TKR Timken Company (The) Common Stock
$127.98
Price · Aug 19, 2026
Fundamentals as of Aug 4, 2026
52W Range
$71–$146
76% of range
Analyst Rating
HOLD
17 analysts
Price Target
$147
+15% upside
P/E (TTM)
20.5
ROE
9.6%
Net Profit Margin
6.3%
About Timken Company (The) Common Stock Company overview from Wikipedia
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
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The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
History
In 1898, Henry Timken obtained a patent for an improved tapered roller bearing, and in 1899 incorporated as The Timken Roller Bearing Axle Company in St. Louis.
In 1901, The Timken Company moved to Canton, Ohio, as the automobile industry began to overtake the carriage industry. Timken and his two sons chose this location because of its proximity to the American car manufacturing centers of Detroit and Cleveland and the American steel-making centers of Pittsburgh and Cleveland.
In 1917, the company began steel- and tube-making operations in Canton to vertically integrate and maintain better control over the steel used in its bearings. World War I had created an increase in demand for steel, affecting its supply and price in the market.
The Timken Company entered international markets in the early 1900s, establishing a presence initially in Great Britain, France and Germany. The performance of Timken tapered roller bearings in World War I military equipment made an impression on the European bearing market. After the war, Great Britain rose to the position of #2 in the global automotive manufacturing market, creating opportunities for the company to expand its European manufacturing presence.
The Timken Company entered the Great Depression in a strong financial position and its performance placed it in the ranks of the most solid, well-managed industrial firms of the 1930s. Expanding into non-automotive markets like agriculture, machine tooling, industrial and rail softened the impact.
During World War II, The Timken Company's production increased dramatically to keep up with wartime demand. For instance, every U.S. jeep was built using 24 Timken bearings. With 660,000 jeeps delivered to the U.S. military, the company delivered more than 15.8 million bearings for those vehicles over the course of the war. Following the war, much of the machinery shipped to Europe under the Marshall Plan was Timken-bearing equipped, helping The Timken Company establish a broader presence in a bearing market where European competitors had dominated.
By 1960, The Timken Company had operations in the U.S., Canada, Great Britain, France, South Africa, Australia and Brazil. Timken Research was created in 1966 to establish technological leadership and to help standardize research and development processes across the company.
The Timken Company expanded into new global markets throughout the 1970s and 1980s, establishing a sales operation in Japan in 1974 and opening sales offices in Italy, Korea, Singapore and Venezuela in 1988. By the late 1990s the company also had a sales presence in Spain, Hong Kong, China and Singapore.
The Timken Company acquired its competitor, The Torrington Company, in 2003 for $840 million, doubling the size of the company and creating the world's third-largest bearing manufacturer at that time.
The company changed its corporate structure in 2014; the roller bearing-producing part of the company was separated from the steel-producing part of the company, resulting in two separate companies. The Timken Company continues to manufacture roller bearings, while Metallus, formerly known as TimkenSteel, produces steel.
The Timken Company entered the linear motion space in 2018 with the acquisition of Rollon, a maker of linear guides, telescopic rails, and linear actuators and systems used in a wide range of industrial and commercial applications. To further expand and strengthen its position in the attractive linear motion space, the company acquired iMS in 2021 and added Nadella's complementary product portfolio in 2023.
In 2023, The Timken Company expanded its Industrial Motion segment with the acquisitions of Des-Case, Rosa Sistemi and Lagersmit. The company also bolstered its engineered bearings portfolio in 2023 with the acquisitions of American Roller Bearing and Engineered Solutions Group (iMECH). Timken acquired CGI, Inc. in 2024, expanding its motion-control platform.
In March 2026, The Timken Company acquired lubrication systems company Bijur Delimon International.
Products
The Timken Company posted $4.6 billion in sales in 2024 and employs more than 19,000 people globally, operating from 45 countries.
Timken is focused on expanding its tapered roller bearings and growing its offering of industrial bearings and mechanical power transmission products and services. Today the company engineers, manufactures and markets bearings, gear drives, automated lubrication systems, belts, chain, couplings and linear motion products, and offers a spectrum of powertrain rebuild and repair services. Timken products are used in a variety of diversified markets including railroading, food and beverage, energy harvesting, marine vessels, mining, agriculture, construction, civil aerospace, defense and commercial vehicles.
In 2023, the company's wheel bearings were used on Ford Motor Company's F-150 Lightning and Philadelphia Gear main reduction gears were installed in the latest generation of United States Navy ships.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
TKR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$127.98
Market Cap
—
P/E (TTM)
20.5
EPS (TTM)
$4.11
Revenue (TTM)
$4.58B
Div Yield
—
ROE
9.6%
Debt/Equity
0.6
52W Range
$71 – $146
TKR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$4.58B
2017-12-31
→
2025-12-31
EPS
$4.11
2017-12-31
→
2025-12-31
