TKR Timken Company (The) Common Stock

NYSE · Machinery · 在 SEC EDGAR 上查看 ↗
$127.98
价格 · 八月 19, 2026
截至...的财报数据 八月 4, 2026
52周区间
$71–$146
76% of range
分析师评级
HOLD
17 analysts
目标价
$147
+15% upside
P/E (TTM)
20.5
ROE
9.6%
净利润率
6.3%

关于 Timken Company (The) Common Stock 公司概况（来自维基百科）

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.

阅读更多

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.

来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

TKR 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$127.98
市值
—
P/E (TTM)
20.5
每股收益 (TTM)
$4.11
营收 (TTM)
$4.58B
股息收益率
—
ROE
9.6%
负债/权益
0.6
52周区间
$71 – $146

TKR 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $4.58B
9-point trend, +52.5%
2017-12-31 → 2025-12-31
EPS $4.11
9-point trend, +59.3%
2017-12-31 → 2025-12-31
自由现金流 $406M
9-point trend, +207.4%
2017-12-31 → 2025-12-31
利润率 6.3%
6-point trend, +6.2%
2017-12-31 → 2022-12-31

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

指标
5年趋势
TKR
同行中位数
P/E (TTM)
5-point trend, +41.5%
20.5
38.2

盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
TKR
同行中位数
Operating Margin (营业利润率)
5-point trend, -5.0%
11.8%
—
Net Profit Margin (净利润率)
5-point trend, -29.6%
6.3%
6.9%
ROA
5-point trend, -39.0%
4.4%
3.9%
ROE
5-point trend, -42.2%
9.6%
8.6%
ROIC
5-point trend, -54.1%
8.1%
—

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
TKR
同行中位数
Debt / Equity (负债/股东权益比率)
5-point trend, +3144.6%
0.6
—
Current Ratio (流动比率)
5-point trend, +14.2%
2.8
2.1
Quick Ratio (速动比率)
5-point trend, +16.0%
1.1
—

成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
TKR
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +10.9%
0.19%
—
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +10.9%
0.63%
—
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +10.9%
5.5%
—
EPS YoY
5-point trend, -14.2%
-17.6%
—
Net Income YoY (净利润同比增长)
5-point trend, -21.9%
-18.2%
—

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
TKR
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, -14.2%
$4.11
—

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
TKR
同行中位数
Payout Ratio (派息率)
5-point trend, +36.4%
34.1%
—

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
—
派息率
34.1%
5年股息复合年增长率 (CAGR)
—
除息日金额
2026年5月19日$0.3600
2026年2月24日$0.3500
2025年11月25日$0.3500
2025年8月19日$0.3500
2025年5月13日$0.3500
2025年2月25日$0.3400
2024年11月19日$0.3400
2024年8月20日$0.3400
2024年5月13日$0.3400
2024年2月16日$0.3300
2023年11月13日$0.3300
2023年8月14日$0.3300
2023年5月15日$0.3300
2023年2月17日$0.3100
2022年11月18日$0.3100
2022年8月12日$0.3100
2022年5月13日$0.3100
2022年2月18日$0.3000
2021年11月19日$0.3000
2021年8月19日$0.3000

TKR 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 17 位分析师
  • 强烈买入 4 23.5%
  • 买入 6 35.3%
  • 持有 7 41.2%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

11 位分析师 · 2026-08-13
中位数目标 $150.00 +17.2%
平均目标 $147.20 +15.0%

收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期

平均惊喜
0.08%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $1.83 $1.64 0.19%
2026年3月31日 $1.67 $1.50 0.17%
2025年12月31日 $1.14 $1.10 0.04%
2025年9月30日 $1.37 $1.26 0.11%
2025年6月30日 $1.42 $1.38 0.04%
2025年3月31日 $1.40 $1.46 -0.06%

同行比较（GICS 子行业） 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
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% —

