TIMKEN CO
TKR · Ball & Roller Bearings · 69.5M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $220M (gross $251M, SBC $31M)
Reference price $131.34 · est. market cap ~$9.1B — last insider sale, 2026-06-05 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C64Quality bearings and industrial-motion maker with above-average margins but declining earnings and mid-pack returns.
Strengths
- Operating margin 11.8% (74th pct) and ROA 4.3% (76th pct) above median; long dividend record and debt reduction
- Diversified end markets, strong aftermarket mix and brand portfolio
Risks
- Net income fell 18% on tariffs, lower volume and impairment/pension charges; ROE only 9.1% (58th pct)
- Flat revenue (29th pct) and gross margin 33rd pct; capital-intensive, cyclical demand
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
30.4%
Operating margin
11.8%
Net margin
6.3%
Return on equity
9.1%
Return on assets
4.3%
ROIC
8.4%
Revenue growth (QoQ)
10.8%
Net-income growth
-18.2%
Debt / equity
0.6×
Net debt / EBITDA
2.0×
Current ratio
2.8×
EBITDA
$771M
Tangible book value
$696M
Cash & investments
$364M
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-05 | Rajendra Ajita G | Sell | 8.4K | $131.34 |
| 2026-05-27 | Kyle Richard G | Sell | 8.4K | $127.35 |
| 2026-05-18 | Kyle Richard G | Gift | 646 | — |
| 2026-05-08 | Kyle Richard G | Sell | 37K | $117.34 |
| 2026-05-08 | TIMKEN JOHN M JR | Sell | 15K | $116.51 |
| 2026-05-02 | SULLIVAN FRANK C | Grant | 2.3K | — |
| 2026-05-02 | TIMKEN WARD J JR | Grant | 2.3K | — |
| 2026-05-02 | TIMKEN JOHN M JR | Grant | 2.3K | — |
| 2026-05-02 | MAPES CHRISTOPHER L | Grant | 2.3K | — |
| 2026-05-02 | Rajendra Ajita G | Grant | 2.3K | — |
| 2026-05-02 | Leombruno Todd M. | Grant | 2.3K | — |
| 2026-05-02 | RYAN KIMBERLY K | Grant | 2.3K | — |
| 2026-05-02 | Harrell Elizabeth Ann | Grant | 2.3K | — |
| 2026-05-02 | Lauber Sarah C | Grant | 2.3K | — |
| 2026-05-02 | Crowe Maria A | Grant | 2.3K | — |
| 2026-03-13 | TIMKEN WARD J JR | Gift | 10K | — |
| 2026-03-13 | TIMKEN WARD J JR | Gift | 10K | — |
| 2026-03-12 | TIMKEN WARD J JR | Gift | 52K | — |
| 2026-03-12 | TIMKEN WARD J JR | Gift | 52K | — |
| 2026-03-12 | TIMKEN WARD J JR | Gift | 7.5K | — |
| 2026-03-12 | TIMKEN WARD J JR | Gift | 7.5K | — |
| 2026-02-24 | Discenza Michael Anthony | Option exercise | 1.8K | $44.65 |
| 2026-02-24 | Discenza Michael Anthony | Tax withheld | 293 | $109.59 |
| 2026-02-24 | Discenza Michael Anthony | Sell | 1.5K | $109.59 |
| 2026-02-20 | Kyle Richard G | Sell | 14K | $108.22 |
| 2026-02-20 | Kyle Richard G | Sell | 5.3K | $107.35 |
| 2026-02-19 | Kyle Richard G | Sell | 10K | $106.72 |
| 2026-02-13 | Szarka John Raymond | Grant | 293 | — |
| 2026-02-13 | Szarka John Raymond | Tax withheld | 85 | $107.15 |