Free Cash Flow
$406M
2017-12-31
→
2025-12-31
Margins
6.3%
2017-12-31
→
2022-12-31
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
TKR
Peer Median
P/E (TTM)
20.5
38.2
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
TKR
Peer Median
Operating Margin
11.8%
—
Net Profit Margin
6.3%
6.9%
ROA
4.4%
3.9%
ROE
9.6%
8.6%
ROIC
8.1%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
TKR
Peer Median
Debt / Equity
0.6
—
Current Ratio
2.8
2.1
Quick Ratio
1.1
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
TKR
Peer Median
Revenue YoY
0.19%
—
Revenue CAGR 3Y
0.63%
—
Revenue CAGR 5Y
5.5%
—
EPS YoY
-17.6%
—
Net Income YoY
-18.2%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
TKR
Peer Median
Payout Ratio
34.1%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
34.1%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| May 19, 2026 | $0.3600 |
| Feb. 24, 2026 | $0.3500 |
| Nov. 25, 2025 | $0.3500 |
| Aug. 19, 2025 | $0.3500 |
| May 13, 2025 | $0.3500 |
| Feb. 25, 2025 | $0.3400 |
| Nov. 19, 2024 | $0.3400 |
| Aug. 20, 2024 | $0.3400 |
| May 13, 2024 | $0.3400 |
| Feb. 16, 2024 | $0.3300 |
| Nov. 13, 2023 | $0.3300 |
| Aug. 14, 2023 | $0.3300 |
| May 15, 2023 | $0.3300 |
| Feb. 17, 2023 | $0.3100 |
| Nov. 18, 2022 | $0.3100 |
| Aug. 12, 2022 | $0.3100 |
| May 13, 2022 | $0.3100 |
| Feb. 18, 2022 | $0.3000 |
| Nov. 19, 2021 | $0.3000 |
| Aug. 19, 2021 | $0.3000 |
TKR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
17 analysts
- Strong Buy 4 23.5%
- Buy 6 35.3%
- Hold 7 41.2%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
11 analysts · 2026-08-13
Median
$150.00
Mean
$147.20
← Below all targets
$127.98
Low
$129.00
High
$160.00
Median target
$150.00
+17.2%
Mean target
$147.20
+15.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.08%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.83 | $1.64 | 0.19% |
| March 31, 2026 | $1.67 | $1.50 | 0.17% |
| Dec. 31, 2025 | $1.14 | $1.10 | 0.04% |
| Sept. 30, 2025 | $1.37 | $1.26 | 0.11% |
| June 30, 2025 | $1.42 | $1.38 | 0.04% |
| March 31, 2025 | $1.40 | $1.46 | -0.06% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| TKR | — | 20.5 | 0.19% | 6.3% | 9.6% | — |
| WTS | — | 27.1 | 8.3% | 14.0% | 17.4% | 49.5% |
| DCI | — | 23.6 | 2.9% | 9.9% | 24.5% | 34.8% |
| SPXC | $9.98B | 39.8 | 14.2% | 10.8% | 12.9% | — |
| FLS | — | 26.3 | — | — | 16.5% | — |
| ESE | — | 18.3 | 19.2% | 27.3% | 21.5% | — |
| NPO | $4.52B | 112.1 | 9.0% | 3.5% | 2.7% | 42.6% |
| GTES | $5.44B | 22.4 | 1.0% | 7.3% | 7.9% | 39.8% |
| JBTM | $7.83B | -153.7 | 121.3% | -1.3% | -1.1% | — |
| MIDD | — | -28.3 | 1.6% | -8.7% | -8.7% | 39.1% |
| CR | $10.62B | 29.5 | 8.2% | 15.9% | 19.8% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.58B | $4.57B | $4.77B | $4.50B | $4.13B | $3.51B | $3.79B | $3.58B | $3.00B | $2.67B | $2.87B | $3.08B | |
| Cost of Revenue | $3.19B | $3.13B | $3.26B | $3.16B | $2.98B | $2.50B | $2.65B | $2.54B | $2.19B | $1.96B | $2.07B | $2.18B | |
| Gross Profit | · | · | · | $1.29B | $1.10B | $1.01B | $1.14B | $1.04B | $812M | $706M | $820M | $898M | |
| R&D Expense | · | · | · | · | · | · | $41M | $37M | $35M | $32M | $33M | $39M | |
| SG&A Expense | $748M | $752M | $741M | $637M | $580M | $534M | $619M | $581M | $508M | $440M | $485M | $542M | |
| Operating Income | $541M | $611M | $657M | $607M | $513M | $455M | $516M | $454M | $300M | $244M | $333M | $208M | |
| Interest Expense | · | · | $111M | $75M | $59M | $68M | $72M | $52M | $37M | $34M | $33M | $29M | |
| Interest Income | $10M | $15M | $9M | $4M | $2M | $4M | $5M | $2M | $3M | $2M | $3M | $4M | |
| Other Non-op | $-9M | $-4M | $-1M | $6M | $2M | $-1M | $13M | $9M | $10M | $-900.0K | $-85M | $-3M | |
| Pretax Income | $416M | $494M | $530M | $551M | $477M | $396M | $472M | $408M | $260M | $285M | $413M | $333M | |
| Income Tax | $99M | $119M | $122M | $134M | $95M | $104M | $98M | $103M | $58M | $60M | $26M | $55M | |
| Net Income | $288M | $353M | $394M | $407M | $369M | $284M | $362M | $303M | $203M | $141M | $189M | $171M | |
| EPS (Basic) | $4.13 | $5.02 | $5.52 | $5.54 | $4.86 | $3.78 | $4.78 | $3.93 | $2.62 | $1.79 | $2.23 | $1.89 | |
| EPS (Diluted) | $4.11 | $4.99 | $5.47 | $5.48 | $4.79 | $3.72 | $4.71 | $3.86 | $2.58 | $1.78 | $2.21 | $1.87 | |
| Shares (Basic) | 69,766,557 | 70,198,067 | 71,377,656 | 73,602,247 | 75,885,316 | 75,324,280 | 75,758,123 | 77,119,602 | 77,736,398 | 78,516,029 | 84,631,778 | 90,367,345 | |
| Shares (Diluted) | 70,231,706 | 70,750,482 | 72,081,884 | 74,323,839 | 77,006,589 | 76,371,366 | 76,896,565 | 78,337,481 | 78,911,149 | 79,234,324 | 85,346,246 | 91,224,328 | |
| EBITDA | $771M | $833M | $858M | $771M | $681M | $622M | $677M | $600M | $422M | $327M | $-21M | $345M |
Balance Sheet 29
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $364M | $373M | $419M | $332M | $257M | $320M | $210M | $132M | $122M | $149M | $130M | $279M | |
| Short-term Investments | · | · | · | · | · | · | $26M | $22M | $16M | $12M | $10M | · | |
| Receivables | $689M | $665M | $672M | $700M | $626M | $581M | $545M | $547M | $525M | $438M | $455M | $476M | |
| Inventory | $1.24B | $1.20B | $1.23B | $1.19B | $1.04B | $841M | $842M | $836M | $739M | $554M | $543M | $586M | |
| Prepaid Expense | $46M | $40M | $42M | $44M | $32M | $40M | $37M | $28M | $30M | $20M | $23M | $25M | |
| Other Current Assets | $119M | $103M | $129M | $124M | $150M | $106M | $105M | $77M | $81M | $48M | $56M | $52M | |
| Current Assets | $2.60B | $2.52B | $2.63B | $2.50B | $2.21B | $2.00B | $1.87B | $1.74B | $1.50B | $1.21B | $1.21B | $1.48B | |
| PP&E (Net) | · | · | · | $1.21B | $1.06B | $1.04B | $989M | $912M | $864M | $804M | $778M | $780M | |
| PP&E (Gross) | · | · | · | · | · | · | $2.60B | $2.49B | $2.41B | $2.23B | $2.17B | $2.16B | |
| Accum. Depreciation | · | · | · | · | · | · | $1.61B | $1.57B | $1.54B | $1.43B | $1.39B | $1.38B | |
