Latest news with #Timken
Yahoo
04-08-2025
- Business
- Yahoo
1 Unpopular Stock That Should Get More Attention and 2 We Question
When Wall Street turns bearish on a stock, it's worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory. At StockStory, we look beyond the headlines with our independent analysis to determine whether these bearish calls are justified. Keeping that in mind, here is one stock where you should be greedy instead of fearful and two facing legitimate challenges. Two Stocks to Sell: iHeartMedia (IHRT) Consensus Price Target: $1.58 (-13% implied return) Occasionally featuring celebrity hosts like Ryan Seacrest on its shows, iHeartMedia (NASDAQ:IHRT) is a leading multimedia company renowned for its extensive network of radio stations, digital platforms, and live events across the globe. Why Are We Out on IHRT? Products and services fail to spark excitement with consumers, as seen in its flat sales over the last two years Shrinking returns on capital from an already weak position reveal that neither previous nor ongoing investments are yielding the desired results Depletion of cash reserves could lead to a fundraising event that triggers shareholder dilution At $1.81 per share, iHeartMedia trades at 0.4x forward EV-to-EBITDA. Dive into our free research report to see why there are better opportunities than IHRT. Timken (TKR) Consensus Price Target: $84.10 (14.4% implied return) Established after the founder noticed the difficulty freight wagons had making sharp turns, Timken (NYSE:TKR) is a provider of industrial parts used across various sectors. Why Do We Think TKR Will Underperform? Core business is underperforming as its organic revenue has disappointed over the past two years, suggesting it might need acquisitions to stimulate growth Estimated sales growth of 1.6% for the next 12 months is soft and implies weaker demand Earnings per share decreased by more than its revenue over the last two years, showing each sale was less profitable Timken is trading at $73.50 per share, or 12.3x forward P/E. Check out our free in-depth research report to learn more about why TKR doesn't pass our bar. One Stock to Buy: The Trade Desk (TTD) Consensus Price Target: $90.03 (4.9% implied return) Founded by former Microsoft engineers Jeff Green and Dave Pickles, The Trade Desk (NASDAQ:TTD) offers cloud-based software that uses data to help advertisers better plan, place, and target their online ads. Why Is TTD a Good Business? Billings have averaged 25.8% growth over the last year, showing it's securing new contracts that could potentially increase in value over time Software platform has product-market fit given the rapid recovery of its customer acquisition costs Disciplined cost controls and effective management resulted in a strong trailing 12-month operating margin of 17.6%, and its operating leverage amplified its profits over the last year The Trade Desk's stock price of $85.83 implies a valuation ratio of 14.6x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it's free. Stocks We Like Even More When Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that's already erased most losses. Don't let fear keep you from great opportunities and take a look at Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
30-07-2025
- Business
- Yahoo
Why Timken (TKR) Shares Are Getting Obliterated Today
What Happened? Shares of industrial component provider Timken (NYSE:TKR) fell 9.3% in the afternoon session after the company reported its second-quarter financial results and lowered its full-year guidance. Although the company's second-quarter revenue and adjusted earnings per share slightly beat analyst expectations, investors focused on the negatives. Sales of $1.17 billion marked a 0.8% decline from the same period last year, with organic revenue falling 2.5%. More significantly, Timken reduced its full-year financial outlook, citing a cautious view on demand for the second half of the year. The company narrowed its forecast for full-year adjusted earnings per share and now expected a sales decline between 0.5% and 2.0%. Management attributed the weaker outlook to several factors, including the impact of tariffs, lower sales volumes, and internal manufacturing performance issues, which signaled potential challenges ahead. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Timken? Access our full analysis report here, it's free. What Is The Market Telling Us Timken's shares are not very volatile and have only had 7 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. Timken is up 5.6% since the beginning of the year, but at $73.75 per share, it is still trading 15.5% below its 52-week high of $87.24 from October 2024. Investors who bought $1,000 worth of Timken's shares 5 years ago would now be looking at an investment worth $1,573. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-07-2025
- Business
- Yahoo
Timken (TKR) Reports Earnings Tomorrow: What To Expect
Industrial component provider Timken (NYSE:TKR) will be announcing earnings results this Wednesday before market open. Here's what investors should know. Timken beat analysts' revenue expectations by 1.1% last quarter, reporting revenues of $1.14 billion, down 4.2% year on year. It was a slower quarter for the company, with a significant miss of analysts' adjusted operating income estimates and full-year EPS guidance missing analysts' expectations. Is Timken a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Timken's revenue to decline 3% year on year to $1.15 billion, improving from the 7.1% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.36 per share. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 3 downward revisions over the last 30 days (we track 8 analysts). Timken has missed Wall Street's revenue estimates twice over the last two years. Looking at Timken's peers in the industrial machinery segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Worthington posted flat year-on-year revenue, beating analysts' expectations by 5.6%, and GE Aerospace reported revenues up 21.2%, topping estimates by 15.6%. Worthington traded up 1.8% following the results while GE Aerospace was down 1.1%. Read our full analysis of Worthington's results here and GE Aerospace's results here. There has been positive sentiment among investors in the industrial machinery segment, with share prices up 6.5% on average over the last month. Timken is up 12.6% during the same time and is heading into earnings with an average analyst price target of $82.90 (compared to the current share price of $81.69). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