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 17
TKR 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +48.9% $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 12-point trend, +46.4% $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 9-point trend, +43.4% · · · $1.29B $1.10B $1.01B $1.14B $1.04B $812M $706M $820M $898M
R&D Expense 6-point trend, +6.7% · · · · · · $41M $37M $35M $32M $33M $39M
SG&A Expense 12-point trend, +37.9% $748M $752M $741M $637M $580M $534M $619M $581M $508M $440M $485M $542M
Operating Income 12-point trend, +159.4% $541M $611M $657M $607M $513M $455M $516M $454M $300M $244M $333M $208M
Interest Expense 10-point trend, +285.7% · · $111M $75M $59M $68M $72M $52M $37M $34M $33M $29M
Interest Income 12-point trend, +134.1% $10M $15M $9M $4M $2M $4M $5M $2M $3M $2M $3M $4M
Other Non-op 12-point trend, -225.9% $-9M $-4M $-1M $6M $2M $-1M $13M $9M $10M $-900.0K $-85M $-3M
Pretax Income 12-point trend, +25.0% $416M $494M $530M $551M $477M $396M $472M $408M $260M $285M $413M $333M
Income Tax 12-point trend, +80.4% $99M $119M $122M $134M $95M $104M $98M $103M $58M $60M $26M $55M
Net Income 12-point trend, +68.9% $288M $353M $394M $407M $369M $284M $362M $303M $203M $141M $189M $171M
EPS (Basic) 12-point trend, +118.5% $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) 12-point trend, +119.8% $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) 12-point trend, -22.8% 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) 12-point trend, -23.0% 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 12-point trend, +123.1% $771M $833M $858M $771M $681M $622M $677M $600M $422M $327M $-21M $345M
资产负债表 29
TKR 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +30.7% $364M $373M $419M $332M $257M $320M $210M $132M $122M $149M $130M $279M
Short-term Investments 5-point trend, +166.0% · · · · · · $26M $22M $16M $12M $10M ·
Receivables 12-point trend, +44.9% $689M $665M $672M $700M $626M $581M $545M $547M $525M $438M $455M $476M
Inventory 12-point trend, +112.3% $1.24B $1.20B $1.23B $1.19B $1.04B $841M $842M $836M $739M $554M $543M $586M
Prepaid Expense 12-point trend, +81.3% $46M $40M $42M $44M $32M $40M $37M $28M $30M $20M $23M $25M
Other Current Assets 12-point trend, +131.8% $119M $103M $129M $124M $150M $106M $105M $77M $81M $48M $56M $52M
Current Assets 12-point trend, +75.5% $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) 9-point trend, +54.7% · · · $1.21B $1.06B $1.04B $989M $912M $864M $804M $778M $780M
PP&E (Gross) 6-point trend, +20.3% · · · · · · $2.60B $2.49B $2.41B $2.23B $2.17B $2.16B
Accum. Depreciation 6-point trend, +16.7% · · · · · · $1.61B $1.57B $1.54B $1.43B $1.39B $1.38B
Goodwill 12-point trend, +472.8% $1.49B $1.38B $1.37B $1.10B $1.02B $1.05B $994M $960M $512M $358M $327M $260M
Intangibles 12-point trend, +318.0% $1.00B $1.01B $1.03B $765M $669M $741M $758M $733M $421M $271M $271M $240M
Other Non-current Assets 12-point trend, -54.9% $24M $26M $30M $25M $24M $22M $2.00B $37M $25M $35M $49M $52M
Total Assets 12-point trend, +122.5% $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 12-point trend, +145.4% $353M $322M $367M $404M $430M $351M $302M $273M $265M $176M $160M $144M
Short-term Debt 12-point trend, +231.1% $24M $9M $246M $46M $43M $120M $17M $34M $105M $19M $62M $7M
