Timken Company

TKR

Market cap $6.4B

The Timken Company is undergoing an internal reset, driving margin gains and a localized share price upswing, not fueled by demand growth. Management prioritizes segments sustaining ~20% EBITDA margins, reallocating capital and potentially exiting underperforming automotive and low-return businesses. Current valuation (17-18x forward EPS, 10-11x EBITDA) already prices in stable margins and cash flow, limiting upside unless further margin expansion materializes.

NORTH CANTON, Ohio, Jan. 7, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR), a global technology leader in engineered bearings and industrial motion, today announced strategic leadership appointments designed to accelerate profitable growth by advancing technology innovation, strengthening market focus and expanding regional presence. "Since I joined Timken in September of 2025, we have been reviewing our operating model to ensure we best serve our customers and fully realize our potential," said Lucian Boldea, president and chief executive officer.

NORTH CANTON, Ohio , Dec. 3, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, has been named to Newsweek's America's Most Responsible Companies list for the sixth consecutive year. "Over 125 years, Timken has built its reputation on the simple principle of doing the right thing, every time," said Lucian Boldea, president and CEO.

Timken (TKR) reported earnings 30 days ago. What's next for the stock?

NORTH CANTON, Ohio , Nov. 18, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, will participate in two upcoming investor conferences in New York City. Neil Frohnapple, vice president of investor relations, will take part in the Goldman Sachs Industrials Conference on Wednesday, Dec. 3, 2025.

NORTH CANTON, Ohio , Nov. 14, 2025 /PRNewswire/ -- The board of directors of The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today declared a quarterly cash dividend of 35 cents per share. The dividend is payable on Dec. 5, 2025, to shareholders of record as of Nov. 25, 2025.

The Timken Company ( TKR ) Baird 55th Annual Global Industrial Conference November 11, 2025 5:05 PM EST Company Participants Lucian Boldea - CEO, President & Director Michael Discenza - Vice President & Chief Financial Officer Presentation Unknown Analyst [Audio Gap] second session. With me today Lucian Boldea, President and CEO; and Mike Discenza, who's the CFO.

The Timken Company earns a buy rating due to its transformation into a diversified, higher-margin industrial business with reduced cyclical risk. TKR's pivot from automotive OEMs to the Industrial Motion segment and aftermarket sales has stabilized earnings and improved profitability. The Industrial Motion segment, driven by automation and on-shoring trends, offers significant growth potential and cross-selling opportunities for TKR.

NORTH CANTON, Ohio , Oct. 30, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, will participate in the Baird Global Industrial Conference in Chicago, Illinois, on Tuesday, Nov. 11, 2025, with a presentation scheduled at 4:05 p.m. Central Time.

The Timken Company ( TKR ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Neil Frohnapple - Vice President of Investor Relations Lucian Boldea - CEO, President & Director Michael Discenza - Vice President & Chief Financial Officer Conference Call Participants Bryan Blair - Oppenheimer & Co. Inc., Research Division Angel Castillo Malpica - Morgan Stanley, Research Division David Raso - Evercore ISI Institutional Equities, Research Division Stephen Volkmann - Jefferies LLC, Research Division Robert Wertheimer - Melius Research LLC Kyle Menges - Citigroup Inc., Research Division Ethan Coyle - JPMorgan Chase & Co, Research Division Timothy Thein - Raymond James & Associates, Inc., Research Division Presentation Operator Good morning. My name is Emily, and I will be your conference operator today.