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TKR 
Timken Company (TKR)
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Upturn Advisory Summary
01/08/2026: TKR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $89.39
1 Year Target Price $89.39
| 6 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.15% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/08/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.31B USD | Price to earnings Ratio 21.42 | 1Y Target Price 89.39 |
Price to earnings Ratio 21.42 | 1Y Target Price 89.39 | ||
Volume (30-day avg) 12 | Beta 1.21 | 52 Weeks Range 55.43 - 91.04 | Updated Date 01/9/2026 |
52 Weeks Range 55.43 - 91.04 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 1.57% | Basic EPS (TTM) 4.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.54% | Operating Margin (TTM) 12.35% |
Management Effectiveness
Return on Assets (TTM) 5.16% | Return on Equity (TTM) 10.22% |
Valuation
Trailing PE 21.42 | Forward PE 14.68 | Enterprise Value 7923974523 | Price to Sales(TTM) 1.39 |
Enterprise Value 7923974523 | Price to Sales(TTM) 1.39 | ||
Enterprise Value to Revenue 1.74 | Enterprise Value to EBITDA 10.27 | Shares Outstanding 69655588 | Shares Floating 66906282 |
Shares Outstanding 69655588 | Shares Floating 66906282 | ||
Percent Insiders 8.54 | Percent Institutions 97.14 |
Upturn AI SWOT
Timken Company
Company Overview
History and Background
The Timken Company, founded in 1899 by Henry Timken, is a global leader in engineered bearings and power transmission products. Initially focused on carriage and wagon bearings, Timken has evolved significantly through innovation and strategic acquisitions, becoming a critical supplier to industries such as aerospace, automotive, heavy industry, and energy. A key milestone was the spin-off of its steel business in 2014, allowing the company to focus exclusively on its core engineered products. In 2018, Timken further strengthened its power transmission portfolio by acquiring Cone Drive.
Core Business Areas
- Engineered Bearings: Designs, manufactures, and markets a wide range of tapered roller bearings, spherical roller bearings, ball bearings, and other bearing types used in various applications to reduce friction and manage loads. This segment is critical for the smooth operation of machinery across diverse sectors.
- Power Transmission: Offers a comprehensive suite of power transmission products including gears, industrial drives, couplings, belts, chains, and related services. This segment complements the bearing business by providing integrated solutions for mechanical power transfer.
Leadership and Structure
Timken is led by a Board of Directors and an executive management team. Key leadership roles include the Chief Executive Officer, Chief Financial Officer, and heads of various operational and functional divisions. The company operates through a global network of manufacturing facilities, sales offices, and distribution centers, organized to serve its diverse customer base.
Top Products and Market Share
Key Offerings
- Tapered Roller Bearings: Timken is renowned for its tapered roller bearings, which are essential for heavy-duty applications in sectors like automotive (wheel bearings, driveline), aerospace (landing gear, engines), and industrial equipment (mining, oil and gas). Competitors include SKF, Schaeffler Group, and NSK Ltd. While specific market share for this single product is proprietary, Timken is a dominant player in the premium tapered roller bearing market.
- Industrial Gearboxes and Drives: Through acquisitions like Cone Drive, Timken offers specialized gearboxes and drives for sectors such as automation, robotics, and renewable energy. These are high-value engineered components. Competitors in this space include Siemens, Rexnord, and SEW-EURODRIVE.
- Condition Monitoring and Services: Timken provides advanced condition monitoring systems and services that help predict bearing failures and optimize maintenance schedules, extending equipment life and reducing downtime. This is a growing area with competitors like Emerson Electric and SKF offering similar solutions.
Market Dynamics
Industry Overview
The bearing and power transmission industry is mature but driven by ongoing trends in industrial automation, electrification, increasing efficiency demands, and the need for robust solutions in harsh environments. Key sectors like automotive, aerospace, and heavy industrial machinery are undergoing transformation, requiring advanced and reliable components. The industry is characterized by global supply chains, high capital investment, and a focus on technological innovation and sustainability.
Positioning
Timken is positioned as a premium provider of engineered bearings and power transmission solutions, known for its high-quality products, deep engineering expertise, and strong customer relationships. Its competitive advantages include a broad product portfolio, extensive global reach, advanced manufacturing capabilities, and a focus on innovation to meet evolving industry needs. The company's strategy often involves providing integrated solutions rather than just components.
