The Timken Company

TKR • Manufacturing - Tools & Accessories

$123.16

▲ +2.07 (+1.71%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Perfil sólido con apoyo razonable de valoración. Los datos sugieren una combinación equilibrada entre calidad y precio.

Capitalización

$8.64B

Crecimiento

2.6%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Flujo de caja libre positivo · 5.82Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 20.35Nivel de deuda manejable · 0.68Liquidez saludable · 2.82

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 6 ago 2026, 12:34 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$123.16

Change1.71%

Shares Out70.15M

Market Cap$8.64B

Enterprise Value$10.41B

52W Range70.57 - 146.37

Beta1.20

P/E31.45

P/S1.82

P/B2.57

P/FCF22.41

EV/Sales2.19

Price$123.16

Change1.71%

Shares Out70.15M

Market Cap$8.64B

Enterprise Value$10.41B

52W Range70.57 - 146.37

Beta1.20

P/E31.45

P/S1.82

P/B2.57

P/FCF22.41

EV/Sales2.19

EV/EBITDA20.97

EV/FCF27.01

Earnings Yield3.18%

FCF Yield4.46%

Dividend Yield0.86%

Gross Margin28.68%

Oper. Margin12.35%

Profit Margin6.29%

Debt/Eq0.68

Current Ratio2.82

Quick Ratio1.47

Revenue 5Y2.62%

Target$142.86

Target Upside16.00%

Target Median$140.00

Target Range130.00 - 160.00

Volume1.92M

Avg Volume1.00M

EPS Surprise0.17

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

47/100

Fortaleza financiera

Deuda, caja, estabilidad

82/100

Potencial de crecimiento

Ingresos y expansión

81/100

Atractivo del precio

Barata o cara hoy

82/100

Por qué este puntaje▼

Flujo de caja libre positivo · 5.82Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 20.35Nivel de deuda manejable · 0.68Liquidez saludable · 2.82

Analyst view

Analyst sentiment and price target

TKR

Analyst sentiment

Based on 24 analyst votes · 2026-09-05

81/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-06

Bajo

$117.00

Promedio

$144.00

Mediana

$144.50

Alto

$160.00

Resumen de la compañía

IPO: 1/1/1922

Industria: Manufacturing - Tools & Accessories

P/B i: 2.57

Deuda / Patrimonio i: 0.68

Margen operativo: 12.35%

Margen neto: 6.29%

ROE i: -

ROIC: -

Salud financiera

Puntaje16 / 20

Deuda / Patrimonio: 0.68

Ratio corriente: 2.82

Ratio rápido: 1.47

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

Rajendra Ajita G

Transacción: 06/05/2026

VENTA

Cambio

-8,450

Precio

$131.34

Presentación

06/09/2026

Tipo

VENTA

Kyle Richard G

Transacción: 05/27/2026

VENTA

Cambio

-8,448

Precio

$127.35

Presentación

05/29/2026

Tipo

VENTA

Kyle Richard G

Transacción: 05/18/2026

VENTA

Cambio

-646

Precio

Not reported

Presentación

05/18/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Rajendra Ajita G	VENTA	-8,450	$131.34	06/05/2026	06/09/2026
Kyle Richard G	VENTA	-8,448	$127.35	05/27/2026	05/29/2026
Kyle Richard G	VENTA	-646	Not reported	05/18/2026	05/18/2026
Rajendra Ajita G	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
Leombruno Todd M.	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
MAPES CHRISTOPHER L	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
RYAN KIMBERLY K	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
TIMKEN JOHN M JR	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
TIMKEN JOHN M JR	VENTA	-15,000	$116.51	05/08/2026	05/12/2026
TIMKEN WARD J JR	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
SULLIVAN FRANK C	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
Kyle Richard G	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
Kyle Richard G	VENTA	-37,181	$117.34	05/08/2026	05/12/2026
Lauber Sarah C	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
Harrell Elizabeth Ann	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
Crowe Maria A	COMPRA	+1,280	Not reported	05/08/2026	05/12/2026
Rajendra Ajita G	COMPRA	+2,270	Not reported	05/02/2026	05/05/2026
Leombruno Todd M.	COMPRA	+2,270	Not reported	05/02/2026	05/05/2026
Crowe Maria A	COMPRA	+2,270	Not reported	05/02/2026	05/05/2026
SULLIVAN FRANK C	COMPRA	+2,270	Not reported	05/02/2026	05/05/2026

Sobre la compañía

The Timken Company

The Timken Company operates globally, specializing in the design, manufacturing, and management of advanced bearings and power transmission solutions. Its business activities are organized into two main divisions: Mobile Industries and Process Industries. The Mobile Industries division delivers a wide array of products, encompassing various bearings, seals, and lubrication systems, in addition to power transmission parts like engineered chains, augers, belts, couplings, clutches, and brakes. This segment also provides related offerings and maintenance support. Its clientele includes original equipment manufacturers (OEMs) and direct users of off-highway machinery in agriculture, construction, mining, outdoor power, and power sports. It also serves the on-highway vehicle sector, covering passenger cars, light and heavy trucks, as well as rail cars and locomotives. Moreover, this division contributes power transmission systems and flight-essential components—such as bearings, rotor-head assemblies, helicopter transmission systems, turbine engine elements, gears, and housings—for both civil and military aircraft. Products are distributed via authorized automotive and heavy-truck networks to individual customers, equipment proprietors, operators, and repair centers. The Process Industries segment is dedicated to supplying industrial-grade bearings and complete assemblies, power transmission components such as gears and gearboxes, linear motion products, couplings, seals, lubricants, chains, and belts. These, alongside associated services, are provided to OEMs and end-users across diverse industrial landscapes. This segment facilitates aftermarket sales and service requirements through its network of approved industrial distributors. It further offers direct repair and maintenance services for bearings and gearboxes, coupled with electric motor rewinding and refurbishment, for its end-user clients. Its diverse product line is sold under brand names such as Timken, Philadelphia Gear, Drives, Cone Drive, Rollon, Lovejoy, Diamond, BEKA, and Groeneveld. Established in 1899, The Timken Company's corporate headquarters are situated in North Canton, Ohio.

Fuente - Link

Competidores

CPA FCN GATX GTES KBR KEX MSA OMAB RAL TTC

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

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247 Wallst

Corient Private Wealth LP Takes $7.75 Million Position in Timken Company (The) $TKR

Corient Private Wealth LP bought a new position in shares of Timken Company (The) (NYSE: TKR) in the quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 53,300 shares of the industrial products company's stock, valued at approximately $7,745,000. Corient

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Timken to Participate in Upcoming Investor Conferences

NORTH CANTON, Ohio, Aug. 26, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, will participate in three upcoming investor conferences. Michael A.

PRNewsWire

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-06	1.5	1.67	0.17
2026-02-04	1.09	1.14	0.05
2025-10-29	1.25	1.37	0.12
2025-07-30	1.34	1.42	0.08
2025-04-30	1.43	1.4	-0.03
2025-02-05	1.08	1.16	0.08
2024-11-05	1.38	1.23	-0.15
2024-07-31	1.6	1.63	0.03
2024-04-30	1.51	1.77	0.26
2024-02-05	1.23	1.37	0.14
2023-11-01	1.59	1.55	-0.04
2023-08-03	2.08	2.01	-0.07