Current Liabilities 12-point trend, +72.7% $922M $820M $1.47B $1.01B $897M $848M $737M $686M $672M $453M $505M $534M
Capital Leases 8-point trend, +100800000.00 $101M $84M $79M $65M $78M $76M $71M $0 · · · ·
Deferred Tax 12-point trend, +3478.0% $147M $175M $186M $140M $121M $149M $168M $138M $44M $4M $4M $4M
Other Non-current Liabilities 12-point trend, +124.7% $100M $110M $110M $96M $85M $106M $84M $70M $68M $74M $68M $45M
Total Liabilities · · · · · · · $2.80B · · · ·
Long-term Debt 12-point trend, +263.0% $1.90B $2.05B $2.15B $1.92B $1.42B $1.44B $1.71B $1.65B $857M $640M $594M $523M
Total Debt 12-point trend, +262.6% $1.92B $2.06B $2.40B $1.96B $43M $1.56B $1.73B $1.68B $962M $659M $658M $530M
Common Stock Flat — no change across 3 periods · · · · · · · · · $53M $53M $53M
Retained Earnings 12-point trend, +65.8% $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 12-point trend, +44.9% $738M $671M $620M $352M $126M $9M $980M $960M $884M $892M $804M $509M
AOCI 12-point trend, +80.0% $-96M $-302M $-147M $-182M $-23M $41M $-50M $-95M $-38M $-78M $-55M $-482M
Stockholders' Equity 12-point trend, +102.0% $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 12-point trend, +122.5% $6.68B $6.41B $6.54B $5.77B $5.17B $5.04B $4.86B $4.45B $3.40B $2.76B $2.78B $3.00B
现金流 20
TKR 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +68.0% $230M $222M $201M $164M $168M $167M $161M $146M $138M $132M $131M $137M
Stock-based Comp 12-point trend, +29.8% $28M $26M $31M $30M $20M $23M $27M $32M $25M $14M $18M $22M
Deferred Tax 12-point trend, +49.0% $-27M $-35M $-12M $-4M $-15M $-23M $-9M $-21M $-400.0K $-15M $-22M $-53M
Amort. of Intangibles 12-point trend, +267.9% $79M $78M $66M $44M $47M $56M $57M $47M $40M $36M $36M $22M
Restructuring 4-point trend, -71.0% · · · · · · · · $4M $2M $11M $14M
Other Non-cash 12-point trend, +13.0% $35M $-89M $-69M $-134M $-155M $126M $9M $-127M $-129M $110M $466M $31M
Operating Cash Flow 12-point trend, +80.6% $554M $476M $545M $464M $387M $578M $550M $332M $237M $404M $380M $307M
CapEx 12-point trend, +16.9% $148M $170M $188M $178M $148M $122M $141M $113M $105M $138M $106M $127M
Investing Cash Flow 12-point trend, +23.8% $-148M $-305M $-806M $-573M $-174M $-154M $-365M $-865M $-449M $-211M $-265M $-195M
Debt Issued 12-point trend, -71.9% $97M $1.86B $1.56B $1.40B $325M $562M $663M $1.39B $928M $340M $266M $346M
Net Debt Issued 12-point trend, -381.2% $-268M $19M $236M $421M $-13M $-196M $29M $727M $243M $-5M $75M $96M
Stock Issued 5-point trend, -23.8% · · · · · · · $13M $33M $4M $4M $17M
Stock Repurchased 12-point trend, -78.8% $57M $40M $251M $212M $93M $49M $63M $98M $43M $101M $310M $271M
Net Stock Activity 12-point trend, +77.4% $-57M $-40M $-251M $-212M $-93M $-49M $-63M $-86M $-10M $-97M $-306M $-254M
Dividends Paid 12-point trend, +8.9% $98M $96M $94M $92M $92M $87M $85M $86M $83M $82M $87M $90M
Financing Cash Flow 12-point trend, -116.2% $-437M $-195M $347M $207M $-269M $-331M $-101M $553M $168M $-169M $-247M $-202M
Net Change in Cash 12-point trend, +92.2% $-8M $-46M $79M $83M $-63M $105M $83M $8M $-26M $22M $-149M $-106M
Taxes Paid 3-point trend, -39.7% $145M $184M $240M · · · · · · · · ·
Free Cash Flow 12-point trend, +125.4% $406M $306M $357M $285M $239M $456M $410M $220M $132M $264M $269M $180M
