TKR

What a fantastic six months it’s been for Timken. Shares of the company have skyrocketed 63.4%, setting a new 52-week high of $141. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation. Is there a buying opportunity in Timken, or does it present a risk to your portfolio? Get the full stock story straight from our expert analysts, it’s free. We’re glad investors have benefited from the price increase, but we’re sitting this one out for now. Here are three reasons why there are better opportunities than TKR, plus one stock we’d rather own. Investors interested in Engineered Components and Systems companies should track organic revenue in addition to reported revenue. This metric gives visibility into Timken’s core business because it excludes one-time events such as mergers, acquisitions, and divestitures along with foreign currency fluctuations - non-fundamental factors that can manipulate the income statement. Over the last two years, Timken’s organic revenue averaged 1.6% year-on-year declines. This performance was underwhelming and implies it may need to improve its products, pricing, or go-to-market strategy. It also suggests Timken might have to lean into acquisitions to grow, which isn’t ideal because M&A can be expensive and risky (integrations often disrupt focus). We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable. Timken’s unimpressive 5.1% annual EPS growth over the last five years aligns with its revenue performance. This tells us it maintained its per-share profitability as it expanded. A company’s ROIC, or return on invested capital, shows how much operating profit it makes compared to the money it has raised (debt and equity). On average, Timken’s ROIC decreased by 3.1 percentage points annually each year over the last few years. We like what management has done in the past, but its declining returns are perhaps a symptom of fewer profitable growth opportunities. We cheer for all companies making their customers lives easier, but in the case of Timken, we’ll be cheering from the sidelines. After the recent surge, the stock trades at 23× forward P/E (or $141 per share). This valuation tells us it’s a bit of a market darling with a lot of good news priced in - we think there are better opportunitie...

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Timken (NYSE:TKR) and its peers. Engineered components and systems companies possess technical know-how in sometimes narrow areas such as metal forming or intelligent robotics. Lately, automation and connected equipment collecting analyzable data have been trending, creating new demand. On the other hand, like the broader industrials sector, engineered components and systems companies are at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings. The 13 engineered components and systems stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 3.4% while next quarter’s revenue guidance was 3.7% above. Luckily, engineered components and systems stocks have performed well with share prices up 19.2% on average since the latest earnings results. Established after the founder noticed the difficulty freight wagons had making sharp turns, Timken (NYSE:TKR) is a provider of industrial parts used across various sectors. Timken reported revenues of $1.23 billion, up 8% year on year. This print exceeded analysts’ expectations by 5%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ EBITDA estimates. "We delivered a strong start to 2026, achieving double-digit earnings growth and margin expansion versus last year," said Lucian Boldea, president and chief executive officer. Interestingly, the stock is up 32.6% since reporting and currently trades at $145.39. Is now the time to buy Timken? Access our full analysis of the earnings results here, it’s free. Founded as a single retail store, Arrow Electronics (NYSE:ARW) provides electronic components and enterprise computing solutions to businesses globally. Arrow Electronics reported revenues of $9.47 billion, up 39% year on year, outperforming analysts’ expectations by 12.9%. The business had an incredible quarter with EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. Arrow Electronics pulled off the biggest analyst estimate beat, highest guidance raise, and fastest revenue growth among its peers. The market seems happy with the results as the stock i...

Timken (TKR) is benefiting from investor confidence in its revised 80/20-led operating model and "El

