Timken Company (TKR)

Over the past six months, The Timken Co. (TKR) stock has experienced positive momentum, increasing by 12.44% in the past month and 25.80% over the last 12 months, closing at $102.15 on February 5, 2026. A significant event was the company's strong financial performance in Q4 2025, where Timken surpassed both EPS and revenue forecasts. The company also provided a positive outlook for 2026, projecting revenue growth of 2% to 4% and adjusted EPS between $5.50 and $6.00.

Demand for The Timken Co.'s products can exhibit some seasonality and cyclicality. Sequential order movement from Q3 to Q4 2025 was modestly down due to seasonality. The company experienced "eight quarters of negative growth" before observing "green shoots" in the second half of 2025, indicating that demand can be influenced by broader economic cycles and specific market conditions.

The Timken Company (TKR) is a global manufacturer of engineered bearings and industrial motion products, operating within the Industrials sector. The company designs and manages a portfolio of engineered bearings and industrial motion products, along with related services. Timken's major products and services are categorized into Engineered Bearings, which include various types of bearings serving diverse markets, and Industrial Motion, which encompasses industrial drives, lubrication systems, and repair services, serving industries like solar energy and aerospace.

The Timken Company operates globally from 45 countries and serves customers worldwide. In the fourth quarter of 2025, the Americas saw flat growth, with growth in North America offsetting lower revenue in Latin America. Asia Pacific revenue increased by 4%, driven by growth in India and other parts of the region, which compensated for lower revenue in China. The EMEA region also experienced a 4% increase, primarily led by strong growth in the Industrial Motion segment.

The Timken Company has a long-standing reputation as a global technology leader in engineered bearings and industrial motion, with over 125 years of specialized expertise. The company's focus on innovation and strategic initiatives in automation and electrification contributed to its strong performance in Q4 2025. No specific events negatively affecting The Timken Co.'s brand reputation in the past year were found in the provided search results.

The ownership of The Timken Company is primarily distributed among its public shareholders, with a significant majority held by institutional investors, owning approximately 93.10% of the company, while insiders hold about 7.00%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and American Century Companies Inc. Ward Jackson Timken is noted as the largest individual shareholder, owning 1.40% of the company.