Zacks Investment Research·Sep 9, 2026
Why Timken (TKR) is a Top Value Stock for the Long-TermWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Timken's balance sheet has strengthened with debt-to-equity down to 0.62 and liquidity at a current ratio of 3.10, but the company faces stalled top-line growth (0.19% YoY) and compressed operating margins (6.7% in 2026Q2 vs. 15.5% peak). Cash flow remains vol...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has flattened to 0.19% YoY, while gross margin slipped to 31.7% in 2026Q2 from a 33.6% peak, and operating margin contracted to 6.7% from 15.5% in 2024Q1.
Timken reported Q1 revenue of $1.2 billion and basic EPS of $1.41, setting a positive tone for the year.
The company raised its full-year earnings and revenue outlook, signaling confidence in future performance.
Timken increased its quarterly dividend to $0.36 per share, reflecting strong cash flow and commitment to shareholders.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $1.83+13.0% vs $1.62 | $1.3B+2.2% vs $1.2B |
Q2 2026 May 6, 2026 | $1.67+11.3% vs $1.50 | $1.2B+5.1% vs $1.2B |
Q1 2026 Feb 4, 2026 | $1.14+4.6% vs $1.09 | $1.1B+3.6% vs $1.1B |
Q4 2025 Oct 29, 2025 | $1.37+9.6% vs $1.25 | $1.2B+3.2% vs $1.1B |
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
The Timken Company (TKR) Presents at Jefferies Global Industrials Conference 2026 Transcript
Alamo Group (NYSE: ALG - Get Free Report) and Timken (NYSE: TKR - Get Free Report) are both mid-cap industrials companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, profitability, earnings, analyst recommendations, valuation, institutional ownership and risk. Dividends Alamo Group pays an annual dividend of
Humanoids need to get better at retaining information and learning from their mistakes. Memory technology will be key to future breakthroughs.
Benchmark TKR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Timken Company (TKR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $115.52 | $8.03B | 28.11 | 0.19% | 6.29% | 9.11% | 1.21% | |
| $499.88 | $15.81B | 54.99 | 14.34% | 16.4% | 9.66% | — | |
| $15.33 | $2.09B | -10.80 | -19.33% | -2812.55% | -328.55% | — | |
| $3.37 | $177.31M | -3.15 | -9.06% | -7.15% | -22.07% | — | |
| $209.90 | $10.05B | 636.06 | 2.49% | -0.63% | -0.78% | — | |
| $964.85 | $121.65B | 112.98 | -71.01% | 16.97% | 25.1% | — |
The Timken Company (TKR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Timken Company (TKR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jul 31, 2026·SEC
Jul 6, 2026·SEC
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The Timken Company (TKR) stock FAQ — growth, dividends, profitability & financials explained
The Timken Company (TKR) reported $4.76B in revenue for fiscal year 2025. This represents a 99% increase from $2.39B in 1996.
The Timken Company (TKR) grew revenue by 0.2% over the past year. Growth has been modest.
Yes, The Timken Company (TKR) is profitable, generating $258.7M in net income for fiscal year 2025 (6.3% net margin).
Yes, The Timken Company (TKR) pays a dividend with a yield of 1.21%. This makes it attractive for income-focused investors.
The Timken Company (TKR) has a return on equity (ROE) of 9.1%. This is below average, suggesting room for improvement.
The Timken Company (TKR) generated $385.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
