US · Industrials · Tools & Accessories
EPS came in at 1.83 against a street estimate of 1.63 — a beat of 12.3%.
Analysts rate Timken Company a buy (7 buy, 4 hold, 1 sell out of 12) with an average price target of $147.75.
CONFIDENT Timken beat Q2 estimates with 7.5% revenue growth, 30% EPS growth, raised FY26 guidance to 16% EPS growth. Executing Elevate to Outperform strategy: divesting belts, investing in aerospace/defense, expanding automation platforms regionally. Caution on back-half geopolitical risks. Q2 2026 Organic growth varied by region; APAC driven by strong India performance. Currency contributed 1.3% to reported growth. Analysts pressed on 2H growth moderation, aerospace capex-to-return timing, and margin target credibility. Management defended back-half conservatism citing Middle East uncertainty and seasonality; argued aerospace and regional expansion are self-help levers within management control, not market-dependent. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.37% |
| Vanguard Portfolio Management, LLC | 4.73% |
| Dimensional Fund Advisors, Inc. | 4.44% |
| Vanguard Capital Management, LLC | 4.08% |
| State Street Corp | 2.84% |
| FMR Inc | 2.77% |
| Brown Advisory Holdings Inc | 2.47% |
| Hotchkis & Wiley Capital Management LLC | 2.26% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 TIMKEN COMPANY (TKR) - FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net Sales Q2 2026: $1,260.9 million vs. $1,173.4 millio | 2026-08-04 |
| Results announced · Q3 2026 TIMKEN COMPANY – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Sales: $1,260.9 million, up 7.5% from Q2 2025 ($1,173.4 million) • Organic sale | 2026-08-04 |
| Board / officer change · Q3 2026 TIMKEN COMPANY (TKR) - FORM 8-K SUMMARY HEADLINE NUMBERS • Stephen P. Ribaudo appointed Executive Vice President and Chief Operating Officer, effect | 2026-07-31 |
| Material agreement · Q3 2026 TIMKEN COMPANY (TKR) – FORM 8-K SUMMARY July 2, 2026 Filing --- HEADLINE NUMBERS • $1.2 billion unsecured revolving credit facility established und | 2026-07-06 |
| Board / officer change · Q2 2026 TIMKEN COMPANY (TKR) – FORM 8-K SUMMARY Filed: May 8, 2026 --- HEADLINE NUMBERS • 12 Directors elected at 2026 Annual Meeting of Shareholders held | 2026-05-08 |
| Quarterly report · Q1 2026 TIMKEN COMPANY (TKR) – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales Q1 2026: $1,231.3 million vs. $1,140.3 million in Q1 2025 (+7.9%) • Net Inc | 2026-05-06 |
| Proxy statement · Q2 2026 THE TIMKEN COMPANY PROXY STATEMENT SUMMARY CEO COMPENSATION & CHANGES • Lucian Boldea (current CEO, appointed September 1, 2025): Total compensation | 2026-03-17 |
| Annual report FY2025 TIMKEN COMPANY (TKR) – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): $4.48 billion • Shares | 2026-02-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.36 / share ex-date Aug 18, 2026 · pay Aug 28, 2026 | 2026-08-18 |
| Dividend | $0.36 / share ex-date May 19, 2026 · pay May 29, 2026 | 2026-05-19 |
| Dividend | $0.35 / share ex-date Feb 24, 2026 · pay Mar 6, 2026 | 2026-02-24 |
| Dividend | $0.35 / share ex-date Nov 25, 2025 · pay Dec 5, 2025 | 2025-11-25 |
| Dividend | $0.35 / share ex-date Aug 19, 2025 · pay Aug 29, 2025 | 2025-08-19 |
| Announcement | Date |
|---|---|
| Board approves new share purchase plan for up to 10 million shares The Timken Company's Board of Directors approved a new share repurchase program on February 13, 2026. Under this plan, Timken is authorized to buy back up to 10 million of its own common sha | 2026-02-17 |
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Google PlayApp StoreData updated 2026-09-18.