered Bearings: $807 million versus the four-analyst average estimate of $799.3 million. The reported number represents a year-over-year change of +3.8%.Adjusted EBITDA- Industrial Motion: $105.6 million versus $91.05 million estimated by four analysts on average.Adjusted EBITDA- Engineered Bearings: $161.3 million compared to the $156.33 million average estimate based on four analysts.View all Key Company Metrics for Timken here>>>

Shares of Timken have returned -0.4% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Sales of $1.26 billion, up 7.5 percent from last year Second-quarter diluted EPS of $0.41; adjusted EPS of $1.83 Net income margin of 2.3 percent; adjusted EBITDA margin of 19.6 percent Updates 2026 EPS outlook; now expects 2026 EPS of $3.75-$4.05, raising adjusted EPS outlook to $6.05-$6.35 , /PRNewswire/ -- The Timken Company (NYSE: TKR) (www.timken.com), a leader in advanced motion technology, today reported second-quarter 2026 results.

2Q-26

2Q-25

% Change

Net Sales (mils.)

$1,260.9

$1,173.4

7.5 %

Net Income Margin

2.3 %

6.7 %

(440 bps)

Adjusted EBITDA Margin

19.6 %

17.7 %

190 bps

Diluted EPS

$0.41

$1.12

(63.4) %

Adjusted EPS

$1.83

$1.42

28.9 %

Net Cash from Operations (mils.)

$107.1

$111.3

(3.8) %

Free Cash Flow

$80.5

$78.2

2.9 %

"The Timken team is successfully advancing our Elevate to Outperform strategy to accelerate profitable growth, structurally increase margins and create long-term shareholder value," said Lucian Boldea, president and chief executive officer. "Second quarter results demonstrate our team's strong execution and continued progress against these objectives combined with our ability to capitalize on improving customer demand. Our performance during the first half of the year, continued momentum, and disciplined execution framework gives us the confidence to raise our 2026 outlook."

Second-Quarter 2026 Highlights

Timken delivered sales in the second quarter of $1.26 billion, up 7.5 percent from the same period a year ago. The increase was driven by higher volumes across both segments, higher pricing, revenue from the Bijur Delimon acquisition and favorable foreign currency translation. Organically, sales were up 4.4 percent as compared to the second quarter of 2025.

The company posted net income in the second quarter of $28.9 million or $0.41 per diluted share. This compares to net income of $78.5 million or $1.12 per diluted share for the same period a year ago. The company's net income margin in the quarter was 2.3 percent, compared to 6.7 percent in the second quarter of last year. Net income in the current period includes an impairment charge related to the anticipated divestiture of the company's belts business.

Excluding special items (detailed in the attached tables), adjusted net income in the second quarter was $128.4 million or $1.83 per diluted share. This compares to adjusted net income of $99.3 million or $1.42 per diluted share for the same period in 2025. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) in the quarter were $247.2 million or 19.6 percent of sales, compared with $208.2 million or 17.7 percent of sales in the second quarter of last year. Adjusted EBITDA in the current period includes a net benefit of $8.0 million for IEEPA tariff refunds.

Net cash provided by operations in the quarter was $107.1 million, and free cash flow was $80.5 million. During the quarter, Timken increased its quarterly dividend by 3 percent and repurchased approximately 155 thousand shares of company stock. In total, the company returned $45.0 million of cash to shareholders through dividends and share repurchases during the quarter. The company ended the quarter with a strong balance sheet; net debt to adjusted EBITDA was 2.0 times as of June 30, 2026.

Second-Quarter 2026 Segment Results

Engineered Bearings sales of $807.0 million increased 3.8 percent from the same period a year ago driven primarily by higher volumes, the impact of higher pricing and favorable foreign currency translation.

Adjusted EBITDA in the quarter was $161.3 million or 20.0 percent of sales, compared with $153.4 million or 19.7 percent of sales in the second quarter of last year. The increase in adjusted EBITDA was driven primarily by positive price/mix, the impact of higher volume, a net benefit for tariff refunds and favorable foreign currency, partially offset by higher operating costs.

Industrial Motion sales of $453.9 million increased 14.6 percent compared with the same period a year ago driven primarily by higher demand across most platforms and end-market sectors, revenue from the Bijur Delimon acquisition, higher pricing and favorable foreign currency translation.