It has been about a month since the last earnings report for Timken (TKR). Shares have added about 14.9% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Timken due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Timken Company (The) before we dive into how investors and analysts have reacted as of late. Timken kicked off 2026 with an earnings and revenue beat, driven by pricing, favorable currency and stronger demand in Industrial Motion. Adjusted earnings were $1.67 per share, up 19.3% year over year and above the Zacks Consensus Estimate of $1.50 by 11.3%. On a reported basis, earnings were $1.40 per share versus $1.11 a year ago. Revenues rose 8% to $1.23 billion, topping the consensus mark of $1.17 billion by 4.9%. The increase was supported by higher pricing, favorable foreign currency translation and increased volumes in Industrial Motion. Organic sales increased 4.3% versus the first quarter of 2025. Cost of products sold increased 7% to $837.3 million. The gross profit was $394 million, a 9.8% increase from the year-ago quarter. The gross margin was 32% compared with 31.5% in the year-ago quarter. Selling, general and administrative expenses rose to $201.2 million from $184.8 million. Even with these increases, operating income improved 17.1% year over year to $168.6 million aided by pricing and higher volumes, along with benefits from lower material and logistics costs in Engineered Bearings. Adjusted EBITDA increased 11% to $231 million with adjusted EBITDA margin expanding 60 basis points year over year to 18.8%, reflecting operating leverage and price/mix gains. Engineered Bearings delivered sales of $806.2 million, a 6% increase from the prior-year period, driven primarily by higher pricing and favorable currency translation. Volumes were flat year over year, indicating that growth was driven by price and positive currency impact. Segment profitability, however, softened. Adjusted EBITDA for Engineered Bearings was $159.0 million, essentially flat from $159.2 million a year ago. Adjusted EBITDA margin declined to 19.7% from 20.9%. Management pointed to positive price/mix, lower material and logistics costs and favorable currency as offsets to incremental tariff co...

Timken’s first quarter results for 2026 were well received by the market, reflecting momentum across its core businesses and execution on strategic initiatives. Management attributed the quarter’s performance to higher pricing and volume growth in the Industrial Motion segment, as well as disciplined operational execution. CEO Lucian Boldea highlighted that the company’s 80/20 simplification strategy, along with recent portfolio actions, helped drive margin expansion and double-digit earnings growth. Additionally, Timken’s acquisition of Bijur Delimon and the announced divestiture of the Belts business were cited as early steps aligned with its goal of focusing on higher-growth, higher-margin segments. Is now the time to buy TKR? Find out in our full research report (it’s free). Revenue: $1.23 billion vs analyst estimates of $1.17 billion (8% year-on-year growth, 5% beat) Adjusted EPS: $1.67 vs analyst estimates of $1.50 (11.2% beat) Adjusted EBITDA: $231 million vs analyst estimates of $214.6 million (18.8% margin, 7.6% beat) Management raised its full-year Adjusted EPS guidance to $6 at the midpoint, a 4.3% increase Operating Margin: 13.7%, up from 12.6% in the same quarter last year Organic Revenue rose 4.3% year on year (miss) Market Capitalization: $8.14 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Stephen Edward Volkmann (Jefferies) asked about the positive impact of tariff changes on guidance and the risk of additional tariffs. CFO Michael Discenza explained the India tariff change as the main driver, with no rebates assumed, and noted ongoing monitoring of policy developments. David Raso (Evercore) questioned the slower organic growth implied for the year and the degree of business pulled into Q1 from Q2. Discenza estimated about 1% of revenue was pulled forward, while CEO Lucian Boldea cited robust order books but acknowledged caution due to geopolitical uncertainty. Robert Cameron Wertheimer (Melius Research) asked if raised guidance was due to end-market strength or internal initiatives like 80/20. Boldea responded it was a combination, highlighting regional growth and commercial team reorganiz...

NORTH CANTON, Ohio, May 8, 2026 /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 approved a 2.9 percent increase in the company's quarterly cash dividend, raising it to 36 cents per share. The dividend is payable on May 29, 2026, to shareholders of record as of May 19, 2026. "Timken is pleased to deliver another dividend increase, marking our 13th year of higher annualized dividend payouts," said Lucian Boldea, president and chief executive officer. "This reflects the strength of our business and the confidence we have in the future earnings power of the company." Timken has paid a dividend on its common shares every quarter since its original listing on the New York Stock Exchange (NYSE) in 1922. The upcoming dividend represents 416 consecutive quarters, one of the longest-running dividend streaks among NYSE-listed companies. About The Timken Company The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, designs a growing portfolio of next-generation products for diverse industries. For more than 125 years, Timken has used its specialized expertise to innovate and create customer-centric solutions that increase reliability and efficiency. Timken posted $4.6 billion in sales in 2025 and employs approximately 19,000 people globally, operating from 45 countries. Media Relations: Sarah Factor 234.262.4878 [email protected] Investor Relations: Neil Frohnapple 234.262.2310 [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/timken-raises-quarterly-dividend-to-36-cents-per-share-marking-13-years-of-increases-302766891.html

