The Timken Company
TKR · New York Stock Exchange · USD
109,19USD
+0,36 (+0,33 %)Stand 10. Nov., 21:00
Nachbörslich108,85−0,34 (−0,31 %)18:33 ET
Kennzahlen
- Eröffnung
- 107,92
- Vortag
- 108,83
- Tagesspanne
- 107,23 – 109,32
- 52 Wochen
- 73,62 – 146,37
- Volumen
- 556.718
- Ø Volumen
- 921.161
- Börsenwert
- 7,49 Mrd. $
- KGV
- 26,8
- Gewinn je Aktie (TTM)
- 4,04
- Dividendenrendite
- 1,3 %
- Beta
- 1,2
- Nächste Zahlen
- 3. Feb. 2027
Finanzen
| USD | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Umsatz | 4,58 Mrd. | 4,57 Mrd. | 4,77 Mrd. | 4,5 Mrd. | 4,13 Mrd. |
| Herstellungskosten | 3,27 Mrd. | 3,13 Mrd. | 3,25 Mrd. | 3,15 Mrd. | 2,98 Mrd. |
| Bruttogewinn | 1,31 Mrd. | 1,45 Mrd. | 1,52 Mrd. | 1,34 Mrd. | 1,16 Mrd. |
| Forschung und Entwicklung | 0 | 0 | 0 | 0 | 0 |
| Vertrieb und Verwaltung | 748,3 Mio. | 752 Mio. | 740,8 Mio. | 637,1 Mio. | 580,5 Mio. |
| Operatives Ergebnis | 565,9 Mio. | 611,1 Mio. | 657,1 Mio. | 606,9 Mio. | 513,1 Mio. |
| EBITDA | 746,1 Mio. | 834,3 Mio. | 915,1 Mio. | 838,2 Mio. | 714,6 Mio. |
| Nettogewinn | 288,4 Mio. | 352,7 Mio. | 394,1 Mio. | 407,4 Mio. | 369,1 Mio. |
| Gewinn je Aktie (verwässert) | 4,11 | 4,99 | 5,47 | 5,48 | 4,79 |
Umsatz nach Segment
Produkte · FY 2025
- Engineered Bearings3,02 Mrd. $65,87 %
- Industrial Motion1,56 Mrd. $34,13 %
Anteil · ggü. Vorjahr (FY 2022)
Regionen · FY 2025
- EMEA1,13 Mrd. $44,99 %+0,65 %
- Asia Pacific917,6 Mio. $36,62 %
- Canada Mexico and South America460,8 Mio. $18,39 %
Anteil · ggü. Vorjahr (FY 2024)
Bewertung
Letzte 12 Monate
- KGV
- 26,8
- Kurs-Umsatz-Verhältnis
- 1,6
- Kurs-Buchwert-Verhältnis
- 2,4
- PEG
- -6,3
- Bruttomarge
- 29,1 %
- Operative Marge
- 11,6 %
- Nettomarge
- 5,9 %
- Verschuldungsgrad
- 0,6
- EV/EBITDA
- 13,5
- Eigenkapitalrendite
- 8,9 %
- Kapitalrendite (ROIC)
- 7,1 %
- Free-Cashflow-Rendite
- 5,9 %
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Bruttomarge | 28,7 % | 31,6 % | 32,0 % | 29,9 % | 28,0 % |
| Operative Marge | 12,4 % | 13,4 % | 13,8 % | 13,5 % | 12,4 % |
| Nettomarge | 6,3 % | 7,7 % | 8,3 % | 9,1 % | 8,9 % |
| KGV | 20,4 | 14,2 | 14,5 | 12,8 | 14,3 |
| Kurs-Umsatz-Verhältnis | 1,3 | 1,1 | 1,2 | 1,2 | 1,3 |
| Kurs-Buchwert-Verhältnis | 1,8 | 1,8 | 2,2 | 2,3 | 2,3 |
| Verschuldungsgrad | 0,7 | 0,8 | 1,0 | 0,9 | 0,7 |
| Liquidität 3. Grades | 2,8 | 3,1 | 1,8 | 2,5 | 2,5 |
| Dividendenrendite | 1,7 % | 1,9 % | 1,6 % | 1,8 % | 1,8 % |
| Unternehmenswert | 7,66 Mrd. | 6,9 Mrd. | 7,88 Mrd. | 6,98 Mrd. | 6,65 Mrd. |
| EV/EBITDA | 10,3 | 8,3 | 8,6 | 8,3 | 9,3 |
| Eigenkapitalrendite | 9,1 % | 12,5 % | 15,3 % | 18,0 % | 16,1 % |
| Kapitalrendite (ROIC) | 7,4 % | 8,2 % | 8,9 % | 9,5 % | 9,4 % |
| Free-Cashflow-Rendite | 6,9 % | 6,1 % | 6,2 % | 5,5 % | 4,5 % |
Wachstum
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Umsatz | +0,2 % | −4,1 % | +6,1 % | +8,8 % | +17,6 % |
| Bruttogewinn | −9,1 % | −5,1 % | +13,5 % | +16,2 % | +13,5 % |
| Operatives Ergebnis | −7,4 % | −7,0 % | +8,3 % | +18,3 % | +12,8 % |
| Nettogewinn | −18,2 % | −10,5 % | −3,3 % | +10,4 % | +29,7 % |
| Gewinn je Aktie | −17,6 % | −8,8 % | −0,2 % | +14,4 % | +28,8 % |
| Freier Cashflow | +32,8 % | −14,5 % | +25,2 % | +19,4 % | −47,6 % |
| Dividende je Aktie | +2,9 % | +4,0 % | +5,7 % | +2,5 % | +5,2 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 15Kaufen
