Timken Co (TKR)
XMEX 
Summary
TKR Chart
The Timken Company (TKR) Q4 2025 Earnings Call Transcript
The Timken Company (TKR) Q4 2025 Earnings Call Transcript
Timken (TKR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Timken (TKR) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Timken: Priced Already For Stability, Not For Growth
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.
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Timken Co Profile
| Life Sciences Tools & Services Industry | Healthcare Sector | Lucian Boldea CEO | XMEX Exchange | US8873891043 ISIN |
| US Country | 19,000 Employees | 24 Feb 2026 Last Dividend | 1 Jul 2014 Last Split | 1 Jul 1985 IPO Date |
Overview
The Timken Company, with a rich history dating back to 1899, has established itself as a global leader in engineering, manufacturing, and selling of engineered bearings and industrial motion products, alongside a wide range of related services. This pioneering company boasts a diverse product lineup that caters to a multitude of industries, from wind energy and agriculture to aerospace and automotive, among others. With its headquarters in North Canton, Ohio, Timken operates not just within the United States but extends its market reach internationally. The company is well-regarded for its commitment to innovation, quality, and reliability, providing solutions under esteemed brands like Timken, GGB, and Fafnir in its Engineered Bearings segment, and a suite of other recognized brands in its Industrial Motion segment.
Products and Services
The Timken Company’s offerings are divided into two major segments: Engineered Bearings and Industrial Motion. Each segment encompasses a broad spectrum of products and services designed to meet the demands of various industries.
- Engineered Bearings
This segment delivers an extensive range of bearing products such as tapered, cylindrical, and spherical roller bearings; plain and metal-polymer bearings; rod end, radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; as well as housed or mounted bearings. Catering to sectors like wind energy, agriculture, construction, food and beverage, metals and mining, automotive and truck, aerospace, and rail, these products are available under the Timken, GGB, and Fafnir brands.
- Industrial Motion
The Industrial Motion segment provides a comprehensive portfolio of engineered products that includes industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, seals, couplings, filtration systems, and industrial clutches and brakes. Additionally, this segment offers services such as industrial drivetrain and bearing repair. These solutions cater to a wide array of industries including solar energy, automation, construction, agriculture and turf, passenger rail, marine, aerospace, packaging and logistics, medical, among others. Products in this segment are marketed under various brands including Philadelphia Gear, Cone Drive, Rollon, Nadella, Groeneveld, BEKA, Diamond, Drives, Timken Belts, Spinea, Des-Case, Lagersmit, Lovejoy, and PT Tech.
