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Timken Acquires Standard Machine, Expanding Its Industrial Services Offering in Canada

PR Newswire (May 13, 2013)
Timken Announces Quarterly Dividend

PR Newswire (May 7, 2013)
The Timken Company Announces Voting Results of Annual Meeting of Shareholders

PR Newswire (May 7, 2013)
Cramer's Mad Money - Pharmas Live Or Die By The Pipeline (5/1/13)
SA Editor Miriam Metzinger • Thu, May 2
The Timken Company Sends Letter to Shareholders

PR Newswire (Apr 25, 2013)
Timken Management Discusses Q1 2013 Results - Earnings Call Transcript
Wed, Apr 24
Timken Posts First Quarter Results; Reaffirms 2013 Outlook

PR Newswire (Apr 24, 2013)
Timken Awards Scholarships Worth Nearly $800,000 to Students at 24 Locations Worldwide

PR Newswire (Apr 19, 2013)
The Timken Company Sends Letter to Shareholders

PR Newswire (Apr 15, 2013)
Timken Acquires Smith Services, Inc.; Further Expands Its Industrial Services Offering

PR Newswire (Apr 12, 2013)
Timken Brings In-Line Forge Press, Intermediate Finishing Line and Heat-Treat Investments On Line

PR Newswire (Apr 10, 2013)
Timken to Announce First-Quarter 2013 Financial Results on April 24

PR Newswire (Apr 10, 2013)
The Timken Company Sends Letter to Shareholders

PR Newswire (Apr 2, 2013)
The Timken Company Responds To Proposal From CalSTRS and Relational Investors

PR Newswire (Apr 1, 2013)
Timken Further Diversifies Portfolio with Acquisition of Interlube Systems Ltd.

PR Newswire (Mar 13, 2013)
Elephants Buffett Could Yet Bag In 2013
Bret Jensen • Tue, Mar 12 • 16 Comments
Kaydon's Strong Niche Focus Doesn't Produce Quite Enough Value
Stephen Simpson • Thu, Mar 7 • 3 Comments
Timken Recognized as One of World's Most Ethical Companies

PR Newswire (Mar 6, 2013)
Timken Declares Quarterly Dividend

PR Newswire (Feb 8, 2013)
Earnings Season: Alternative Energy Stocks To Watch
Harris Roen • Sat, Feb 2 • 10 Comments

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Timken Management Discusses Q1 2013 Results - Earnings Call Transcript
Wed, Apr 24
The Timken Company's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Jan 24
Timken Management Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Oct 25, 2012
Timken Management Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Jul 26, 2012 • 1 Comment
Timken's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Wed, Apr 25, 2012
Timken's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Fri, Jan 27, 2012
Timken's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Thu, Oct 27, 2011
Timken's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Thu, Jul 28, 2011
The Timken Company Q1 2009 Earnings Call Transcript
Mon, Apr 27, 2009
Timken Co. Q4 2008 Earnings Call Transcript
Fri, Jan 30, 2009
Timken Co. Q3 2008 Earnings Conference Call Transcript
Fri, Oct 24, 2008
The Timken Co. Q2 2008 Earnings Call
Thu, Jul 31, 2008
The Timken Co. Q1 2008 Earnings Call Transcript
Wed, Apr 30, 2008
The Timken Co. Q4 2007 Earnings Call Transcript
Thu, Jan 31, 2008

Timken Acquires Standard Machine, Expanding Its Industrial Services Offering in Canada

PR Newswire (May 13, 2013)
Final Trade: Your First Move for Friday, May 10

at CNBC.com (May 9, 2013)
Timken Announces Quarterly Dividend

PR Newswire (May 7, 2013)
The Timken Company Announces Voting Results of Annual Meeting of Shareholders

PR Newswire (May 7, 2013)
Jim Cramer: Optimists, This One's For You

at CNBC.com (May 1, 2013)
The Timken Company Sends Letter to Shareholders

PR Newswire (Apr 25, 2013)
Timken Posts First Quarter Results; Reaffirms 2013 Outlook

PR Newswire (Apr 24, 2013)
Timken Awards Scholarships Worth Nearly $800,000 to Students at 24 Locations Worldwide

PR Newswire (Apr 19, 2013)
The Timken Company Sends Letter to Shareholders

PR Newswire (Apr 15, 2013)
Timken Acquires Smith Services, Inc.; Further Expands Its Industrial Services Offering

PR Newswire (Apr 12, 2013)
Final Trade: Your First Move for Friday April 12th

at CNBC.com (Apr 11, 2013)
Timken Brings In-Line Forge Press, Intermediate Finishing Line and Heat-Treat Investments On Line

PR Newswire (Apr 10, 2013)
Timken to Announce First-Quarter 2013 Financial Results on April 24

PR Newswire (Apr 10, 2013)
The Timken Company Sends Letter to Shareholders

PR Newswire (Apr 2, 2013)
The Timken Company Responds To Proposal From CalSTRS and Relational Investors

PR Newswire (Apr 1, 2013)
Proxy Fight: Why Activists May Be Good for Investors

at CNBC.com (Mar 17, 2013)
Timken Further Diversifies Portfolio with Acquisition of Interlube Systems Ltd.