Achieved double-digit earnings growth and margin expansion driven by higher pricing and robust volume growth in the Industrial Motion segment. Accelerated the 80/20 strategic initiative by establishing a dedicated transformation office and training nearly 300 leaders to reduce operational complexity. Optimized the portfolio through the strategic divestiture of the Belts business to Gates and the acquisition of Bijur Delimon to scale the automated lubrication platform to nearly $400 million. Attributed organic growth to successful regional expansion, specifically citing double-digit gains in the linear motion platform within the Americas factory automation market. Reported a robust order book that grew both sequentially and year-over-year, led by strength in off-highway, aerospace, rail, and wind sectors. Managed a leadership transition in the Engineered Bearings segment with an interim head while initiating an external search for a permanent successor. Maintained a strong balance sheet with net leverage at 2.1 times, providing continued flexibility for a balanced capital allocation approach. Raised full-year 2026 adjusted EPS guidance to $5.75-$6.25, implying 13% growth at the midpoint compared to the previous 8% forecast. Increased organic revenue growth outlook to 3% at the midpoint, supported by positive trends in the order book and improved demand across most end markets. Anticipates a more favorable price/cost impact related to tariffs, specifically reflecting lower rates on imports from India and net positive changes to Section 232. Assumes a $0.10 per share headwind for potential incremental cost inflation, acting as a placeholder for regional inflationary pressures in India and Europe. Expects Q2 adjusted EPS to be modestly lower sequentially than Q1 due to incremental inflation and approximately 1% of customer activity being pulled forward from Q2 into Q1. The divestiture of the Belts business is expected to structurally improve Industrial Motion margins and free up resources for higher-growth initiatives upon its Q3 close. Identified geopolitical uncertainty in the Middle East as a potential macro risk, though no direct demand destruction has been observed to date. Noted that while the Belts sale provides an immediate mix lift, full margin benefits depend on the company's ability to quickly address associated stranded costs. Highlighted a new five-...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 11 a.m. ET President & Chief Executive Officer — Lucian Boldea Chief Financial Officer — Michael Discenza Vice President, Investor Relations — Neil Andrew Frohnapple Neil Andrew Frohnapple: Thank you, operator, and welcome, everyone, to our first quarter 2026 earnings conference call. This is Neil Andrew Frohnapple, Vice President of Investor Relations for The Timken Company. We appreciate you joining us today. Before we begin our remarks this morning, I want to point out that we have posted presentation materials on the company's website that we will reference as part of today's review of the quarterly results. You can also access this material through the download feature on the earnings call webcast link. With me today are The Timken Company's President and CEO, Lucian Boldea, and Michael Discenza, our Chief Financial Officer. We will have opening comments this morning from both Lucian and Michael, before we open up the call for your questions. During the Q&A, I would ask that you please limit your questions to one question and one follow-up at a time to allow everyone a chance to participate. During today's call, you may hear forward-looking statements related to our future financial results, plans, and business operations. Our actual results may differ materially from those projected or implied due to a variety of factors which we describe in greater detail in today's press release and in our reports filed with the SEC which are available on thetimkencompany.com. We have included reconciliations between non-GAAP financial information and its GAAP equivalent in the press release and presentation materials. Today's call is copyrighted by The Timken Company, and without express written consent, we prohibit any use, recording, or transmission of any portion of the call. Finally, just a reminder, we are hosting an Investor Day on Wednesday, May 20, in New York City. We hope that you will join us either virtually or in person. With that, I would like to thank you for your interest in The Timken Company. I will now turn the call over to Lucian. Lucian Boldea: Thanks, Neil, and good morning, everyone. We appreciate your interest in The Timken Company and for joining us today. I would like to start by thanking our Timken team for their hard work to deliver an excellent start to 2026. We are gaining momentu...

