The Timken Company

NYSE:TKR 株式レポート

時価総額：US$8.2b

Timken 将来の成長

Future 基準チェック /16

Timken利益と収益がそれぞれ年間14.9%と3.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.8% 16%なると予測されています。

主要情報

14.9%

収益成長率

16.01%

EPS成長率

Machinery 収益成長16.4%
収益成長率3.8%
将来の株主資本利益率12.84%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

分析記事 • May 08

The Timken Company Beat Revenue Forecasts By 5.9%: Here's What Analysts Are Forecasting Next

The Timken Company ( NYSE:TKR ) just released its quarterly report and things are looking bullish. The company beat...
分析記事 • Feb 07

Earnings Update: Here's Why Analysts Just Lifted Their The Timken Company (NYSE:TKR) Price Target To US$97.18

It's been a pretty great week for The Timken Company ( NYSE:TKR ) shareholders, with its shares surging 14% to US$106...

Recent updates

分析記事 • May 08

The Timken Company Beat Revenue Forecasts By 5.9%: Here's What Analysts Are Forecasting Next

The Timken Company ( NYSE:TKR ) just released its quarterly report and things are looking bullish. The company beat...
ナラティブ更新 • Apr 28

TKR: Future Returns Will Depend On Buybacks And Humanoid Robotics Capital Allocation

Timken's fair value estimate has increased to $100 from $90 as analysts incorporate updated assumptions on revenue growth, profit margins, and a slightly adjusted discount rate. Recent price target increases across several firms also highlight ongoing debate around its future P/E levels.
ナラティブ更新 • Apr 14

TKR: Disciplined Capital Returns And Smaller Cap Leadership Will Reshape Future Earnings Power

Analysts have raised their average price targets on Timken in a series of $3 to $22 moves, reflecting updated views on its earnings power and appropriate P/E, while fair value in this framework remains at $130. Analyst Commentary Recent research on Timken shows a cluster of price target increases across multiple firms, alongside both upgrades and downgrades.
ナラティブ更新 • Mar 31

TKR: Future Returns Will Hinge On Buybacks And Humanoid Robotics Acquisitions

Analysts have raised Timken's fair value estimate to $90.00 from $71.46, citing a series of recent price target increases that reflect expectations for stronger revenue growth, a higher assumed future P/E multiple, and updated views on the company's profit margin profile. Analyst Commentary Recent Street research on Timken shows a mix of optimism and caution, with several firms revisiting their price targets and ratings as they reassess the company’s execution and risk profile.
Seeking Alpha • Mar 20

The Timken Company: On A Roll And Reasonably Valued

Summary The Timken Company remains reasonably valued after recent momentum, focusing on higher-margin activities and modest organic growth. TKR's acquisition of Bijur Delimon adds about 1.3% to sales, with limited financial impact or leverage increase. 2026 guidance targets 2%-4% organic sales growth and $5.50-$6.00 adjusted EPS, supporting a forward P/E of 16x-18x. A strong dividend track record, consistent buybacks, and stable margins create a balanced investment case despite recent share re-rating. Read the full article on Seeking Alpha
ナラティブ更新 • Mar 17

TKR: Disciplined Smaller Cap Leader And Buybacks Will Reshape Earnings Power

Timken's updated fair value estimate edges up to $130.00, reflecting analysts' higher price targets in the $100 to $105 range and their view that disciplined smaller cap industrial operators remain better positioned for long term growth despite ongoing macro uncertainty. Analyst Commentary Recent Street research has clustered around higher valuation marks for Timken, with several bullish analysts lifting price targets into the low US$100s.
ナラティブ更新 • Mar 03

TKR: Execution Discipline And Portfolio Evolution Will Shape 2026 Earnings And Capital Deployment

Analysts have raised their fair value estimate for Timken to $108.08 from $92.03, reflecting updated assumptions for revenue growth, profit margin, discount rate and future P/E that align with the recent series of higher Street price targets. Analyst Commentary Recent Street research around Timken has centered on a series of higher price targets and one upgrade, which together frame how analysts are thinking about the company’s execution, growth prospects and valuation support.
ナラティブ更新 • Feb 17