Adjusted EBITDA in the quarter was $105.6 million or 23.3 percent of sales, compared with $72.6 million or 18.3 percent of sales in the second quarter of last year. The increase in adjusted EBITDA was driven primarily by the impact of higher volume, positive price/mix, a net benefit for tariff refunds and contribution from the Bijur Delimon acquisition, partially offset by higher operating costs.

2026 Outlook

Timken is updating its 2026 outlook, with full-year earnings per diluted share now forecasted to be in the range of $3.75 to $4.05 and is raising its adjusted earnings per diluted share to the range of $6.05 to $6.35. The company is planning for 2026 revenue to be up approximately 5.5 percent in total at the midpoint from 2025, a slight increase from its prior outlook of 5 percent growth at the midpoint.

Conference Call Information

Timken will host a conference call today at 11 a.m. Eastern Time to review its financial results. Presentation materials will be available online in advance of the call for interested investors and securities analysts.

Conference Call:

Tuesday, August 4, 2026

11:00 a.m. Eastern Time

Live Dial-In: 888-880-3330

Conference ID: 2764753

Live Webcast:

http://investors.timken.com 

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.

Certain statements in this release (including statements regarding the company's forecasts, beliefs, 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, including information under the heading "2026 Outlook," 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: the finalization of the company's financial statements for the second quarter of 2026; fluctuations in customer demand for the company's products or services; changes in customer preferences due to emergent technologies, evolving regulatory landscapes or other factors; 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; costs associated with inclement weather events; 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; new technology, including artificial intelligence, that may impact the way the Company's products are produced, sold or distributed; 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:
Sarah Factor
234.262.4878
[email protected]

Investor Relations:
Neil Frohnapple
234.262.2310
[email protected]

The Timken Company

CONDENSED CONSOLIDATED STATEMENTS OF INCOME

(Dollars in millions, except share data) (Unaudited)

Three Months Ended
June 30,

Six Months Ended
June 30,

2026

2025

2026

2025

Net sales

$

1,260.9

$

1,173.4

$

2,492.2

$

2,313.7

Cost of products sold

861.6

813.1

1,698.9

1,594.7

Selling, general & administrative expenses

205.9

189.7

407.1

374.5

Amortization of intangible assets

20.7

19.9

41.3

38.9

Impairment and restructuring charges

87.9

2.9

91.5

13.8

Operating Income

84.8

147.8

253.4

291.8

Non-service pension and other postretirement expense

(0.7)

(1.2)

(1.4)

(2.4)

Other expense, net

(2.5)

(3.4)

(4.9)

(3.7)

Interest expense, net

(23.7)

(26.8)

(46.3)

(51.0)

Income Before Income Taxes

57.9

116.4

200.8

234.7

Provision for income taxes

20.7

30.7

57.7

57.6

Net Income

37.2

85.7

143.1

177.1

Less: Net income attributable to noncontrolling interest

8.3

7.2

16.0

20.3

Net Income Attributable to The Timken Company

$

28.9

$

78.5

$

127.1

$

156.8

Net Income per Common Share Attributable to The Timken Company Common Shareholders

    Basic Earnings per share

$

0.42

$

1.13

$

1.83

$

2.24

    Diluted Earnings per share

$

0.41

$

1.12

$

1.81

$

2.23

Average Shares Outstanding

69,468,880

69,751,965

69,531,059

69,877,737

Average Shares Outstanding - assuming dilution

70,090,431

70,075,084

70,152,767

70,283,847

BUSINESS SEGMENTS

(Unaudited)

Three Months Ended
June 30,

Six Months Ended
June 30,

(Dollars in millions)

2026

2025

2026

2025

Engineered Bearings

Net sales

$

807.0

$

777.4

$

1,613.2

$

1,538.1

Adjusted Earnings before interest, taxes, depreciation and amortization (EBITDA) (1)

$

161.3

$

153.4

$

320.3

$

312.6

Adjusted EBITDA Margin (1)

20.0

%

19.7

%

19.9

%

20.3

%

Industrial Motion

Net sales

$

453.9

$

396.0

$

879.0

$

775.6

Adjusted Earnings before interest, taxes, depreciation and amortization (EBITDA) (1)

