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NYSE · Industrials

TIMKEN CO TKR

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company operates in two segments, Engineered Bearings and Industrial Motion. The Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings.

Sources StockAnalysis company profile stockanalysis.com
Metal Fabrications

Company profile

Business mix

  • The company operates in two segments, Engineered Bearings and Industrial Motion.
  • This segment serves wind energy, agriculture, construction, food and beverage, metals and mining, automotive and truck, aerospace, rail, and other industries under the Timken, GGB, and Fafnir brands.
  • The Industrial Motion segment offers a portfolio of engineered products, such as industrial drives, automatic lubrication systems, linear motion products and systems, chains, belts, couplings, filtration systems, seals, and industrial clutches and brakes.
  • This segment serves a range of industries comprising solar energy, automation, construction, agriculture and turf, passenger rail, marine, aerospace, packaging and logistics, medical, and others.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in tools & accessories?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 29.96 FCF 4.18% Buyback 0.71%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $42.7M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $28.6M Estimated from net added shares
Reduction amount $20.2M Estimated from net reduced shares
Net share change / base shares +1.4% +5,662 / 418,586
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 65.2% 13F value change +$6.7M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -13.0% 13F value change -$1.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 35.2% 13F value change +$16.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 140,070 Last 3 periods +284,178 (+202.9%) Total shares 424,248 Value $42.7M
Vulcan Value Partners C.T. Fitzpatrick 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -10.7% 13F value change -$1.5M
13F 2025-12-31 Filed 2026-02-09
Major reduction Shares -44.3% 13F value change -$7.0M
13F 2026-03-31 Filed 2026-05-11
Sold out Shares -100.0% 13F value change -$11.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 278,516 Last 3 periods -278,516 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.