The Timken Company

NYSE:TKR Stok Raporu

Piyasa değeri: US$8.1b

Timken Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Timken kazanç ve gelirin sırasıyla yıllık 14.9% ve 3.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 16% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 12.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

14.9%

Kazanç büyüme oranı

16.01%

EPS büyüme oranı

Machinery kazanç büyümesi16.3%
Gelir büyüme oranı3.9%
Gelecekteki özkaynak getirisi12.84%
Analist kapsamı

Good

Son güncelleme13 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...
Analiz Makalesi • 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

Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:TKR - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20285,2094724806436
12/31/20275,00540044361310
12/31/20264,81635337353110
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: TKR 'nin tahmini kazanç büyümesi (yıllık 14.9% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: TKR şirketinin kazançlarının (yıllık 14.9% ) US pazarından (yıllık 16.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: TKR şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: TKR şirketinin gelirinin (yıllık 3.9% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: TKR şirketinin gelirinin (yıllık 3.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: TKR 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 12.8 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/13 07:50
Gün Sonu Hisse Fiyatı2026/05/13 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

The Timken Company 22 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael FenigerBofA Global Research
Kyle MengesCitigroup Inc
Kyle MengesCitigroup Inc