Total Addressable Market (TAM)
The global market for bearings and power transmission components is estimated to be in the tens of billions of USD. Timken targets specific high-value segments within this TAM, particularly those requiring specialized engineering and performance. While not capturing the entire TAM, Timken holds a significant share in its targeted premium and engineered segments.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation for quality and reliability.
- Extensive product portfolio in bearings and power transmission.
- Deep engineering expertise and R&D capabilities.
- Global manufacturing and distribution footprint.
- Long-standing customer relationships in critical industries.
Weaknesses
- Susceptibility to cyclicality in key end markets (e.g., automotive, industrial).
- Exposure to raw material price volatility.
- Integration challenges with recent acquisitions.
- Competition from lower-cost manufacturers in certain segments.
Opportunities
- Growth in renewable energy (wind turbines) and electric vehicles.
- Increased demand for automation and advanced manufacturing solutions.
- Expansion in emerging markets.
- Leveraging digital technologies for condition monitoring and predictive maintenance.
- Further strategic acquisitions to enhance product offerings or market reach.
Threats
- Global economic slowdowns impacting industrial demand.
- Intensifying competition and pricing pressures.
- Supply chain disruptions and geopolitical risks.
- Rapid technological changes requiring continuous innovation.
- Stringent environmental regulations potentially increasing manufacturing costs.
Competitors and Market Share
Key Competitors
- SKF AB (publ) (SKF)
- Schaeffler AG (SHA)
- NSK Ltd. (NSK)
Competitive Landscape
Timken competes in a global market with established players like SKF, Schaeffler, and NSK. Timken's advantages lie in its strong focus on engineered solutions, especially in tapered roller bearings and customized applications, its robust R&D, and its integrated approach to power transmission. However, competitors may have broader product portfolios in certain areas or a larger global manufacturing presence, leading to potential pricing advantages.
Major Acquisitions
Cone Drive LLC
- Year: 2019
- Acquisition Price (USD millions): 276
- Strategic Rationale: To expand Timken's power transmission capabilities with specialized gear technologies, particularly for robotics, automation, and defense applications.
Rollon S.p.A.
- Year: 2020
- Acquisition Price (USD millions): 275
- Strategic Rationale: To broaden Timken's linear motion product offerings, complementing its existing bearing and power transmission portfolio, and serving markets like automation, aerospace, and medical.
Growth Trajectory and Initiatives
Historical Growth: Timken has experienced steady historical growth, driven by organic expansion, strategic acquisitions, and a focus on higher-margin engineered products. The company has successfully diversified its end-market exposure and geographic reach.
Future Projections: Analyst projections generally anticipate continued moderate revenue growth for Timken, supported by demand in sectors like renewable energy, automation, and aerospace. Profitability is expected to remain robust, with ongoing efforts to improve operational efficiency and expand into higher-value solutions. Growth through strategic bolt-on acquisitions remains a key element of their strategy.
Recent Initiatives: Recent initiatives include investments in advanced manufacturing technologies, expansion of its power transmission portfolio through acquisitions (e.g., Cone Drive), and a focus on digital solutions for predictive maintenance and data analytics. The company is also emphasizing sustainability in its operations and product development.
Summary
Timken Company is a strong player in the engineered bearings and power transmission market, demonstrating consistent financial growth and profitability. Its focus on premium, engineered solutions and strategic acquisitions has solidified its market position. The company's key strengths lie in its technical expertise and diverse product range, while its primary challenges involve navigating economic cycles and intense global competition. Future growth is expected to be driven by innovation in emerging sectors like automation and renewable energy.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Timken Company Investor Relations
- Annual Reports (Form 10-K)
- Quarterly Reports (Form 10-Q)
- Financial News Outlets (e.g., Reuters, Bloomberg)
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and may not be exhaustive. Financial data is subject to change and interpretation. Market share percentages are estimates. This information is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Timken Company
Exchange NYSE | Headquaters North Canton, OH, United States | ||
IPO Launch date 1985-07-01 | CEO, President & Director Dr. Lucian Boldea Ph.D. | ||
Sector Industrials | Industry Tools & Accessories | Full time employees 19000 | Website https://www.timken.com |
Full time employees 19000 | Website https://www.timken.com | ||
The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company operates in two segments, Engineered Bearings and Industrial Motion. The 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. The Industrial Motion segment offers a portfolio of engineered products, such as industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, couplings, filtration systems, seals, and industrial clutches and brakes, as well as provides industrial drivetrain and bearing repairing services. This segment serves a range of industries comprising 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, CGI, and PT Tech brands. The company was founded in 1899 and is headquartered in North Canton, Ohio.
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