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Forensic Analysis · Machinery & Fabricated Metal Products · as of Nov 9, 2026

Timken Co (TKR)

A forensic read on Timken Co built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

B · Sound & dependable
Forensic grade
Safe
Financial health
4.5
Distress distance
Clean
Earnings quality
2
Forensic signals
9.6%
ROE
0.2%
Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Timken Co earns a B (Sound & dependable) forensic quality grade, and its balance-sheet distress test reads 4.5, placing it in the Safe zone. 2 forensic signals were flagged in its latest SEC filings, led by return on invested capital.

What the filings flag

7.8%
FY2025
Return on invested capital. Return on invested capital is 7.8% in the latest fiscal year and slipping across FY2023–FY2025 from 10.1%. After-tax operating profit was $505M in FY2023 and $412M in FY2025, with operating income at 13.8% of revenue in FY2023, 13.4% in FY2024 and 11.8% in FY2025. The capital base behind it went from $5.0B in FY2023 to $5.3B in FY2025 (+6%), while the revenue it carried went from $4.8B to $4.6B.
$30M
FY2023–FY2024
Goodwill impairments. Took $30M of goodwill writedowns across 2 years (FY2023 ($28M), FY2024 ($2M)) — about 4% of net income over the span. Writedowns mean past acquisitions underperformed what was paid for them.

Key fundamentals

Latest Revenue$4.58B
Revenue Growth YoY+0.2%
Revenue CAGR (2yr)-2.0%
Net Margin6.3%
Free Cash Flow$406.1M
Return on Equity9.6%
Debt / Equity0.60x

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Data from SEC EDGAR public filings · metrics as of Nov 9, 2026. Forensic signals flag probability, not certainty.

See a wrong number? Report an error with the filing it should match.