29-07-2025
- Business
- Yahoo
Timken (TKR) Reports Earnings Tomorrow: What To Expect
Industrial component provider Timken (NYSE:TKR) will be announcing earnings results this Wednesday before market open. Here's what investors should know. Timken beat analysts' revenue expectations by 1.1% last quarter, reporting revenues of $1.14 billion, down 4.2% year on year. It was a slower quarter for the company, with a significant miss of analysts' adjusted operating income estimates and full-year EPS guidance missing analysts' expectations. Is Timken a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Timken's revenue to decline 3% year on year to $1.15 billion, improving from the 7.1% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.36 per share. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 3 downward revisions over the last 30 days (we track 8 analysts). Timken has missed Wall Street's revenue estimates twice over the last two years. Looking at Timken's peers in the industrial machinery segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Worthington posted flat year-on-year revenue, beating analysts' expectations by 5.6%, and GE Aerospace reported revenues up 21.2%, topping estimates by 15.6%. Worthington traded up 1.8% following the results while GE Aerospace was down 1.1%. Read our full analysis of Worthington's results here and GE Aerospace's results here. There has been positive sentiment among investors in the industrial machinery segment, with share prices up 6.5% on average over the last month. Timken is up 12.6% during the same time and is heading into earnings with an average analyst price target of $82.90 (compared to the current share price of $81.69). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Business Standard
27-06-2025
- Automotive
- Business Standard
Auto component sector: Listed bearings makers have a strong outlook
Bearings outperformed other segments in the auto component sector in the fourth quarter of 2024-25 (Q4FY25). Three major listed bearing biggies — Schaeffler India, SKF India, and Timken India (Timken) — saw their earnings get upgraded for FY26 and FY27 given the Q4 show, and the prospects for the sector going ahead. The three stocks have generated higher returns than their peer/broader indices over the last three months, with Timken leading the chart, registering gains of 23.5 per cent. The average returns for the bearing companies over this period has been 20 per cent, which is twice that of BSE 200 and BSE 500. The BSE Auto index, too, has lagged behind with returns of 12.7 per cent. Aggregate revenues of bearing companies grew 9 per cent year-on-year (Y-o-Y), driven by strong growth in the railway segment (Timken), an uptick in the aftermarket division (Schaeffler and Timken), robust growth in two-wheeler production volumes (SKF), and a recovery in export revenue (Schaeffler), says Kotak Research. Revenue growth for the bearing majors was led by Schaeffler, which posted an uptick of 16 per cent Y-o-Y. While SKF put up a flattish performance, Timken's sales were up 5 per cent over the year-ago quarter. Schaeffler's growth was driven by a 13 per cent increase in the automotive technologies business. Other growth contributors for the company were exports, which grew 23 per cent on a low base, vehicle lifetime solutions (up 12 per cent), and a 12 per cent increase in the bearing business. SKF disappointed on the revenue front with a 2 per cent growth in the industrial segment, and 1 per cent growth in the automotive segment. What dragged the overall show was a 13 per cent decline in the export segment due to weak demand trends in the European Union (EU) and the Americas. In addition to one-time gains, Timken's revenue growth was on account of a high single-digit increase in the railway and process industries segment while replacement, commercial vehicles, and export segments saw a low single-digit growth. Centrum Research highlights that domestic bearing demand remained strong across companies, driven by healthy momentum in railways, automotive (especially tractors, small commercial vehicles, and sports utility vehicles), and industrial segments like food & beverage, and infrastructure. While Timken and Schaeffler saw strong domestic traction, export demand stayed weak for Timken and SKF due to global macro headwinds, though Schaeffler saw a rebound led by the Asian markets, says Amit Dhameja of the brokerage. The operating performance of the bearing majors was also healthy. The operating profit of the trio was up 20 per cent Y-o-Y due to favourable transfer pricing, and a richer product mix, points out Rishi Vora of Kotak Research. As a result, net profit grew 20 per cent Y-o-Y. Centrum Research points out that bearing companies saw stable-to-improving margins despite input cost pressures and an unfavourable product mix. Margin resilience was driven by localisation, backward integration, operating leverage, and pricing actions while select one-offs and disciplined cost control further supported profitability. While operating profit margin of SKF was up 573 basis points (bps) Y-o-Y to 23.5 per cent, it expanded 89 bps for Schaeffler to 19 per cent, and 19 bps to 22.3 per cent for Timken. Underlying sector growth, strong order book, and localisation are expected to help bearing companies grow and improve margins going ahead. The top picks for Centrum Research are Timken and Schaeffler led by growth in sectors like railways, wind, and steel, in addition to focus on localisation. For Kotak Research, Timken and SKF are top picks. For SKF, growth in the medium term should be driven by an increase in bearing content in the railway segment, a pickup in the industrial segment, and a steady performance in the automotive segment. For Timken, the triggers are domestic railways market, exports, and the upcoming new manufacturing plant for spherical and cylindrical roller bearings.