| Goodwill | $1.49B | $1.38B | $1.37B | $1.10B | $1.02B | $1.05B | $994M | $960M | $512M | $358M | $327M | $260M | |
| Intangibles | $1.00B | $1.01B | $1.03B | $765M | $669M | $741M | $758M | $733M | $421M | $271M | $271M | $240M | |
| Other Non-current Assets | $24M | $26M | $30M | $25M | $24M | $22M | $2.00B | $37M | $25M | $35M | $49M | $52M | |
| Total Assets | $6.68B | $6.41B | $6.54B | $5.77B | $5.17B | $5.04B | $4.86B | $4.45B | $3.40B | $2.76B | $2.78B | $3.00B | |
| Accounts Payable | $353M | $322M | $367M | $404M | $430M | $351M | $302M | $273M | $265M | $176M | $160M | $144M | |
| Short-term Debt | $24M | $9M | $246M | $46M | $43M | $120M | $17M | $34M | $105M | $19M | $62M | $7M | |
| Current Liabilities | $922M | $820M | $1.47B | $1.01B | $897M | $848M | $737M | $686M | $672M | $453M | $505M | $534M | |
| Capital Leases | $101M | $84M | $79M | $65M | $78M | $76M | $71M | $0 | · | · | · | · | |
| Deferred Tax | $147M | $175M | $186M | $140M | $121M | $149M | $168M | $138M | $44M | $4M | $4M | $4M | |
| Other Non-current Liabilities | $100M | $110M | $110M | $96M | $85M | $106M | $84M | $70M | $68M | $74M | $68M | $45M | |
| Total Liabilities | · | · | · | · | · | · | · | $2.80B | · | · | · | · | |
| Long-term Debt | $1.90B | $2.05B | $2.15B | $1.92B | $1.42B | $1.44B | $1.71B | $1.65B | $857M | $640M | $594M | $523M | |
| Total Debt | $1.92B | $2.06B | $2.40B | $1.96B | $43M | $1.56B | $1.73B | $1.68B | $962M | $659M | $658M | $530M | |
| Common Stock | · | · | · | · | · | · | · | · | · | $53M | $53M | $53M | |
| Retained Earnings | $2.68B | $2.49B | $2.23B | $1.93B | $1.62B | $1.34B | $1.91B | $1.63B | $1.41B | $1.29B | $1.23B | $1.62B | |
| Treasury Stock | $738M | $671M | $620M | $352M | $126M | $9M | $980M | $960M | $884M | $892M | $804M | $509M | |
| AOCI | $-96M | $-302M | $-147M | $-182M | $-23M | $41M | $-50M | $-95M | $-38M | $-78M | $-55M | $-482M | |
| Stockholders' Equity | $3.18B | $2.83B | $2.58B | $2.27B | $2.29B | $2.15B | $1.87B | $1.58B | $1.44B | $1.28B | $1.32B | $1.58B | |
| Liabilities + Equity | $6.68B | $6.41B | $6.54B | $5.77B | $5.17B | $5.04B | $4.86B | $4.45B | $3.40B | $2.76B | $2.78B | $3.00B |
Cash Flow 20
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $230M | $222M | $201M | $164M | $168M | $167M | $161M | $146M | $138M | $132M | $131M | $137M | |
| Stock-based Comp | $28M | $26M | $31M | $30M | $20M | $23M | $27M | $32M | $25M | $14M | $18M | $22M | |
| Deferred Tax | $-27M | $-35M | $-12M | $-4M | $-15M | $-23M | $-9M | $-21M | $-400.0K | $-15M | $-22M | $-53M | |
| Amort. of Intangibles | $79M | $78M | $66M | $44M | $47M | $56M | $57M | $47M | $40M | $36M | $36M | $22M | |
| Restructuring | · | · | · | · | · | · | · | · | $4M | $2M | $11M | $14M | |
| Other Non-cash | $35M | $-89M | $-69M | $-134M | $-155M | $126M | $9M | $-127M | $-129M | $110M | $466M | $31M | |
| Operating Cash Flow | $554M | $476M | $545M | $464M | $387M | $578M | $550M | $332M | $237M | $404M | $380M | $307M | |
| CapEx | $148M | $170M | $188M | $178M | $148M | $122M | $141M | $113M | $105M | $138M | $106M | $127M | |
| Investing Cash Flow | $-148M | $-305M | $-806M | $-573M | $-174M | $-154M | $-365M | $-865M | $-449M | $-211M | $-265M | $-195M | |
| Debt Issued | $97M | $1.86B | $1.56B | $1.40B | $325M | $562M | $663M | $1.39B | $928M | $340M | $266M | $346M | |
| Net Debt Issued | $-268M | $19M | $236M | $421M | $-13M | $-196M | $29M | $727M | $243M | $-5M | $75M | $96M | |
| Stock Issued | · | · | · | · | · | · | · | $13M | $33M | $4M | $4M | $17M | |
| Stock Repurchased | $57M | $40M | $251M | $212M | $93M | $49M | $63M | $98M | $43M | $101M | $310M | $271M | |
| Net Stock Activity | $-57M | $-40M | $-251M | $-212M | $-93M | $-49M | $-63M | $-86M | $-10M | $-97M | $-306M | $-254M | |
| Dividends Paid | $98M | $96M | $94M | $92M | $92M | $87M | $85M | $86M | $83M | $82M | $87M | $90M | |
| Financing Cash Flow | $-437M | $-195M | $347M | $207M | $-269M | $-331M | $-101M | $553M | $168M | $-169M | $-247M | $-202M | |
| Net Change in Cash | $-8M | $-46M | $79M | $83M | $-63M | $105M | $83M | $8M | $-26M | $22M | $-149M | $-106M | |
| Taxes Paid | $145M | $184M | $240M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $406M | $306M | $357M | $285M | $239M | $456M | $410M | $220M | $132M | $264M | $269M | $180M | |
| Levered FCF | · | · | $272M | $229M | $192M | $406M | $352M | $178M | $101M | $240M | $225M | $156M |
Profitability 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | 28.6% | 26.7% | 28.7% | 30.1% | 29.0% | 27.0% | 26.0% | 27.6% | 29.2% | |
| Operating Margin | 11.8% | 13.4% | 13.8% | 13.5% | 12.4% | 13.0% | 13.6% | 12.7% | 9.5% | 7.3% | -5.3% | 6.8% | |
| Net Margin | 6.3% | 7.7% | 8.3% | 9.1% | 8.9% | 8.1% | 9.6% | 8.5% | 6.8% | 5.7% | -2.5% | 5.5% | |
| Pretax Margin | 9.1% | 10.8% | 11.1% | 12.2% | 11.5% | 11.3% | 12.5% | 14.9% | 11.7% | 10.2% | 12.7% | 10.8% | |
| EBITDA Margin | 16.8% | 18.2% | 18.0% | 17.1% | 16.5% | 17.7% | 17.9% | 16.8% | 14.1% | 12.2% | -0.72% | 11.2% | |
| ROA | 4.4% | 5.5% | 6.4% | 7.4% | 7.2% | 5.8% | 7.7% | 7.7% | 6.6% | 5.5% | -2.5% | 4.6% | |
| ROE | 9.6% | 13.0% | 16.2% | 17.9% | 16.6% | 14.1% | 21.0% | 20.0% | 14.9% | 11.7% | -4.9% | 8.1% | |
| ROIC | 8.1% | 9.5% | 10.2% | 10.9% | 17.6% | 9.0% | 11.4% | 11.2% | 9.9% | 7.5% | -10.2% | 8.3% |
Liquidity & Solvency 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 3.1 | 1.8 | 2.5 | 2.5 | 2.4 | 2.5 | 2.5 | 2.2 | 2.7 | 2.4 | 2.8 | |
| Quick Ratio | 1.1 | 1.3 | 0.7 | 1.0 | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | 1.3 | 1.2 | 1.4 | |
| Debt / Equity | 0.6 | 0.7 | 0.9 | 0.9 | 0.0 | 0.7 | 0.9 | 1.1 | 0.7 | 0.5 | 0.5 | 0.3 | |
| LT Debt / Equity | 0.6 | 0.7 | 0.7 | 0.8 | · | 0.7 | 0.9 | 1.0 | 0.6 | 0.5 | 0.4 | 0.3 | |
| Interest Coverage | · | · | 5.9 | 8.1 | 8.7 | 6.7 | 7.2 | 8.8 | 7.7 | 5.8 | -4.5 | 7.3 |
