The Timken Company (NYSE:TKR) shareholders are probably feeling a little disappointed, since its shares fell 7.2% to US$77.00 in the week after its latest quarterly results. It looks like the results were a bit of a negative overall. While revenues of US$1.1b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 3.5% to hit US$1.16 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

Check out our latest analysis for Timken

Taking into account the latest results, the consensus forecast from Timken's eleven analysts is for revenues of US$4.75b in 2025. This reflects an okay 3.4% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to shoot up 29% to US$6.25. In the lead-up to this report, the analysts had been modelling revenues of US$4.76b and earnings per share (EPS) of US$6.58 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the minor downgrade to their earnings per share numbers for next year.

The average price target fell 5.0% to US$87.64, with reduced earnings forecasts clearly tied to a lower valuation estimate. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Timken, with the most bullish analyst valuing it at US$99.00 and the most bearish at US$73.00 per share. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Timken is an easy business to forecast or the the analysts are all using similar assumptions.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that Timken's revenue growth is expected to slow, with the forecast 2.7% annualised growth rate until the end of 2025 being well below the historical 6.5% p.a. growth over the last five years. Compare this to the 179 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 3.1% per year. So it's pretty clear that, while Timken's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.