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Timken Company (CH:TKH)
:TKH

Timken Company (TKH) Price & Analysis

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TKH Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Consistent Cash GenerationTimken generates positive and rising free cash flow with strong operating cash flow in the quarter and an increased FY FCF guide. Durable cash generation supports reinvestment, M&A, dividends and buybacks, giving the company multi‑quarter financial flexibility even through cycles.
Margin Expansion & Segment StrengthIndustrial Motion delivered record sales and materially higher margins, driving consolidated margin expansion. Structural mix shift toward higher‑value motion and lubrication systems and improved execution suggest sustainable margin improvement if the company maintains product mix and incremental margins.
Strategic M&A And Portfolio ShapingIntegration of Bijur Delimon, active 80/20 portfolio shaping and the belts divestiture are structural moves to concentrate on higher‑margin offerings. These actions should improve product mix, scale lubrication systems and lift long‑run EBITDA margins if execution remains on plan.
Bears Say
Material Leverage RemainsLeverage has improved but the company still carries meaningful debt. With net leverage around mid‑range of targets, downturns or sustained margin pressure could limit capital allocation, increase borrowing costs under covenants, and constrain flexibility for opportunistic investments.
End‑market Cyclicality ExposureTimken sells into cyclical industrial and energy end markets; a decline in solar and weakness in electrification highlight revenue volatility. Structural dependence on OEM cycles and aftermarket timing means topline and margin durability is sensitive to industrial capex and commodity cycles over multiple quarters.
Cost Inflation And Investment DragRising labor, material and logistics costs together with deliberate investments to expand aerospace capacity will compress near‑term profitability and require months to ramp. These structural cost pressures and investment timing can temper cash conversion and margin progress over the medium term.

Timken Company News

TKH FAQ

What was Timken Company’s price range in the past 12 months?
Currently, no data Available
What is Timken Company’s market cap?
Timken Company’s market cap is CHF7.73B.
    When is Timken Company’s upcoming earnings report date?
    Timken Company’s upcoming earnings report date is Nov 04, 2026 which is in 89 days.
      How were Timken Company’s earnings last quarter?
      Timken Company released its earnings results on Aug 04, 2026. The company reported $1.487 earnings per share for the quarter, beating the consensus estimate of $1.317 by $0.17.
        Is Timken Company overvalued?
        According to Wall Street analysts Timken Company’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Timken Company pay dividends?
          Timken Company does not currently pay dividends.
          What is Timken Company’s EPS estimate?
          Timken Company’s EPS estimate is 1.22.
            How many shares outstanding does Timken Company have?
            Currently, no data Available
            What happened to Timken Company’s price movement after its last earnings report?
            Timken Company reported an EPS of $1.487 in its last earnings report, beating expectations of $1.317. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Timken Company?
              Currently, no hedge funds are holding shares in CH:TKH
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                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.

                Timken Company (TKH) Earnings & Revenues

                TKH Company Deck

                TKH Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call conveyed strong operational execution, margin expansion, record Industrial Motion performance, successful M&A integration, and another upward revision to full-year guidance — outweighing manageable near-term headwinds (solar weakness, cost inflation, one-time tariff timing, and investments for aerospace capacity). Management presented credible actions (portfolio shaping, 80/20, leadership additions) expected to drive continued margin improvement toward 2028 targets.View all CH:TKH earnings summaries

                TKH Stock 12 Month Forecast

                Average Price Target

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