TKR — Stock Film
STOCK FILMSCENE 1/12TKR · $119
Stock Expert AI presents
TKR
The Timken Company
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
The Timken Company. What it actually does.

Design and manufacture engineered bearings. Produce power transmission products. Now — the numbers.

on the stock market since 1922
19K employees
$8.3B market value
WHERE DOES THE MONEY COME FROM?
66%Engineered Bearings
Engineered BearingsIndustrial Motion 34%
66% of all revenue comes from a single line: Engineered Bearings.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$4.6B
The net profit left over:
$288.4M
Out of every $100 in sales, $6 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 6%

This is an established company with proven profits.

THE SALES TREND
Sales are moving sideways.

No real growth (3% a year).

$4.1B
2021
2022
2023
2024
$4.6B
2025
Cash on hand:
$386.5M
Total debt:
$2.2B
The debt outweighs the cash.

The gap is $1.8B. In times of high interest rates, a gap like that can squeeze a company.

What executives did with their own stock over the last 12 months:
88 buy58 sell

Executives buying with their own money is usually read as confidence in the company’s future.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
59
average

Profit indicators sit around the sector average.

FINANCIAL STRENGTH
70
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
54
average

The price isn’t cheap next to earnings — that’s why this grade sits in the middle.

GROWTH
59
average

There is growth, but not at top-of-the-class tempo.

PRICE MOMENTUM
69
strong

Clearly above the class average — a step short of the very top.

No real weak spot in any of the five subjects — a balanced report card.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 18% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Executives are buying their own stock

Over the last 12 months, company executives reported 88 buys and 58 sells. Management buying with its own money is usually read as a good sign.

2
THE BRIGHT SIDE · 2/2
Pays a steady dividend

It pays out $1.42 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/1
Growth has stalled

Over the last 4 years, sales grew only 3% a year on average. At this size, speeding back up is not easy.

FINALE · THE GRADE
B+
66 / 100 · MoonshotScore

On our five-subject report card, TKR sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: TKR is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s what that quality should cost.

Analysts’ average target sits above today’s price, yet the valuation grade (54/100) says the stock isn’t cheap.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film