$TKR

Timken India Ltd reported Q2 FY27 revenue of INR 969.3 crore, up 25%, with exports growing 60% YoY. Segment-wise, mobile/other (21%), exports (27%), process industries (20%), distribution (15%), and rail (16%) drove revenue. The Bharuch plant's utilization is near 60%, with SRB lines at 70%. Management expects export momentum to continue and aims to pass rising raw material costs to customers.

Timken Company (TKR) shares declined following Citigroup's price target reduction, despite positive earnings revisions from Zacks Research. The company's long-term growth prospects are supported by its industrial products and improving margins, but risks include debt and cost pressures. TKR has a 35.57% YTD price performance and a $7.78B market cap.

Argus lowered its target price for Timken Company (TKR) to $109.00. The company designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services.

The Timken Company (TKR) will release its Q3 2026 financial results on November 4, with a conference call to discuss performance. The company reported $4.6B in 2025 sales and operates in aerospace, power, and industrial markets.

Analysts lowered Timken Company's 12-month price target from $148.54 to $147, with a range of $130 to $165. This implies 27% upside from the Oct. 9 closing price. The consensus rating remains 'Buy' among 16 analysts, with 11 Buys and 5 Holds.

Timken Company (TKR) shares are declining as traders take profits after a recent run-up tied to the sale of its belts business, which is expected to boost margins and earnings by 2027. Oppenheimer reiterated its Outperform rating and $150 price target, citing temporary operational challenges. The company's long-term growth prospects are supported by stronger sales and improved cash generation, but investors should monitor debt levels and profit recovery.

Gates Industrial completed its acquisition of Timken's belts business, adding manufacturing capacity and customer relationships in North America. The deal includes a facility in Mexico and expands Gates' industrial and mobility market presence. Financial terms were not disclosed.

Oppenheimer maintained an Outperform rating on Timken (TKR) with a $150 price target, suggesting a 28.5% upside from the Sep 30 close. The firm cited strong earnings and cash flow growth prospects, mid-single-digit organic sales CAGR through 2028, and a projected EBITDA margin of 21-23%. Timken's valuation at 12.5x EV/EBITDA is seen as attractive.

Argus raised its price target for Timken Company (TKR) to $123.00. The company designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services.

Timken (TKR) completed the sale of its belts business to Gates (GTES). The divestiture is expected to improve Timken's adjusted EBITDA margins and be accretive to EPS in 2027. Proceeds will support capital allocation priorities. Timken aims to focus on core competencies in advanced motion technology.