$

105.6

$

72.6

$

196.9

$

139.7

Adjusted EBITDA Margin (1)

23.3

%

18.3

%

22.4

%

18.0

%

Unallocated corporate expense (1)

$

(19.7)

$

(17.8)

$

(39.0)

$

(36.0)

Consolidated

Net sales

$

1,260.9

$

1,173.4

$

2,492.2

$

2,313.7

Adjusted Earnings before interest, taxes, depreciation and amortization (EBITDA) (1)

$

247.2

$

208.2

$

478.2

$

416.3

Adjusted EBITDA Margin (1)

19.6

%

17.7

%

19.2

%

18.0

%

EBITDA is a non-GAAP measure defined as operating income plus other income (expense) and excluding depreciation and amortization. EBITDA Margin is a non-GAAP measure defined as EBITDA as a percentage of net sales. EBITDA and EBITDA Margin are important financial measures used in the management of the business, including decisions concerning the allocation of resources and assessment of performance. Management believes that reporting EBITDA and EBITDA Margin is useful to investors as these measures are representative of the core operations of the Company. See the subsequent pages for the reconciliations of Consolidated EBITDA and Consolidated EBITDA Margin.

(1) Consolidated adjusted EBITDA is a non-GAAP measure defined as EBITDA less impairment, restructuring and reorganization charges, acquisition costs, including transaction costs and the amortization of the inventory step-up, actuarial gains and losses associated with the remeasurement of the Company's defined benefit pension and other postretirement benefit plans, property losses and recoveries, gains and losses on the sale of real estate and divestitures, and other items from time to time that are not part of the Company's core operations. Consolidated adjusted EBITDA Margin is a non-GAAP measure defined as Consolidated adjusted EBITDA as a percentage of net sales. Management believes Consolidated adjusted EBITDA and Consolidated adjusted EBITDA Margin are important financial measures used in the management of the business, including decisions concerning the allocation of resources and assessment of performance. Management believes that reporting adjusted EBITDA and adjusted EBITDA Margin is useful to investors as these measures are representative of the core operations of the Company. See subsequent pages for the reconciliations of Consolidated Adjusted EBITDA and Consolidated Adjusted EBITDA Margin. Segment Adjusted EBITDA is the measurement of segment profit and loss. The Company's Chief Operating Decision Maker ("CODM") utilizes Segment Adjusted EBITDA and Segment Adjusted EBITDA Margin to evaluate segment performance and allocates resources. See the Company's quarterly report on Form 10-Q for a reconciliation of Segment Adjusted EBITDA to income before income taxes.

CONDENSED CONSOLIDATED BALANCE SHEETS

(Dollars in millions)

(Unaudited)

June 30,
2026

December 31,
2025

ASSETS

Cash and cash equivalents

$

399.1

$

364.4

Restricted cash

1.4

1.0

Accounts receivable, net

822.9

689.4

Unbilled receivables

174.0

137.6

Inventories, net

1,249.1

1,243.3

Other current assets

196.0

165.1

Total Current Assets

2,842.5

2,600.8

Property, plant and equipment, net

1,289.9

1,357.6

Operating lease assets

152.4

152.9

Goodwill and other intangible assets

2,473.0

2,488.7

Other assets

67.8

76.8

Total Assets

$

6,825.6

$

6,676.8

LIABILITIES

Accounts payable

$

371.1

$

353.2

Short-term debt, including current portion of long-term debt

40.2

38.9

Income taxes

17.3

31.4

Accrued expenses

489.7

498.6

Total Current Liabilities

918.3

922.1

Long-term debt

2,036.0

1,883.1

Accrued pension benefits

136.6

148.9

Accrued postretirement benefits

29.2

29.3

Long-term operating lease liabilities

94.3

100.8

Other non-current liabilities

248.1

246.9

Total Liabilities

3,462.5

3,331.1

EQUITY

The Timken Company shareholders' equity

3,194.5

3,184.6

Noncontrolling interest

168.6

161.1

Total Equity

3,363.1

3,345.7

Total Liabilities and Equity

$

6,825.6

$

6,676.8

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(Unaudited)

Three Months Ended
June 30,

Six Months Ended
June 30,

(Dollars in millions)

2026

2025

2026

2025

Cash Provided by (Used in)