Levered FCF 10-point trend, +74.3% · · $272M $229M $192M $406M $352M $178M $101M $240M $225M $156M
盈利能力 8
TKR 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Gross Margin 9-point trend, -1.8% · · · 28.6% 26.7% 28.7% 30.1% 29.0% 27.0% 26.0% 27.6% 29.2%
Operating Margin 12-point trend, +74.3% 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 12-point trend, +13.3% 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 12-point trend, -16.1% 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 12-point trend, +49.8% 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 12-point trend, -3.5% 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 12-point trend, +18.4% 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 12-point trend, -2.4% 8.1% 9.5% 10.2% 10.9% 17.6% 9.0% 11.4% 11.2% 9.9% 7.5% -10.2% 8.3%
流动性与偿付能力 5
TKR 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +1.6% 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 12-point trend, -19.2% 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 12-point trend, +79.5% 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 11-point trend, +78.5% 0.6 0.7 0.7 0.8 · 0.7 0.9 1.0 0.6 0.5 0.4 0.3
Interest Coverage 10-point trend, -18.3% · · 5.9 8.1 8.7 6.7 7.2 8.8 7.7 5.8 -4.5 7.3
效率 3
TKR 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -14.9% 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 12-point trend, -29.9% 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 12-point trend, +1.2% 6.8 6.8 7.0 6.8 6.8 6.2 6.9 7.1 6.2 6.0 6.2 6.7
每股 5
TKR 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +93.5% $65.24 $64.64 $66.16 $60.50 $53.67 $45.98 $49.29 $45.71 $38.07 $33.70 $33.94 $33.72
Cash Flow / Share 12-point trend, +134.5% $7.89 $6.72 $7.56 $6.24 $5.03 $7.56 $7.15 $4.24 $3.00 $5.07 $4.43 $3.37
Dividend / Share 12-point trend, +39.0% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
Dividend Paid / Share 11-point trend, +35.0% · $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +119.8% $4.11 $4.99 $5.47 $5.48 $4.79 $3.72 $4.71 $3.86 $2.58 $1.78 $2.21 $1.87
增长率 10
TKR 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -98.9% 0.19% -4.1% 6.1% 8.8% 17.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -94.1% 0.63% 3.4% 10.7% · · · · · · · · ·
Revenue CAGR 5Y 5.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -161.3% -17.6% -8.8% -0.18% 14.4% 28.8% · · · · · · ·
EPS CAGR 3Y 3-point trend, -166.7% -9.1% 1.4% 13.7% · · · · · · · · ·
EPS CAGR 5Y 2.0% · · · · · · · · · · ·
Net Income YoY 5-point trend, -161.3% -18.2% -10.5% -3.3% 10.4% 29.7% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -194.9% -10.9% -1.5% 11.5% · · · · · · · · ·
Net Income CAGR 5Y 0.27% · · · · · · · · · · ·
Dividend CAGR 5Y 2.5% · · · · · · · · · · ·
估值 (TTM) 6
TKR 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +48.9% $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 12-point trend, +68.9% $288M $353M $394M $407M $369M $284M $362M $303M $203M $141M $189M $171M
P/E 12-point trend, -10.3% 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 12-point trend, +11.6% 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 12-point trend, -35.5% 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 12-point trend, +8.9% $98M $96M $94M $92M $92M $87M $85M $86M $83M $82M $87M $90M

