The Timken Company, listed on the NYSE under the symbol TKR, is a prominent player in the engineered bearings and industrial motion sector. On October 29, 2025, Timken reported earnings per share (EPS) of $1.35, surpassing the estimated $1.25. The company also reported revenue of approximately $1.16 billion, exceeding the estimated $1.12 billion, showcasing its robust financial performance.
In the third quarter of 2025, Timken's revenue reached $1.16 billion, marking a 2.7% increase from the previous year. This performance exceeded Wall Street expectations, with revenue surpassing the Zacks Consensus Estimate by 2.89%. The company's EPS rose to $1.35, up from $1.23 in the previous year.
Timken's consistent ability to outperform consensus estimates is evident, as it has exceeded EPS expectations in three of the past four quarters. In the previous quarter, Timken reported an EPS of $1.42, surpassing the anticipated $1.34, resulting in a 5.97% surprise. This trend highlights the company's strong financial health and potential for future stock price movements.
The company's financial metrics further emphasize its solid performance. Timken's net income margin stands at 6.0%, with an adjusted EBITDA margin of 17.4%. The company reported strong cash from operations amounting to $201 million and a free cash flow of $164 million, indicating a healthy cash position.
Looking ahead, Timken has updated its full-year 2025 outlook, expecting EPS to range between $3.90 and $4.00, with adjusted EPS projected between $5.20 and $5.30. The company's strategic focus on leveraging its portfolio to improve margins and create value for shareholders is evident in its financial metrics, such as a P/E ratio of 17.05 and a debt-to-equity ratio of 0.67, indicating a moderate level of debt compared to equity.
