Timken: Buy Case That Doesn't Need A Higher Multiple

Timken Company (TKR) is rated a buy, projecting a 20.4% return over six quarters with a $158.06 per share valuation at a 12.76x EBITDA multiple. TKR's growth is driven by EBITDA expansion, $739.7 million cumulative FCF, and a margin-accretive divestiture of its near-zero EBITDA belts business. Industrial Motion, now the higher-margin and faster-growing segment, contributed 80.7% of YoY segment EBITDA growth, shifting consolidated margin dynamics.

Seeking Alpha • Aug 18, 2026

The Timken Company's Surge Isn't The End Of The Story

The Timken Company remains a soft "Buy" as management delivers on cost savings, operational improvements, and strategic expansion plans. TKR's Industrial Motion and Engineered Bearings segments drove H1 2026 revenue and EBITDA growth, with organic and acquisition-fueled gains. Management targets $5–$5.2 billion in revenue and a 21%–23% EBITDA margin by 2028, emphasizing regional expansion, portfolio optimization, and SKU harmonization.

Seeking Alpha • Aug 14, 2026

Dividend Champion, Contender, And Challenger Highlights: Week August 16

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.

Seeking Alpha • Aug 14, 2026

Timken Q2 Earnings Call Highlights

Timken NYSE: TKR reported higher second-quarter sales, margins and adjusted earnings, citing increased pricing, volume growth and stronger demand in several industrial end markets. The company also raised its full-year 2026 outlook, marking its second increase this year.

MarketBeat • Aug 9, 2026

Why Timken (TKR) is a Top Value Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Aug 6, 2026

Timken Declares Quarterly Dividend of 36 Cents Per Share

NORTH CANTON, Ohio, Aug. 5, 2026 /PRNewswire/ -- The board of directors of The Timken Company (NYSE: TKR; www.timken.com), a leader in advanced motion technology, today declared a quarterly cash dividend of 36 cents per share. The dividend is payable on Aug. 28, 2026, to shareholders of record as of Aug. 18, 2026.

PRNewsWire • Aug 5, 2026

The Timken Company (TKR) Q2 2026 Earnings Call Transcript

The Timken Company (TKR) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 4, 2026

Timken Reports Second-Quarter 2026 Results

Sales of $1.26 billion, up 7.5 percent from last year Second-quarter diluted EPS of $0.41; adjusted EPS of $1.83 Net income margin of 2.3 percent; adjusted EBITDA margin of 19.6 percent Updates 2026 EPS outlook; now expects 2026 EPS of $3.75-$4.05, raising adjusted EPS outlook to $6.05-$6.35 NORTH CANTON, Ohio, Aug. 4, 2026 /PRNewswire/ -- The Timken Company (NYSE: TKR) (www.timken.com), a leader in advanced motion technology, today reported second-quarter 2026 results. 2Q-26 2Q-25 % Change Net Sales (mils.

PRNewsWire • Aug 4, 2026

Timken (TKR) Reports Q2 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Timken (TKR) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Aug 4, 2026

Timken (TKR) Q2 Earnings and Revenues Surpass Estimates

Timken (TKR) came out with quarterly earnings of $1.83 per share, beating the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.42 per share a year ago.

Zacks Investment Research • Aug 4, 2026