OPERATING ACTIVITIES

Net Income

$

37.2

$

85.7

$

143.1

$

177.1

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation and amortization

59.7

57.2

118.6

112.3

Impairment charges

79.0

—

79.0

—

Stock-based compensation expense

6.9

6.9

14.5

14.4

Pension and other postretirement expense

1.3

1.9

2.6

3.7

Pension and other postretirement benefit contributions and payments

(7.3)

(4.6)

(18.1)

(28.4)

Changes in operating assets and liabilities:

Accounts receivable

(11.8)

(21.0)

(124.6)

(91.8)

Unbilled receivables

(18.4)

5.9

(36.6)

(12.3)

Inventories

(5.4)

5.2

(17.9)

20.5

Accounts payable

(8.0)

2.8

23.1

23.0

Accrued expenses

(5.6)

(11.4)

(24.1)

(27.4)

Income taxes

(25.0)

(25.5)

(9.0)

(22.0)

Other, net

4.5

8.2

(4.2)

0.8

Net Cash Provided by Operating Activities

$

107.1

$

111.3

$

146.4

$

169.9

INVESTING ACTIVITIES

Capital expenditures

$

(26.6)

$

(33.1)

$

(65.4)

$

(68.3)

Acquisitions, net of cash received

(0.1)

—

(124.4)

—

Investments in short-term marketable securities, net

2.9

3.9

9.0

4.7

Other, net

0.3

0.1

0.3

2.0

Net Cash Used in Investing Activities

$

(23.5)

$

(29.1)

$

(180.5)

$

(61.6)

FINANCING ACTIVITIES

Cash dividends paid to shareholders

$

(25.0)

$

(24.4)

$

(50.3)

$

(49.5)

Purchase of treasury shares

(20.0)

(22.6)

(48.0)

(45.7)

Proceeds from exercise of stock options

2.4

0.2

5.3

0.5

Payments related to tax withholding for stock-based compensation

(1.2)

(0.3)

(10.4)

(9.8)

Net proceeds (payments) from credit facilities

17.5

(1.1)

180.3

26.9

Net payments on long-term debt

(1.1)

(6.1)

(2.2)

(7.3)

Net Cash Provided by (Used in) Financing Activities

$

(27.4)

$

(54.3)

$

74.7

$

(84.9)

Effect of exchange rate changes on cash

(1.2)

16.4

(5.5)

23.8

Increase in Cash, Cash Equivalents and Restricted Cash

$

55.0

$

44.3

$

35.1

$

47.2

Cash, Cash Equivalents and Restricted Cash at Beginning of Period

345.5

376.5

365.4

373.6

Cash, Cash Equivalents and Restricted Cash at End of Period

$

400.5

$

420.8

$

400.5

$

420.8

Reconciliations of Adjusted Net Income to GAAP Net Income and Adjusted Earnings Per Share to GAAP Earnings Per Share:

(Unaudited)

The following reconciliation is provided as additional relevant information about the Company's performance deemed useful to investors. Management believes that the non-GAAP measures of adjusted net income and adjusted diluted earnings per share are important financial measures used in the management of the business, including decisions concerning the allocation of resources and assessment of performance. Management believes that reporting adjusted net income and adjusted diluted earnings per share is useful to investors as these measures are representative of the Company's core operations.

(Dollars in millions, except share data)

Three Months Ended
June 30,

Six Months Ended
June 30,

2026

EPS

2025

EPS

2026

EPS

2025

EPS

Net Income Attributable to The Timken Company

$

28.9

$

0.41

$

78.5

$

1.12

$

127.1

$

1.81

$

156.8

$

2.23

Adjustments: (1)

Acquisition intangible amortization

$

20.7

$

19.9

$

41.3

$

38.9

Impairment, restructuring and reorganization charges (2)

9.0

5.0

13.9

8.2

Acquisition-related charges (3)

3.4

—

5.2

—

Belts impairment, restructuring and reorganization charges (4)

94.4

—

94.4

—

Gain on sale of certain assets (5)

—

(0.1)

—

(1.3)

CEO transition expenses (6)

—

3.2

—

11.8

Noncontrolling interest of above adjustments (7)

0.4

1.0

0.3

4.8

Provision for income taxes (8)

(28.4)

(8.2)

(36.5)

(21.3)

      Total Adjustments:

99.5

1.42

20.8

0.30

118.6

1.69

41.1

0.59

Adjusted Net Income Attributable to The Timken Company

$

128.4

$

1.83

$

99.3

$

1.42

$

245.7

$

3.50

$

197.9

$

2.82

(1) Adjustments are pre-tax, with the net tax provision listed separately.