JACKSON TWP. – The Timken Co. reported an 8% increase in first-quarter sales to $1.23 billion, compared to $1.14 billion in the first quarter of 2025, and is raising its 2026 outlook. President and CEO Lucian Boldea thanked team members for helping to deliver an "excellent start" to the year. He referenced the industrial motion company's strategy to simplify its portfolio and focus on key areas of growth, as exemplified by the recently announced sale of its belts business. "Our financial performance is strong, and we are pleased to have achieved double-digit earnings growth and margin expansion in the first quarter," he said during a May 6 earnings presentation. The Timken Co. reported a net income of $98.2 million or $1.40 per share — compared to $78.3 million or $1.11 per share in the same period last year. Boldea said the first-quarter performance — with organic sales up 4.3% year over year — and increasing customer demand across several industries has prompted Timken to increase its 2026 outlook. "We entered 2026 with momentum, and this quarter reinforces our confidence in the path ahead," he said. The company expects revenue to increase by 5% at the midpoint of this year and full-year earnings per share to be $4.70 to $5.20. Timken's previous guidance predicted an approximately 3% increase in revenue by the middle of the year. Reach Kelly at 330-580-8323 or [email protected] This article originally appeared on The Repository: Timken Co. reports positive first quarter, raises 2026 outlook

Timken (TKR) reported Q1 adjusted earnings Wednesday of $1.67 per diluted share, up from $1.40 a yea

Timken (TKR) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.5 per share. This compares to earnings of $1.4 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +11.15%. A quarter ago, it was expected that this maker of bearings and power transmissions would post earnings of $1.09 per share when it actually produced earnings of $1.14, delivering a surprise of +4.59%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Timken, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $1.23 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.86%. This compares to year-ago revenues of $1.14 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Timken shares have added about 30.3% since the beginning of the year versus the S&P 500's gain of 6%. While Timken has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Timken was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Str...

Rockwell Automation, Inc. ROK has delivered adjusted earnings of $3.30 per share in the second quarter of fiscal 2026, up 32% from the year-ago quarter’s $2.50. The figure beat the Zacks Consensus Estimate of $2.89. Quarterly revenues rose 11.9% year over year to $2.24 billion and topped the consensus mark of $2.11 billion by 6.3%. Results have reflected solid execution as organic sales increased 9%. Our model predicted organic growth to rise 5.3% in the quarter. Rockwell Automation, Inc. price-consensus-eps-surprise-chart | Rockwell Automation, Inc. Quote Rockwell Automation’s fiscal second quarter featured a healthier demand backdrop across more end markets. Currency translation increased 3% year over year, surpassing our prediction of 0.7% growth. The company also highlighted momentum in recurring revenues. Total Annual Recurring Revenue (ARR) increased 6% year over year, with software ARR up in the high-single digits, reinforcing the shift toward more durable revenue streams. Segmental performance was led by the two higher-margin platforms. Intelligent Devices posted sales of $1 billion compared with $0.9 billion a year ago, whereas Software & Control increased to $684 million from $568 million. We predicted sales for Intelligent Devices for the quarter to be $983 million and Software & Control’s sales to be $851 million. The Intelligent Devices segment posted operating earnings of $211 million in the fiscal second quarter, which marked a year-over-year increase of 32.7%, while Software & Control’s operating earnings improved 39.8% to $239 million. Lifecycle Services was comparatively steady, with sales of $547 million compared with $537 million in the prior-year quarter. We predicted sales of $557 million for the segment. The segment posted operating earnings of $80 million compared with $78 million in the prior-year quarter. The cost of sales increased 8.3% year over year to $1.11 billion. The gross profit grew 15.8% to $1.12 billion. Selling, general and administrative expenses moved up 1.9% to $478 million. Profitability improved sharply as Rockwell Automation converted higher volumes into stronger margins. The enterprise operating margin increased 350 basis points year over year to 22.5% in the quarter, alongside a pretax margin of 19.7%. At the segment level, Intelligent Devices delivered a 20.9% operating margin, up 320 basis points year over year...