TIMKEN CO
No SEC Form 4 filings for $TKR in the last 30 days.
Timken reported Q2 2026 results driven by organic revenue growth of over 4%, higher pricing and volume, and record Industrial Motion sales. The company raised full-year 2026 adjusted EPS guidance to $6.05-$6.35 and expects ~2.5% organic growth in 2H. Management cited a $0.10 EPS headwind from aerospace and defense investments and a nonrecurring $8m ($0.08/share) tariff refund benefit.
The Timken Company (NYSE: TKR) said its board declared a quarterly cash dividend of $0.36 per share. The payment is due Aug. 28, 2026, to shareholders of record Aug. 18, 2026. Timken noted it has paid dividends every quarter since 1922 and is marking 13 straight years of annual dividend growth.
Morgan Stanley raised its price target on The Timken Company to $160 from $140 and kept an Equalweight rating, according to the note. Timken is a maker of engineered bearings and industrial motion products. The target change reflects the broker’s updated valuation and outlook inputs.
Over the past 7 days, alphai's AI scored 18 news stories mentioning TKR (TIMKEN CO). Coverage has skewed bullish: 9 bullish, 7 neutral, and 2 bearish.
Recent TKR coverage spans earnings, corporate actions and financial news.
Guidance raise with a defined second-half EPS headwind suggests near-term earnings mix risk but improved baseline profitability.
A routine dividend declaration supports shareholder yield expectations but is unlikely to change near-term fundamentals materially.
PT increase without a rating upgrade suggests modest upside bias but limited conviction versus peers.
Margin compression despite earnings beat is the key tension, with guidance implying portfolio actions and pricing to offset cost headwinds.
Guidance raise and margin strength are the key near-term positives, but leverage and margin quality are flagged risks.
alphai scores every news story that mentions TKR with an AI model for sentiment and relevance, and aggregates insider trades from TIMKEN CO's SEC EDGAR Form 4 filings. Figures refresh continuously.
Timken reported Q2 2026 results driven by organic revenue growth of over 4%, higher pricing and volume, and record Industrial Motion sales. The company raised full-year 2026 adjusted EPS guidance to $6.05-$6.35 and expects ~2.5% organic growth in 2H. Management cited a $0.10 EPS headwind from aerospace and defense investments and a nonrecurring $8m ($0.08/share) tariff refund benefit.
7 min readThe Timken Company (NYSE: TKR) said its board declared a quarterly cash dividend of $0.36 per share. The payment is due Aug. 28, 2026, to shareholders of record Aug. 18, 2026. Timken noted it has paid dividends every quarter since 1922 and is marking 13 straight years of annual dividend growth.
2 min readMorgan Stanley raised its price target on The Timken Company to $160 from $140 and kept an Equalweight rating, according to the note. Timken is a maker of engineered bearings and industrial motion products. The target change reflects the broker’s updated valuation and outlook inputs.
2 min readTimken (NYSE: TKR) reported Q2 CY2026 revenue of $1.26B, up 7.5% year on year and above analysts’ $1.23B estimate, and non-GAAP EPS of $1.83, above the $1.62 consensus. Management raised full-year adjusted EPS guidance to $6.20. Operating margin fell to 6.7% from 12.6% due to higher labor and logistics costs and investments.
6 min readSimply Wall St says high US interest rates and sticky inflation are pressuring regional manufacturers, but three companies are showing resilience. Timken (market cap $9.9b) reported higher Q2 2026 sales and margins and raised full-year guidance. EnerSys ($6.9b) faces flat volumes and lower net income. SPX Technologies ($10.7b) reported higher Q2 2026 revenue and raised data center guidance to $430m.
7 min readThe Timken Company (NYSE: TKR) reported unaudited Q2 2026 results for the quarter ended June 30, 2026. Net income attributable to Timken rose to $78.5 million from $28.9 million a year earlier. EPS increased to $1.13 basic and $1.12 diluted. Operating income rose to $147.8 million. Restructuring, settlement and impairment provisions were $91.5 million.
4 min readSimply Wall St reports Timken (NYSE: TKR) shares fell about 7% after earnings, but Q2 results emphasized margins. The company posted Q2 revenue of $1.26b and adjusted EPS of $1.83, with adjusted EBITDA margin near 20%. Management raised full-year guidance and increased dividends and buybacks.
6 min readThe Timken Company (TKR) reported Q2 2026 adjusted EPS of $1.83, above the $1.64 consensus, and revenue of $1.26B, up 8% year over year. Adjusted profit was $128.4M. The company guided FY 2026 adjusted EPS to $6.05-$6.35. Shares rose to $141.75 after the release.
3 min readTimken (NYSE: TKR) reported Q2 2026 earnings declining, citing a large impairment related to its belts business, according to the company’s filing. The impairment affected results for the quarter and is tied to its operating segments.
2 min readThe Timken Company reported that from Apr 1 to Jun 30, 2026 it repurchased 154,614 shares for $19.94 million, completing 436,614 shares for $47.97 million under its Feb 17, 2026 equity buyback plan. The company designs engineered bearings and industrial motion products.
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