Efficiency 3
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | 0.7 | 0.8 | 0.9 | 1.0 | 1.0 | 1.0 | 0.8 | |
| Inventory Turnover | 2.6 | 2.6 | 2.7 | 2.9 | 3.2 | 3.0 | 3.2 | 3.3 | 3.4 | 3.6 | 3.7 | 3.7 | |
| Receivables Turnover | 6.8 | 6.8 | 7.0 | 6.8 | 6.8 | 6.2 | 6.9 | 7.1 | 6.2 | 6.0 | 6.2 | 6.7 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.19% | -4.1% | 6.1% | 8.8% | 17.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.63% | 3.4% | 10.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -17.6% | -8.8% | -0.18% | 14.4% | 28.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -9.1% | 1.4% | 13.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 2.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.2% | -10.5% | -3.3% | 10.4% | 29.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -10.9% | -1.5% | 11.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 0.27% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 2.5% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 6
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.58B | $4.57B | $4.77B | $4.50B | $4.13B | $3.51B | $3.79B | $3.58B | $3.00B | $2.67B | $2.87B | $3.08B | |
| Net Income TTM | $288M | $353M | $394M | $407M | $369M | $284M | $362M | $303M | $203M | $141M | $189M | $171M | |
| P/E | 20.5 | 14.3 | 14.7 | 12.9 | 14.5 | 20.8 | 12.0 | 9.7 | 19.1 | 22.3 | 12.9 | 22.8 | |
| Earnings Yield | 4.9% | 7.0% | 6.8% | 7.8% | 6.9% | 4.8% | 8.4% | 10.3% | 5.2% | 4.5% | 7.7% | 4.4% | |
| Payout Ratio | 34.1% | 27.3% | 23.8% | 22.5% | 25.0% | 30.6% | 23.4% | 28.3% | 40.9% | 53.5% | -122.9% | 52.9% | |
| Annual Payout | $98M | $96M | $94M | $92M | $92M | $87M | $85M | $86M | $83M | $82M | $87M | $90M |
Income Statement 16
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.26B | $1.23B | $1.11B | $1.16B | $1.17B | $1.14B | $1.07B | $1.13B | $1.18B | $1.19B | $1.09B | $1.14B | $1.27B | $1.26B | $1.08B | $1.14B | |
| Cost of Revenue | $862M | $837M | $786M | $808M | $813M | $782M | $748M | $782M | $809M | $793M | $760M | $787M | $867M | $846M | $774M | $803M | |
| Gross Profit | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $296M | $323M | |
| SG&A Expense | $206M | $201M | $187M | $186M | $190M | $185M | $188M | $190M | $184M | $191M | $190M | $180M | $185M | $187M | $167M | $160M | |
| Operating Income | $85M | $169M | $109M | $139M | $148M | $144M | $113M | $146M | $167M | $185M | $119M | $150M | $201M | $188M | $127M | $132M | |
| Interest Expense | · | · | · | · | · | · | · | $30M | $35M | $32M | · | $28M | $28M | $24M | · | $19M | |
| Interest Income | $2M | $2M | $3M | $2M | $3M | $2M | $4M | $3M | $5M | $3M | $3M | $3M | $2M | $2M | $1M | $1M | |
| Other Non-op | $-2M | $-2M | $600.0K | $-6M | $-3M | $-300.0K | $2M | $-6M | $1M | $-900.0K | $-7M | $400.0K | $2M | $3M | $4M | $2M | |
| Pretax Income | $58M | $143M | $74M | $108M | $116M | $118M | $91M | $112M | $138M | $153M | $62M | $124M | $177M | $168M | $124M | $117M | |
| Income Tax | $21M | $37M | $8M | $33M | $31M | $27M | $16M | $25M | $36M | $43M | $-400.0K | $33M | $47M | $42M | $25M | $27M | |
| Net Income | $29M | $98M | $62M | $69M | $78M | $78M | $71M | $82M | $96M | $104M | $59M | $88M | $125M | $122M | $97M | $87M | |
| EPS (Basic) | $0.42 | $1.41 | $0.89 | $0.99 | $1.13 | $1.12 | $1.01 | $1.17 | $1.37 | $1.47 | $0.85 | $1.24 | $1.74 | $1.69 | $1.34 | $1.19 | |
| EPS (Diluted) | $0.41 | $1.40 | $0.89 | $0.99 | $1.12 | $1.11 | $1.01 | $1.16 | $1.36 | $1.46 | $0.84 | $1.23 | $1.73 | $1.67 | $1.32 | $1.18 | |
| Shares (Basic) | 69,468,880 | 69,582,824 | -139,660,337 | 69,650,093 | 69,751,965 | 70,024,836 | -140,553,992 | 70,120,860 | 70,364,539 | 70,266,660 | -143,883,788 | 70,878,673 | 71,882,843 | 72,499,928 | -148,018,272 | 73,177,956 | |
| Shares (Diluted) | 70,090,431 | 70,204,689 | -140,464,506 | 70,107,191 | 70,075,084 | 70,513,937 | -141,642,528 | 70,663,741 | 70,849,254 | 70,880,015 | -145,327,570 | 71,535,609 | 72,512,991 | 73,360,854 | -149,271,362 | 73,866,743 | |
| EBITDA | $144M | $228M | · | $198M | $205M | $199M | · | $202M | $221M | $240M | · | $202M | $252M | $233M | · | $172M |
Balance Sheet 24
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $399M | $345M | $364M | $449M | $419M | $376M | $373M | $413M | $470M | $422M | · | $368M | $344M | $330M | · | $301M | |
| Receivables | $823M | $809M | $689M | $756M | $786M | $745M | $665M | $762M | $790M | $770M | · | $706M | $812M | $758M | · | $736M | |
| Inventory | $1.25B | $1.27B | $1.24B | $1.23B | $1.22B | $1.20B | $1.20B | $1.26B | $1.23B | $1.23B | · | $1.20B | $1.25B | $1.21B | · | $1.13B | |
| Prepaid Expense | $53M | $58M | $46M | $46M | $46M | $51M | $40M | $42M | $45M | $52M | · | $42M | $45M | $48M | · | $40M | |
| Other Current Assets | $143M | $113M | $119M | $92M | $92M | $90M | $103M | $97M | $86M | $90M | · | $145M | $128M | $123M | · | $160M | |
| Current Assets | $2.84B | $2.75B | $2.60B | $2.73B | $2.72B | $2.62B | $2.52B | $2.73B | $2.77B | $2.70B | · | $2.61B | $2.71B | $2.59B | · | $2.45B | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | $1.25B | $1.26B | $1.23B | · | $1.07B | |
| Goodwill | $1.52B | $1.53B | $1.49B | $1.48B | $1.49B | $1.42B | $1.38B | $1.47B | $1.35B | $1.35B | $1.37B | $1.26B | $1.20B | $1.08B | $1.10B | $979M | |
| Intangibles | $956M | $1.03B | $1.00B | $1.02B | $1.04B | $1.01B | $1.01B | $1.06B | $968M | $990M | · | $935M | $876M | $755M | · | $595M | |
| Other Non-current Assets | $23M | $23M | $24M | $30M | $30M | $29M | $26M | $29M | $28M | $29M | · | $29M | $28M | $26M | · | $26M | |
| Total Assets | $6.83B | $6.88B | $6.68B | $6.80B | $6.81B | $6.57B | $6.41B | $6.77B | $6.58B | $6.54B | · | $6.24B | $6.25B | $5.85B | · | $5.28B | |
| Accounts Payable | $371M | $380M | $353M | $345M | $347M | $338M | $322M | $345M | $370M | $373M | · | $344M | $392M | $390M | · | $373M | |