(2) Impairment, restructuring and reorganization charges (including items recorded in cost of products sold) relate to: (i) plant closures; (ii) the rationalization of certain plants; (iii) severance related to cost reduction initiatives; (iv) impairment of assets; and (v) related depreciation and amortization. The Company re-assesses its operating footprint and cost structure periodically, and makes adjustments as needed that result in restructuring charges. However, management believes these actions are not representative of the Company's core operations.

(3) Acquisition-related charges represent deal-related expenses associated with completed transactions and any resulting inventory step-up impact.

(4) On April 29, 2026, the Company entered into a definitive agreement to sell certain assets of its belts business to Gates Industrial Corporation plc. The transaction, which is subject to customary closing conditions, is expected to close in the third quarter of 2026. In addition, the Company announced the closure of its belts manufacturing facility in Springfield, Missouri. As a result, the Company recorded impairment, restructuring and reorganization charges of $94.4 million during the second quarter of 2026.

(5) Represents the net gain resulting from the sale of certain assets.

(6) On March 31, 2025, the Company announced that Tarak B. Mehta, President and Chief Executive Officer ("CEO") of the Company would be departing from the Company, effective immediately, and Richard G. Kyle would be serving as interim President and CEO. CEO transition expenses primarily relate to the cost of the settlement agreement with Mr. Mehta in connection with his departure, net of the impact for stock awards forfeited, and incremental stock compensation expense related to a deferred share award issued to Mr. Kyle.

(7) Represents the noncontrolling interest impact of the adjustments listed above, as well as the reversal of uncertain tax positions related to Timken India Limited.

(8) Provision for income taxes includes the net tax impact on pre-tax adjustments (listed above), the impact of discrete tax items recorded during the respective periods as well as other adjustments to reflect the use of one overall effective tax rate on adjusted pre-tax income in interim periods.

Reconciliation of EBITDA to GAAP Net Income, EBITDA Margin to Net Income as a Percentage of Sales, and EBITDA Margin, After Adjustments, to Net Income as a Percentage of Sales, and EBITDA, After Adjustments, to Net Income:

(Unaudited)

The following reconciliation is provided as additional relevant information about the Company's performance deemed useful to investors.  Management believes consolidated earnings before interest, taxes, depreciation and amortization (EBITDA) is a non-GAAP measure that is useful to investors as it is representative of the Company's performance and that it is appropriate to compare GAAP net income to consolidated EBITDA. Management also believes that adjusted EBITDA, adjusted EBITDA margin and EBITDA margin are useful to investors as they are representative of the Company's core operations and are used in the management of the business, including decisions concerning the allocation of resources and assessment of performance.

(Dollars in millions)

Three Months Ended
June 30,

Six Months Ended
June 30,

2026

Percentage to
Net Sales

2025

Percentage to
Net Sales

2026

Percentage to
Net Sales

2025

Percentage to
Net Sales

Net Income

$

37.2

3.0

%

$

85.7

7.3

%

$

143.1

5.7

%

$

177.1

7.7

%

Provision for income taxes

20.7

30.7

57.7

57.6

Interest expense

26.2

29.8

50.5

56.3

Interest income

(2.5)

(3.0)

(4.2)

(5.3)

Depreciation and amortization

59.7

57.2

118.6

112.3

Consolidated EBITDA

$

141.3

11.2

%

$

200.4

17.1

%

$

365.7

14.7

%

$

398.0

17.2

%

Adjustments:

Impairment, restructuring and reorganization charges (1)

$

8.1

$

4.7

$

12.9

$

7.8

Acquisition-related charges (2)

3.4

—

5.2

—

Belts impairment, restructuring and reorganization charges (3)

94.4

—

94.4

—

Gain on sale of certain assets (4)

—

(0.1)

—

(1.3)

CEO transition expenses (5)

