Timken (TKR Quick QuoteTKR - Free Report) reported $1.11 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 3.5%. EPS of $1.14 for the same period compares to $1.16 a year ago.

The reported revenue represents a surprise of +3.02% over the Zacks Consensus Estimate of $1.08 billion. With the consensus EPS estimate being $1.09, the EPS surprise was +4.72%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Timken performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net Sales- Industrial Motion: $396.8 million compared to the $364.1 million average estimate based on four analysts. The reported number represents a change of +8.4% year over year.
• Net Sales- Engineered Bearings: $714.2 million compared to the $714.62 million average estimate based on four analysts. The reported number represents a change of +0.9% year over year.
• Adjusted EBITDA- Industrial Motion: $83.2 million versus the four-analyst average estimate of $69.88 million.
• Adjusted EBITDA- Engineered Bearings: $114.9 million compared to the $125.58 million average estimate based on four analysts.

View all Key Company Metrics for Timken here>>>

Shares of Timken have returned +5.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.