TKR: New Leadership And 80 20 Focus Will Reshape Earnings Power

Analysts have raised their price targets on Timken, and our updated fair value estimate now stands at $129.38. This figure is supported by research that highlights adjustments in expected revenue growth, profitability, discount rate assumptions, and an increased future P/E multiple.
分析記事 • Feb 07

Earnings Update: Here's Why Analysts Just Lifted Their The Timken Company (NYSE:TKR) Price Target To US$97.18

It's been a pretty great week for The Timken Company ( NYSE:TKR ) shareholders, with its shares surging 14% to US$106...
ナラティブ更新 • Feb 02

TKR: 80/20 Execution And Portfolio Evolution Will Shape 2026 Earnings Resilience

Analysts have nudged their price expectations for Timken higher, with our fair value estimate rising by about $1 to $92.03 per share as they factor in updated targets from several firms and slightly adjusted assumptions for the discount rate, long term revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research has generally reflected a more constructive stance on Timken, with several firms lifting their price targets after meetings with the new leadership team and revisiting their long term assumptions.
ナラティブ更新 • Jan 19

TKR: 80/20 Execution And 2026 Demand Outlook Will Shape Future Returns

Analysts have nudged their fair value estimate for Timken to about $90.76 from $88.49, citing updated assumptions around slightly higher revenue growth, modestly stronger profit margins, and a lower future P/E. They view this as consistent with the recent series of price target increases from firms that have raised their views on the stock.
ナラティブ更新 • Jan 05

TKR: 80/20 Execution And 2026 Demand Outlook Will Drive Fairly Valued Setup

Narrative update on Timken Analysts have nudged their price targets on Timken higher, with recent moves such as US$83 to US$88 and US$88 to US$90. They cite discussions with management around revised 80/20-focused priorities, a Q3 earnings beat with slightly better than expected organic growth, and potential for both top and bottom line improvement under a healthier industrial demand backdrop.
分析記事 • Jan 01

Does Timken (NYSE:TKR) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブ更新 • Dec 16

TKR: New Leadership And 80/20 Focus Will Shape Performance Amid Fair Backdrop

Analysts have nudged their fair value estimate for Timken slightly higher to approximately $88.49 from about $87.85. This reflects increased confidence in management's strategy, a healthier industrial demand backdrop, and the potential for both top and bottom line outperformance supported by recent price target increases into the $88 to $90 range.
ナラティブ更新 • Dec 02

TKR: New Executive Team Will Shape Performance Amid Fair Valuation

Analysts have modestly increased their price target for Timken, raising it from $87.41 to $87.85. This change reflects optimism around new management's strategy and a more favorable outlook for growth and valuation.
ナラティブ更新 • Nov 18

TKR: Positive Earnings Momentum And New Leadership Will Drive Shares Higher

Timken's analyst price target has increased from $85.87 to $87.41, as analysts cite better than expected organic growth and updated management guidance in their rationale for the adjustment. Analyst Commentary Recent analyst activity reflects both optimism and caution following Timken’s earnings update and revised management guidance.
ナラティブ更新 • Nov 03

TKR: Execution And Leadership Changes Will Shape Measured Outlook Into 2025

Timken’s analyst price target has been revised higher, increasing by nearly $2 to reflect updated expectations for organic growth and sector trends, according to analysts. Analyst Commentary Recent Street research on Timken reflects a mix of optimism and caution regarding the company's growth outlook, profitability, and execution capabilities.
ナラティブ更新 • Sep 26

Pricing Adjustments And Renewables In China Will Drive Success

Timken’s consensus price target was modestly raised to $84.15 as analysts highlighted reduced cyclicality, sector-wide re-ratings after Q2 earnings, and potential upward earnings revisions, though some remain cautious pending execution under new leadership. Analyst Commentary Bullish analysts highlighted Timken's reduced cyclicality and its reputation as a high-quality engineering franchise.
分析記事 • Sep 24

Does Timken (NYSE:TKR) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブ更新 • Sep 11

Pricing Adjustments And Renewables In China Will Drive Success

Timken’s fair value estimate was revised slightly lower as both the future P/E and consensus revenue growth forecasts remained effectively unchanged, resulting in a marginal decrease in the consensus price target from $83.95 to $82.79. What's in the News Lucian Boldea appointed CEO and Board member, bringing extensive industry experience from Honeywell and Eastman Chemical, succeeding interim CEO Richard G.
分析記事 • Jul 15

The Timken Company's (NYSE:TKR) Shares Not Telling The Full Story

The Timken Company's ( NYSE:TKR ) price-to-earnings (or "P/E") ratio of 16.5x might make it look like a buy right now...
分析記事 • Jul 02

Should You Investigate The Timken Company (NYSE:TKR) At US$75.44?

