Back to top

Image: Bigstock

Unlocking Timken (TKR) International Revenues: Trends, Surprises, and Prospects

Read MoreHide Full Article

Did you analyze how Timken (TKR - Free Report) fared in its international operations for the quarter ending September 2024? Given the widespread global presence of this maker of bearings and power transmissions, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.

In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For investors, understanding a company's reliance on overseas markets has become increasingly crucial, as it offers insights into the company's sustainability of earnings, ability to tap into diverse economic cycles and overall growth potential.

Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.

While delving into TKR's performance for the past quarter, we observed some fascinating trends in the revenue from its foreign segments that are commonly modeled and observed by analysts on Wall Street.

The company's total revenue for the quarter amounted to $1.13 billion, showing decrease of 1.4%. We will now explore the breakdown of TKR's overseas revenue to assess the impact of its international operations.

Exploring TKR's International Revenue Patterns

Of the total revenue, $125 million came from Asia-Pacific excluding China during the last fiscal quarter, accounting for 11.09%. This represented a surprise of +9.88% as analysts had expected the region to contribute $113.76 million to the total revenue. In comparison, the region contributed $130 million, or 11.00%, and $108.6 million, or 9.50%, to total revenue in the previous and year-ago quarters, respectively.

China accounted for 9.01% of the company's total revenue during the quarter, translating to $101.5 million. Revenues from this region represented a surprise of +4.41%, with Wall Street analysts collectively expecting $97.21 million. When compared to the preceding quarter and the same quarter in the previous year, China contributed $103.9 million (8.79%) and $129 million (11.29%) to the total revenue, respectively.

Revenue Projections for Overseas Markets

Wall Street analysts expect Timken to report $1.08 billion in total revenue for the current fiscal quarter, indicating a decline of 1% from the year-ago quarter. Asia-Pacific excluding China and China are expected to contribute 10% ($107.52 million) and 8.6% ($93.35 million) to the total revenue, respectively.

Analysts expect the company to report a total annual revenue of $4.58 billion for the full year, marking a decrease of 4.1% compared to last year. The expected revenue contributions from Asia-Pacific excluding China and China are projected to be 10.8% ($494.38 million) and 8.4% ($382.47 million) of the total revenue, in that order.

The Bottom Line

Timken's leaning on foreign markets for its revenue stream presents a mix of chances and challenges. Therefore, a vigilant watch on its international revenue movements can greatly aid in projecting the company's future direction.

In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.

We at Zacks strongly focus on the dynamic earnings forecast of companies, given that empirical studies have demonstrated its potent impact on the immediate price movement of stocks. Invariably, there's a positive relationship -- upward earnings predictions often result in an increase in stock prices.

The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.

Timken currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

A Review of Timken's Recent Stock Market Performance

The stock has declined by 8.6% over the past month compared to the 4.4% rise of the Zacks S&P 500 composite. Meanwhile, the Zacks Computer and Technology sector, which includes Timken, has increased 4.9% during this time frame. Over the past three months, the company's shares have experienced a loss of 7.4% relative to the S&P 500's 13.1% increase. Throughout this period, the sector overall has witnessed a 14% increase.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Timken Company (The) (TKR) - free report >>

Published in