| 2026-02-13 | Lanzarotta Megan Renee | Grant | 152 | — |
| 2026-02-13 | Lanzarotta Megan Renee | Tax withheld | 52 | $107.15 |
| 2026-02-13 | Discenza Michael Anthony | Grant | 400 | — |
| 2026-02-13 | Discenza Michael Anthony | Tax withheld | 108 | $107.15 |
| 2026-02-13 | Graham Timothy Alan | Grant | 400 | — |
| 2026-02-13 | Graham Timothy Alan | Tax withheld | 108 | $107.15 |
| 2026-02-13 | Pollock Natasha | Grant | 887 | — |
| 2026-02-13 | Pollock Natasha | Tax withheld | 240 | $107.15 |
| 2026-02-13 | Patel Hansal N. | Grant | 1.2K | — |
| 2026-02-13 | Patel Hansal N. | Tax withheld | 552 | $107.15 |
| 2026-02-13 | Roellgen Karl Andreas | Grant | 1.4K | — |
| 2026-02-12 | Szarka John Raymond | Grant | 868 | — |
| 2026-02-12 | Szarka John Raymond | Tax withheld | 288 | $108.74 |
| 2026-02-12 | Lanzarotta Megan Renee | Grant | 245 | — |
| 2026-02-12 | Lanzarotta Megan Renee | Tax withheld | 84 | $108.74 |
| 2026-02-12 | Discenza Michael Anthony | Grant | 1.5K | — |
| 2026-02-12 | Discenza Michael Anthony | Tax withheld | 421 | $108.74 |
| 2026-02-12 | Graham Timothy Alan | Grant | 2.0K | — |
| 2026-02-12 | Graham Timothy Alan | Tax withheld | 552 | $108.74 |
| 2026-02-12 | Pollock Natasha | Grant | 3.5K | — |
| 2026-02-12 | Pollock Natasha | Tax withheld | 953 | $108.74 |
| 2026-02-12 | Patel Hansal N. | Grant | 6.1K | — |
| 2026-02-12 | Patel Hansal N. | Tax withheld | 1.9K | $108.74 |
| 2026-02-12 | Roellgen Karl Andreas | Grant | 7.1K | — |
| 2026-02-12 | Kyle Richard G | Grant | 28K | — |
| 2026-02-12 | Kyle Richard G | Tax withheld | 12K | $108.74 |
| 2026-02-12 | Kyle Richard G | Grant | 13K | — |
| 2026-02-12 | Kyle Richard G | Tax withheld | 5.6K | $108.74 |
| 2026-02-10 | Szarka John Raymond | Grant | 168 | — |
| 2026-02-10 | Szarka John Raymond | Tax withheld | 58 | $109.23 |
| 2026-02-10 | Lanzarotta Megan Renee | Grant | 53 | — |
| 2026-02-10 | Lanzarotta Megan Renee | Tax withheld | 18 | $109.23 |
| 2026-02-10 | Discenza Michael Anthony | Grant | 319 | — |
| 2026-02-10 | Discenza Michael Anthony | Tax withheld | 103 | $109.23 |
| 2026-02-10 | Graham Timothy Alan | Grant | 438 | — |
| 2026-02-10 | Graham Timothy Alan | Tax withheld | 142 | $109.23 |
| 2026-02-10 | Pollock Natasha | Grant | 438 | — |
| 2026-02-10 | Pollock Natasha | Tax withheld | 118 | $109.23 |
| 2026-02-10 | Patel Hansal N. | Grant | 1.2K | — |
| 2026-02-10 | Patel Hansal N. | Tax withheld | 342 | $109.23 |
| 2026-02-10 | Roellgen Karl Andreas | Grant | 850 | — |
| 2026-02-10 | Kyle Richard G | Grant | 7.0K | — |
| 2026-02-10 | Kyle Richard G | Tax withheld | 2.8K | $109.23 |
| 2026-02-09 | Lanzarotta Megan Renee | Grant | 45 | — |
| 2026-02-09 | Szarka John Raymond | Grant | 152 | — |
| 2026-02-09 | Szarka John Raymond | Tax withheld | 52 | $107.40 |
