Timken (TKR Quick QuoteTKR - Free Report) reported $1.21 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 4.7%. EPS of $1.65 for the same period compares to $1.37 a year ago.

The reported revenue represents a surprise of -0.26% over the Zacks Consensus Estimate of $1.21 billion. With the consensus EPS estimate being $1.47, the EPS surprise was +12.25%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $440 million versus $428.04 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.5% change.
• Net Sales- Engineered Bearings: $771.4 million versus the four-analyst average estimate of $780.88 million. The reported number represents a year-over-year change of +0.7%.
• Adjusted EBITDA- Industrial Motion: $87 million compared to the $88.74 million average estimate based on four analysts.
• Adjusted EBITDA- Engineered Bearings: $155.8 million compared to the $146.2 million average estimate based on four analysts.

View all Key Company Metrics for Timken here>>>

Shares of Timken have returned -3.3% over the past month versus the Zacks S&P 500 composite's -2% 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.