For the quarter ended September 2025, Timken (TKR) reported revenue of $1.16 billion, up 2.7% over the same period last year. EPS came in at $1.37, compared to $1.23 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.12 billion, representing a surprise of +2.89%. The company delivered an EPS surprise of +9.6%, with the consensus EPS estimate being $1.25.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Timken performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Industrial Motion: $391.3 million compared to the $383.75 million average estimate based on four analysts. The reported number represents a change of +1.4% year over year.
- Net Sales- Engineered Bearings: $765.8 million compared to the $740.75 million average estimate based on four analysts. The reported number represents a change of +3.4% year over year.
- Adjusted EBITDA- Industrial Motion: $74.5 million versus $70.56 million estimated by four analysts on average.
- Adjusted EBITDA- Engineered Bearings: $144.2 million compared to the $135.19 million average estimate based on four analysts.
View all Key Company Metrics for Timken here>>>
Shares of Timken have returned +2.7% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Timken Company (The) (TKR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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