TKR

Timken Co

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Advanced Chart

80.980

-0.71(-0.869%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

82.370

Open

82.030

VWAP

Vol

762.92K

Mkt Cap

5.67B

Low

80.220

Amount

EV/EBITDA(TTM)

9.25

Total Shares

70.41M

7.57B

EV/OCF(TTM)

15.61

P/S(TTM)

1.27

The Timken Company designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. Its Engineered Bearings segment features a range of product designs serving original equipment manufacturers and end-users. Its portfolio features Timken, GGB, and Fafnir brands and serves customers across industries, including wind energy, agriculture, construction, food and beverage, metals and mining, automotive and truck, aerospace, rail and more. The Industrial Motion segment includes a portfolio of engineered products, including industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, couplings, filtration systems and industrial clutches and brakes. Its portfolio features brands such as Philadelphia Gear, Cone Drive, Spinea, Rollon, Nadella, Groeneveld, BEKA, Des-Case, Diamond, Drives, Timken Belts, Lovejoy, PT Tech, Lagersmit, and CGI. It also offers specialty filtration products, augers and others.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

1.08B

+0.88%

1.276

+9.98%

1.12B

-1.05%

1.327

+7.91%

1.15B

-2.92%

1.361

-16.5%

Estimates Revision

The market is revising Upward the revenue expectations for The Timken Company (TKR) for FY2025, with the revenue forecasts being adjusted by 0.96% over the past three months. During the same period, the stock price has changed by 26.04%.

Revenue Estimates for FY2025

Revise Upward

+0.96%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-1.9%

In Past 3 Month

Stock Price

Go Up

+26.04%

In Past 3 Month

6 Analyst Rating

3.73% Upside

Wall Street analysts forecast TKR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TKR is 84.00 USD with a low forecast of 71.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Buy

3 Hold

0 Sell

Moderate Buy

3.73% Upside

Current: 80.980

Low

71.00

Averages

84.00

High

90.00

3.73% Upside

Current: 80.980

Low

71.00

Averages

84.00

High

90.00

DA Davidson

Neutral

maintain

$71 -> $80

2025-07-22

Reason

DA Davidson

Price Target

$71 -> $80

2025-07-22

maintain

Neutral

Reason

DA Davidson raised the firm's price target on Timken to $80 from $71 and keeps a Neutral rating on the shares. Ag is finally at trough amid a "truly historic" bottom for tractor sales, while in Trucks, the Class 8 Vocational markets may be seeing signs of strain, the analyst tells investors in a research note.

Citi

Buy

upgrade

$75 -> $80

2025-06-24

Reason

Citi

Price Target

$75 -> $80

2025-06-24

upgrade

Buy

Reason

Citi raised the firm's price target on Timken to $80 from $75 and keeps a Buy rating on the shares. The firm updated price targets and its machinery views to reflect the current environment.

Citi

Buy

maintain

$70 -> $75

2025-05-08

Reason

Citi

Price Target

$70 -> $75

2025-05-08

maintain

Buy

Reason

Citi raised the firm's price target on Timken to $75 from $70 and keeps a Buy rating on the shares. The firm updated its model post the Q1 report to reflect more constructive revenue growth estimates offset by lower margin assumptions, which are impacted by tariffs.

DA Davidson

Michael Shlisky

Strong Buy

Hold

Downgrades

n/a

2025-04-21

Reason

DA Davidson

Michael Shlisky

Price Target

n/a

2025-04-21

Downgrades

Strong Buy

Hold

Reason

DA Davidson analyst Michael Shlisky downgraded Timken to Neutral from Buy with a price target of $66, down from $97. Timken is "dealing with more than just tariff and macro implications" as the company is doing so without a full-time CEO following the sudden resignation of what the firm viewed as "a promising new leader in March," the analyst tells investors. Some of the items underpinning its prior rating, such as a pivot to faster growth, may take longer to develop, while the firm thought the company's tone at a recent conference was "the most cautious" on the uncertain macro environment, the analyst added.

Loop Capital

Chris Dankert

Hold

Maintains

$85 → $65

2025-04-17

Reason

Loop Capital

Chris Dankert

Price Target

$85 → $65

2025-04-17

Maintains

Hold

Reason

Loop Capital lowered the firm's price target on Timken to $65 from $85 and keeps a Hold rating on the shares as part of a broader research note on Industrials. The firm's spot checks suggest that end demand has softened slightly, even though this is being more that outmatched by the favorable move in FX rates over the past several months, the analyst tells investors in a research note. Early price increase announcements and the expectation of additional increases more than offsets this softness for now, Loop adds.

Morgan Stanley

Angel Castillo

Buy

Maintains

$94 → $88

2025-04-16

Reason

Morgan Stanley

Angel Castillo

Price Target

$94 → $88

2025-04-16

Maintains

Buy

Reason

Morgan Stanley analyst Angel Castillo lowered the firm's price target on Timken to $88 from $94 and keeps an Overweight rating on the shares. To reflect the "dynamic macro backdrop," the firm adjusted 2025 machinery and construction estimates lower, moved bear cases to reflect a recession, and made key ratings changes reflective of an updated risk/reward analysis, tariff risk and demand conditions. Respecting that the buy-side in most cases may already be pricing in softer outlooks, Morgan Stanley adjusted stock ratings to better reflect its risk adjusted returns analysis and its perception of market positioning, tariff risk, and overall end-market outlooks, the analyst tells investors.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Timken Co (TKR.N) is 14.51, compared to its 5-year average forward P/E of 12.63. For a more detailed relative valuation and DCF analysis to assess Timken Co 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Overvalued

5Y Average PE

12.63

Current PE

14.51

Overvalued PE

14.43

Undervalued PE

10.83

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

8.51

Current EV/EBITDA

9.38

Overvalued EV/EBITDA

9.39

Undervalued EV/EBITDA

7.64

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

1.21

Current PS

1.25

Overvalued PS

1.37

Undervalued PS

1.05