Company Overview - Rockwell Automation (ROK) shares have increased by approximately 10.1% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is essential for understanding the key drivers behind this performance [1] Earnings Estimates - Fresh estimates for Rockwell Automation have trended upward in the past month, indicating positive sentiment among analysts [2][4] - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the upcoming months [4] VGM Scores - Rockwell Automation has an average Growth Score of C, a Momentum Score of A, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [3] - The aggregate VGM Score for the stock is C, which is relevant for investors not focused on a single strategy [3] Industry Comparison - Rockwell Automation is part of the Zacks Electronics - Miscellaneous Products industry, where another player, Timken (TKR), has seen a 3.4% gain over the past month [5] - Timken reported revenues of $1.14 billion for the last quarter, reflecting a year-over-year decline of 4.2%, with EPS dropping from $1.77 to $1.40 [5] - For the current quarter, Timken is expected to post earnings of $1.39 per share, indicating a year-over-year change of -14.7% [6]

Company Leadership Change - The Timken Company has appointed Timothy A. Graham as president of Industrial Motion, effective immediately, succeeding Christopher A. Coughlin who is retiring [1][2] - Graham has been with Timken since 2003 and has extensive experience in leading global operations, including his recent role as vice president of operations for Engineered Bearings [2] Strategic Vision - Graham expressed his commitment to driving innovation and delivering exceptional value for customers, aiming to strengthen Timken's position in the Industrial Motion sector [3] - The CEO, Richard G. Kyle, highlighted Graham's operational expertise and global experience as key factors for scaling and accelerating profitable growth in the Industrial Motion business [2] Company Overview - The Timken Company is a global technology leader in engineered bearings and industrial motion, with $4.6 billion in sales in 2024 and approximately 19,000 employees across 45 countries [4]

NORTH CANTON, Ohio, May 14, 2025 /PRNewswire/ -- The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, will participate in the KeyBanc Industrials & Basic Materials Conference on Wednesday, May 28, 2025 in Boston, Mass. Participating on behalf of Timken will be Philip D. Fracassa, executive vice president and chief financial officer, and Neil Frohnapple, vice president of investor relations. Materials shared during the conference will be ava ...

NORTH CANTON, Ohio, May 2, 2025 /PRNewswire/ -- The board of directors of The Timken Company (NYSE: TKR; www.timken.com), a global technology leader in engineered bearings and industrial motion, today approved a 3 percent increase in the company's quarterly cash dividend, raising it to 35 cents per share. The dividend is payable on May 23, 2025, to shareholders of record as of May 13, 2025."Timken is proud to deliver 12 straight years of annual dividend increases," said Richard G. Kyle, president and chief ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-1169 Ohio 34-0577130 (State or other jurisdiction of incorporation or organization) 4500 Mount Pleasant Street NW North Canton Ohio 44720-54 ...

The Timken Company (TKR) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Company Participants Neil Frohnapple - Vice President - IRRichard Kyle - Interim President & CEOPhilip Fracassa - EVP and CFOStefan Diaz - Vice President, Equity ResearchChristopher Dankert - SVP - Equity Research Conference Call Participants Bryan Blair - Managing Director & Senior Research AnalystKyle Menges - Vice President - Equity Research AnalystMichael Shlisky - Managing Director & Senior Equity Research Analyst Operator Good m ...

The Timken Company (TKR) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Speaker0 Good morning. My name is Emily, and I will be your conference operator today. At this time, I would like to welcome everyone to Timken's First Quarter Earnings Release Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. Mr. You may begin your conference. Speaker1 Thank you, operator, and welcome, everyone, to ...

The Timken Company (TKR) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Company Participants Neil Frohnapple - Vice President - IRRichard Kyle - Interim President & CEOPhilip Fracassa - EVP and CFOStefan Diaz - Vice President, Equity ResearchChristopher Dankert - SVP - Equity Research Conference Call Participants Bryan Blair - Managing Director & Senior Research AnalystKyle Menges - Vice President - Equity Research AnalystMichael Shlisky - Managing Director & Senior Equity Research Analyst Operator Good m ...

Group 1 - Timken reported revenue of $1.14 billion for the quarter ended March 2025, a decrease of 4.2% year-over-year, with EPS at $1.40 compared to $1.77 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.12 billion by 1.61%, while the EPS fell short of the consensus estimate of $1.43 by 2.10% [1] - Timken's stock has returned -5.1% over the past month, underperforming the Zacks S&P 500 composite's -0.2% change, and currently holds a Zacks Rank 5 (Strong Sell) [3] Group 2 - Net Sales for Industrial Motion were reported at $379.60 million, slightly above the average estimate of $370.77 million, representing a year-over-year decline of 2.1% [4] - Net Sales for Engineered Bearings reached $760.70 million, exceeding the estimated $749.02 million, but reflecting a 5.2% decrease compared to the previous year [4] - Adjusted EBITDA for Industrial Motion was $67.10 million, below the average estimate of $71.37 million, while Engineered Bearings reported an Adjusted EBITDA of $159.20 million, surpassing the estimate of $155.62 million [4]

1Q 2025 Earnings Investor Presentation April 30, 2025 The Timken Company The Company cautions that actual results may differ materially from those projected or implied in forward-looking statements due to a variety of important factors, including: the finalization of the Company's financial statements for the first quarter 2025; fluctuations in customer demand for the Company's products or services; unanticipated changes in business relationships with customers or their purchases from the Company; changes i ...