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Side-by-side financial comparison of TIMKEN CO (TKR) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
TIMKEN CO is the larger business by last-quarter revenue ($1.1B vs $625.1M, roughly 1.8× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 5.6%, a 7.8% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 3.5%). TIMKEN CO produced more free cash flow last quarter ($140.7M vs $140.3M). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (4.6% CAGR vs -3.4%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
TKR vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $625.1M |
| Net Profit | $62.3M | $83.7M |
| Gross Margin | 29.3% | 49.5% |
| Operating Margin | 9.8% | 18.2% |
| Net Margin | 5.6% | 13.4% |
| Revenue YoY | 3.5% | 15.7% |
| Net Profit YoY | -12.5% | 24.0% |
| EPS (diluted) | $0.89 | $2.50 |
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.
| Q4 25 | $1.1B | $625.1M | ||
| Q3 25 | $1.2B | $611.7M | ||
| Q2 25 | $1.2B | $643.7M | ||
| Q1 25 | $1.1B | $558.0M | ||
| Q4 24 | $1.1B | $540.4M | ||
| Q3 24 | $1.1B | $543.6M | ||
| Q2 24 | $1.2B | $597.3M | ||
| Q1 24 | $1.2B | $570.9M |
| Q4 25 | $62.3M | $83.7M | ||
| Q3 25 | $69.3M | $82.2M | ||
| Q2 25 | $78.5M | $100.9M | ||
| Q1 25 | $78.3M | $74.0M | ||
| Q4 24 | $71.2M | $67.5M | ||
| Q3 24 | $81.8M | $69.1M | ||
| Q2 24 | $96.2M | $82.0M | ||
| Q1 24 | $103.5M | $72.6M |
| Q4 25 | 29.3% | 49.5% | ||
| Q3 25 | 30.2% | 48.8% | ||
| Q2 25 | 30.7% | 50.6% | ||
| Q1 25 | 31.5% | 48.8% | ||
| Q4 24 | 30.3% | 46.7% | ||
| Q3 24 | 30.6% | 47.3% | ||
| Q2 24 | 31.6% | 47.7% | ||
| Q1 24 | 33.4% | 46.9% |
| Q4 25 | 9.8% | 18.2% | ||
| Q3 25 | 12.0% | 18.2% | ||
| Q2 25 | 12.6% | 21.0% | ||
| Q1 25 | 12.6% | 15.7% | ||
| Q4 24 | 10.5% | 16.5% | ||
| Q3 24 | 13.0% | 17.1% | ||
| Q2 24 | 14.1% | 18.7% | ||
| Q1 24 | 15.5% | 16.9% |
| Q4 25 | 5.6% | 13.4% | ||
| Q3 25 | 6.0% | 13.4% | ||
| Q2 25 | 6.7% | 15.7% | ||
| Q1 25 | 6.9% | 13.3% | ||
| Q4 24 | 6.6% | 12.5% | ||
| Q3 24 | 7.3% | 12.7% | ||
| Q2 24 | 8.1% | 13.7% | ||
| Q1 24 | 8.7% | 12.7% |
| Q4 25 | $0.89 | $2.50 | ||
| Q3 25 | $0.99 | $2.45 | ||
| Q2 25 | $1.12 | $3.01 | ||
| Q1 25 | $1.11 | $2.21 | ||
| Q4 24 | $1.01 | $2.02 | ||
| Q3 24 | $1.16 | $2.06 | ||
| Q2 24 | $1.36 | $2.44 | ||
| Q1 24 | $1.46 | $2.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $364.4M | $405.5M |
| Total DebtLower is stronger | $1.9B | — |
| Stockholders' EquityBook value | $3.2B | $2.0B |
| Total Assets | $6.7B | $2.9B |
| Debt / EquityLower = less leverage | 0.60× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $364.4M | $405.5M | ||