| Short-term Debt | $26M | $29M | $24M | $12M | $39M | $7M | $9M | $26M | $28M | $243M | · | $242M | $50M | $46M | · | $51M | |
| Current Liabilities | $918M | $957M | $922M | $879M | $870M | $832M | $820M | $910M | $941M | $1.44B | · | $1.50B | $1.02B | $940M | · | $1.21B | |
| Capital Leases | $94M | $99M | $101M | $94M | $86M | $89M | $84M | $76M | $78M | $82M | · | $73M | $70M | $68M | · | $67M | |
| Deferred Tax | $151M | $160M | $147M | $164M | $169M | $172M | $175M | $198M | $182M | $185M | · | $190M | $167M | $138M | · | $114M | |
| Other Non-current Liabilities | $97M | $98M | $100M | $104M | $102M | $111M | $110M | $112M | $105M | $108M | · | $100M | $102M | $101M | · | $96M | |
| Long-term Debt | $2.05B | $2.04B | $1.90B | $2.10B | $2.16B | $2.12B | $2.05B | $2.21B | $2.15B | $2.16B | · | $1.96B | $2.05B | $1.98B | · | $1.73B | |
| Total Debt | $2.08B | $2.07B | · | $2.11B | $2.20B | $2.13B | · | $2.24B | $2.18B | $2.40B | · | $2.20B | $2.10B | $2.03B | · | $1.78B | |
| Retained Earnings | $2.76B | $2.75B | $2.68B | $2.64B | $2.60B | $2.54B | $2.49B | $2.44B | $2.38B | $2.31B | · | $2.20B | $2.13B | $2.03B | · | $1.86B | |
| Treasury Stock | $796M | $775M | $738M | $726M | $726M | $703M | $671M | $662M | $660M | $629M | · | $587M | $522M | $420M | · | $333M | |
| AOCI | $-125M | $-120M | $-96M | $-112M | $-100M | $-239M | $-302M | $-147M | $-224M | $-198M | · | $-241M | $-178M | $-157M | · | $-289M | |
| Stockholders' Equity | $3.19B | $3.21B | $3.18B | $3.13B | $3.09B | $2.92B | $2.83B | $2.93B | $2.80B | $2.61B | · | $2.48B | $2.53B | $2.35B | · | $2.09B | |
| Liabilities + Equity | $6.83B | $6.88B | $6.68B | $6.80B | $6.81B | $6.57B | $6.41B | $6.77B | $6.58B | $6.54B | · | $6.24B | $6.25B | $5.85B | · | $5.28B |
Cash Flow 17
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $60M | $59M | $59M | $59M | $57M | $55M | $56M | $56M | $54M | $55M | $52M | $52M | $51M | $46M | $42M | $40M | |
| Stock-based Comp | $7M | $8M | $8M | $6M | $7M | $8M | $9M | $5M | $7M | $4M | $8M | $6M | $6M | $11M | $8M | $7M | |
| Deferred Tax | $800.0K | $2M | $-17M | $-9M | $-700.0K | $0 | $-27M | $-3M | $-900.0K | $-4M | $-15M | $600.0K | $0 | $3M | $-8M | $2M | |
| Amort. of Intangibles | $21M | $21M | $20M | $20M | $20M | $19M | $19M | $20M | $19M | $20M | $17M | $18M | $17M | $14M | $12M | $11M | |
| Other Non-cash | · | $-127M | · | · | · | $-82M | · | · | · | $-110M | · | · | · | $-103M | · | · | |
| Operating Cash Flow | $107M | $39M | $183M | $201M | $111M | $59M | $179M | $123M | $125M | $49M | $128M | $194M | $144M | $79M | $242M | $145M | |
| CapEx | $27M | $39M | $43M | $37M | $33M | $35M | $54M | $35M | $37M | $44M | $53M | $44M | $50M | $42M | $56M | $47M | |
| Investing Cash Flow | $-24M | $-157M | $-41M | $-46M | $-29M | $-32M | $-55M | $-191M | $-35M | $-24M | $-207M | $-187M | $-348M | $-64M | $-331M | $-43M | |
| Debt Issued | $192M | $276M | $36M | $15M | $46M | $0 | $342M | $209M | $1.10B | $203M | $373M | $423M | $632M | $137M | $715M | $0 | |
| Net Debt Issued | · | $58M | · | · | · | $-1M | · | · | · | $6M | · | · | · | $54M | · | · | |
| Stock Repurchased | $20M | $28M | $12M | $0 | $23M | $23M | $9M | $2M | $30M | $0 | $32M | $64M | $100M | $54M | $18M | $49M | |
| Net Stock Activity | · | $-28M | · | · | · | $-23M | · | · | · | $0 | · | · | · | $-54M | · | · | |
| Dividends Paid | $25M | $25M | $24M | $24M | $24M | $25M | $24M | $24M | $24M | $24M | $23M | $23M | $24M | $24M | $22M | $23M | |
| Financing Cash Flow | $-27M | $102M | $-230M | $-122M | $-54M | $-31M | $-141M | $-2M | $-37M | $-15M | $112M | $27M | $226M | $-18M | $118M | $-89M | |
| Net Change in Cash | $55M | $-20M | $-86M | $31M | $44M | $3M | $-40M | $-58M | $49M | $3M | $44M | $23M | $13M | $-2M | $39M | $-4M | |
| Free Cash Flow | · | $500.0K | · | · | · | $23M | · | · | · | $5M | · | · | · | $37M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-18M | · | · | · | $19M | · | · |
Profitability 8
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 28.4% | |
| Operating Margin | 6.7% | 13.7% | · | 12.0% | 12.6% | 12.6% | · | 13.0% | 14.1% | 15.5% | · | 13.1% | 15.8% | 14.9% | · | 11.6% | |
| Net Margin | 2.3% | 8.0% | · | 6.0% | 6.7% | 6.9% | · | 7.3% | 8.1% | 8.7% | · | 7.7% | 9.8% | 9.7% | · | 7.7% | |
| Pretax Margin | 4.6% | 11.6% | · | 9.3% | 9.9% | 10.4% | · | 10.0% | 11.7% | 12.9% | · | 10.9% | 13.9% | 13.3% | · | 10.3% | |
| EBITDA Margin | 11.5% | 18.5% | · | 17.1% | 17.5% | 17.5% | · | 18.0% | 18.7% | 20.2% | · | 17.7% | 19.8% | 18.5% | · | 15.1% | |
| ROA | 0.42% | 1.5% | · | 1.0% | 1.2% | 1.2% | · | 1.3% | 1.5% | 1.7% | · | 1.5% | 2.1% | 2.2% | · | 1.7% | |
| ROE | 0.92% | 3.2% | · | 2.3% | 2.7% | 2.8% | · | 3.0% | 3.6% | 4.2% | · | 3.9% | 5.3% | 5.3% | · | 4.0% | |
| ROIC | 1.0% | 2.4% | · | 1.8% | 2.1% | 2.2% | · | 2.2% | 2.5% | 2.7% | · | 2.3% | 3.2% | 3.2% | · | 2.6% |
Liquidity & Solvency 5
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.1 | 2.9 | · | 3.1 | 3.1 | 3.1 | · | 3.0 | 2.9 | 1.9 | · | 1.7 | 2.7 | 2.8 | · | 2.0 | |
| Quick Ratio | 1.3 | 1.2 | · | 1.4 | 1.4 | 1.3 | · | 1.3 | 1.3 | 0.8 | · | 0.7 | 1.1 | 1.2 | · | 0.9 | |
| Debt / Equity | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | 0.8 | 0.9 | · | 0.9 | |
| LT Debt / Equity | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.8 | 0.7 | · | 0.6 | 0.8 | 0.8 | · | 0.7 | |
| Interest Coverage | · | · | · | · | · | · | · | 4.8 | 4.8 | 5.7 | · | 5.4 | 7.1 | 7.8 | · | 6.8 |
Efficiency 3
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.6 | · | 0.6 | 0.7 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.8 | |
| Receivables Turnover | 1.6 | 1.6 | · | 1.5 | 1.5 | 1.5 | · | 1.5 | 1.5 | 1.6 | · | 1.6 | 1.6 | 1.7 | · | 1.6 |
Valuation (TTM) 5
