Timken (TKR) reported earnings 30 days ago. What's next for the stock?
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.
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.
Although the revenue and EPS for Timken (TKR) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Timken (TKR) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.23 per share a year ago.
Timken (TKR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Timken has delivered solid long-term returns, but sluggish growth looms as the company has a weak long-term expected rate of return. Revenue per share and gross margins have grown, yet management warns of margin pressure and lower sales volumes ahead. Dividend growth is slow, but a low payout ratio suggests potential for stronger increases if management prioritizes shareholder returns.
The Timken Company (NYSE:TKR ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants Neil Andrew Frohnapple - Vice President of Investor Relations Philip D. Fracassa - Executive VP, CFO & Principal Accounting Officer Richard G.
While the top- and bottom-line numbers for Timken (TKR) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Timken (TKR) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $1.63 per share a year ago.
Timken (TKR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.