| Q3 25 | $449.1M | $457.7M | ||
| Q2 25 | $419.3M | $369.3M | ||
| Q1 25 | $376.1M | $336.8M | ||
| Q4 24 | $373.2M | $386.9M | ||
| Q3 24 | $412.7M | $303.9M | ||
| Q2 24 | $469.9M | $279.4M | ||
| Q1 24 | $421.9M | $237.1M |
| 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 24 | $2.2B | — |
| Q4 25 | $3.2B | $2.0B | ||
| Q3 25 | $3.1B | $2.0B | ||
| Q2 25 | $3.1B | $1.9B | ||
| Q1 25 | $2.9B | $1.8B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.9B | $1.7B | ||
| Q2 24 | $2.8B | $1.6B | ||
| Q1 24 | $2.6B | $1.6B |
| Q4 25 | $6.7B | $2.9B | ||
| Q3 25 | $6.8B | $2.7B | ||
| Q2 25 | $6.8B | $2.6B | ||
| Q1 25 | $6.6B | $2.5B | ||
| Q4 24 | $6.4B | $2.4B | ||
| Q3 24 | $6.8B | $2.4B | ||
| Q2 24 | $6.6B | $2.4B | ||
| Q1 24 | $6.5B | $2.3B |
| 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× | — | ||
| Q1 24 | 0.83× | — |
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 | $183.3M | $154.7M |
| Free Cash FlowOCF − Capex | $140.7M | $140.3M |
| FCF MarginFCF / Revenue | 12.7% | 22.4% |
| Capex IntensityCapex / Revenue | 3.8% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.94× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $406.1M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $154.7M | ||
| Q3 25 | $201.1M | $122.4M | ||
| Q2 25 | $111.3M | $69.7M | ||
| Q1 25 | $58.6M | $55.2M | ||
| Q4 24 | $178.6M | $139.5M | ||
| Q3 24 | $123.2M | $90.7M | ||
| Q2 24 | $124.6M | $85.3M | ||
| Q1 24 | $49.3M | $45.6M |
| Q4 25 | $140.7M | $140.3M | ||
| Q3 25 | $163.8M | $110.9M | ||
| Q2 25 | $78.2M | $59.5M | ||
| Q1 25 | $23.4M | $45.6M | ||
| Q4 24 | $125.0M | $127.5M | ||
| Q3 24 | $88.2M | $84.3M | ||
| Q2 24 | $87.3M | $78.5M | ||
| Q1 24 | $5.2M | $35.5M |
| Q4 25 | 12.7% | 22.4% | ||
| Q3 25 | 14.2% | 18.1% | ||
| Q2 25 | 6.7% | 9.2% | ||
| Q1 25 | 2.1% | 8.2% | ||
| Q4 24 | 11.6% | 23.6% | ||
| Q3 24 | 7.8% | 15.5% | ||
| Q2 24 | 7.4% | 13.1% | ||
| Q1 24 | 0.4% | 6.2% |
| Q4 25 | 3.8% | 2.3% | ||
| Q3 25 | 3.2% | 1.9% | ||
| Q2 25 | 2.8% | 1.6% | ||
| Q1 25 | 3.1% | 1.7% | ||
| Q4 24 | 5.0% | 2.2% | ||
| Q3 24 | 3.1% | 1.2% | ||
| Q2 24 | 3.2% | 1.1% | ||
| Q1 24 | 3.7% | 1.8% |
| Q4 25 | 2.94× | 1.85× | ||
| Q3 25 | 2.90× | 1.49× | ||
| Q2 25 | 1.42× | 0.69× | ||
| Q1 25 | 0.75× | 0.75× | ||
| Q4 24 | 2.51× | 2.07× | ||
| Q3 24 | 1.51× | 1.31× | ||
| Q2 24 | 1.30× | 1.04× | ||
| Q1 24 | 0.48× | 0.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TKR
| Industrial Motion | $574.1M | 52% |
| Other | $536.9M | 48% |
WTS
Segment breakdown not available.
