Ball & Roller Bearings · SIC 3562

TIMKEN CO

TKR

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Latest revenue

$1.23B

as of 2026-03-31

Latest net income

$98.2M

as of 2026-03-31

Net margin

8.0%

as of 2026-03-31

Price · 5Y

+8.1% / yr 5.6 pts / yr vs S&P 500 47.6% total
Compare:

Live market

delayed ≤15 min
$119.95
0.86%
Market cap
$8.34B
Enterprise value
$8.34B
P/E (trailing)
28.9×
Forward P/E
P/B
Dividend yield
1.2%
52-wk high
$123.67
52-wk low
$67.14
Beta
Shares out
69.5M

5-year trend

What this company does

AI

Item 1. Business General: As used herein, the term “Timken” or the “Company” refers to The Timken Company and its subsidiaries unless the context otherwise dictates. Timken designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. The Company’s growing portfolio features many strong brands, including Timken®, GGB®, Philadelphia Gear®, Cone Drive®, CGI®, Rollon®, Nadella®, Rosa Sistemi®, Diamond®, Drives®, Groeneveld®, BEKA®, Des-Case®, Lovejoy®, PT Tech®, Torsion Control Products® and Lagersmit®. The Company was founded in 1899 by Henry Timken, who received two patents on the design of a tapered roller bearing. Timken remains the…

AI summary unavailable — showing raw filing excerpt

Generated from TKR's filing dated 2026-02-13

Key risks

AI

Table of Contents Item 1A. Risk Factors The following are certain risk factors that could affect our business, financial condition and results of operations. The risks that are described below are not the only ones that we face. These risk factors should be considered in connection with evaluating forward-looking statements contained in this Annual Report on Form 10-K because these factors could cause our actual results and financial condition to differ materially from those projected in forward-looking statements. Although the risks are organized by headings, and each risk is discussed separately, many are interrelated. If any of the following risks actually occur, our business, financial…

AI summary unavailable — showing raw filing excerpt

Generated from TKR's filing dated 2026-02-13

Profitability

Gross margin

28.6%

7.4%

Operating margin

11.8%

11.7%

Net margin

6.3%

18.4%

Return on equity

9.1%

27.4%

Return on assets

4.3%

21.5%

Leverage

Debt / equity

1.10×

13.5%

Long-term debt / equity

0.59×

18.5%

Debt / assets

52.3%

6.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.23B+8.0%$98.2M+25.4%8.0%

Q4 2025

2025-12-31

$1.11B+3.5%$62.3M-12.5%5.6%

Q3 2025

2025-09-30

$1.16B+2.7%$69.3M-15.3%6.0%

Q2 2025

2025-06-30

$1.17B-0.8%$78.5M-18.4%6.7%

Q1 2025

2025-03-31

$1.14B-4.2%$78.3M-24.3%6.9%

Q4 2024

2024-12-31

$1.07B$71.2M6.6%

Q3 2024

2024-09-30

$1.13B-1.4%$81.8M-6.9%7.3%

Q2 2024

2024-06-30

$1.18B-7.1%$96.2M-23.2%8.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Ball & Roller Bearings · SIC 3562

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$14.6M

Net activity

−$14.6M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-08

Richard G Kyle

Director

Sale37,181$117.34$4.4M
2026-05-08

John M Timken JR

Director

Sale15,000$116.51$1.7M
2026-02-24

Michael Anthony Discenza

EVP, Chief Financial Officer

Sale1,532$109.59$167.9K
2026-02-20

Richard G Kyle

Director

Sale14,372$108.22$1.6M
2026-02-20

Richard G Kyle

Director

Sale5,264$107.35$565.1K
2026-02-19

Richard G Kyle

Director

Sale10,000$106.72$1.1M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns TKR

Institutional value

$2.92B

Total shares held

30.7M

Distinct holders

345

+37 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.5.8M$583.1M+222.9K (+4.0%)Added
2VANGUARD PORTFOLIO MANAGEMENT LLC3.3M$329.8MNew
3DIMENSIONAL FUND ADVISORS LP2.9M$290.3M+214.8K (+8.0%)Added
4VANGUARD CAPITAL MANAGEMENT LLC2.8M$284.0MNew
5Invesco Ltd.1.2M$120.2M-176.7K (-12.9%)Trimmed
6Bank of New York Mellon Corp1.0M$104.0M-88.2K (-7.9%)Trimmed
7COOKE & BIELER LP913.9K$91.9M-467.9K (-33.9%)Trimmed
8KEYBANK NATIONAL ASSOCIATION/OH824.9K$83.0MNew
9PRINCIPAL FINANCIAL GROUP INC632.8K$63.6MNew
10Walleye Capital LLC568.1K$57.1MNew
11DEPRINCE RACE & ZOLLO INC555.4K$55.9MNew
12NEW YORK STATE COMMON RETIREMENT FUND464.6K$46.7M-48.4K (-9.4%)Trimmed
13AGF MANAGEMENT LTD407.4K$41.0M-66.6K (-14.1%)Trimmed
14VANGUARD FIDUCIARY TRUST CO393.5K$39.6MNew
15SEI INVESTMENTS CO345.4K$34.7M-4.5K (-1.3%)Trimmed
16Russell Investments Group, Ltd.344.1K$34.6M-38.1K (-10.0%)Trimmed
17TD ASSET MANAGEMENT INC343.5K$34.5MNew
18Nuveen, LLC289.4K$29.1M+209.1K (+260.5%)Added
19ROYCE & ASSOCIATES LP274.1K$27.6M-56.9K (-17.2%)Trimmed
20Allspring Global Investments Holdings, LLC256.7K$26.2MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once TKR's latest filing finishes processing.