财务报表 损益表、资产负债表、现金流量表 — 年度，近5年

损益表
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $4.58B$4.57B$4.77B$4.50B$4.13B
毛利率 % ———28.6%26.7%
营业利润率 % 11.8%13.4%13.8%13.5%12.4%
净收入 $288M$353M$394M$407M$369M
稀释后每股收益 (EPS) $4.11$4.99$5.47$5.48$4.79
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
负债/股东权益比率 0.60.70.90.90.0
流动比率 2.83.11.82.52.5
速动比率 1.11.30.71.01.0
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $406M$306M$357M$285M$239M

我的指标 您的个人关注列表 — 来自完整基本面的选定行

📊

选择对您重要的指标 — 点击上方完整基本面中任意行的 ➕。

您的选择已保存，并会跟随您浏览所有股票。

机构持有人 (13F) 644 家申报者 · $6.8B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
143 (+16 与上一季度对比) 54 (+14 与上一季度对比) 193 (+19 与上一季度对比) 163 (+20 与上一季度对比) +1.4M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD PORTFOLIO MANAGEMENT LLC $483799199 3329199 7.13% 股份
DIMENSIONAL FUND ADVISORS LP $422220919 2905456 6.22% 股份
VANGUARD CAPITAL MANAGEMENT LLC $411640262 2832647 6.06% 股份
STATE STREET CORP $295660079 2034545 4.36% 股份
BROWN ADVISORY INC $246299250 1694875 3.63% 股份
GEODE CAPITAL MANAGEMENT, LLC $227469633 1565007 3.35% 股份
VICTORY CAPITAL MANAGEMENT INC $195855612 1347754 2.89% 股份
FMR LLC $184884942 1272261 2.72% 股份
EARNEST PARTNERS LLC $164970606 1135223 2.43% 股份
NORGES BANK $144656469 995434 2.13% 股份
TWO SIGMA INVESTMENTS, LP $141798024 975764 2.09% 股份
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $138757203 954839 2.04% 股份
SEGALL BRYANT & HAMILL, LLC $120390063 828448 1.77% 股份
KEYBANK NATIONAL ASSOCIATION/OH $120374080 828338 1.77% 股份
Balyasny Asset Management L.P. $117647294 809574 1.73% 股份
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $105920000 728874 1.56% 股份
Channing Capital Management, LLC $104972774 722356 1.55% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $104852449 721528 1.54% 股份
Alyeska Investment Group, L.P. $89316869 614622 1.32% 股份
Quantinno Capital Management LP $88873442 611570 1.31% 股份
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $79476961 546910 1.17% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $75976929 522825 1.12% 股份
Nuveen, LLC $75397683 518839 1.11% 股份
PRINCIPAL FINANCIAL GROUP INC $72246274 497153 1.06% 股份
Gotham Asset Management, LLC $67230699 462639 0.99% 股份
NEW YORK STATE COMMON RETIREMENT FUND $63066846 433986 0.93% 股份
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $62007317 426695 0.91% 股份
AGF MANAGEMENT LTD $58719743 404072 0.87% 股份
VANGUARD FIDUCIARY TRUST CO $58085131 399705 0.86% 股份
GOLDMAN SACHS GROUP INC $56412207 388193 0.83% 股份
DEPRINCE RACE & ZOLLO INC $55855271 555387 0.82% 股份
TD Asset Management Inc $50692848 348836 0.75% 股份
COOKE & BIELER LP $49079069 337731 0.72% 股份
Owls Nest Partners IA, LLC $48625961 334613 0.72% 股份
FULLER & THALER ASSET MANAGEMENT, INC. $46421017 319440 0.68% 股份
Bridgewater Associates, LP $43991852 302724 0.65% 股份
GABELLI FUNDS LLC $40116313 276055 0.59% 股份
AMERICAN CENTURY COMPANIES INC $39909778 274632 0.59% 股份
Squarepoint Ops LLC $39867379 274342 0.59% 股份
Robeco Schweiz AG $34177811 235190 0.50% 股份
CRAMER ROSENTHAL MCGLYNN LLC $34114451 234754 0.50% 股份
VANGUARD GROUP INC $32402585 385149 0.48% 股份
FIRST TRUST ADVISORS LP $31049216 213661 0.46% 股份