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.82B | $4.70B | · | $4.54B | $4.51B | $4.52B | · | $4.59B | $4.61B | $4.70B | · | $4.76B | $4.75B | $4.63B | · | $4.42B | |
| Net Income TTM | $275M | $324M | · | $297M | $310M | $328M | · | $340M | $346M | $375M | · | $433M | $432M | $412M | · | $373M | |
| P/E | 37.1 | 21.8 | · | 17.8 | 16.5 | 15.5 | · | 17.5 | 16.4 | 16.7 | · | 12.4 | 15.5 | 14.6 | · | 11.9 | |
| Earnings Yield | 2.7% | 4.6% | · | 5.6% | 6.1% | 6.5% | · | 5.7% | 6.1% | 6.0% | · | 8.1% | 6.5% | 6.8% | · | 8.4% | |
| Payout Ratio | · | 25.8% | · | · | · | 32.1% | · | · | · | 23.7% | · | · | · | 19.3% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $4.58B | $4.57B | $4.77B | $4.50B | $4.13B |
| Gross Margin % | — | — | — | 28.6% | 26.7% |
| Operating Margin % | 11.8% | 13.4% | 13.8% | 13.5% | 12.4% |
| Net Income | $288M | $353M | $394M | $407M | $369M |
| Diluted EPS | $4.11 | $4.99 | $5.47 | $5.48 | $4.79 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.6 | 0.7 | 0.9 | 0.9 | 0.0 |
| Current Ratio | 2.8 | 3.1 | 1.8 | 2.5 | 2.5 |
| Quick Ratio | 1.1 | 1.3 | 0.7 | 1.0 | 1.0 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $406M | $306M | $357M | $285M | $239M |
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Institutional owners (13F) 643 filers · $6.8B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 143 (+22 vs prior Q) | 54 (+14 vs prior Q) | 193 (+19 vs prior Q) | 163 (+21 vs prior Q) | +8.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $483,799,199 | 3,329,199 | 7.13% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $422,220,919 | 2,905,456 | 6.22% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $411,640,262 | 2,832,647 | 6.07% | Shares |
| STATE STREET CORP | $295,660,079 | 2,034,545 | 4.36% | Shares |
| BROWN ADVISORY INC | $246,299,250 | 1,694,875 | 3.63% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $227,469,633 | 1,565,007 | 3.35% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $195,855,612 | 1,347,754 | 2.89% | Shares |
| FMR LLC | $184,884,942 | 1,272,261 | 2.72% | Shares |
| EARNEST PARTNERS LLC | $164,970,606 | 1,135,223 | 2.43% | Shares |
| NORGES BANK | $144,656,469 | 995,434 | 2.13% | Shares |
| TWO SIGMA INVESTMENTS, LP | $141,798,024 | 975,764 | 2.09% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $138,757,203 | 954,839 | 2.04% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $120,390,063 | 828,448 | 1.77% | Shares |
| KEYBANK NATIONAL ASSOCIATION/OH | $120,374,080 | 828,338 | 1.77% | Shares |
| Balyasny Asset Management L.P. | $117,647,294 | 809,574 | 1.73% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $105,920,000 | 728,874 | 1.56% | Shares |
| Channing Capital Management, LLC | $104,972,774 | 722,356 | 1.55% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $104,852,449 | 721,528 | 1.54% | Shares |
| Alyeska Investment Group, L.P. | $89,316,869 | 614,622 | 1.32% | Shares |
| Quantinno Capital Management LP | $88,873,442 | 611,570 | 1.31% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $79,476,961 | 546,910 | 1.17% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $75,976,929 | 522,825 | 1.12% | Shares |
| Nuveen, LLC | $75,397,683 | 518,839 | 1.11% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $72,246,274 | 497,153 | 1.06% | Shares |
| Gotham Asset Management, LLC | $67,230,699 | 462,639 | 0.99% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $63,066,846 | 433,986 | 0.93% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $62,007,317 | 426,695 | 0.91% | Shares |
| AGF MANAGEMENT LTD | $58,719,743 | 404,072 | 0.87% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $58,085,131 | 399,705 | 0.86% | Shares |
| GOLDMAN SACHS GROUP INC | $56,412,207 | 388,193 | 0.83% | Shares |
| DEPRINCE RACE & ZOLLO INC | $55,855,271 | 555,387 | 0.82% | Shares |
| TD Asset Management Inc | $50,692,848 | 348,836 | 0.75% | Shares |
| COOKE & BIELER LP | $49,079,069 | 337,731 | 0.72% | Shares |
| Owls Nest Partners IA, LLC | $48,625,961 | 334,613 | 0.72% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $46,421,017 | 319,440 | 0.68% | Shares |
| Bridgewater Associates, LP | $43,991,852 | 302,724 | 0.65% | Shares |
| GABELLI FUNDS LLC | $40,116,313 | 276,055 | 0.59% | Shares |
| AMERICAN CENTURY COMPANIES INC | $39,909,778 | 274,632 | 0.59% | Shares |
| Squarepoint Ops LLC | $39,867,379 | 274,342 | 0.59% | Shares |
| Robeco Schweiz AG | $34,177,811 | 235,190 | 0.50% | Shares |
| CRAMER ROSENTHAL MCGLYNN LLC | $34,114,451 | 234,754 | 0.50% | Shares |
| VANGUARD GROUP INC | $32,402,585 | 385,149 | 0.48% | Shares |
| FIRST TRUST ADVISORS LP | $31,049,216 | 213,661 | 0.46% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $30,033,284 | 206,670 | 0.44% | Shares |
| ROYCE & ASSOCIATES LP | $29,294,623 | 201,587 | 0.43% | Shares |
| AMERIPRISE FINANCIAL INC | $29,128,086 | 200,441 | 0.43% | Shares |
| Lodge Hill Capital, LLC | $29,064,000 | 200,000 | 0.43% | Shares |
| PEAK6 LLC | $28,380,996 | 195,300 | 0.42% | Call option |
| MILLENNIUM MANAGEMENT LLC | $27,753,214 | 190,980 | 0.41% | Shares |
| ALLIANCEBERNSTEIN L.P. | $26,905,995 | 267,535 | 0.40% | Shares |
| STANSBERRY ASSET MANAGEMENT, LLC | $26,410,388 | 181,740 | 0.39% | Shares |
| BECKER CAPITAL MANAGEMENT INC | $25,606,983 | 176,211 | 0.38% | Shares |
| Cartenna Capital, LP | $25,431,000 | 175,000 | 0.37% | Shares |
| NEUBERGER BERMAN GROUP LLC | $25,409,203 | 174,850 | 0.37% | Shares |
| TD Waterhouse Canada Inc. | $25,320,078 | 178,506 | 0.37% | Shares |
| RHUMBLINE ADVISERS | $24,742,717 | 170,264 | 0.36% | Shares |
| Dilation Capital Management LP | $24,115,127 | 165,945 | 0.36% | Shares |
| BANK OF NOVA SCOTIA | $22,879,183 | 157,439 | 0.34% | Shares |
| TWO SIGMA ADVISERS, LP | $22,680,691 | 269,591 | 0.33% | Shares |
| Clean Energy Transition LLP | $22,585,489 | 155,419 | 0.33% | Shares |
