TKR
IndustrialsThe Timken Company · Manufacturing - Tools & Accessories · $8B
What is The Timken Company?
The Timken Company is a global manufacturer of engineered bearings and power transmission products, serving industries from agriculture and construction to aerospace and rail. Headquartered in North Canton, Ohio, Timken has built a long operating history across both mobile and industrial end markets.
Timken operates through two segments: Mobile Industries and Process Industries. Mobile Industries supplies bearings, seals, lubrication systems, and power transmission components to OEMs and end-users in agriculture, construction, mining, on-highway vehicles, and aerospace — including flight-critical parts for civil and military aircraft. Process Industries serves a broad range of industrial customers with bearings, gearboxes, linear motion products, couplings, chains, and aftermarket services. Revenue is generated through direct OEM relationships, authorized distributor networks, and aftermarket channels.
Timken was founded in 1922 and remains headquartered in North Canton, Ohio.
- Engineered bearings and seals for mobile and industrial applications
- Power transmission components including gears, gearboxes, and couplings
- Helicopter transmission systems and flight-critical aerospace components
- Lubrication systems, chains, belts, and clutches for off-highway equipment
- Aftermarket services and industrial maintenance solutions
Is TKR a Good Stock to Buy?
UQS Score rates TKR as Below Average overall, reflecting mixed fundamentals across its five scoring pillars.
Timken's strongest attributes sit in the Risk and Valuation pillars, both rated Good. The Risk profile suggests the company carries a manageable financial structure relative to sector peers, while the Valuation pillar indicates the stock is not trading at a significant premium — a meaningful consideration for value-oriented investors in the industrials space.
The Moat and Growth pillars both register as Weak, pointing to limited competitive differentiation and below-average growth momentum relative to peers. The Quality pillar lands at Neutral, offering no meaningful offset.
Pro members can view the exact pillar breakdown and full financial metrics behind TKR's UQS Score. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does TKR pay dividends?
Yes — The Timken Company pays a dividend.
Timken pays a regular dividend, consistent with its long operating history and mature industrial business model. Companies in Timken's position — generating recurring revenue from OEM relationships and aftermarket services — often return capital to shareholders through dividends. Investors seeking income alongside industrial exposure may find Timken's dividend cadence relevant, though the full yield context is available in the Pro view.
When does TKR report earnings?
The Timken Company reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
Timken's results reflect the cyclical nature of its end markets — agricultural, construction, and industrial demand can shift with broader economic conditions. Segment performance across Mobile and Process Industries tends to move with OEM production schedules and aftermarket activity levels.
For the most recent quarter's results and guidance, visit The Timken Company's investor relations page directly.
TKR Price History
+33.5% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in The Timken Company?
Based on The Timken Company's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
TKR Long-term Outlook
Timken's Growth pillar is rated Weak, suggesting the near-term fundamental trajectory faces headwinds relative to the broader industrials sector. The Good Risk rating provides some stability, indicating the business is not highly leveraged to a single downturn scenario. However, the Weak Moat rating raises questions about pricing power and the durability of revenue streams over a longer horizon. Investors weighing TKR's outlook should consider both the cyclical exposure of its end markets and the limited structural growth signals in the current UQS profile.
Growth drivers
- Aftermarket and maintenance services providing recurring revenue across industrial cycles
- Aerospace segment exposure to civil and military aircraft demand recovery
- Expansion in process industries through gearbox and linear motion product lines
Key risks
- Cyclical end-market exposure in agriculture, construction, and heavy trucking
- Weak Moat rating suggesting limited pricing power against lower-cost competitors
- Valuation re-rating risk if industrial demand softens materially
TKR vs Peers
Timken competes across the broader industrials landscape with companies that overlap in distribution, manufacturing, and engineered products.
Toro focuses on outdoor maintenance and construction equipment, overlapping with Timken in the off-highway and grounds-care power transmission supply chain.
Stanley Black & Decker is a large-cap diversified tools and industrial manufacturer, competing with Timken in certain engineered components and industrial distribution channels.
Lincoln Electric specializes in welding products and automation solutions, sharing Timken's industrial OEM and aftermarket customer base in heavy manufacturing.
Frequently Asked Questions
What does The Timken Company do?
Timken designs and manufactures engineered bearings, seals, and power transmission products for a wide range of industries. Its two segments — Mobile Industries and Process Industries — serve OEMs and end-users in agriculture, construction, aerospace, rail, and general industrial markets. The company also generates revenue through aftermarket services and authorized distributor networks.
Does TKR pay dividends?
Yes, Timken pays a regular dividend. This is consistent with its mature industrial business model and long operating history. The company's recurring revenue from OEM relationships and aftermarket services supports its ability to return capital to shareholders. For current yield and payout details, Pro members can access the full financial metrics view.
When does TKR report earnings?
The Timken Company reports earnings on a quarterly cadence, as is standard for US-listed equities. Specific upcoming dates are not covered by our data source. For the most accurate and current earnings schedule, visit Timken's official investor relations page.
