Pulling SEC filings + quote and writing the call…

TIMKEN CO
Next earnings Jul 28, 2026 · consensus $1.64 EPS, $1.25B rev
Last earnings +9.2% on 2026-05-06
Quality industrial-bearings franchise with strong cash flow, but flat revenue and falling earnings against a fullish 34.6x P/E.
Sources: SEC EDGAR (CIK 0000098362, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:50:27 PM.
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Middling fundamentals and a rich price (~76% above fair value) leave little margin of safety — a wait-and-see.
Timken is a well-run, diversified maker of engineered bearings and power-transmission products serving industrial, renewable, aerospace, and process end-markets. The franchise is durable and cash-generative — FY2025 operating cash flow rose 16.5% to $554M even as the business sat in a soft part of the industrial cycle, and the company trimmed capex 12.8% to $148M and reduced long-term debt 8.1% to $1.88B. The balance sheet is reasonable at 0.91x liabilities/equity with $3.18B of equity, and management continues returning cash ($98.3M dividends, $57.4M buybacks).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $4.13B | $4.50B | $4.77B | $4.57B | $4.58B |
| Gross profit | $1.10B | $1.29B | — | — | — |
| Operating income | $513M | $607M | $657M | $611M | $541M |
| Net income | $369M | $407M | $394M | $353M | $288M |
| Diluted EPS | $4.79 | $5.48 | $5.47 | $4.99 | $4.11 |
| Net margin | 8.9% | 9.1% | 8.3% | 7.7% | 6.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1046 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-05 | Rajendra Ajita G Director | Sell | 8.45K @ $131.34 | $1.11M |
| 2026-05-27 | Kyle Richard G Director | Sell | 8.45K @ $127.35 | $1.08M |
| 2026-05-18 | Kyle Richard G Director | Gift | 646.00 | |
| 2026-05-08 | Kyle Richard G Director | Sell | 37.2K @ $117.34 | $4.36M |