Timken Beheer
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Momenteel beschikken wij niet over voldoende informatie over de CEO.
Belangrijke informatie
Lucian Boldea
Algemeen directeur
US$15.0m
Totale compensatie
| Percentage CEO-salaris | 2.44% |
| Dienstverband CEO | less than a year |
| Eigendom CEO | n/a |
| Management gemiddelde ambtstermijn | less than a year |
| Gemiddelde ambtstermijn bestuur | 11.6yrs |
Recente managementupdates
Recent updates
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaSeeking 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$308m |
| Dec 31 2025 | US$15m | US$367k | US$288m |
Compensatie versus markt: De totale vergoeding ($USD 15.05M ) Lucian } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.43M ).
Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Lucian te vergelijken met de prestaties van het bedrijf.
CEO
Lucian Boldea (53 yo)
less than a year
Tenure
US$15,045,651
Compensatie
Dr. Lucian Boldea, Ph.D. is Chief Executive Officer, President and Director of The Timken Company from September 1, 2025. He served as President and Chief Executive Officer of Industrial Automation at Hone...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$15.05m | geen gegevens | |
| Executive VP & CFO | less than a year | US$1.00m | 0.026% $ 2.1m | |
| Executive VP of Corporate Development & General Counsel | 7yrs | US$2.16m | 0.039% $ 3.3m | |
| Corporate Controller & Chief Accounting Officer | less than a year | geen gegevens | 0.0028% $ 233.1k | |
| Senior VP & Chief Technology Officer | less than a year | geen gegevens | 0.0052% $ 431.4k | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Vice President of Marketing | less than a year | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | 11.3yrs | geen gegevens | 0.026% $ 2.1m | |
| Chief Engineer of Oil & Gas - Steel Segment | no data | geen gegevens | geen gegevens | |
| Executive VP & President of Industrial Motion | less than a year | geen gegevens | 0.017% $ 1.4m | |
| President of Americas | less than a year | geen gegevens | geen gegevens | |
| President of Europe | less than a year | geen gegevens | geen gegevens |
0.7yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van TKR wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.7 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$15.05m | geen gegevens | |
| Independent Director | 11.8yrs | US$289.96k | 0.041% $ 3.4m | |
| Independent Director | 22.5yrs | US$272.46k | 0.097% $ 8.0m | |
| Independent Director | 24.3yrs | US$252.46k | 1.03% $ 85.0m | |
| Independent Chairman | 40.3yrs | US$402.46k | 1.52% $ 125.7m | |
| Independent Director | 1.3yrs | US$267.93k | 0.0033% $ 270.3k | |
| Independent Director | 12.3yrs | US$277.46k | 0.044% $ 3.6m | |
| Director | 13.3yrs | US$15.15m | 0.30% $ 24.5m | |
| Independent Director | 11.5yrs | US$289.96k | 0.043% $ 3.6m | |
| Independent Director | 5.3yrs | US$279.49k | 0.016% $ 1.4m | |
| Independent Director | 1.8yrs | US$275.21k | 0.0033% $ 270.3k | |
| Independent Director | 8.8yrs | US$272.46k | 0.0076% $ 628.1k |
11.6yrs
Gemiddelde duur
61yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van TKR zijn ervaren en ervaren (gemiddelde ambtstermijn van 11.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 03:29 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
The Timken Company wordt gevolgd door 22 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Michael Feniger | BofA Global Research |
| Kyle Menges | Citigroup Inc |
| Kyle Menges | Citigroup Inc |