FRONTIER CAPITAL MANAGEMENT CO LLC $30033284 206670 0.44% 股份
ROYCE & ASSOCIATES LP $29294623 201587 0.43% 股份
AMERIPRISE FINANCIAL INC $29128086 200441 0.43% 股份
Lodge Hill Capital, LLC $29064000 200000 0.43% 股份
PEAK6 LLC $28380996 195300 0.42% 买入期权
MILLENNIUM MANAGEMENT LLC $27753214 190980 0.41% 股份
ALLIANCEBERNSTEIN L.P. $26905995 267535 0.40% 股份
STANSBERRY ASSET MANAGEMENT, LLC $26410388 181740 0.39% 股份
BECKER CAPITAL MANAGEMENT INC $25606983 176211 0.38% 股份
Cartenna Capital, LP $25431000 175000 0.37% 股份
NEUBERGER BERMAN GROUP LLC $25409203 174850 0.37% 股份
TD Waterhouse Canada Inc. $25320078 178506 0.37% 股份
RHUMBLINE ADVISERS $24742717 170264 0.36% 股份
Dilation Capital Management LP $24115127 165945 0.36% 股份
BANK OF NOVA SCOTIA $22879183 157439 0.34% 股份
TWO SIGMA ADVISERS, LP $22680691 269591 0.33% 股份
Clean Energy Transition LLP $22585489 155419 0.33% 股份
Walleye Capital LLC $22318827 153584 0.33% 股份
California Public Employees Retirement System $21643380 148936 0.32% 股份
ENVESTNET ASSET MANAGEMENT INC $21171953 145701 0.31% 股份
RAYMOND JAMES FINANCIAL INC $19801913 136264 0.29% 股份
BRANDES INVESTMENT PARTNERS, LP $18843354 129668 0.28% 股份
Swiss National Bank $18818940 129500 0.28% 股份
Swedbank AB $18484704 127200 0.27% 股份
WELLINGTON MANAGEMENT GROUP LLP $18405941 126658 0.27% 股份
WEDGE CAPITAL MANAGEMENT L L P/NC $17235284 171376 0.25% 股份
WESTWOOD HOLDINGS GROUP INC $17020023 117121 0.25% 股份
PINNBROOK CAPITAL MANAGEMENT LP $16493820 113500 0.24% 股份
Wealth High Governance Capital Ltda $16049867 110445 0.24% 股份
BW Gestao de Investimentos Ltda. $16049867 110445 0.24% 股份
BANK OF AMERICA CORP /DE/ $15577578 107195 0.23% 股份
Retirement Systems of Alabama $15318327 105411 0.23% 股份
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $15311351 105363 0.23% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $14924364 102700 0.22% 买入期权
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $14868125 102313 0.22% 股份
VOLORIDGE INVESTMENT MANAGEMENT, LLC $14646367 100787 0.22% 股份
Troluce Capital Advisors LLC $14299488 98400 0.21% 买入期权
CANADA PENSION PLAN INVESTMENT BOARD $13776336 94800 0.20% 股份
Cinctive Capital Management LP $13156546 90535 0.19% 股份
Granite Investment Partners, LLC $12999746 89456 0.19% 股份
BlackRock, Inc. $11972043 82384 0.18% 股份
CONGRUENCE CAPITAL, LLC $11603802 79850 0.17% 股份
Daiwa Securities Group Inc. $11366058 78214 0.17% 股份
Rockefeller Capital Management L.P. $11272472 77570 0.17% 股份
CASTLEARK MANAGEMENT LLC $10957128 75400 0.16% 股份
Pembroke Management, LTD $10791027 74257 0.16% 股份
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $10684362 73523 0.16% 股份
TEMA ETFS LLC $10631929 126375 0.16% 股份
Advisors Capital Management, LLC $10388575 71487 0.15% 股份
Point72 Asset Management, L.P. $10289383 70805 0.15% 股份
PEREGRINE INVESTMENT MANAGEMENT INC $10172400 70000 0.15% 股份
SOROS FUND MANAGEMENT LLC $10172400 70000 0.15% 股份
SCOPUS ASSET MANAGEMENT, L.P. $10172400 70000 0.15% 卖出期权
CITADEL ADVISORS LLC $10124880 69673 0.15% 股份
Steward Partners Investment Advisory, LLC $9653169 66427 0.14% 股份
Phocas Financial Corp. $9574844 65888 0.14% 股份
Baker Ellis Asset Management LLC $9481111 65243 0.14% 股份

