The Timken Company (TKR) Stock

The Timken Company (TKR) is a Industrials stock trading at $141.27 (as of 2026-07-24), with a market capitalization of $9.82B and a trailing P/E of 31.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

The Timken Company designs, manufactures, and manages engineered bearings and power transmission products worldwide. It operates in two segments, Mobile Industries and Process Industries. The Mobile Industries segment offers a portfolio of bearings, seals, and lubrication devices and systems, as well as power transmission components, engineered chains, augers, belts, couplings, clutches, brakes, and related products and maintenance services to original equipment manufacturers (OEMs) and end-users of off-highway equipment for the agricultural, construction, mining, outdoor power equipment, and power sports markets; and on-highway vehicles, including passenger cars, light trucks, and medium- and heavy-duty trucks, as well as rail cars and locomotives. It also provides power transmission systems and flight-critical components for civil and military aircraft, which include bearings, rotor-head assemblies, helicopter transmission systems, turbine engine components, gears, and housings. This segment sells its parts through a network of authorized automotive and heavy-truck distributors to individual end-users, equipment owners, operators, and maintenance shops. The Process Industries segment provides industrial bearings and assemblies; power transmission components, such as gears and gearboxes; and linear motion products, couplings, seals, lubricants, chains, belts, and related products and services to OEMs and end-users in various industries. It also offers aftermarket sales and service needs through a network of authorized industrial distributors; and repair and service for bearings and gearboxes, as well as electric motor rewind, repair, and services to end-users. The company offers its products under the Timken, Philadelphia Gear, Drives, Cone Drive, Rollon, Lovejoy, Diamond, BEKA, and Groeneveld brands. The Timken Company was founded in 1899 and is headquartered in North Canton, Ohio.

Understand The Timken Company: how it makes money

The Timken Company designs, manufactures, and manages engineered bearings and power transmission products, and it makes money by selling those products and related maintenance services to OEMs and end-users worldwide.

Operating profit is driven by performance across its business lines, where segment-level adjusted earnings before interest, taxes, depreciation and amortization (adjusted EBITDA) is the direct operating output to watch.

Revenue by segment (latest quarter)
Mobile$0.5B
Process$0.6B

Business quality (Mixed): Clear two-segment structure (Mobile Industries, Process Industries), with operating performance also tracked through adjusted EBITDA at the Engineered Bearings and Industrial Motion business-line level.

Valuation: At 32× earnings, TKR trades in line with the Machinery average (34×). Note: one-time items can distort reported P/E.

Bull case

  • Business-line operating visibility: Investors can track operating progress using segment-level adjusted EBITDA for the Engineered Bearings business and the Industrial Motion business.
  • Broad off-highway customer reach: The company sells bearings, power transmission components, and related maintenance services to OEMs and end-users across agricultural, construction, mining, and outdoor power equipment.

Bear case

  • End-market demand exposure: Because its products serve agricultural, construction, mining, and outdoor power equipment, demand weakness in these areas could reduce sales and operating output.
  • Profit contribution may be uneven: Adjusted EBITDA at the business-line level is higher for Engineered Bearings than for Industrial Motion, so relative weakness in the lower-EBITDA business line could weigh on consolidated operating results.
Valuation — source: SEC EDGAR (first-party)
Price$141.27
Market Cap$9.82B
P/E Ratio31.8
EV / EBITDA14.4
Price / Book2.92
Price / Sales2.10
FCF Yield3.9%
DCF Value (model)$46.15
DCF Upside vs Price-67.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$4.58B
Net Margin6.3%
Revenue Growth (YoY)8.0%
EPS Growth (YoY)25.9%
FCF Growth (YoY)-97.9%
Financial Health — source: SEC EDGAR
Altman Z-Score3.59 (safe)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E31.8
Sector P/E (Industrials)28.3
Industry P/E (Machinery)33.7
vs Sector12.7%
vs Industry-5.5%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($583.11M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorIndustrials
IndustryMachinery
CEOLucian Boldea
Employees19,000
CountryUS
IPO Date1922-01-01

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TKR earnings history · TKR institutional & insider holders · TKR KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.