| Walleye Capital LLC | $22,318,827 | 153,584 | 0.33% | Shares |
| California Public Employees Retirement System | $21,643,380 | 148,936 | 0.32% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $21,171,953 | 145,701 | 0.31% | Shares |
| RAYMOND JAMES FINANCIAL INC | $19,801,913 | 136,264 | 0.29% | Shares |
| BRANDES INVESTMENT PARTNERS, LP | $18,843,354 | 129,668 | 0.28% | Shares |
| Swiss National Bank | $18,818,940 | 129,500 | 0.28% | Shares |
| Swedbank AB | $18,484,704 | 127,200 | 0.27% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $18,405,941 | 126,658 | 0.27% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $17,235,284 | 171,376 | 0.25% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $17,020,023 | 117,121 | 0.25% | Shares |
| PINNBROOK CAPITAL MANAGEMENT LP | $16,493,820 | 113,500 | 0.24% | Shares |
| Wealth High Governance Capital Ltda | $16,049,867 | 110,445 | 0.24% | Shares |
| BW Gestao de Investimentos Ltda. | $16,049,867 | 110,445 | 0.24% | Shares |
| BANK OF AMERICA CORP /DE/ | $15,577,578 | 107,195 | 0.23% | Shares |
| Retirement Systems of Alabama | $15,318,327 | 105,411 | 0.23% | Shares |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $15,311,351 | 105,363 | 0.23% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14,924,364 | 102,700 | 0.22% | Call option |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $14,868,125 | 102,313 | 0.22% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $14,646,367 | 100,787 | 0.22% | Shares |
| Troluce Capital Advisors LLC | $14,299,488 | 98,400 | 0.21% | Call option |
| CANADA PENSION PLAN INVESTMENT BOARD | $13,776,336 | 94,800 | 0.20% | Shares |
| Cinctive Capital Management LP | $13,156,546 | 90,535 | 0.19% | Shares |
| Granite Investment Partners, LLC | $12,999,746 | 89,456 | 0.19% | Shares |
| BlackRock, Inc. | $11,972,043 | 82,384 | 0.18% | Shares |
| CONGRUENCE CAPITAL, LLC | $11,603,802 | 79,850 | 0.17% | Shares |
| Daiwa Securities Group Inc. | $11,366,058 | 78,214 | 0.17% | Shares |
| Rockefeller Capital Management L.P. | $11,272,472 | 77,570 | 0.17% | Shares |
| CASTLEARK MANAGEMENT LLC | $10,957,128 | 75,400 | 0.16% | Shares |
| Pembroke Management, LTD | $10,791,027 | 74,257 | 0.16% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10,684,362 | 73,523 | 0.16% | Shares |
| TEMA ETFS LLC | $10,631,929 | 126,375 | 0.16% | Shares |
| Advisors Capital Management, LLC | $10,388,575 | 71,487 | 0.15% | Shares |
| Point72 Asset Management, L.P. | $10,289,383 | 70,805 | 0.15% | Shares |
| PEREGRINE INVESTMENT MANAGEMENT INC | $10,172,400 | 70,000 | 0.15% | Shares |
| SOROS FUND MANAGEMENT LLC | $10,172,400 | 70,000 | 0.15% | Shares |
| SCOPUS ASSET MANAGEMENT, L.P. | $10,172,400 | 70,000 | 0.15% | Put option |
| CITADEL ADVISORS LLC | $10,124,880 | 69,673 | 0.15% | Shares |
| Steward Partners Investment Advisory, LLC | $9,653,169 | 66,427 | 0.14% | Shares |
| Phocas Financial Corp. | $9,574,844 | 65,888 | 0.14% | Shares |
| Baker Ellis Asset Management LLC | $9,481,111 | 65,243 | 0.14% | Shares |
Company insiders 50 insiders · 20 officers · 27 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Lucian Boldea | President and CEO | Sept. 1, 2025 A | — | 0 | 0 | $0 |
| Tarak Mehta | President and CEO | Feb. 13, 2025 A | 29,970 | 0 | 0 | $0 |
| James W Griffith | President and CEO | Feb. 13, 2014 A | 381,774 | 0 | 0 | $0 |
| Philip D. Fracassa | EVP & CFO | Feb. 18, 2025 S | 101,483 | 0 | 0 | $0 |
| Salvatore J Miraglia JR | President - Steel | Dec. 31, 2012 M | 59,999 | 0 | 0 | $0 |
| Hansal N. Patel | EVP, GC and Secretary | Aug. 27, 2025 S | 22,561 | 0 | 1 | $-385,381 |
| Christopher A Coughlin | EVP & Pres. Industrial Motion | March 31, 2025 F | 99,620 | 0 | 0 | $0 |
| Natasha Pollock | VP, CHRO | Feb. 13, 2025 A | 13,147 | 0 | 0 | $0 |
| Karl Andreas Roellgen | EVP&Pres. Engineered Bearings | Feb. 13, 2025 A | 84,800 | 0 | 0 | $0 |
| Bo Hans Olof Landin | Group Vice President | June 1, 2022 F | 29,826 | 0 | 0 | $0 |
| Ronald J Myers | EVP - Human Resources | May 4, 2021 M | 25,561 | 0 | 0 | $0 |
| Shelly Marie Chadwick | Chief Accounting Officer | Aug. 12, 2020 M | 6,204 | 0 | 0 | $0 |
| Carolyn Cheverine | EVP, GC and Secretary | Feb. 12, 2018 A | 11,961 | 0 | 0 | $0 |
| William R Burkhart | EVP, GC and Secretary | May 10, 2017 M | 41,240 | 0 | 0 | $0 |
| John Theodore Mihaila | Sr VP and Controller | Feb. 12, 2016 F | 9,331 | 0 | 0 | $0 |
| Glenn A Eisenberg | Ex VP Finance & Administration | Feb. 14, 2014 M | 61,605 | 0 | 0 | $0 |
| Donald L Walker | Sr VP - HR and Org Advancement | Feb. 13, 2014 A | 29,558 | 0 | 0 | $0 |
| Michael C Arnold | ExVP Brngs & Pwr Transmission | Nov. 29, 2010 S | 60,966 | 0 | 0 | $0 |
| Alastair R Deane | Senior VP - Technology | Feb. 5, 2008 F | 10,390 | 0 | 0 | $0 |
| Sallie B Bailey | Sr. VP Finance and Controller | April 20, 2006 F | 20,036 | 0 | 0 | $0 |
| Ajita G Rajendra | Director | June 5, 2026 S | 20,225 | 0 | 1 | $-1,109,823 |
| Todd M. Leombruno | Director | May 8, 2026 A | 2,270 | 0 | 0 | $0 |
| Frank C Sullivan | Director | May 8, 2026 A | 69,467 | 0 | 0 | $0 |
| Christopher L Mapes | Director | May 8, 2026 A | 30,585 | 0 | 0 | $0 |
| Ward J Timken JR | Director | May 8, 2026 A | 268,636 | 0 | 0 | $0 |
| John M Timken JR | Director | May 8, 2026 A | 264,744 | 0 | 1 | $-1,747,650 |
| Elizabeth Ann Harrell | Director | May 2, 2025 A | 17,928 | 0 | 0 | $0 |
| Sarah C Lauber | Director | May 2, 2025 A | 8,755 | 0 | 0 | $0 |
| Maria A Crowe | Director | May 2, 2025 A | 27,666 | 0 | 0 | $0 |
| PALMER JAMES F | Director | May 2, 2025 A | 23,360 | 0 | 0 | $0 |
| John A Luke JR | Director | May 5, 2024 A | 75,161 | 0 | 0 | $0 |
| Jacqueline F Woods | Director | May 6, 2023 A | 17,080 | 0 | 0 | $0 |
| Joseph W Ralston | Director | May 8, 2019 A | 56,670 | 0 | 0 | $0 |
| John Paul Reilly | Director | May 7, 2015 A | 27,652 | 0 | 0 | $0 |
