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TKR logo

The Timken Company Stock Price

NYSE:TKR Community·US$8.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

TKR Share Price Performance

US$116.50
39.12 (50.56%)
​
US$147.75
Fair Value
US$116.50
39.12 (50.56%)
21.1% undervalued intrinsic discount
US$147.75
Fair Value
Price US$116.50
AnalystConsensusTarget US$147.75
AnalystLowTarget US$129.00
AnalystHighTarget US$158.00
Thu, 3 Sep 26
Fair ValueUS$147.75
Share Pricen/a

TKR Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$147.75 21.1% undervalued intrinsic discount

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

0users have liked this narrative
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4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$129 9.7% undervalued intrinsic discount

Automation Shifts Will Shrink Industrial Markets Despite Renewables

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$158 26.3% undervalued intrinsic discount

Clean Energy And Smart Manufacturing Will Expand Demand For Bearings

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0users have followed this narrative
TKR logo
Timken
21.1% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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TKR logo
Timken
9.7% undervalued intrinsic discount

Automation Shifts Will Shrink Industrial Markets Despite Renewables

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 28 Jul
Read Narrative
TKR logo
Timken
26.3% undervalued intrinsic discount

Clean Energy And Smart Manufacturing Will Expand Demand For Bearings

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 1 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
TKR logo

TKR: Automation Exposure And Leaner Cost Structure Will Support Multi Year Margin Upside

Fair Value: US$147.75 21.1% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
TKR logo

TKR: Future Returns Will Hinge On Automation And Humanoid Demand Execution

Fair Value: US$129 9.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
TKR logo

TKR: Elevate To Outperform And Secular End Markets Will Reshape Earnings Power

Fair Value: US$158 26.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Excellent balance sheet, good value and pays a dividend.

3 Risks
3 Rewards
View Full Analysis

The Timken Company Key Details

US$4.8b

Revenue

US$3.3b

Cost of Revenue

US$1.5b

Gross Profit

US$1.2b

Other Expenses

US$258.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.73
30.69%
5.43%
61.5%
View Full Analysis

About TKR

Founded
1899
Employees
19000
CEO
Lucian Boldea
WebsiteView website
www.timken.com

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company operates in two segments, Engineered Bearings and Industrial Motion. The Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings. This segment serves wind energy, agriculture, construction, food and beverage, metals and mining, automotive and truck, aerospace, rail, and other industries under the Timken, GGB, and Fafnir brands. The Industrial Motion segment offers a portfolio of engineered products, such as industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, couplings, filtration systems, seals, and industrial clutches and brakes, as well as industrial drivetrain and bearing repairing services. This segment serves a range of industries comprising solar energy, automation, construction, agriculture and turf, passenger rail, marine, aerospace, packaging and logistics, medical, and others under the Philadelphia Gear, Cone Drive, Rollon, Nadella, Groeneveld, BEKA, Diamond, Drives, Timken Belts, Spinea, Des-Case, Lagersmit, Lovejoy, CGI, and PT Tech brands. The Timken Company was founded in 1899 and is headquartered in North Canton, Ohio.

Recent TKR News & Updates

User avatar
Narrative Update • Sep 03

TKR: Automation Exposure And Leaner Cost Structure Will Support Multi Year Margin Upside

Timken's updated fair value estimate has moved from $143.27 to $147.75 as analysts factor in higher expected profit margins, a lower future P/E assumption, and recent price target increases following management's refreshed plan and improved end market commentary. Analyst Commentary Street research on Timken has been active in recent months, with several firms updating ratings and price targets following management commentary and pre earnings work.
Seeking Alpha • Aug 14

The Timken Company's Surge Isn't The End Of The Story

Summary The Timken Company remains a soft "Buy" as management delivers on cost savings, operational improvements, and strategic expansion plans. TKR’s Industrial Motion and Engineered Bearings segments drove H1 2026 revenue and EBITDA growth, with organic and acquisition-fueled gains. Management targets $5–$5.2 billion in revenue and a 21%–23% EBITDA margin by 2028, emphasizing regional expansion, portfolio optimization, and SKU harmonization. Despite recent outperformance, TKR trades at a discount to peers; multiple expansion or meeting growth targets could yield significant upside. Read the full article on Seeking Alpha

Recent updates

No updates

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