CoverageForm 410-K10-Q8-K13D13G13F

TKR · Timken Co - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · TKR

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.23B-$1.16B$1.17B$1.14B-$1.13B$1.18B$1.19B-
Cost of Revenue$837.30M-$808.10M$813.10M$781.60M-$782.40M$808.70M$792.70M-
Gross Profit$394.00M-$349.00M$360.30M$358.70M-$344.40M$373.60M$397.60M-
R&D----------
SG&A$201.20M-$186.40M$189.70M$184.80M-$189.70M$184.10M$190.70M-
Total Operating Expenses----------
D&A$58.90M-$58.60M$57.20M$55.10M-$56.10M$54.20M$55.30M-
Operating Income$168.60M-$139.40M$147.80M$144.00M-$146.30M$167.20M$184.60M-
Interest Expense$24.30M-$27.30M$29.80M$32.20M-$30.30M$34.60M$32.20M-
Income Tax$37.00M-$33.20M$30.70M$26.90M-$24.60M$35.90M$42.70M-
Net Income$98.20M-$69.30M$78.50M$78.30M-$81.80M$96.20M$103.50M-
EPS - Basic$1.41-$0.99$1.13$1.12-$1.17$1.37$1.47-
EPS - Diluted$1.40-$0.99$1.12$1.11-$1.16$1.36$1.46-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$344.70M$364.40M$449.10M$419.30M$376.10M$373.20M$412.70M$469.90M$421.90M$418.90M
Accounts Receivable$808.90M$689.40M$755.90M$785.60M$744.60M$664.60M$762.00M$789.80M$770.40M$671.70M
Inventory$1.27B$1.24B$1.23B$1.22B$1.20B$1.20B$1.26B$1.23B$1.23B$1.23B
Accounts Payable$380.30M$353.20M$345.30M$347.00M$338.50M$321.70M$344.60M$369.60M$373.00M$367.20M
Current Assets$2.75B$2.60B$2.73B$2.72B$2.62B$2.52B$2.73B$2.77B$2.70B$2.63B
Total Assets$6.88B$6.68B$6.80B$6.81B$6.57B$6.41B$6.77B$6.58B$6.54B$6.54B
Current Liabilities$956.90M$922.10M$879.20M$869.70M$831.70M$820.50M$910.30M$940.70M$1.44B$1.47B
Long-term Debt$2.03B$1.88B$2.09B$2.14B$2.11B$2.05B$2.19B$2.13B$1.80B$1.79B
Total Liabilities----------
Stockholders' Equity$3.21B$3.18B$3.13B$3.09B$2.92B$2.83B$2.93B$2.80B$2.61B$2.58B
Retained Earnings$2.75B$2.68B$2.64B$2.60B$2.54B$2.49B$2.44B$2.38B$2.31B$2.23B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$39.30M---$58.60M---$49.30M-
Investing Cash Flow($157.00M)---($32.50M)---($24.50M)-
Financing Cash Flow$102.10M---($30.60M)---($15.00M)-
CapEx$38.80M---$35.20M---$44.10M-
Free Cash Flow$500.0K---$23.40M---$5.20M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin32.0%-30.2%30.7%31.5%-30.6%31.6%33.4%-
Operating margin13.7%-12.0%12.6%12.6%-13.0%14.1%15.5%-
EBITDA margin18.5%-17.1%17.5%17.5%-18.0%18.7%20.2%-
Net margin8.0%-6.0%6.7%6.9%-7.3%8.1%8.7%-
Free cash flow margin0.0%---2.1%---0.4%-
FCF / Net income0.01---0.30---0.05-
R&D / Revenue----------
SG&A / Revenue16.3%-16.1%16.2%16.2%-16.8%15.6%16.0%-
Effective tax rate27.4%-32.4%28.1%25.6%-23.1%27.2%29.2%-
Return on assets1.4%-1.0%1.2%1.2%-1.2%1.5%1.6%-
Return on equity3.1%-2.2%2.5%2.7%-2.8%3.4%4.0%-
Return on invested capital2.3%-1.8%2.0%2.1%-2.2%2.5%3.0%-
Liquidity
Current ratio2.882.823.113.133.153.073.002.951.871.79
Quick ratio1.551.471.711.721.711.611.621.641.020.96
Cash ratio0.360.400.510.480.450.450.450.500.290.28
Leverage
Debt / Equity0.630.590.670.690.720.730.750.760.690.69
Debt / Assets0.290.280.310.310.320.320.320.320.270.27
Debt / EBITDA8.91-10.5610.4410.57-10.829.627.49-
Interest coverage6.9x-5.1x5.0x4.5x-4.8x4.8x5.7x-
Equity multiplier2.152.102.172.202.252.272.312.352.512.53
Liabilities / Assets----------
Efficiency
Asset turnover0.18-0.170.170.17-0.170.180.18-
Inventory turnover0.66-0.660.670.65-0.620.660.64-
Days sales outstanding240d-238d244d238d-247d244d236d-
Days inventory outstanding555d-554d549d559d-586d557d567d-
Days payable outstanding166d-156d156d158d-161d167d172d-
Cash conversion cycle629d-636d637d639d-672d634d631d-
Valuation
P / E71.8x-75.9x64.8x64.7x-72.7x58.9x59.9x-
P / B2.2x-1.7x1.6x1.7x-2.0x2.0x2.4x-
P / S5.7x-4.6x4.3x4.4x-5.3x4.8x5.2x-
EV / EBITDA38.4x-34.9x33.2x34.1x-38.2x33.1x31.6x-
Growth
Revenue growth (YoY)8.0%-2.7%-0.8%-4.2%--1.4%-7.1%-5.7%-
Revenue CAGR (3y)-0.8%-0.6%0.6%0.5%-2.8%3.6%5.1%-
Revenue CAGR (5y)3.7%-5.3%7.9%4.3%-4.3%3.4%4.0%-
Gross profit growth (YoY)9.8%-1.3%-3.6%-9.8%--3.1%-7.8%-4.6%-
Operating income growth (YoY)17.1%--4.7%-11.6%-22.0%--2.2%-16.7%-1.6%-
Net income growth (YoY)25.4%--15.3%-18.4%-24.3%--6.9%-23.2%-15.4%-
EPS growth (YoY)26.1%--14.7%-17.6%-24.0%--5.7%-21.4%-12.6%-
EPS CAGR (3y)-5.7%--5.7%-7.6%-10.7%-0.6%0.0%-0.2%-
EPS CAGR (5y)-1.0%--3.1%6.4%0.9%-6.7%2.5%4.2%-
FCF growth (YoY)-97.9%---350.0%----85.9%-
FCF CAGR (5y)-26.3%----0.8%----32.1%-
Book value growth (YoY)9.9%12.7%6.9%10.7%11.9%9.5%18.4%10.5%11.1%13.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$4.58B total
Engineered Bearings$3.02B · 65.9%
Industrial Motion$1.56B · 34.1%