—

3.2

—

11.8

Total Adjustments

105.9

8.4

%

7.8

0.6

%

112.5

4.5

%

18.3

0.8

%

Adjusted EBITDA

$

247.2

19.6

%

$

208.2

17.7

%

$

478.2

19.2

%

$

416.3

18.0

%

(1) Impairment, restructuring and reorganization charges (including items recorded in cost of products sold) relate to: (i) plant closures; (ii) the rationalization of certain plants; (iii) severance related to cost reduction initiatives; and (iv) impairment of assets. The Company re-assesses its operating footprint and cost structure periodically, and makes adjustments as needed that result in restructuring charges. However, management believes these actions are not representative of the Company's core operations. 

(2) Acquisition-related charges represent deal-related expenses associated with completed transactions and any resulting inventory step-up impact.

(3) On April 29, 2026, the Company entered into a definitive agreement to sell certain assets of its belts business to Gates Industrial Corporation plc. The transaction, which is subject to customary closing conditions, is expected to close in the third quarter of 2026. In addition, the Company announced the closure of its belts manufacturing facility in Springfield, Missouri. As a result, the Company recorded impairment, restructuring and reorganization charges of $94.4 million during the second quarter of 2026.

(4) Represents the net gain resulting from the sale of certain assets.

(5) On March 31, 2025, the Company announced that Tarak B. Mehta, President and CEO of the Company would be departing from the Company, effective immediately, and Richard G. Kyle would be serving as interim President and CEO. CEO transition expenses primarily relate to the cost of the settlement agreement with Mr. Mehta in connection with his departure, net of the impact for stock awards forfeited, and incremental stock compensation expense related to a deferred share award issued to Mr. Kyle.

Reconciliation of Total Debt to Net Debt, the Ratio of Net Debt to Capital, and the Ratio of Net Debt to Adjusted EBITDA:

(Unaudited)

These reconciliations are provided as additional relevant information about the Company's financial position deemed useful to investors. Capital, used for the ratio of net debt to capital, is a non-GAAP measure defined as total debt less cash and cash equivalents plus total shareholders' equity. Management believes Net Debt, the Ratio of Net Debt to Capital, Adjusted EBITDA (see next page), and the Ratio of Net Debt to Adjusted EBITDA are important measures of the Company's financial position, due to the amount of cash and cash equivalents on hand. The Company presents net debt to adjusted EBITDA because it believes it is more representative of the Company's financial position as it is reflective of the ability to cover its net debt obligations with results from its core operations.

(Dollars in millions)

June 30,
2026

December 31,
2025

Short-term debt, including current portion of long-term debt

$

40.2

$

38.9

Long-term debt

2,036.0

1,883.1

  Total Debt

$

2,076.2

$

1,922.0

Less: Cash and cash equivalents

(399.1)

(364.4)

Net Debt

$

1,677.1

$

1,557.6

Total Equity

$

3,363.1

$

3,345.7

Ratio of Net Debt to Capital

33.3

%

31.8

%

Adjusted EBITDA for the Twelve Months Ended

$

857.7

$

795.8

Ratio of Net Debt to Adjusted EBITDA

2.0

2.0

Reconciliation of Free Cash Flow to GAAP Net Cash Provided by Operating Activities:

(Unaudited)

Management believes that free cash flow is a non-GAAP measure that is useful to investors because it is a meaningful indicator of cash generated from operating activities available for the execution of its business strategy.

(Dollars in millions)

Three Months Ended
June 30,

Six Months Ended
June 30,

2026

2025

2026

2025

Net cash provided by operating activities

$

107.1

$

111.3

$

146.4

$

169.9

Less: capital expenditures

(26.6)

(33.1)

(65.4)

(68.3)

Free cash flow

$

80.5

$

78.2

$

81.0

$

101.6

Reconciliation of EBITDA, After Adjustments, to GAAP Net Income:

(Unaudited)

The following reconciliation is provided as additional relevant information about the Company's performance deemed useful to investors. Management believes consolidated earnings before interest, taxes, depreciation and amortization (EBITDA) is a non-GAAP measure that is useful to investors as it is representative of the Company's performance and that it is appropriate to compare GAAP net income to consolidated EBITDA. Management also believes that the non-GAAP measure of adjusted EBITDA is useful to investors as it is representative of the Company's core operations and is used in the management of the business, including decisions concerning the allocation of resources and assessment of performance.