- 9Halten
- 0Verkaufen
- 0Stark verkaufen
Kursziel
140,57
Durchschnitt · +28,74 %
Schätzungen
| FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|
| Umsatz (Ø) | 4,85 Mrd. | 5,02 Mrd. | 5,22 Mrd. |
| Umsatz (Tief – Hoch) | 4,83 Mrd. – 4,88 Mrd. | 4,96 Mrd. – 5,1 Mrd. | 5,09 Mrd. – 5,37 Mrd. |
| Gewinn je Aktie (Ø) | 6,37 | 7,34 | 8,52 |
| Gewinn je Aktie (Tief – Hoch) | 6,23 – 6,53 | 6,92 – 7,58 | 7,42 – 9,69 |
| Analysten | 7 | 9 | 6 |
Letzte Änderungen
- Evercore ISI Group10. Nov. 2026Outperform
- Citigroup5. Nov. 2026Buy
- Citigroup12. Okt. 2026Buy
- Oppenheimer1. Okt. 2026Outperform
- B of A Securities1. Sept. 2026Neutral → Buy
- Evercore ISI Group11. Aug. 2026Outperform
- Oppenheimer21. Juli 2026Outperform
- Citigroup14. Juli 2026Buy
Quartalszahlen
Nächste Zahlen: 3. Feb. 2027| Nov. 2026 | Aug. 2026 | Mai 2026 | Feb. 2026 | Okt. 2025 | Juli 2025 | Apr. 2025 | Feb. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 1,48 | 1,62 | 1,50 | 1,09 | 1,25 | 1,34 | 1,43 | 1,08 |
| Gewinn je Aktie · Tatsächlich | 1,65 | 1,83 | 1,67 | 1,14 | 1,37 | 1,42 | 1,40 | 1,16 |
| Abweichung | +11,49 % | +12,96 % | +11,33 % | +4,59 % | +9,60 % | +5,97 % | −2,10 % | +7,41 % |
| Umsatz · Tatsächlich | 1,21 Mrd. | 1,26 Mrd. | 1,23 Mrd. | 1,11 Mrd. | 1,16 Mrd. | 1,17 Mrd. | 1,14 Mrd. | 1,07 Mrd. |
Dividenden und Splits
| Ex-Tag | Zahltag | Betrag |
|---|---|---|
| 18. Aug. 2026 | 28. Aug. 2026 | 0,36 |
| 19. Mai 2026 | 29. Mai 2026 | 0,36 |
| 24. Feb. 2026 | 6. März 2026 | 0,35 |
| 25. Nov. 2025 | 5. Dez. 2025 | 0,35 |
| 19. Aug. 2025 | 29. Aug. 2025 | 0,35 |
| 13. Mai 2025 | 23. Mai 2025 | 0,35 |
| 25. Feb. 2025 | 7. März 2025 | 0,34 |
| 19. Nov. 2024 | 29. Nov. 2024 | 0,34 |
| 20. Aug. 2024 | 30. Aug. 2024 | 0,34 |
| 13. Mai 2024 | 28. Mai 2024 | 0,34 |
| 16. Feb. 2024 | 6. März 2024 | 0,33 |
| 13. Nov. 2023 | 29. Nov. 2023 | 0,33 |
Aktiensplits
- 1. Juli 20141397:1000
- 2. Juni 19972:1
- 1. Sept. 19882:1
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 94,77 %
- Investoren mit 13F-Meldung
- 623
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Insider-Geschäfte
- BOLDEA LUCIAN1. Sept. 2026 · director, officer: President and CEOKauf30.286 Aktien
- BOLDEA LUCIAN1. Sept. 2026 · director, officer: President and CEOKauf7918 Aktien
- BOLDEA LUCIAN1. Sept. 2026 · director, officer: President and CEOVerkauf3333 Aktien · 119,78
- BOLDEA LUCIAN1. Sept. 2026 · director, officer: President and CEOVerkauf12.750 Aktien · 119,78
- Ribaudo Stephen Philip1. Sept. 2026 · officer: EVP, Chief Operating OfficerKauf8925 Aktien
- Ribaudo Stephen Philip1. Sept. 2026 · officer: EVP, Chief Operating OfficerKauf8275 Aktien
- Ribaudo Stephen Philip1. Sept. 2026 · officer: EVP, Chief Operating OfficerKauf5950 Aktien
- Ribaudo Stephen Philip1. Sept. 2026 · officer: EVP, Chief Operating OfficerVerkauf0 Aktien
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Über das Unternehmen
