$TKR Timken Co | Understand Stock

What Do They Do?

Makes engineered bearings for equipment makers and end users, plus industrial motion products and related services for industrial, transportation and energy markets.

How Do They Make Money?

OEMs and end users buy bearings, industrial motion products and services. Most product sales are tied to shipment or transfer, while customer-specific products are earned as production progresses; customers pay under negotiated terms.

revenue

Segment	Share	Revenue	How money arrives
Engineered Bearings Sold outright	66% FY2022: 69%		Sold outright
Industrial Motion Sold outright	34% FY2022: 31%		Sold outright

Who Are Their Customers?

OEMs and end users buy bearings and industrial motion products. Aftermarket sales reach buyers directly or through authorized distributors, and industrial drivetrain services are provided directly to end users.

Do Revenues Turn Into Profits?

Yes. It kept 6 cents of every revenue dollar as net income in FY2025 and turned 9 cents into free cash flow.

Operating income, FY2025

12% of revenue

▼ −12% vs FY2024 ($611.1M, 13%)

Net income, FY2025

6% of revenue

▼ −18% vs FY2024 ($352.7M, 8%)

Free cash flow, FY2025

9% of revenue

▲ +33% vs FY2024 ($305.7M, 7%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▲ +7%; vs $1.2B in Q2 FY2025
Net income: ▼ −63%; vs $78.5M in Q2 FY2025

Engineered Bearings share of revenue vs 66.3% in Q2 FY2025

Growing. Revenue grew 11% in 4 years, from $4.1B in FY2021 to $4.6B in FY2025, about 3% a year.

Revenue over time

Engineered Bearings Industrial Motion

$5B$2.5B$0

FY2021 FY2022 FY2023 FY2024 FY2025

Who Do They Compete With?

Competes with SKF Group and Schaeffler Group