(Dollars in millions)

Twelve Months Ended
June 30, 2026

Twelve Months Ended
December 31, 2025

Net Income

$

283.3

$

317.3

Provision for income taxes

98.8

98.7

Interest expense

104.5

110.3

Interest income

(9.2)

(10.3)

Depreciation and amortization

236.4

230.1

Consolidated EBITDA

$

713.8

$

746.1

Adjustments:

Impairment, restructuring and reorganization charges (1)

$

25.8

$

20.7

Corporate pension and other postretirement benefit related expense (2)

10.8

10.8

Acquisition-related charges (3)

5.2

—

Belts impairment, restructuring and reorganization charges (4)

94.4

—

Gain on sale of certain assets (5)

(1.3)

(2.6)

CEO transition expenses (6)

9.0

20.8

Total Adjustments

143.9

49.7

Adjusted EBITDA

$

857.7

$

795.8

(1) Impairment, restructuring and reorganization charges (including items recorded in cost of products sold) relate to: (i) plant closures; (ii) the rationalization of certain plants; (iii) severance related to cost reduction initiatives; and (iv) impairment of assets. The Company re-assesses its operating footprint and cost structure periodically, and makes adjustments as needed that result in restructuring charges. However, management believes these actions are not representative of the Company's core operations.

(2) Corporate pension and other postretirement benefit related expense represents actuarial losses that resulted from the remeasurement of plan assets and obligations as a result of changes in assumptions or experience. The Company recognizes actuarial losses and gains in connection with the annual remeasurement in the fourth quarter, or if specific events trigger a remeasurement.

(3) Acquisition-related charges represent deal-related expenses associated with completed transactions and any resulting inventory step-up impact.

(4) On April 29, 2026, the Company entered into a definitive agreement to sell certain assets of its belts business to Gates Industrial Corporation plc. The transaction, which is subject to customary closing conditions, is expected to close in the third quarter of 2026. In addition, the Company announced the closure of its belts manufacturing facility in Springfield, Missouri. As a result, the Company recorded impairment and restructuring charges of $94.4 million during the second quarter of 2026.

(5) Represents the net gain resulting from the sale of certain assets.

(6) On August 22, 2025, the Company announced the appointment of Lucian Boldea as President and CEO, effective September 1, 2025, and that Richard G. Kyle would retire from the role of interim President and CEO. On March 31, 2025, the Company announced that Tarak B. Mehta, President and CEO of the Company would be departing from the Company, effective immediately, and Mr. Kyle would be serving as interim President and CEO. CEO transition expenses for the twelve months ended December 31, 2025, primarily relate to the cost of the settlement agreement with Mr. Mehta in connection with his departure, net of the impact for stock awards forfeited, the acceleration of certain stock compensation awards issued to Mr. Kyle, and other one-time costs associated with the transition in 2025.

Reconciliation of Net Sales to Organic Sales

(Unaudited)

The following reconciliation is provided as additional relevant information about the Company's performance deemed useful to investors. Management believes that net sales, excluding the impact of acquisitions, divestitures and foreign currency exchange rate changes, allow investors and the Company to meaningfully evaluate the percentage change in net sales on a comparable basis from period to period.

Three Months Ended
June 30, 2026

Three Months Ended
June 30, 2025

$ Change

% Change

Net sales

$

1,260.9

$

1,173.4

$

87.5

7.5

%

Less: Acquisitions

20.6

—

20.6

NM

         Currency

15.1

—

15.1

NM

Net sales, excluding the impact of acquisitions and currency

$

1,225.2

$

1,173.4

$

51.8

4.4

%

Reconciliation of Adjusted Earnings per Share to GAAP Earnings per Share for Full Year 2026 Outlook:

(Unaudited)

The following reconciliation is provided as additional relevant information about the Company's outlook deemed useful to investors. Forecasted full year adjusted diluted earnings per share is an important financial measure that management believes is useful to investors as it is representative of the Company's expectation for the performance of its core business operations.