Is TKR a good stock to buy?
UQS Score rates TKR as Below Average overall. The Risk and Valuation pillars are both rated Good, which may appeal to value-conscious investors. However, the Moat and Growth pillars are both Weak, indicating limited competitive differentiation and below-average growth signals. The full pillar breakdown is available to Pro members.
Is TKR overvalued?
TKR's Valuation pillar is rated Good, suggesting the stock is not trading at an elevated premium relative to its fundamentals and sector peers. That said, valuation should be considered alongside the Weak Moat and Growth ratings. Pro members can view the complete valuation metrics behind this assessment.
How does TKR compare to its competitors?
Timken operates in a competitive industrials landscape alongside companies like The Toro Company, Stanley Black & Decker, and Lincoln Electric. Each competitor brings different scale and product focus. Timken's differentiation lies in its specialized bearing and power transmission expertise, though its Weak Moat rating suggests this advantage may not be strongly defensible across all end markets.
What is TKR's market cap bracket?
The Timken Company is classified as a mid-cap stock. This places it in a segment of the market that typically offers more growth potential than mega-cap industrials but with greater volatility exposure than large-cap peers. Mid-cap industrials can be sensitive to economic cycles affecting manufacturing and construction activity.
Who founded The Timken Company?
The Timken Company was founded in 1922. Detailed founding history, including the role of the Timken family in the company's origins, is widely available through public historical records and the company's own corporate history resources.
Is TKR a long-term quality indicator?
From a long-term quality perspective, TKR's UQS profile presents a mixed picture. The Good Risk rating suggests financial stability, but the Weak Moat and Weak Growth pillars raise questions about durable competitive advantage and long-term earnings expansion. Investors focused on long-term quality may want to review the full pillar breakdown available to Pro members.
What is the main competitive advantage of The Timken Company?
Timken's primary competitive position stems from its specialized engineering expertise in bearings and power transmission, its long-standing OEM relationships, and its aftermarket service network. However, UQS rates its Moat as Weak, suggesting these advantages may not provide strong pricing power or barriers to entry relative to sector peers.
What sector does TKR belong to?
TKR belongs to the Industrials sector. Within that sector, Timken operates in the engineered components and machinery space, supplying critical parts to end markets including agriculture, construction, aerospace, rail, and general manufacturing. Industrials stocks are typically sensitive to broader economic and manufacturing cycles.
Unlock Full TKR Analysis
Sign in to unlock the detailed analysis behind the UQS Score.
- ✓View the exact UQS pillar scores for TKR
- ✓Access complete financial metrics and ratios
- ✓Compare TKR against sector peers side by side
- ✓See the full Risk and Valuation breakdown
- ✓Track UQS Score changes over time
- ✓Explore screeners filtered by pillar strength
Pro Analysis
TKR — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 7, 2026 | 49.4 | 52.1 | 38.0 | 32.6 | 60.1 | 75.5 | -0.4 |
| May 3, 2026 | 49.8 | 52.1 | 38.0 | 32.6 | 60.1 | 78.0 | 0.0 |
| Apr 24, 2026 | 49.8 | 52.1 | 38.0 | 32.6 | 60.1 | 78.5 | 0.0 |
| Apr 19, 2026 | 49.8 | 52.1 | 38.0 | 32.4 | 60.1 | 78.5 | 0.0 |
| Apr 18, 2026 | 49.8 | 52.1 | 38.0 | 32.4 | 60.1 | 78.7 | -0.4 |
| Apr 14, 2026 | 50.2 | 52.1 | 38.0 | 32.4 | 60.1 | 80.8 | -2.8 |
| Apr 13, 2026 | 53.0 | 51.7 | 50.0 | 32.4 | 60.1 | 80.7 | +2.9 |
| Apr 12, 2026 | 50.1 | 52.1 | 38.0 | 32.4 | 60.1 | 80.7 | -0.4 |
| Apr 10, 2026 | 50.5 | 52.1 | 38.0 | 32.4 | 60.1 | 83.4 | 0.0 |
| Apr 5, 2026 | 50.5 | 52.1 | 38.0 | 32.1 | 60.1 | 83.4 | +0.2 |
TKR — Pillar Breakdown
Quality
— 50.9/100 (25%)The Timken Company has average quality metrics, with room for improvement in margins or capital efficiency.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 34.7/100 (20%)The Timken Company faces growth headwinds with declining or stagnant revenue trends.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 66.7/100 (15%)The Timken Company maintains a reasonable risk profile with manageable debt levels.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 75.7/100 (15%)The Timken Company appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 38/100 (25%)The Timken Company possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for TKR.
Score Composition
Financial Data
More Stock Analysis
How is the TKR UQS Score Calculated?
The UQS (Unified Quality Score) for The Timken Company is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses The Timken Company's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether The Timken Company is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.