公司内部人士 50 位内幕人士 · 20 位高管 · 27 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Lucian Boldea President and CEO 2025年9月1日 A — 0 0 $0
Tarak Mehta President and CEO 2025年2月13日 A 29970 0 0 $0
James W Griffith President and CEO 2014年2月13日 A 381774 0 0 $0
Philip D. Fracassa EVP & CFO 2025年2月18日 S 101483 0 0 $0
Salvatore J Miraglia JR President - Steel 2012年12月31日 M 59999 0 0 $0
Hansal N. Patel EVP, GC and Secretary 2025年8月27日 S 22561 0 1 $-385381
Christopher A Coughlin EVP & Pres. Industrial Motion 2025年3月31日 F 99620 0 0 $0
Natasha Pollock VP, CHRO 2025年2月13日 A 13147 0 0 $0
Karl Andreas Roellgen EVP&Pres. Engineered Bearings 2025年2月13日 A 84800 0 0 $0
Bo Hans Olof Landin Group Vice President 2022年6月1日 F 29826 0 0 $0
Ronald J Myers EVP - Human Resources 2021年5月4日 M 25561 0 0 $0
Shelly Marie Chadwick Chief Accounting Officer 2020年8月12日 M 6204 0 0 $0
Carolyn Cheverine EVP, GC and Secretary 2018年2月12日 A 11961 0 0 $0
William R Burkhart EVP, GC and Secretary 2017年5月10日 M 41240 0 0 $0
John Theodore Mihaila Sr VP and Controller 2016年2月12日 F 9331 0 0 $0
Glenn A Eisenberg Ex VP Finance & Administration 2014年2月14日 M 61605 0 0 $0
Donald L Walker Sr VP - HR and Org Advancement 2014年2月13日 A 29558 0 0 $0
Michael C Arnold ExVP Brngs & Pwr Transmission 2010年11月29日 S 60966 0 0 $0
Alastair R Deane Senior VP - Technology 2008年2月5日 F 10390 0 0 $0
Sallie B Bailey Sr. VP Finance and Controller 2006年4月20日 F 20036 0 0 $0
Ajita G Rajendra 董事 2026年6月5日 S 20225 0 1 $-1109823
Todd M. Leombruno 董事 2026年5月8日 A 2270 0 0 $0
Frank C Sullivan 董事 2026年5月8日 A 69467 0 0 $0
Christopher L Mapes 董事 2026年5月8日 A 30585 0 0 $0
Ward J Timken JR 董事 2026年5月8日 A 268636 0 0 $0
John M Timken JR 董事 2026年5月8日 A 264744 0 1 $-1747650
Elizabeth Ann Harrell 董事 2025年5月2日 A 17928 0 0 $0
Sarah C Lauber 董事 2025年5月2日 A 8755 0 0 $0
Maria A Crowe 董事 2025年5月2日 A 27666 0 0 $0
PALMER JAMES F 董事 2025年5月2日 A 23360 0 0 $0
John A Luke JR 董事 2024年5月5日 A 75161 0 0 $0
Jacqueline F Woods 董事 2023年5月6日 A 17080 0 0 $0
Joseph W Ralston 董事 2019年5月8日 A 56670 0 0 $0
John Paul Reilly 董事 2015年5月7日 A 27652 0 0 $0
Phillip R Cox 董事 2014年5月13日 A 23965 0 0 $0
CREEL DIANE C 董事 2014年5月13日 A 6250 0 0 $0
Ward Jackson Timken 董事 2013年11月29日 G 47417 0 0 $0
John M Ballbach 董事 2013年5月7日 A 18916 0 0 $0
Jerry J Jasinowski 董事 2010年5月11日 A 18000 0 0 $0
Joseph F Toot JR 董事 2008年8月1日 G 61724 0 0 $0
Robert W Mahoney 董事 2008年5月1日 A 9000 0 0 $0
Jay A Precourt 董事 2004年12月30日 A 18405 0 0 $0
Martin D Walker 董事 2004年3月31日 A — 0 0 $0
Stanley C Gault 董事 2004年3月31日 A — 0 0 $0
INGERSOLL RAND CO 10% 所有者 2003年10月15日 S 0 0 0 $0
Richard G Kyle — 2026年8月10日 S 183724 0 1 $-1726853
Kimberly K Ryan — 2026年5月8日 A 2270 0 0 $0
Jacqueline A Dedo — 2008年2月6日 F 45001 0 0 $0
William Robert Timken JR — 2005年11月29日 M 286965 0 0 $0
Roger W Lindsay — 2004年4月20日 A 19799 0 0 $0