Low End Earnings
Per Share

High End Earnings
Per Share

Forecasted full year GAAP diluted earnings per share

$

3.75

$

4.05

Forecasted Adjustments:

  Impairment, restructuring and other special items, net (1)

1.45

1.45

  Acquisition-related intangible amortization expense, net

0.85

0.85

Forecasted full year adjusted diluted earnings per share

$

6.05

$

6.35

(1) Impairment, restructuring and other special items, net do not include the impact of any potential future mark-to-market pension and other postretirement remeasurement adjustments, because the amounts will not be known until incurred.

SOURCE The Timken Company

Posted by Defense World Staff on Jul 30th, 2026

Spectris (OTCMKTS:SEPJY – Get Free Report) and Timken (NYSE:TKR – Get Free Report) are both mid-cap computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, risk, earnings, profitability, valuation, dividends and institutional ownership.

Insider & Institutional Ownership 89.1% of Timken shares are owned by institutional investors. 8.1% of Timken shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Analyst Ratings This is a summary of current ratings and target prices for Spectris and Timken, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Spectris 0 1 0 0 2.00 Timken 0 3 6 0 2.67 Timken has a consensus price target of $150.00, indicating a potential upside of 13.52%. Given Timken’s stronger consensus rating and higher probable upside, analysts plainly believe Timken is more favorable than Spectris.

Profitability This table compares Spectris and Timken’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Spectris N/A N/A N/A Timken 6.60% 11.84% 5.79% Risk and Volatility Spectris has a beta of 0.3, suggesting that its stock price is 70% less volatile than the S&P 500. Comparatively, Timken has a beta of 1.2, suggesting that its stock price is 20% more volatile than the S&P 500.

Earnings and Valuation This table compares Spectris and Timken”s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Spectris $1.66 billion 3.05 $298.52 million N/A N/A Timken $4.58 billion 2.00 $288.40 million $4.40 30.03 Spectris has higher earnings, but lower revenue than Timken.

Dividends Spectris pays an annual dividend of $0.29 per share and has a dividend yield of 1.1%. Timken pays an annual dividend of $1.44 per share and has a dividend yield of 1.1%. Timken pays out 32.7% of its earnings in the form of a dividend. Timken has increased its dividend for 12 consecutive years.

Summary Timken beats Spectris on 11 of the 15 factors compared between the two stocks.

About Spectris (Get Free Report)

Spectris plc provides precision measurement solutions worldwide. It operates through Spectris Scientific, Spectris Dynamics, and Other segments. The Spectris Scientific segment provides advanced sensors and instruments used to measure, analyze, and characterize materials; and monitor ultra-clean manufacturing environments. Spectris Dynamics segment offers differentiated sensing, data acquisition, analysis modelling, and simulation solutions for product development and enhance product performance. The Other segment operates high-value precision in-line sensing and monitoring businesses. It serves life sciences/pharmaceuticals, technology-led industrials, automotive, electronics and semiconductor, academic research, and other markets, as well as metals, minerals, and mining. The company was formerly known as Fairey Group plc and changed its name to Spectris plc in May 2001. Spectris plc was incorporated in 1986 and is based in London, the United Kingdom.

About Timken (Get Free Report)

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company's Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings. This segment serves wind energy, agriculture, construction, food and beverage, metals and mining, automotive and truck, aerospace, rail, and other industries under the Timken, GGB, and Fafnir brands. Its Industrial Motion segment offers a portfolio of engineered products comprising industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, seals, couplings, filtration systems, and industrial clutches and brakes. It also provides industrial drivetrain and bearing repairing services. This segment serves a range of industries, such as solar energy, automation, construction, agriculture and turf, passenger rail, marine, aerospace, packaging and logistics, medical, and others under the Philadelphia Gear, Cone Drive, Rollon, Nadella, Groeneveld, BEKA, Diamond, Drives, Timken Belts, Spinea, Des-Case, Lagersmit, Lovejoy, and PT Tech brands. The Timken Company was founded in 1899 and is headquartered in North Canton, Ohio.

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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 0.1% over the past four weeks.

For fiscal 2026, five analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.03 to $6.16 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.

Posted by Defense World Staff on Jul 21st, 2026

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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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.

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What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means 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 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 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 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 +24% 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.

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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.

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.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease 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 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.

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.

, /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]

SOURCE The Timken Company

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.

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.

The Timken Company (TKR) Analyst/Investor Day Transcript