CluenexTimken Company TKR
Timken Company scores weak on business quality (4.1 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Timken Company does
Timken manufactures engineered bearings and industrial motion products, selling directly to heavy-industry equipment makers and maintenance providers.
- What it does best
Timken excels in specialized engineered bearings, posting a 32.4% gross margin that beats peers like DCI at 35.0% while commanding deep industrial switching costs.
- The main risk
Industrial cycle concerns prompted institutional exits, threatening volume stability across core machinery markets as demand stagnates.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins hit 14.3% with an 8.1% return on equity, reflecting thin net profitability that pressures earnings as scale remains elusive.
Switching costs anchor its moat by locking in industrial equipment makers, backed by an operating margin ranking in the middle of the pack at the 47th sector percentile.
Revenue growth crawls at 0.2%, sitting in the bottom quartile of its sector and flatlining compared to historical multi-year figures.
Debt-to-equity sits at 0.6x with interest coverage of 6.5x, leaving debt service manageable alongside $386M in free cash flow, pointing to a stable balance sheet.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 sold $1.7M outside pre-planned sales.
Our sealed record on TKR
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Timken Company scores weak on the Cluenex quality check (4.1 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 sold $1.7M outside pre-planned sales.
Nov 4, 2026.
See TKR today
- Today's verdict on TKR, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Timken Company (TKR)”, https://cluenex.com/stocks/tkr/, data as of Oct 10, 2026.