PR Newswire (Mar 13, 2013)
Timken Recognized as One of World's Most Ethical Companies

PR Newswire (Mar 6, 2013)
Timken Declares Quarterly Dividend

PR Newswire (Feb 8, 2013)
Timken Delivers Strong 2012 Results; Provides Outlook for 2013

PR Newswire (Jan 24, 2013)

TKR vs. ETF Alternatives

Company Description

The Company was founded in 1899 by Henry Timken, who received two patents on the design of a tapered roller bearing. Timken grew to become the world’s largest manufacturer of tapered roller bearings. Over the years, the Company has expanded its breadth of bearing products beyond tapered roller... More

Sector: Industrial Goods

Industry: Machine Tools & Accessories

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Tuesday, May 7, 3:58 PM Timken Company (TKR) declares $0.23/share quarterly dividend, in line with previous. Forward yield 1.63%. For shareholders of record May 17. Payable June 04. Ex-div date May 15. (PR) Comment! [Dividends]
Tuesday, May 7, 11:03 AM 53% of voting shareholders supported CalSTRS and Relational Investors' proposal to spinoff Timken's (TKR +2.8%) steel business, an idea the company has repeatedly criticized for undervaluing synergies and being generally "misguided" (I, II, III). The proposal received the support of proxy advisory firm Glass Lewis & Co. last month and many believe the combined market cap of the two separate firms (bearings and steel) would be greater than that of the conglomerate. The proposal is non-binding and TKR says it will "evaluate" shareholders' views and "take steps" within 45 days. All 12 board members were re-elected. Comment! [On the Move]
Friday, April 26, 7:39 AM Timken (TKR) sends a letter to shareholders after proxy advisory firm Glass Lewis & Co. sides with CalSTRS and Relational Investors in the battle to split the company. "The simple fact is that our integrated business model is working," TKR says. The firm's "tremendous competitive advantage in the marketplace" stems from "deep synergies between [the] Steel and Bearings & Power Transmission businesses." Every vote is important, TKR stresses. Comment!
Thursday, April 25, 11:24 AM Proxy advisory firm Glass Lewis & Co. says CalSTRS and Relational Investors' proposal to spinoff Timken's (TKR +0.2%) steel business (I, II, III) "provides a … compelling quantitative case, backed by cogent and thoroughly explained analyses," while TKR's own analysis applies "questionable methodologies." The firm recommends shareholders vote for the proposal. (See also: TKR says integrated business model sustains margins) Comment!
Wednesday, April 24, 8:04 AM More on Timken's (TKR) Q1: Weak end market demand (particularly in oil and gas) contributed to a 23% Y/Y decrease in revenue and higher manufacturing costs hurt profits which already faced tough compares from Q1 2012. Orders improved as the quarter wore on leading the company to reaffirm its FY outlook ($3.75-4.05 per share). The obligatory plug for keeping the company's conglomerate structure intact: despite low levels of capacity utilization, double-digit operating margins were sustained thanks to the company's "integrated business model" and focus on "driving efficiencies across our business" (read: synergies). Comment! [Earnings]
Wednesday, April 24, 7:36 AM Timken (TKR): Q1 EPS of $0.8 beats by $0.01. Revenue of $1.1B misses by $0.07B. (PR) Comment! [Earnings, Breaking News]
Wednesday, April 24, 12:05 AM Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN Comment! [Earnings]
Tuesday, April 23, 5:30 PM Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN Comment! [Earnings]
Tuesday, April 16, 4:06 PM No surprise here: CalSTRS will vote against all members of Timken's (TKR) Nominating and Corporate Governance Committee and against John M Timken Jr. at the company's shareholders meeting next month. CalSTRS decision stems from the ongoing dispute (I, II, III) between it and Relational Investors on one side and TKR on the other regarding a proposed spinoff of the company's steel business, something TKR calls "misguided." The plan is clearly "the best way to eliminate the conglomerate discount" the market assigns to TKR's shares, CalSTRS said Tuesday. 1 Comment
Monday, April 15, 5:25 PM Timken (TKR) sends letter to shareholders after comments from CalSTRS and Relational Investors. TKR says spinoff proposal "demonstrates fundamental lack of understanding of the integrated strategy driving the company's success." Research and operating strengths are "leveraged and shared" across segments. TKR also highlights comments from the Street which seem to support keeping the company's conglomerate structure intact. Comment!
Monday, April 15, 10:48 AM The latest salvo in the Timken (TKR -2.8%) spinoff battle: CalSTRS and Relational Investors say shareholders are "deprived of true value"; conglomerate structure only benefits "family-dominated Board"; TKR "has dramatically underperformed" peers in both the specialty steel and bearings businesses; TKR "cherry-picks metrics" and relies for comparison on "inappropriate peer groups." TKR contends lost synergies and transaction charges show the proposal to spinoff its steel business is "misguided." Comment!
Friday, April 12, 9:44 AM Timken (TKR -0.7%) acquires electric motor repair outfit Smith Services for an undisclosed sum. Smith had sales of $17M last year. TKR says the purchase adds "additional industrial service capabilities." Meanwhile, Relational Investors and CalSTRS say a proposal to spinoff TKR's steel business poses no downside risks and is in fact not binding which is why, they say, shareholders should vote 'yes.' Comment! [M&A]
Tuesday, April 2, 4:20 PM Timken (TKR) falls more than 1% for the second day in a row after the company sends letter to shareholders encouraging them to vote against a proposal to spinoff the firm's steel business. In the letter, Timken says CalSTRS and Relational Investors' plan to split the company is "misguided" and would only create "illusory short-term gains through financial engineering." Comment!
Monday, April 1, 1:21 PM Timken (TKR -1.3%) says a plan to spinoff its steel business proposed by CalSTRS and Relational Investors (who, between them, own 7.28% of the company's shares) is flawed. The company claims the proposal fails to account for $200M in transaction charges and $60-80M in "lost annual synergies." Timken has launched a website explaining why investors should vote against the proposed split. Comment!
Thursday, January 24, 8:29 AM Timken (TKR): Q4 EPS of $0.78 beats by $0.16. Revenue of $1.08B in-line. (PR) Comment! [Earnings, Breaking News]
Thursday, January 24, 12:10 AM Notable earnings after Thursday’s close: CPHD, CRUS, ED, EGHT, ETFC, FLEX, INFA, JBHT, JNPR, KLAC, MSFT, MXIM, QLGC, RMBS, RMD, SBUX, SCSS, SXL, SYNA, T, TKR, TPX, VRSN 1 Comment [Earnings]