Geographic

$3.02B total
US$1.25B · 41.3%
Asia Pacific$814.50M · 27.0%
EMEA$587.20M · 19.5%
Canada Mexicoand South America$370.60M · 12.3%

Peer comparison

Same SIC group: Ball & Roller Bearings

CompanyRevenue (last FY)Net marginROE
RBC$1.87B15.4%8.6%

Comparing TIMKEN CO against the 1 most active filer in the same SIC group.

Dividends

$1.41/share trailing 12 months · +2.9% YoY

Ex-datePer share
May 19, 2026$0.3600
Feb 24, 2026$0.3500
Nov 25, 2025$0.3500
Aug 19, 2025$0.3500
May 13, 2025$0.3500
Feb 25, 2025$0.3400
Nov 19, 2024$0.3400
Aug 20, 2024$0.3400
May 13, 2024$0.3400
Feb 16, 2024$0.3300
Nov 13, 2023$0.3300
Aug 14, 2023$0.3300
May 15, 2023$0.3300
Feb 17, 2023$0.3100
Nov 18, 2022$0.3100
Aug 12, 2022$0.3100
May 13, 2022$0.3100
Feb 18, 2022$0.3000
Nov 19, 2021$0.3000
Aug 19, 2021$0.3000
May 20, 2021$0.3000
Feb 19, 2021$0.2900
Nov 23, 2020$0.2900
Aug 20, 2020$0.2800