The Timken Company ( NYSE:TKR ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 • Jun 18

Returns At Timken (NYSE:TKR) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha • Apr 21

The Timken Company: In A Bad Way, But Not Bereft Of Silver Linings

Summary The Timken Company has underperformed this year, with a YTD decline of 14%, worse than its mid-cap peers and other industrial stocks. Timken's Q1 results, to be announced on April 30, will be the first under interim CEO Richard Kyle, who previously enjoyed a decade-long stint until September 2024. Expectations are on the low side, even as Q1 end-market trends look particularly weak. TKR's forward P/E valuations look cheap, and it could have its best FCF year in four years. TKR is in the midst of strong bearish momentum, but the risk-reward on the long-term charts looks more appealing now. Read the full article on Seeking Alpha
Seeking Alpha • Jan 24

The Timken Company: A Value Play Worth Considering

Summary The Timken Company, despite recent underperformance and reduced profitability, remains a strong long-term investment due to its diverse customer base and global reach. Recent financial results show declines in revenue and profits, but the company is taking steps to strengthen its position for 2025 and beyond. Shares are attractively priced on both an absolute basis and relative to similar firms, making it a compelling buy despite short-term challenges. The company's exposure to newer markets like renewable energy and automation supports a bullish outlook for sustained demand and growth. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:TKR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,1904724806436
12/31/20274,99440044361310
12/31/20264,8133533735319
3/31/20264,673308383535N/A
12/31/20254,582288406554N/A
9/30/20254,544297390550N/A
6/30/20254,514310315472N/A
3/31/20254,523328324485N/A
12/31/20244,573353306476N/A
9/30/20244,591340256425N/A
6/30/20244,607346319497N/A
3/31/20244,697375326516N/A
12/31/20234,769394357545N/A
9/30/20234,760433468658N/A
6/30/20234,754432415609N/A
3/31/20234,635412358544N/A
12/31/20224,497407285464N/A
9/30/20224,422373158325N/A
6/30/20224,323374123286N/A
3/31/20224,232374201354N/A
12/31/20214,133369239387N/A
9/30/20214,017359266405N/A
6/30/20213,875360327453N/A
3/31/20213,615317434553N/A
12/31/20203,513285456578N/A
9/30/20203,518345509653N/A
6/30/20203,537320486644N/A
3/31/20203,734351398554N/A
12/31/20193,790362N/A550N/A
9/30/20193,804309N/A492N/A
6/30/20193,771316N/A485N/A
3/31/20193,677315N/A429N/A
12/31/20183,581303N/A333N/A
9/30/20183,449272N/A289N/A
6/30/20183,339254N/A180N/A
3/31/20183,183245N/A146N/A
12/31/20173,004203N/A237N/A
9/30/20172,881167N/A268N/A
6/30/20172,767147N/A314N/A
3/31/20172,690113N/A402N/A
12/31/20162,670141N/A404N/A
9/30/20162,729112N/A407N/A
6/30/20162,779142N/A473N/A
3/31/20162,834130N/A406N/A
12/31/20152,872189N/A380N/A
9/30/20152,9206N/A358N/A
6/30/20153,001-68N/A296N/A

アナリストによる今後の成長予測

収入対貯蓄率: TKRの予測収益成長率 (年間14.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TKRの収益 ( 14.9% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: TKRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TKRの収益 ( 3.8% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: TKRの収益 ( 3.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TKRの 自己資本利益率 は、3年後には低くなると予測されています ( 12.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/12 22:31
終値2026/05/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Timken Company 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Michael FenigerBofA Global Research
Kyle MengesCitigroup Inc
Kyle MengesCitigroup Inc