TKR
The Timken Company

The Timken CompanyTKR

Industrials · Tools & Accessories
113.06USD
+2.33%
Oct 28, 2026
TKR overview ready
Supplier of critical drivetrain bearings and lubrication systems for wind turbines
Timken is a diversified engineered-bearings and industrial-motion manufacturer.
Narrative is still early
Exposed to the Wind Power Deployment and Repowering narrative through Wind Turbine Drivetrain Reliability and Lifecycle Components — component supplier.
Constructive pullback in an uptrend
Longer-term context reads established trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Cyclical demand fluctuations.
Market Oct 27Filing Jun 30Price action Aug 9Research Jul 31

Conviction Level

CompanyFit6.0PriceAction4.3Valuation5.1CompanyPosition7.3BusinessQuality7.6

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
vs SPY
−0.9pp
Theme return
−0.4%
Beating SPY
11 of 24
21 sessions to Oct 27, 2026 · ranked 26 of 59 themes
Price
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Price Action

Constructive pullback in an uptrend
Longer-term context reads established trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
EntryConstructive

Structure is constructive, but price remains well extended from the long-term weekly base — a workable rather than ideal entry location.

Key Financials

Market Cap
$7.8B
Avg Volume (60D)
864.7K
60 sessions
Revenue Growth YoY
+0.2%
FY2025 vs FY2024
Gross Margin
+31.1%
Trailing twelve months
Operating Margin
+10.5%
Trailing twelve months
Free Cash Flow Yield
+4.9%
P/E
30.3x
EV / EBITDA
12.8x
EV / Sales
2.0x
Market metrics as of Oct 27, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say fair; own history is the dissenting view.
The Timken Company has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
Timken is a diversified engineered-bearings and industrial-motion manufacturer. For wind applications, it supplies mainshaft and gearbox bearing systems, couplings, lubrication systems and related drivetrain solutions for turbine OEM builds, retrofits and maintenance.
Opportunity
Moderate opportunity
Wind-farm deployment, turbine upscaling and installed-base maintenance create demand for high-load drivetrain components, lubrication, couplings and reliability upgrades that reduce failure rates and extend turbine operating life.
Key risk
Cyclical demand fluctuations.

Economic classification

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Business & Markets

Industrials · Tools & Accessories
What they do

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products globally through its Engineered Bearings and Industrial Motion segments.

How it earns

The company generates revenue primarily through transactional sales of engineered bearing products and related industrial motion solutions.

Products & services
Tapered roller bearings
Spherical roller bearings
Cylindrical roller bearings
Plain bearings
Metal-polymer bearings
Rod end bearings
Precision ball bearings
Industrial motion products
Customers & end markets
Industrial manufacturers
Wind energy sector
Automotive industry
Heavy machinery operators
Market position

The Timken Company is a leading global supplier in engineered bearings and industrial motion products.

Demand drivers
High cyclicality

The company’s end markets are sensitive to industrial production cycles and capital expenditure trends.

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