| 2026-02-09 | Lanzarotta Megan Renee | Tax withheld | 15 | $107.40 |
| 2026-02-09 | Discenza Michael Anthony | Grant | 269 | — |
| 2026-02-09 | Discenza Michael Anthony | Tax withheld | 87 | $107.40 |
| 2026-02-09 | Graham Timothy Alan | Grant | 362 | — |
| 2026-02-09 | Graham Timothy Alan | Tax withheld | 117 | $107.40 |
| 2026-02-09 | Pollock Natasha | Grant | 619 | — |
| 2026-02-09 | Pollock Natasha | Tax withheld | 195 | $107.40 |
| 2026-02-09 | Patel Hansal N. | Grant | 1.1K | — |
| 2026-02-09 | Patel Hansal N. | Tax withheld | 323 | $107.40 |
| 2026-02-09 | Kyle Richard G | Grant | 6.5K | — |
| 2026-02-09 | Kyle Richard G | Tax withheld | 2.3K | $107.40 |
| 2026-02-09 | Patel Hansal N. | Sell | 2.5K | $108.01 |
| 2026-02-09 | Roellgen Karl Andreas | Grant | 1.2K | — |
| 2026-02-08 | Discenza Michael Anthony | Grant | 313 | — |
| 2026-02-08 | Discenza Michael Anthony | Tax withheld | 101 | $104.33 |
| 2026-02-08 | Graham Timothy Alan | Grant | 388 | — |
| 2026-02-08 | Lanzarotta Megan Renee | Grant | 93 | — |
| 2026-02-08 | Graham Timothy Alan | Tax withheld | 126 | $104.33 |
| 2026-02-08 | Pollock Natasha | Grant | 844 | — |
| 2026-02-08 | Pollock Natasha | Tax withheld | 273 | $104.33 |
| 2026-02-08 | Lanzarotta Megan Renee | Tax withheld | 32 | $104.33 |
| 2026-02-08 | Patel Hansal N. | Grant | 1.2K | — |
| 2026-02-08 | Patel Hansal N. | Tax withheld | 415 | $104.33 |
| 2026-02-08 | Szarka John Raymond | Tax withheld | 99 | $104.33 |
| 2026-02-08 | Roellgen Karl Andreas | Grant | 1.5K | — |
| 2026-02-08 | Szarka John Raymond | Grant | 288 | — |
| 2026-02-08 | Kyle Richard G | Grant | 6.8K | — |
| 2026-02-08 | Kyle Richard G | Tax withheld | 1.7K | $104.33 |
| 2026-02-06 | Kyle Richard G | Sell | 30K | $106.52 |
| 2026-01-08 | Lauber Sarah C | Grant | 400 | — |
| 2025-11-26 | TIMKEN JOHN M JR | Gift | 420K | — |
| 2025-11-26 | TIMKEN JOHN M JR | Gift | 70K | — |
| 2025-11-26 | TIMKEN JOHN M JR | Gift | 70K | — |
| 2025-11-25 | Kyle Richard G | Sell | 16K | $81.03 |
| 2025-11-25 | Kyle Richard G | Gift | 646 | — |
| 2025-10-31 | Kyle Richard G | Tax withheld | 4.2K | $78.46 |
| 2025-08-27 | Patel Hansal N. | Sell | 4.9K | $79.15 |
| 2025-05-03 | PALMER JAMES F | Grant | 1.7K | — |
| 2025-05-03 | TIMKEN WARD J JR | Grant | 1.7K | — |
| 2025-05-03 | SULLIVAN FRANK C | Grant | 1.7K | — |
| 2025-05-03 | Crowe Maria A | Grant | 1.7K | — |
| 2025-05-03 | Harrell Elizabeth Ann | Grant | 1.7K | — |
| 2025-05-03 | Rajendra Ajita G | Grant | 1.7K | — |
| 2025-05-03 | MAPES CHRISTOPHER L | Grant | 1.7K | — |
| 2025-05-03 | TIMKEN JOHN M JR | Grant | 1.7K | — |
| 2025-05-03 | Lauber Sarah C | Grant | 1.7K | — |
| 2025-03-31 | Coughlin Christopher A | Tax withheld | 3.4K | $71.32 |
| 2025-03-31 | Kyle Richard G | Grant | 127K | — |
