Filing Flows › Industrials › Timken (TKR)
Timken (TKR) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Timken (TKR) Q3 2026 earnings results →
Q3 2026 Revenue up 5% year over year to $1.2B · 8¢ of every $1 of revenue kept as net profit · operating margin 13.7%
Timken made $1.2B in Q3 2026 (+5% Y/Y): Engineered Bearings $771M, Industrial Motion $440M. Operating margin 13.7%, net earnings $93.8M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $1.2B in Q3 2026, up 5% year over year and down 4% from the previous quarter. Engineered Bearings was the largest line at 64% of revenue. Industrial Motion added $0.05B year over year (up 12%), 90% of the total change.
Operating profit was $0.17B, a 13.7% margin (up 1.7 points year over year). Of the extra revenue versus Q3 2025, 49% reached operating profit, above the 12% margin then. Total costs grew 3% against revenue growth of 5%. Net earnings were $0.09B, up 35% year over year. The effective tax rate was 29.0%.
Operating cash flow was $0.26B (up 27% year over year), 257% of net income including minority interests. Non-cash charges added back $0.06B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.09B. After capital expenditures ($0.03B), free cash flow as the company reports it was $0.22B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 4, 2026 | $1.2B | +5% | 13.7% | $93.8M | $256M |
| Q2 2026 | 10-Q | Aug 4, 2026 | $1.3B | +8% | 6.7% | $28.9M | $107M |
| Q1 2026 | 10-Q | May 6, 2026 | $1.2B | +8% | 13.7% | $98.2M | $39.3M |
| Q4 2025 | 10-K | Feb 13, 2026 | $1.1B | +4% | 9.8% | $62.3M | $183M |
| Q3 2025 | 10-Q | Oct 29, 2025 | $1.2B | +3% | 12.0% | $69.3M | $201M |
| Q2 2025 | 10-Q | Jul 30, 2025 | $1.2B | -0.8% | 12.6% | $78.5M | $111M |
| Q1 2025 | 10-Q | Apr 30, 2025 | $1.1B | -4% | 12.6% | $78.3M | $58.6M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
Loading the interactive chart…
🌏Named in Asian annual reportsinteractive
Loading the interactive chart…
🔄Rotation against the market and its industry (RRG)interactive
Loading the interactive chart…
🔍Earnings qualityinteractive
Loading the interactive chart…
⚖️Fair value by methodinteractive
Loading the interactive chart…
🔭Outlook & guidanceinteractive
Loading the interactive chart…
📈Investments: gains and what it boughtinteractive
Loading the interactive chart…
🏭Its industry’s money flow (input-output)interactive
Loading the interactive chart…
Customers and suppliers named in filings
Sells to
- U.S. government — 7% of its revenue · Stated in 10-K (sentence) · source
About Timken
As used herein, the term “Timken” or the “Company” refers to The Timken Company and its subsidiaries unless the context otherwise dictates. Timken designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. The Company’s growing portfolio features many strong brands, including Timken®, GGB®, Philadelphia Gear®, Cone Drive®, CGI®, Rollon®, Nadella®, Rosa Sistemi®, Diamond®, Drives®, Groeneveld®, BEKA®, Des-Case®, Lovejoy®, PT Tech®, Torsion Control Products® and Lagersmit®. The Company was founded in 1899 by Henry Timken, who received two patents on the design of a tapered roller bearing. Timken remains the world's leading authority on tapered roller bearings and has leveraged that expertise to develop a full portfolio of industry-leading engineered bearings and industrial motion products.
In its own words, from its 10-K, filed Feb 13, 2026.
Timken against its Ball & Roller Bearings peers
The largest companies of the same SEC industry, each at its latest quarter.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| TKR Timken | Q3 2026 | $1.2B | +5% | 13.7% |
| RBC RBC Bearings | Q2 FY27 | $525M | +15% | 25.1% |
Source: Timken 10-Q on SEC EDGAR · CIK 98362 · Ball & Roller Bearings
Guidance and outlook
13F: who owns TKR and who is buying
More on TKR
- How Timken makes money: revenue by segment
- Timken next earnings date and what analysts expect
- Timken stock forecast, price target and fair value
- Who owns Timken stock: holders, funds and Congress trades
- Timken guidance and outlook
- Is Timken a takeover target? LBO and rumors
- Timken recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results