The Timken Company operates globally, specializing in the design, manufacturing, and management of advanced bearings and power transmission solutions. Its business activities are organized into two main divisions: Mobile Industries and Process Industries. The Mobile Industries division delivers a wide array of products, encompassing various bearings, seals, and lubrication systems, in addition to power transmission parts like engineered chains, augers, belts, couplings, clutches, and brakes. This segment also provides related offerings and maintenance support. Its clientele includes original equipment manufacturers (OEMs) and direct users of off-highway machinery in agriculture, construction, mining, outdoor power, and power sports. It also serves the on-highway vehicle sector, covering passenger cars, light and heavy trucks, as well as rail cars and locomotives. Moreover, this division contributes power transmission systems and flight-essential components—such as bearings, rotor-head assemblies, helicopter transmission systems, turbine engine elements, gears, and housings—for both civil and military aircraft. Products are distributed via authorized automotive and heavy-truck networks to individual customers, equipment proprietors, operators, and repair centers. The Process Industries segment is dedicated to supplying industrial-grade bearings and complete assemblies, power transmission components such as gears and gearboxes, linear motion products, couplings, seals, lubricants, chains, and belts. These, alongside associated services, are provided to OEMs and end-users across diverse industrial landscapes. This segment facilitates aftermarket sales and service requirements through its network of approved industrial distributors. It further offers direct repair and maintenance services for bearings and gearboxes, coupled with electric motor rewinding and refurbishment, for its end-user clients. Its diverse product line is sold under brand names such as Timken, Philadelphia Gear, Drives, Cone Drive, Rollon, Lovejoy, Diamond, BEKA, and Groeneveld. Established in 1899, The Timken Company's corporate headquarters are situated in North Canton, Ohio.
Führung
- Lucian BoldeaChief Executive Officer, President & Director
- Hansal N. PatelExecutive VP of Corporate Development & General Counsel
- Michael A. DiscenzaExecutive VP & CFO
- John SzarkaSenior VP & Chief Technology Officer
- Neil Andrew FrohnappleVice President of Investor Relations
- Stephen RibaudoExecutive VP & COO
- CEO
- Lucian Boldea
- Mitarbeitende
- 19.000
- Hauptsitz
- North Canton, OH, US
- Sektor
- Industrials
- Branche
- Manufacturing - Tools & Accessories
- Börsengang
- 1. Jan. 1922
- Website
- timken.com
Nachrichten
- PRNewsWire · 9. Nov., 6:51Timken to Participate in Upcoming Investor Conferences
- MarketBeat · 8. Nov., 6:14What Timken (TKR) Said on Its Q3 Earnings Call
- Zacks Investment Research · 6. Nov., 11:06TKR Q3 Earnings Beat, Increase Y/Y on Pricing and Tariff Refunds
- Seeking Alpha · 4. Nov., 19:24The Timken Company (TKR) Q3 2026 Earnings Call Transcript
- Zacks Investment Research · 4. Nov., 10:31Here's What Key Metrics Tell Us About Timken (TKR) Q3 Earnings
- Zacks Investment Research · 4. Nov., 9:11Timken (TKR) Surpasses Q3 Earnings Estimates
- PRNewsWire · 4. Nov., 6:51Timken Reports Third-Quarter 2026 Results
- Zacks Investment Research · 28. Okt., 11:06Timken (TKR) Earnings Expected to Grow: Should You Buy?
- Zacks Investment Research · 15. Okt., 10:40Here's Why Timken (TKR) is a Strong Value Stock
- PRNewsWire · 14. Okt., 6:51Timken to Announce Third-Quarter 2026 Financial Results on November 4
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