Jim Cramer on The Timken Company: “This Stock’s Actually Been on a Tear”

Today, each sorts of non-tech concern stocks roared higher. That makes maine privation to ellipse backmost to The Timken Company, a shaper of each sorts of engineered bearings, concern question equipment. They support the concern satellite moving. This stock’s really been connected a tear. It’s up astir 59% twelvemonth to date, including a astir 25% summation implicit the past period aft Timken reported a blowout 4th astatine the opening of May. A mates of weeks ago, the institution held a precise breathtaking capitalist gathering wherever absorption talked astir however they could turn net by 55% from past twelvemonth done 2028. That’s beauteous awesome if you inquire me.

Photo by Yiorgos Ntrahas connected Unsplash

The Timken Company (NYSE:TKR) designs, manufactures, and sells engineered bearings, concern question products, and drivetrain repair services. SouthernSun Asset Management, LLC stated the pursuing regarding The Timken Company (NYSE:TKR) successful its 4th fourth 2025 capitalist letter:

The Timken Company (NYSE:TKR) After a agelong and palmy concern successful TKR, we decided to exit our presumption successful favour of much charismatic opportunities. Despite inactive believing TKR has beardown and durable brands successful concern bearings, we don’t expect the company’s strategy of redeploying superior into acquiring concern question businesses to make worldly worth for shareholders. The caller CEO modulation – the 2nd successful arsenic galore years – besides did not springiness america assurance that the enactment had wide strategical absorption oregon the imperative to thrust execution and worth creation.

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