TKR (The Timken Co) Cyclically Adjusted FCF per Share: $4.79 (As of Jun. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

TKR The Timken Co TKR
75 GF Score
Price $126.57
GF Value $84.08
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is The Timken Co Cyclically Adjusted FCF per Share?

The Timken Co TKR -2.88% 75 Cyclically Adjusted FCF per Share is $4.79 as of Jun. 2026. GuruFocus rates TKR with a GF Score™ of 75/100 and a GF Value™ of $84.08 (Significantly Overvalued). The stock has 6 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted FCF per Share and the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years.

The Timken Co's adjusted free cash flow per share for the three months ended in Jun. 2026 was $1.149. Add all the adjusted free cash flow per share for the past 10 years together and divide the count will get our Cyclically Adjusted FCF per Share, which is $4.79 for the trailing ten years ended in Jun. 2026.

During the past 12 months, The Timken Co's average Cyclically Adjusted FCF Growth Rate was -100.00% per year. During the past 3 years, the average Cyclically Adjusted FCF Growth Rate was 6.10% per year. During the past 5 years, the average Cyclically Adjusted FCF Growth Rate was 5.90% per year. During the past 10 years, the average Cyclically Adjusted FCF Growth Rate was 6.20% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted FCF Growth Rate using Cyclically Adjusted FCF per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted FCF Growth Rate of The Timken Co was 26.70% per year. The lowest was -7.40% per year. And the median was 8.20% per year.

As of today (2026-08-11), The Timken Co's current stock price is $126.57. The Timken Co's Cyclically Adjusted FCF per Share for the quarter that ended in Jun. 2026 was $4.79. The Timken Co's Cyclically Adjusted Price-to-FCF of today is 26.42.

During the past 13 years, the highest Cyclically Adjusted Price-to-FCF of The Timken Co was 29.35. The lowest was 8.61. And the median was 16.35.


The Timken Co  (NYSE:TKR) Cyclically Adjusted FCF per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted FCF per Share may underestimate the company's free cash flow. Cyclically Adjusted Price-to-FCF can seem to be too high even the actual Price-to-Free-Cash-Flow is low.

For the Cyclically Adjusted Price-to-FCF, the free cash flow per share of the past 10 years are inflation-adjusted and averaged. The result is used for P/FCF calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted Price-to-FCF is also called CAPFCF Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted free cash flow per share of a company over the past 10 years.

The Timken Co's Cyclically Adjusted Price-to-FCF of today is calculated as

Cyclically Adjusted Price-to-FCF=Share Price/Cyclically Adjusted FCF per Share
=126.57/4.79
=26.42

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

During the past 13 years, the highest Cyclically Adjusted Price-to-FCF of The Timken Co was 29.35. The lowest was 8.61. And the median was 16.35.


Be Aware

Cyclically Adjusted Price-to-FCF works better for cyclical companies. It gives you a better idea on the company's real free cash flow value.


The Timken Co Cyclically Adjusted FCF per Share Related Terms


The Timken Co Cyclically Adjusted FCF per Share Historical Data

* Premium members only.

The historical data trend for The Timken Co's Cyclically Adjusted FCF per Share can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

The Timken Co Cyclically Adjusted FCF per Share Chart

The Timken Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted FCF per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.05 4.02 4.25 4.54 4.80

The Timken Co Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted FCF per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.69 4.76 4.80 4.85 4.79

TKR vs TTC, LECO, SWK: Cyclically Adjusted FCF per Share Comparison

For the Tools & Accessories subindustry, The Timken Co's Cyclically Adjusted Price-to-FCF, along with its competitors' market caps and Cyclically Adjusted Price-to-FCF data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


The Timken Co Cyclically Adjusted Price-to-FCF vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, The Timken Co's Cyclically Adjusted Price-to-FCF distribution charts can be found below:

* The bar in red indicates where The Timken Co's Cyclically Adjusted Price-to-FCF falls into.


TKR
75GF Score
The Timken Co TKR
Cyclically Adjusted FCF per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

The Timken Co Cyclically Adjusted FCF per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted FCF per Share and the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years.

What is Cyclically Adjusted FCF per Share? How do we calculate Cyclically Adjusted FCF per Share?

Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted FCF per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the free cash flow per share from 2001 through 2010.

We adjusted the 2001 free cash flow per share data with the total inflation from 2001 through 2010 to the equivalent free cash flow in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's free cash flow is $1 a share in 2001, then the 2001's equivalent free cash flow in 2010 is $1.4 a share. If Wal-Mart's free cash flow is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 free cash flow in 2010 is $1.35. So on and so forth, you get the equivalent free cash flow per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted FCF per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, The Timken Co's adjusted Free Cash Flow per Share data for the three months ended in Jun. 2026 was:

Adj_FreeCashFlowPerShare= Free Cash Flow per Share /CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=1.149/333.9520*333.9520
=1.149

Current CPI (Jun. 2026) = 333.9520.