| Phillip R Cox | Director | May 13, 2014 A | 23,965 | 0 | 0 | $0 |
| CREEL DIANE C | Director | May 13, 2014 A | 6,250 | 0 | 0 | $0 |
| Ward Jackson Timken | Director | Nov. 29, 2013 G | 47,417 | 0 | 0 | $0 |
| John M Ballbach | Director | May 7, 2013 A | 18,916 | 0 | 0 | $0 |
| Jerry J Jasinowski | Director | May 11, 2010 A | 18,000 | 0 | 0 | $0 |
| Joseph F Toot JR | Director | Aug. 1, 2008 G | 61,724 | 0 | 0 | $0 |
| Robert W Mahoney | Director | May 1, 2008 A | 9,000 | 0 | 0 | $0 |
| Jay A Precourt | Director | Dec. 30, 2004 A | 18,405 | 0 | 0 | $0 |
| Martin D Walker | Director | March 31, 2004 A | — | 0 | 0 | $0 |
| Stanley C Gault | Director | March 31, 2004 A | — | 0 | 0 | $0 |
| INGERSOLL RAND CO | 10% owner | Oct. 15, 2003 S | 0 | 0 | 0 | $0 |
| Richard G Kyle | — | Aug. 10, 2026 S | 183,724 | 0 | 1 | $-1,726,853 |
| Kimberly K Ryan | — | May 8, 2026 A | 2,270 | 0 | 0 | $0 |
| Jacqueline A Dedo | — | Feb. 6, 2008 F | 45,001 | 0 | 0 | $0 |
| William Robert Timken JR | — | Nov. 29, 2005 M | 286,965 | 0 | 0 | $0 |
| Roger W Lindsay | — | April 20, 2004 A | 19,799 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 5 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Relational Investors, LLC, Relational Investors Mid-Cap Fund I, L.P., Relational Investors Mid-Cap Fund II, L.P., Relational Coast Partners, L.P., Relational Fund Partners, L.P., RH Fund 1, L.P., Relational Investors IX, L.P., Relational Investors XV, L.P., Relational Investors XVI, L.P., Relational Investors XX, L.P., Relational Investors XXIII, L.P., Relational Investors XXIV, L.P., Relational Co-Investment Fund I, L.P., Ralph V. Whitworth, David H. Batchelder ×10 filings | Aug. 14, 2014 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Oct. 21, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Oct. 17, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Aug. 22, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Feb. 28, 2003 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 102 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RSHO · Tema ETF Trust | 8.86% | 189,707 NS | May 31, 2026 | N-PORT |
| FXZ · First Trust Exchange-Traded AlphaDE… | 3.51% | 121,206 NS | April 30, 2026 | N-PORT |
| FMTM · EA Series Trust | 3.32% | 34,828 NS | April 30, 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 1.21% | 546 NS | April 30, 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 1.02% | 88,386 NS | April 30, 2026 | N-PORT |
| IYM · iShares Trust | 0.82% | 63,664 SH | Aug. 8, 2026 | Daily |
| QIDX · Spinnaker ETF Series | 0.71% | 2,451 NS | April 30, 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.68% | 8,557 NS | May 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.53% | 54,296 SH | Aug. 8, 2026 | Daily |
| IJJ · iShares Trust | 0.46% | 322,355 SH | Aug. 8, 2026 | Daily |
| CZA · Invesco Exchange-Traded Fund Trust | 0.44% | 6,441 SH | Aug. 8, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.43% | 16,754 NS | April 30, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.38% | 15,069 NS | April 30, 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0.32% | 85 NS | May 29, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.31% | 2,275 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.30% | 204,948 NS | April 30, 2026 | N-PORT |
| XJH · iShares Trust | 0.26% | 8,547 SH | Aug. 8, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.25% | 102,036 SH | Aug. 8, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.25% | 305,684 NS | April 30, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.24% | 8,148 SH | Aug. 8, 2026 | Daily |
| IJH · iShares Trust | 0.22% | 2,182,091 SH | Aug. 8, 2026 | Daily |
| TRFM · ETF Series Solutions | 0.22% | 3,030 NS | April 30, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.21% | 13,542 SH | Aug. 8, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.20% | 7,222 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 910,399 SH | Aug. 8, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.18% | 18,811 SH | Aug. 8, 2026 | Daily |
| MVV · ProShares Trust | 0.18% | 2,190 NS | May 31, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.17% | 304,885 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.16% | 208,177 NS | April 30, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.15% | 3,018 NS | April 30, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.15% | 32,283 NS | April 30, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.15% | 18,051 NS | April 30, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.15% | 171,387 NS | May 31, 2026 | N-PORT |
| GMOV · GMO ETF Trust | 0.15% | 1,056 NS | May 31, 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0.14% | 3,864 NS | May 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 25,985 NS | April 30, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.14% | 19,437 SH | Aug. 8, 2026 | Daily |
| MIDU · Direxion Shares ETF Trust | 0.14% | 1,049 NS | April 30, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.13% | 78,329 SH | Aug. 8, 2026 | Daily |
| ISCG · iShares Trust | 0.12% | 9,543 SH | Aug. 8, 2026 | Daily |
| UMDD · ProShares Trust | 0.12% | 306 NS | May 31, 2026 | N-PORT |
| ISCV · iShares Trust | 0.12% | 6,575 SH | Aug. 8, 2026 | Daily |
| ISCB · iShares Trust | 0.12% | 2,695 SH | Aug. 8, 2026 | Daily |
| SMMD · iShares Trust | 0.11% | 32,103 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.11% | 1,434,099 SH | Aug. 8, 2026 | Daily |
| DEUS · DBX ETF Trust | 0.11% | 2,323 NS | May 29, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.11% | 19,688 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.10% | 725,452 SH | Aug. 8, 2026 | Daily |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.10% | 3,030 NS | May 31, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.09% | 4,777 NS | May 31, 2026 | N-PORT |