| 2025-02-27 | Coughlin Christopher A | Tax withheld | 269 | $82.61 |
| 2025-02-27 | Coughlin Christopher A | Option exercise | 269 | — |
| 2025-02-26 | Kyle Richard G | Gift | 386 | — |
| 2025-02-25 | Kyle Richard G | Sell | 15K | $79.20 |
| 2025-02-24 | Kyle Richard G | Option exercise | 743 | — |
| 2025-02-24 | Kyle Richard G | Option exercise | 240 | — |
| 2025-02-24 | Kyle Richard G | Tax withheld | 240 | $83.29 |
| 2025-02-24 | Kyle Richard G | Option exercise | 463 | — |
| 2025-02-24 | Kyle Richard G | Tax withheld | 463 | $83.29 |
| 2025-02-24 | Kyle Richard G | Tax withheld | 743 | $83.29 |
| 2025-02-21 | Kyle Richard G | Sell | 10K | $83.15 |
| 2025-02-19 | Kyle Richard G | Sell | 10K | $82.75 |
| 2025-02-18 | Kyle Richard G | Sell | 17K | $82.50 |
| 2025-02-18 | Patel Hansal N. | Sell | 2.5K | $83.83 |
| 2025-02-18 | Fracassa Philip D. | Sell | 5.0K | $83.40 |
| 2025-02-13 | Fracassa Philip D. | Tax withheld | 6.7K | $82.61 |
| 2025-02-13 | Coughlin Christopher A | Grant | 18K | — |
| 2025-02-13 | Coughlin Christopher A | Tax withheld | 7.2K | $82.61 |
| 2025-02-13 | Roellgen Karl Andreas | Grant | 7.0K | — |
| 2025-02-13 | Fracassa Philip D. | Grant | 17K | — |
| 2025-02-13 | Pollock Natasha | Grant | 3.6K | — |
| 2025-02-13 | Pollock Natasha | Tax withheld | 1.0K | $82.61 |
| 2025-02-13 | Patel Hansal N. | Grant | 9.5K | — |
| 2025-02-13 | Patel Hansal N. | Tax withheld | 3.1K | $82.61 |
| 2025-02-13 | Kyle Richard G | Grant | 60K | — |
| 2025-02-13 | Kyle Richard G | Tax withheld | 26K | $82.61 |
| 2025-02-10 | Pollock Natasha | Grant | 278 | — |
| 2025-02-10 | Pollock Natasha | Tax withheld | 92 | $82.06 |
| 2025-02-10 | Pollock Natasha | Grant | 437 | — |
| 2025-02-10 | Pollock Natasha | Tax withheld | 119 | $82.06 |
| 2025-02-10 | Roellgen Karl Andreas | Grant | 632 | — |
| 2025-02-10 | Roellgen Karl Andreas | Grant | 850 | — |
| 2025-02-10 | Fracassa Philip D. | Grant | 1.7K | — |
| 2025-02-10 | Fracassa Philip D. | Tax withheld | 466 | $82.06 |
| 2025-02-10 | Fracassa Philip D. | Grant | 2.1K | — |
| 2025-02-10 | Fracassa Philip D. | Tax withheld | 583 | $82.06 |
| 2025-02-10 | Coughlin Christopher A | Grant | 1.8K | — |
| 2025-02-10 | Coughlin Christopher A | Tax withheld | 456 | $82.06 |
| 2025-02-10 | Coughlin Christopher A | Grant | 2.2K | — |
| 2025-02-10 | Coughlin Christopher A | Tax withheld | 564 | $82.06 |
| 2025-02-10 | Patel Hansal N. | Grant | 944 | — |
| 2025-02-10 | Patel Hansal N. | Tax withheld | 287 | $82.06 |
| 2025-02-10 | Patel Hansal N. | Grant | 1.2K | — |
| 2025-02-10 | Patel Hansal N. | Tax withheld | 351 | $82.06 |
| 2025-02-10 | Kyle Richard G | Grant | 5.9K | — |
| 2025-02-10 | Kyle Richard G | Tax withheld | 2.5K | $82.06 |
| 2025-02-10 | Kyle Richard G | Grant | 7.3K | — |
