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How Timken (TKR) makes money

Timken (TKR) made $1.2B of revenue in the third quarter 2026 (Q3 2026), +5% from a year earlier. Engineered Bearings brought in $771M (64%); Industrial Motion brought in $440M (36%). Of every dollar of revenue, 14¢ was left as operating profit, 8¢ was left as net earnings.

Drawing the Sankey…

Timken revenue by segment, Q3 2026Timken revenue by segment, Q3 2026Engineered Bearings$771MIndustrial Motion$440M
Timken: revenue by line, Q1 2025 to Q3 2026Timken: revenue by line, Q1 2025 to Q3 2026Engineered BearingsIndustrial MotionEngineered Bearings: $771M latest$771MIndustrial Motion: $440M latest$440MQ1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Engineered Bearings went from 67% of revenue in Q1 2025 to 64% in Q3 2026, the largest shift in the mix.
Timken revenue by quarterTimken revenue by quarter$1.1BQ1 2025$1.2BQ2 2025$1.2BQ3 2025$1.1BQ4 2025$1.2BQ1 2026$1.3BQ2 2026$1.2BQ3 2026
Timken: where each dollar of revenue goesTimken: where each dollar of revenue goesOperating profit14¢Income tax3¢Net earnings8¢Operating cash flow21¢Free cash flow18¢

Revenue by segment, Q3 2026

SegmentRevenueShareQ/QY/Y
Engineered Bearings$771M63.7%-4%+0.7%
Industrial Motion$440M36.3%-3%+12%

Where each dollar of revenue goes

LineQ3 2026% of revenue
Revenue$1.2B100.0%
Operating profit$166M13.7%
Income tax$40.7M3.4%
Net earnings$93.8M7.7%
Operating cash flow$256M21.1%
Free cash flow$221M18.3%

Revenue, quarter by quarter

QuarterRevenueY/Y
Q3 2026$1.2B+5%
Q2 2026$1.3B+8%
Q1 2026$1.2B+8%
Q4 2025$1.1B+4%
Q3 2025$1.2B+3%
Q2 2025$1.2B-0.8%
Q1 2025$1.1B-4%

From Timken's 10-Q filed Nov 4, 2026 (on EDGAR).

Questions

How does Timken make money?

Timken (TKR) made $1.2B of revenue in the third quarter 2026 (Q3 2026), +5% from a year earlier. Engineered Bearings brought in $771M (64%); Industrial Motion brought in $440M (36%). Of every dollar of revenue, 14¢ was left as operating profit, 8¢ was left as net earnings.

What is Timken's biggest business?

Engineered Bearings: $771M in the third quarter 2026, 64% of revenue, +0.7% from a year earlier.

What is Timken's profit margin?

Net earnings were $93.8M, 7.7% of revenue, in the third quarter 2026; the operating margin was 13.7%.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.