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).
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $1.65+11.5% vs $1.48 | $1.2B+0.2% vs $1.2B |
Q3 2026 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 |
Timken's Q3 2026 earnings surge 20.4%, beating estimates as favorable pricing, higher Industrial Motion volumes and tariff refunds drove margin expansion.
The Timken Company ( TKR ) Q3 2026 Earnings Call November 4, 2026 11:00 AM EST Company Participants Neil Frohnapple - Vice President of Investor Relations Lucian Boldea - CEO, President & Director Michael Discenza - Executive VP & CFO Conference Call Participants Bryan Blair - Oppenheimer & Co. Inc., Research Division David Raso - Evercore ISI Institutional Equities, Research Division Oliver Z Jiang - Morgan Stanley, Research Division Robert Wertheimer - Melius Research LLC Kyle Menges - Citigroup Inc., Research Division Steve Barger - KeyBanc Capital Markets Inc., Research Division Timothy Thein - Raymond James & Associates, Inc., Research Division Tomohiko Sano - JPMorgan Chase & Co, Research Division Peter Heckmann - D.A. Davidson & Co., Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to Timken's Third Quarter Earnings Release Conference Call.
Although the revenue and EPS for Timken (TKR) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Timken (TKR) came out with quarterly earnings of $1.65 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.37 per share a year ago.
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 |
|---|---|---|---|---|---|---|---|
| $102.03 | $7.09B | 25.16 | 0.19% | 5.88% | 8.43% | 1.37% | |
| $474.45 | $15.01B | 42.46 | 14.34% | 17.51% | 10.39% | — | |
| $8.61 | $1.17B | -10.90 | -19.33% | -2812.55% | -328.55% | — | |
| $2.75 | $144.69M | -7.04 | -9.06% | -6.31% | -21.29% | — | |
| $917.79 | $115.72B | 31.50 | 8.31% | 16.62% | 24.65% | 0.8% | |
| $162.35 | $90.93B | 33.84 | 5.36% | 14.14% | 13.14% | 1.36% |
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 $4.81B in revenue over the trailing twelve months. Revenue was $4.58B in fiscal year 2025. That is 91% more than the $2.39B of fiscal year 1996.
The Timken Company (TKR) grew revenue by 5.9% over the trailing twelve months, compared with the twelve months before.
Yes. The Timken Company (TKR) earned $283.2M in net income over the trailing twelve months (a 5.9% net margin).
Yes. The Timken Company (TKR) pays a dividend that yields 1.37% at the current price, a moderate yield.
The Timken Company (TKR) had a return on equity (ROE) of 8.4% over the trailing twelve months. That is below the market's typical 10-15%.
The Timken Company (TKR) generated $443.1M in free cash flow over the trailing twelve months.
