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Side-by-side financial comparison of TIMKEN CO (TKR) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Toast, Inc. is the larger business by last-quarter revenue ($1.6B vs $1.2B, roughly 1.3× TIMKEN CO). TIMKEN CO runs the higher net margin — 8.6% vs 6.2%, a 2.4% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 8.0%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $500.0K). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% CAGR vs 2.1%).
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
TKR vs TOST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.6B |
| Net Profit | $105.9M | $101.0M |
| Gross Margin | — | 25.9% |
| Operating Margin | 13.7% | 5.2% |
| Net Margin | 8.6% | 6.2% |
| Revenue YoY | 8.0% | 22.0% |
| Net Profit YoY | 25.4% | 215.6% |
| EPS (diluted) | $1.40 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | $105.9M | — | ||
| Q4 25 | $62.3M | $101.0M | ||
| Q3 25 | $69.3M | $105.0M | ||
| Q2 25 | $78.5M | $80.0M | ||
| Q1 25 | $78.3M | $56.0M | ||
| Q4 24 | $71.2M | $32.0M | ||
| Q3 24 | $81.8M | $56.0M | ||
| Q2 24 | $96.2M | $14.0M |
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 25.9% | ||
| Q3 25 | 30.2% | 26.5% | ||
| Q2 25 | 30.7% | 25.3% | ||
| Q1 25 | 31.5% | 25.9% | ||
| Q4 24 | 30.3% | 24.9% | ||
| Q3 24 | 30.6% | 24.7% | ||
| Q2 24 | 31.6% | 23.0% |
| Q1 26 | 13.7% | — | ||
| Q4 25 | 9.8% | 5.2% | ||
| Q3 25 | 12.0% | 5.1% | ||
| Q2 25 | 12.6% | 5.2% | ||
| Q1 25 | 12.6% | 3.2% | ||
| Q4 24 | 10.5% | 2.5% | ||
| Q3 24 | 13.0% | 2.6% | ||
| Q2 24 | 14.1% | 0.4% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 5.6% | 6.2% | ||
| Q3 25 | 6.0% | 6.4% | ||
| Q2 25 | 6.7% | 5.2% | ||
| Q1 25 | 6.9% | 4.2% | ||
| Q4 24 | 6.6% | 2.4% | ||
| Q3 24 | 7.3% | 4.3% | ||
| Q2 24 | 8.1% | 1.1% |
| Q1 26 | $1.40 | — | ||
| Q4 25 | $0.89 | $0.18 | ||
| Q3 25 | $0.99 | $0.16 | ||
| Q2 25 | $1.12 | $0.13 | ||
| Q1 25 | $1.11 | $0.09 | ||
| Q4 24 | $1.01 | $0.09 | ||
| Q3 24 | $1.16 | $0.07 | ||
| Q2 24 | $1.36 | $0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $344.7M | $1.4B |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $3.4B | $2.1B |
| Total Assets | $6.9B | $3.1B |
| Debt / EquityLower = less leverage | 0.60× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $344.7M | — | ||
| Q4 25 | $364.4M | $1.4B | ||
| Q3 25 | $449.1M | $1.4B | ||
| Q2 25 | $419.3M | $1.2B | ||
| Q1 25 | $376.1M | $1.0B | ||
| Q4 24 | $373.2M | $903.0M | ||
| Q3 24 | $412.7M | $761.0M | ||
| Q2 24 | $469.9M | $691.0M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.1B | — |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.2B | $2.1B | ||
| Q3 25 | $3.1B | $2.0B | ||
| Q2 25 | $3.1B | $1.8B | ||
| Q1 25 | $2.9B | $1.7B | ||
| Q4 24 | $2.8B | $1.5B | ||
| Q3 24 | $2.9B | $1.4B | ||
| Q2 24 | $2.8B | $1.3B |
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.7B | $3.1B | ||
| Q3 25 | $6.8B | $3.0B | ||
| Q2 25 | $6.8B | $2.8B | ||
| Q1 25 | $6.6B | $2.6B | ||
| Q4 24 | $6.4B | $2.4B | ||
| Q3 24 | $6.8B | $2.2B | ||
| Q2 24 | $6.6B | $2.2B |
| Q1 26 | 0.60× | — | ||
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.67× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 0.77× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $39.3M | $194.0M |
| Free Cash FlowOCF − Capex | $500.0K | $178.0M |
| FCF MarginFCF / Revenue | 0.0% | 10.9% |
| Capex IntensityCapex / Revenue | 3.2% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.37× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | $383.2M | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.3M | — | ||
| Q4 25 | $183.3M | $194.0M | ||
| Q3 25 | $201.1M | $165.0M | ||
| Q2 25 | $111.3M | $223.0M | ||
| Q1 25 | $58.6M | $79.0M | ||
| Q4 24 | $178.6M | $147.0M | ||
| Q3 24 | $123.2M | $109.0M | ||
| Q2 24 | $124.6M | $124.0M |
| Q1 26 | $500.0K | — | ||
| Q4 25 | $140.7M | $178.0M | ||
| Q3 25 | $163.8M | $153.0M | ||
| Q2 25 | $78.2M | $208.0M | ||
| Q1 25 | $23.4M | $69.0M | ||
| Q4 24 | $125.0M | $134.0M | ||
| Q3 24 | $88.2M | $97.0M | ||
| Q2 24 | $87.3M | $108.0M |
| Q1 26 | 0.0% | — | ||
| Q4 25 | 12.7% | 10.9% | ||
| Q3 25 | 14.2% | 9.4% | ||
| Q2 25 | 6.7% | 13.4% | ||
| Q1 25 | 2.1% | 5.2% | ||
| Q4 24 | 11.6% | 10.0% | ||
| Q3 24 | 7.8% | 7.4% | ||
| Q2 24 | 7.4% | 8.7% |
| Q1 26 | 3.2% | — | ||
| Q4 25 | 3.8% | 1.0% | ||
| Q3 25 | 3.2% | 0.7% | ||
| Q2 25 | 2.8% | 1.0% | ||
| Q1 25 | 3.1% | 0.7% | ||
| Q4 24 | 5.0% | 1.0% | ||
| Q3 24 | 3.1% | 0.9% | ||
| Q2 24 | 3.2% | 1.3% |
| Q1 26 | 0.37× | — | ||
| Q4 25 | 2.94× | 1.92× | ||
| Q3 25 | 2.90× | 1.57× | ||
| Q2 25 | 1.42× | 2.79× | ||
| Q1 25 | 0.75× | 1.41× | ||
| Q4 24 | 2.51× | 4.59× | ||
| Q3 24 | 1.51× | 1.95× | ||
| Q2 24 | 1.30× | 8.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TKR
| Engineered Bearings | $806.2M | 65% |
| Industrial Motion | $425.1M | 35% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
