Timken Company (The) (TKR) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.83
- Estimate
- $1.62
- Surprise
- +12.9%
- Revenue (period 2026-06-30)
- $1.26B
- Score at report (before → after)
- 5.4 → 5.5/10
Revenue source: xbrl.
How the report landed
Timken Company (The) (TKR) beat the $1.62 estimate with adjusted EPS of $1.83 — a large 12.9% upside surprise. TrendMatrix's engine moved from Hold (5.4/10) to Buy (Wait) at 5.5/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates TKR Sell at 5.3/10.
4 of the last 4 quarters beat the estimate; this quarter's +12.9% surprise compares with a +9.8% four-quarter average. Next scheduled report: 2026-11-04.
What supports the rating
- Strong earnings beat streak (4/4)
- Earnings estimates trending UP
What argues against it
- Thin upside margin: 9.3%
- Sector modifier (Industrials): -0.7
- Earnings in 4 days (event risk)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $114.83
- Price target
- $125.45
- Stop
- $108.41
- Upside to target
- +9.2%
- Reward-to-risk
- 1.2:1
The stock trades at 31.1× trailing but 15.8× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
TKR at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Tools & Accessories
- Market cap
- $7.98B
- P/E (fwd)
- 15.8
- P/E (ttm)
- 31.1
- 52-week range
- $73.62–$146.37
- Off 52-week high
- 21.5%
- RSI (14)
- 47
- Volume vs avg
- 1.08×
- Score today
- 5.3/10