TKH Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Improving Leverage And Balance SheetLower leverage (mid-0.6x D/E) materially improves Timken's financial flexibility and reduces refinancing risk. Over 2–6 months this supports disciplined capital allocation—funding M&A, buybacks, and divestitures—while preserving access to unsecured credit and cushioning cyclical downturns.
Industrial Motion Record Growth And Portfolio ScaleRecord Industrial Motion performance and the Bijur Delimon deal scale automated lubrication to ~ $400M, diversifying revenue away from cyclic Engineered Bearings. This strengthens recurring aftermarket exposure and higher-margin solutions, reducing cyclicality and improving sustainable growth and margin mix.
Upgraded Guidance And Stronger Cash OutlookManagement's raised sales, margin and EPS guidance, plus a higher FCF target, indicates durable operational momentum and improved cash conversion. Stronger projected free cash flow supports long-term reinvestment, dividend/buyback capacity and debt reduction, enhancing strategic optionality.
Bears Say
Engineered Bearings Margin PressureMargin compression in the Engineered Bearings segment—a large revenue contributor ($806M reported)—poses a durable earnings risk. If manufacturing cost inflation and weaker volumes persist, consolidated margins and profitability recovery may be constrained despite top-line growth or price actions.
Choppy Free Cash Flow / Cash ConversionIntermittent and reduced FCF conversion signals structural working-capital swings or higher reinvestment needs. Over months this can limit funding for growth, increase reliance on credit, and force tougher trade-offs among capex, M&A, dividends and buybacks, weakening financial resilience.
Regional And End-market Weakness (China Exposure)Slower demand in China and softness in rail/other end markets highlight exposure to cyclical and regional downturns. Structural volume weakness in these markets can delay recovery of engineered-bearing volumes, force continued reliance on pricing, and amplify earnings volatility amid tariff and geopolitical uncertainty.
Timken Company News
TKH FAQ
What was Timken’s price range in the past 12 months?
Currently, no data Available
What is Timken’s market cap?
Timken’s market cap is CHF8.00B.
When is Timken’s upcoming earnings report date?
Timken’s upcoming earnings report date is Aug 04, 2026 which is in 8 days.
How were Timken’s earnings last quarter?
Timken released its earnings results on May 06, 2026. The company reported $1.364 earnings per share for the quarter, beating the consensus estimate of $1.229 by $0.135.
Is Timken overvalued?
According to Wall Street analysts Timken’s price is currently Undervalued.
Does Timken pay dividends?
Timken does not currently pay dividends.
What is Timken’s EPS estimate?
Timken’s EPS estimate is 1.32.
How many shares outstanding does Timken have?
Currently, no data Available
What happened to Timken’s price movement after its last earnings report?
Timken reported an EPS of $1.364 in its last earnings report, beating expectations of $1.229. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Timken?
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
Timken Company Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
CHF120.59 (― Downside)
CHF120.59 (― Downside)
Insider Transactions
Sold Shares
Worth CHF6.8M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
77.11%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
4.73%
Trailing 12-Months
Company Description
Timken
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.
TKH Company Deck
TKH Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed clear momentum: record Industrial Motion performance, expanded margins, raised full-year guidance, active portfolio actions (Bijur Delimon acquisition and Belts divestiture), and disciplined capital allocation. Offsetting risks include margin pressure in Engineered Bearings, regional softness in China and certain end markets, tariff and inflation uncertainty, and near-term sequential EPS headwinds. On balance, the positive operational and financial developments and the upgrade to guidance outweigh the highlighted headwinds.View all CH:TKH earnings summariesTKH Stock 12 Month Forecast
Average Price Target
$120.59
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