| 2025-02-10 | Kyle Richard G | Tax withheld | 3.1K | $82.06 |
| 2025-02-09 | Kyle Richard G | Tax withheld | 2.0K | $81.15 |
| 2025-02-09 | Patel Hansal N. | Grant | 1.1K | — |
| 2025-02-09 | Patel Hansal N. | Tax withheld | 385 | $81.15 |
| 2025-02-09 | Coughlin Christopher A | Grant | 2.0K | — |
| 2025-02-09 | Coughlin Christopher A | Tax withheld | 502 | $81.15 |
| 2025-02-09 | Kyle Richard G | Grant | 7.0K | — |
| 2025-02-09 | Pollock Natasha | Grant | 619 | — |
| 2025-02-09 | Pollock Natasha | Tax withheld | 205 | $81.15 |
| 2025-02-09 | Fracassa Philip D. | Grant | 1.9K | — |
| 2025-02-09 | Fracassa Philip D. | Tax withheld | 597 | $81.15 |
| 2025-02-09 | Roellgen Karl Andreas | Grant | 1.2K | — |
| 2025-02-08 | Kyle Richard G | Tax withheld | 2.4K | $81.15 |
| 2025-02-08 | Fracassa Philip D. | Tax withheld | 564 | $81.15 |
| 2025-02-08 | Patel Hansal N. | Grant | 1.2K | — |
| 2025-02-08 | Pollock Natasha | Grant | 843 | — |
| 2025-02-08 | Pollock Natasha | Tax withheld | 279 | $81.15 |
| 2025-02-08 | Patel Hansal N. | Tax withheld | 385 | $81.15 |
| 2025-02-08 | Roellgen Karl Andreas | Grant | 1.5K | — |
| 2025-02-08 | Fracassa Philip D. | Grant | 2.0K | — |
| 2025-02-08 | Kyle Richard G | Grant | 7.5K | — |
| 2025-02-08 | Mehta Tarak | Grant | 6.5K | — |
| 2025-02-08 | Mehta Tarak | Tax withheld | 1.9K | $81.15 |
| 2025-02-08 | Coughlin Christopher A | Grant | 1.7K | — |
| 2025-02-08 | Coughlin Christopher A | Tax withheld | 442 | $81.15 |
| 2025-02-07 | Fracassa Philip D. | Sell | 5.0K | $81.50 |
| 2025-01-08 | Lauber Sarah C | Grant | 400 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-08 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-04-21 | Exec/director change | filing ↗ |
| 2026-02-17 | Other | filing ↗ |
| 2026-02-13 | Exec/director change | filing ↗ |
| 2026-02-04 | ResultsExhibits | filing ↗ |
| 2025-10-29 | ResultsExhibits | filing ↗ |
| 2025-08-27 | Exec/director change | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-08 | 2026-05-08 | 0000098362-26-000035 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0000098362-26-000029 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0000098362-26-000033 ↗ |
| 8-K | 2026-04-21 | 2026-04-16 | 0001206774-26-000232 ↗ |
| 8-K | 2026-02-17 | 2026-02-13 | 0000098362-26-000017 ↗ |
| 10-K | 2026-02-13 | 2025-12-31 | 0000098362-26-000012 ↗ |
| 8-K | 2026-02-13 | 2026-02-13 | 0000098362-26-000014 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0000098362-26-000005 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0000098362-25-000137 ↗ |
| 10-Q | 2025-10-29 | 2025-09-30 | 0000098362-25-000142 ↗ |
| 8-K | 2025-08-27 | 2025-08-22 | 0000098362-25-000125 ↗ |
| 8-K | 2025-08-15 | 2025-08-14 | 0000098362-25-000117 ↗ |