来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖

激进投资者及 5%+ 股东 5 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
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 申报 2014年8月14日 — 初始申报 — SEC
未披露的报告人 2003年10月21日 — 初始申报 — SEC
未披露的报告人 2003年10月17日 — 初始申报 — SEC
未披露的报告人 2003年8月22日 — 初始申报 — SEC
未披露的报告人 2003年2月28日 — 初始申报 — 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持仓 由 103 只交易所交易基金持有

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
RSHO · Tema ETF Trust 8.86% 189707 NS 2026年5月31日 N-PORT
FXZ · First Trust Exchange-Traded Alpha... 3.51% 121206 NS 2026年4月30日 N-PORT
FMTM · EA Series Trust 3.32% 34828 NS 2026年4月30日 N-PORT
HWSM · HOTCHKIS & WILEY FUNDS /DE/ 1.29% 245 NS 2026年6月30日 N-PORT
EPSV · Harbor ETF Trust 1.21% 546 NS 2026年4月30日 N-PORT
SYLD · Cambria ETF Trust 1.02% 88386 NS 2026年4月30日 N-PORT
QIDX · Spinnaker ETF Series 0.71% 2451 NS 2026年4月30日 N-PORT
AFMC · First Trust Exchange-Traded Fund ... 0.68% 8557 NS 2026年5月31日 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund ... 0.43% 16754 NS 2026年4月30日 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund ... 0.38% 15069 NS 2026年4月30日 N-PORT
MIDE · DBX ETF Trust 0.32% 85 NS 2026年5月29日 N-PORT
BKSE · BNY Mellon ETF Trust 0.31% 2275 NS 2026年4月30日 N-PORT
DFSV · Dimensional ETF Trust 0.30% 204948 NS 2026年4月30日 N-PORT
DFAT · Dimensional ETF Trust 0.25% 305684 NS 2026年4月30日 N-PORT
TRFM · ETF Series Solutions 0.22% 3030 NS 2026年4月30日 N-PORT
PTMC · Pacer Funds Trust 0.20% 7222 NS 2026年4月30日 N-PORT
MVV · ProShares Trust 0.18% 2190 NS 2026年5月31日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.17% 304885 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.16% 208177 NS 2026年4月30日 N-PORT
FNK · First Trust Exchange-Traded Alpha... 0.15% 3018 NS 2026年4月30日 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.15% 32283 NS 2026年4月30日 N-PORT
FNX · First Trust Exchange-Traded Alpha... 0.15% 18051 NS 2026年4月30日 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.15% 171387 NS 2026年5月31日 N-PORT
GMOV · GMO ETF Trust 0.15% 1056 NS 2026年5月31日 N-PORT
VALQ · AMERICAN CENTURY ETF TRUST 0.14% 3864 NS 2026年5月31日 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund ... 0.14% 25985 NS 2026年4月30日 N-PORT
MIDU · Direxion Shares ETF Trust 0.14% 1049 NS 2026年4月30日 N-PORT
UMDD · ProShares Trust 0.12% 306 NS 2026年5月31日 N-PORT
DEUS · DBX ETF Trust 0.11% 2323 NS 2026年5月29日 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.11% 19688 NS 2026年4月30日 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.10% 3030 NS 2026年5月31日 N-PORT
EBI · RBB Fund Trust 0.09% 4777 NS 2026年5月31日 N-PORT
REVS · Columbia ETF Trust I 0.08% 2084 NS 2026年4月30日 N-PORT
TILT · FlexShares Trust 0.07% 12012 NS 2026年4月30日 N-PORT
FAB · First Trust Exchange-Traded Alpha... 0.05% 582 NS 2026年4月30日 N-PORT
DXUV · Dimensional ETF Trust 0.05% 1658 NS 2026年4月30日 N-PORT
DFUV · Dimensional ETF Trust 0.05% 60006 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.04% 2477 NS 2026年5月31日 N-PORT
RECS · Columbia ETF Trust I 0.04% 20506 NS 2026年4月30日 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.03% 1250 NS 2026年5月31日 N-PORT
DFAC · Dimensional ETF Trust 0.03% 133936 NS 2026年4月30日 N-PORT
SMDX · Tidal Trust III 0.03% 348 NS 2026年4月30日 N-PORT
FNDX · SCHWAB STRATEGIC TRUST 0.03% 60455 NS 2026年5月31日 N-PORT
SFGV · EA Series Trust 0.03% 3091 NS 2026年5月29日 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.03% 2882 NS 2026年5月31日 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0.03% 2732 NS 2026年5月31日 N-PORT
DCOR · Dimensional ETF Trust 0.03% 6723 NS 2026年4月30日 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.02% 25461 NS 2026年5月31日 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0.02% 1143 NS 2026年5月31日 N-PORT
GVUS · Goldman Sachs ETF Trust 0.02% 749 NS 2026年5月31日 N-PORT