ltfinger
New Upgrades (5/6/13): $ADI, $GLNG, $KOLD, $MRC, $TEX, $TKR, $VMW, $WLL
May 7, 2:25 PM
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ltfinger: Absolutely...
May 8, 1:55 PM
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ltfinger: Probably will post a blog later...
May 8, 1:56 PM
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ltfinger
Potential Upgrades (5/3/13): $RCII, $RS, $SNDK, $SPW, $TEVA, $TEX, $TKR, $VIVO, $VMW, $WLL, $ZBRA
May 6, 9:40 AM
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ltfinger
New Downgrades (4/2/13): $SGOL, $SLW, $SPXL, $STNR, $TKR, $TNA, $TOL, $TREX, $TSO, $UAL, $UGL, $UNXL, $WDFC, $WGO, $XOP
Apr 3, 1:16 AM
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ltfinger
Potential Downgrades (3/26/13): $ADT, $AIZ, $ALXN, $MHO, $PBF, $PNR, $RHP, $SHLD, $TGI, $TIF, $TKR, $ZUMZ
Mar 27, 3:43 AM
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ZetaKap
4 Mid Caps With Strong Profits And Hearty Analyst Backing http://bit.ly/TXLKUn $HHC $IDA $NUS $TKR @ZetaKap
8/23/12
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ZetaKap
4 Low Priced Mid-Cap Industrial Stocks With Strong Analyst Ratings http://bit.ly/KzMEFZ $GDI $JOY $KMT $TKR @ZetaKap
6/7/12
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Michael Bryant
GeoResources (GEOI), Timken (TKR), Panera Bread (PNRA), Buffalo Wild Wings (BWLD), & Stratasys (SSYS) rose Wednesday on unusual volume.
4/26/12
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iadops40: most of my family lives in Florida, western panhandle, Pensacola
4/26/12
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Brandon Gibbs: Beautiful beaches up there, I'm in central FLA
4/26/12
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Dividend Sheet
Industrials With Gaining Earnings Growth Momentum + http://stks.co/3M82 + $ABB $ESLT $XIN $BA $TKR $CMI $FAST $FLR $JOY $GR $RYL $VMI $GDI
4/16/12
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Dividend Sheet
6 Best Yielding Machine Tools And Accessories Stocks: http://bit.ly/vJRv7G + $CIX $KDN $SWK $TKR $KMT $HDNG
12/7/11
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Windsun33
Sold my TKR @39.50, taking profits till I see what happens... if anything
8/16/11
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LATEST REPLIES

ltfinger
New Upgrades (5/6/13): $ADI, $GLNG, $KOLD, $MRC, $TEX, $TKR, $VMW, $WLL
May 7, 2:25 PM
Reply (3)

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ltfinger: Absolutely...
May 8, 1:55 PM
• !Report Abuse
ltfinger: Probably will post a blog later...
May 8, 1:56 PM
• !Report Abuse
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140 characters

Michael Bryant
GeoResources (GEOI), Timken (TKR), Panera Bread (PNRA), Buffalo Wild Wings (BWLD), & Stratasys (SSYS) rose Wednesday on unusual volume.
4/26/12
Reply (10)

• !Report Abuse
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iadops40: most of my family lives in Florida, western panhandle, Pensacola
4/26/12
• !Report Abuse
Brandon Gibbs: Beautiful beaches up there, I'm in central FLA
4/26/12
• !Report Abuse
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TKR Timken Co.

TKR

Timken Co.