The Timken Co Quarterly Data

Free Cash Flow per Share CPI Adj_FreeCashFlowPerShare
201609 0.516 241.428 0.714
201612 0.918 241.432 1.270
201703 0.347 243.801 0.475
201706 0.597 244.955 0.814
201709 0.074 246.819 0.100
201712 0.655 246.524 0.887
201803 -0.786 249.554 -1.052
201806 1.023 251.989 1.356
201809 1.454 252.439 1.923
201812 1.133 251.233 1.506
201903 0.469 254.202 0.616
201906 1.743 256.143 2.272
201909 1.321 256.759 1.718
201912 1.790 256.974 2.326
202003 0.320 258.115 0.414
202006 2.942 257.797 3.811
202009 1.631 260.280 2.093
202012 1.094 260.474 1.403
202103 0.030 264.877 0.038
202106 1.502 271.696 1.846
202109 0.814 274.310 0.991
202112 0.758 278.802 0.908
202203 -0.470 287.504 -0.546
202206 0.504 296.311 0.568
202209 1.325 296.808 1.491
202212 2.520 296.797 2.835
202303 0.503 301.836 0.557
202306 1.302 305.109 1.425
202309 2.107 307.789 2.286
202312 1.063 306.746 1.157
202403 0.073 312.332 0.078
202406 1.232 314.175 1.310
202409 1.248 315.301 1.322
202412 1.770 315.605 1.873
202503 0.332 319.799 0.347
202506 1.116 322.561 1.155
202509 2.336 324.800 2.402
202512 2.004 324.054 2.065
202603 0.007 330.213 0.007
202606 1.149 333.952 1.149

Add all the adjusted free cash flow per share together and divide 10 will get our Cyclically Adjusted FCF per Share.

What does a Cyclically Adjusted FCF per Share of $4.79 mean?
The Timken Co (TKR) has a Cyclically Adjusted FCF per Share of $4.79 as of Jun. 2026. Cyclically Adjusted FCF per Share represents the company's inflation-adjusted FCF per share over a 10-year period. View historical data on The Timken Co and its competitors.
Is The Timken Co's Cyclically Adjusted FCF per Share too high?
The Timken Co's current Cyclically Adjusted FCF per Share is $4.79. Overall, The Timken Co has a GF Score™ of 75/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does The Timken Co's Cyclically Adjusted FCF per Share compare to TTC and LECO?
The Timken Co's Cyclically Adjusted FCF per Share of $4.79 can be compared against companies in the Industrial Products industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted FCF per Share for an Industrial Products company?
A good Cyclically Adjusted FCF per Share depends on the Industrial Products industry context. However, Cyclically Adjusted FCF per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted FCF per Share mean?
A high Cyclically Adjusted FCF per Share can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted FCF per Share represents the company's inflation-adjusted FCF per share over a 10-year period. View historical data on The Timken Co and its competitors. The Timken Co's current Cyclically Adjusted FCF per Share is $4.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Timken Co stock overvalued right now?
Based on GuruFocus' analysis, The Timken Co (TKR) is currently considered Significantly Overvalued. The stock's GF Value™ is $84.08, compared to a current price of $126.57 — trading 50.5% above its estimated fair value. The current Cyclically Adjusted FCF per Share is $4.79. The Timken Co's overall GF Score™ is 75/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted FCF per Share calculated?
Cyclically Adjusted FCF per Share is calculated from a company's financial statements. For The Timken Co (TKR), the current Cyclically Adjusted FCF per Share is $4.79 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is The Timken Co (TKR) Overvalued in 2026?

Based on GuruFocus' analysis, The Timken Co stock appears to be overvalued. The current stock price of $126.57 is trading 50.5% above its estimated GF Value™ of $84.08. GuruFocus considers The Timken Co to be Significantly Overvalued.

Key valuation signals for TKR:

  • Cyclically Adjusted FCF per Share: $4.79
  • GF Value™: $84.08 vs. price of $126.57 (50.5% above fair value)
  • GF Score™: 75/100 with 6 warning signs

No single metric tells the full story. See the TKR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


The Timken Co Business Description

Other Exchanges TKR:MexicoTKH:Germany
Address 4500 Mount Pleasant Street NW, North Canton, OH, USA, 44720-5450
The Timken Co designs and manages a portfolio of engineered bearings and industrial motion products, and provides related services. The various products offered by the company include ball bearings, plain bearings, tapered roller bearings, housed bearings, linear guides, telescopic rails, lubrication systems, agricultural conveyor chains, couplings, brakes, seals, etc. These products are offered through brands like Timken, GGB, Philadelphia Gear, Cone Drive, CGI, and Rollon, among others. The company has two reportable segments: Engineered Bearings, which generates the maximum revenue, and Industrial Motion. Geographically, the company generates maximum revenue from the United States, followed by Europe, Middle East and Africa (EMEA), Asia-Pacific, and the other regions of the Americas.
75GF Score

Get the complete analysis for TKR

Cyclically Adjusted FCF per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$126.57
Price
$84.08
GF Value