FY2026 Earnings Forecast for Timken Issued By Zacks Research

Key Points

• Zacks Research raised Timken’s FY2026 EPS estimate slightly to $6.19 from $6.18, though it remains below the $6.26 consensus forecast. The firm also projects FY2027 EPS of $7.14.
• Timken recently beat quarterly expectations, reporting $1.83 EPS versus the $1.62 consensus and revenue of $1.26 billion, up 7.5% year over year. Management’s FY2026 guidance is $6.05–$6.35 EPS.
• Analyst sentiment remains favorable, with seven Buy ratings and three Holds producing a “Moderate Buy” consensus and an average price target of $145.50; shares opened at $119.19, down 3.8%.

Timken Company (The) (NYSE:TKR - Free Report) - Research analysts at Zacks Research upped their FY2026 earnings per share estimates for shares of Timken in a research note issued to investors on Wednesday, September 9th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $6.19 per share for the year, up from their prior estimate of $6.18. The consensus estimate for Timken's current full-year earnings is $6.26 per share. Zacks Research also issued estimates for Timken's Q1 2027 earnings at $1.77 EPS, Q2 2027 earnings at $1.89 EPS, Q3 2027 earnings at $1.79 EPS, Q4 2027 earnings at $1.69 EPS, FY2027 earnings at $7.14 EPS and Q2 2028 earnings at $2.27 EPS.

Timken (NYSE:TKR - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.62 by $0.21. The business had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.23 billion. Timken had a return on equity of 12.63% and a net margin of 5.43%.Timken's revenue for the quarter was up 7.5% compared to the same quarter last year. During the same period last year, the company earned $1.12 EPS. Timken has set its FY 2026 guidance at 6.050-6.350 EPS.

Several other equities analysts also recently commented on the stock. Jefferies Financial Group set a $135.00 price objective on shares of Timken in a research note on Tuesday, September 1st. Bank of America upgraded shares of Timken from a "neutral" rating to a "buy" rating and boosted their price target for the company from $129.00 to $135.00 in a research report on Tuesday, September 1st. DA Davidson set a $130.00 target price on Timken in a research note on Friday, August 14th. Weiss Ratings raised shares of Timken from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, August 20th. Finally, The Goldman Sachs Group boosted their price objective on shares of Timken from $128.00 to $142.00 and gave the stock a "neutral" rating in a research note on Friday, July 10th. Seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $145.50.

Timken Stock Down 3.8%

Shares of NYSE TKR opened at $119.19 on Thursday. The firm's fifty day moving average is $131.77 and its 200 day moving average is $121.09. Timken has a 52 week low of $70.57 and a 52 week high of $146.37. The company has a quick ratio of 1.74, a current ratio of 3.10 and a debt-to-equity ratio of 0.61. The company has a market cap of $8.26 billion, a price-to-earnings ratio of 32.30, a PEG ratio of 1.37 and a beta of 1.21.

Institutional Trading of Timken

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Tidal Investments LLC raised its position in shares of Timken by 3.0% during the 2nd quarter. Tidal Investments LLC now owns 192,679 shares of the industrial products company's stock valued at $28,000,000 after purchasing an additional 5,655 shares during the period. Integrated Wealth Concepts LLC bought a new position in Timken in the 2nd quarter worth $90,000. NewEdge Advisors LLC increased its stake in Timken by 930.2% in the 2nd quarter. NewEdge Advisors LLC now owns 1,844 shares of the industrial products company's stock worth $268,000 after buying an additional 1,665 shares in the last quarter. Baird Financial Group Inc. purchased a new stake in Timken in the 2nd quarter worth $26,560,000. Finally, Nykredit A S bought a new stake in Timken during the second quarter valued at about $75,623,000. 89.08% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Timken

In other Timken news, Director Richard Kyle sold 13,637 shares of the firm's stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $126.63, for a total transaction of $1,726,853.31. Following the sale, the director owned 183,724 shares in the company, valued at approximately $23,264,970.12. This trade represents a 6.91% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 8.10% of the company's stock.

Timken Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Tuesday, August 18th were given a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, August 18th. Timken's payout ratio is presently 39.02%.

Timken News Summary

Here are the key news stories impacting Timken this week:

• Positive Sentiment: Zacks lifted its FY2027 EPS forecast to $7.14 from $6.96 and raised estimates for every quarter of FY2027: Q1 to $1.77, Q2 to $1.89, Q3 to $1.79 and Q4 to $1.69. The higher forward earnings outlook is the clearest potential catalyst for TKR.
• Positive Sentiment: Zacks also increased its Q2 2028 EPS estimate to $2.27 from $2.22, indicating confidence that earnings growth could continue beyond FY2027.
• Positive Sentiment: The FY2026 EPS estimate was edged up to $6.19 from $6.18. While modest, the revision reinforces the direction of the broader estimate changes.
• Positive Sentiment: Timken’s recent results provide support for the improved outlook: the company previously reported quarterly EPS of $1.83, above the $1.62 analyst consensus, while revenue increased 7.5% year over year to $1.26 billion.
• Neutral Sentiment: Timken presented at the Jefferies Global Industrials Conference, giving investors additional information on its business and outlook, but the supplied report does not identify a specific new announcement or financial target. Timken Jefferies Conference Transcript
• Neutral Sentiment: Zacks characterized TKR as a long-term value stock, though that assessment is opinion-based and does not represent a new company development. Why Timken Is a Top Value Stock

About Timken

The Timken Company is a global manufacturer specializing in engineered bearings and mechanical power transmission products. Its core offerings include tapered and cylindrical roller bearings, spherical and plain bearings, mounted bearing units, and precision gear drives. Timken's products serve a broad range of industries, from industrial machinery and aerospace to automotive, rail, wind energy and heavy equipment.

Beyond bearings, Timken's portfolio extends to industrial chains, belts, couplings and related components designed to optimize power transmission systems.

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