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NYSE · US · Tools & Accessories

TKR Timken

Bearings and power transmission

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$111.6
+2.05% today
1W
−0.9%
1M
−5.0%
3M
−20.1%
YTD
+33.8%
1Y
+44.8%
Off 52w high
−23.0%
Next earnings (est.): 2026-11-04
Market cap$7.58B
P/E (trailing)29.6Forward 15.0
EV / sales2.0×EV/EBITDA 10.2×
Revenue (TTM)$4.76BGrowth 7.5% y/y
Margins32.7%gross · op 20.5%
Free cash flow$409MCash $399M · debt $2.20B
Analyst target$144.2+29.2% upside · 11 analysts · buy
Riskβ 1.18Short 7.3% of float · yield 1.33%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

TKR · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-04EarningsBeat / raise

    Reported EPS 1.83 vs 1.62 expected (+12.9% surprise).

  2. 7
    2026-05-06EarningsBeat / raise

    Reported EPS 1.67 vs 1.5 expected (+11.2% surprise).

  3. 6
    2026-02-04EarningsBeat / raise

    Reported EPS 1.14 vs 1.09 expected (+4.9% surprise).

  4. 5
    2025-10-29EarningsBeat / raise

    Reported EPS 1.37 vs 1.24 expected (+10.1% surprise).

  5. 4
    2025-07-30EarningsBeat / raise

    Reported EPS 1.42 vs 1.36 expected (+4.3% surprise).

  6. 3
    2025-04-30EarningsMiss / cut

    Reported EPS 1.4 vs 1.42 expected (-1.5% surprise).

  7. 2
    2025-02-05EarningsBeat / raise

    Reported EPS 1.16 vs 0.99 expected (+17.2% surprise).

  8. 1
    2024-11-05EarningsMiss / cut

    Reported EPS 1.23 vs 1.38 expected (-10.6% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-041.621.83+12.9%
2026-05-061.51.67+11.2%
2026-02-041.091.14+4.9%
2025-10-291.241.37+10.1%
2025-07-301.361.42+4.3%
2025-04-301.421.4−1.5%
2025-02-050.991.16+17.2%
2024-11-051.381.23−10.6%
2024-07-311.611.63+1.4%
2024-04-301.521.77+16.2%
2024-02-051.221.37+12.1%
2023-11-011.61.55−2.9%
2023-08-032.082.01−3.4%
2023-05-031.892.09+10.6%
2023-02-061.091.22+11.8%
2022-10-261.341.52+13.8%
2022-07-281.321.67+26.1%
2022-05-021.161.61+38.8%
2022-02-030.910.78−14.0%
2021-11-011.161.18+2.0%
2021-08-021.441.37−4.8%
2021-04-281.21.38+14.9%
2021-02-040.930.84−9.2%
2020-10-290.91.13+25.4%

About Timken

Website ↗

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 system…

19,000 employees · North Canton, United States

Humanoids use planetary roller screws and precision bearings in quantity. Roller-screw capacity is small and specialised.

Steel→Bearing / screw→Actuator→Joint

What would prove us wrong. Strengthens if humanoid programmes report screw supply as a gating item.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6481.T
THK
Linear guides and screws ¥5,522.0−0.88%−11.4%+39.6%
6471.T
NSK
Precision bearings and ball screws ¥995.6+0.69%−7.9%+5.2%
SKF-B.ST
SKF
Bearings and linear motion kr 275.4+2.19%+2.6%+15.5%
SHA0.DE
Schaeffler
Bearings and humanoid actuators €5.69+5.57%−14.2%−29.4%
RBC
RBC Bearings
Precision bearings $478.4+1.35%−5.5%+6.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.