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Colton Ellis: The Global Leader in Power Transmission Components

Explore how Colton Ellis, a leading company in anti-friction and power transmission components, serves diverse sectors such as Process Industries, Mobile Industries, Steel, Aerospace, and Defense. With headquarters in Canton, Ohio, and operations spanning 30 countries, the company employs 21,000 associates.

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Colton Ellis: The Global Leader in Power Transmission Components

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  1. Aimee Glindmeyer Colton Ellis
  2. The Business Anti-friction and power transmission components Four Sectors Process Industries (21%) Mobile Industries (32%) Steel (26%) Aerospace and Defense (22%) Headquartered in Canton, Ohio Operations in 30 countries 21,000 associates
  3. Economic Moat Repeat sales, high switching costs Availability of customization for customers Develop, manufacture, market, service and sell own products Government contracts create stable sales in upkeep of equipment Broad based end markets and customers Brand name Known for creating value for its customers World’s most ethical company designation
  4. Management President and CEO James Griffith with TKR since 1984 Timken family still well invested in company Holds chairman seat on the Board 12% of shares outstanding Incentive compensation based on ratio of operating earnings/beginning invested capital One of the longest running dividend records with 359 straight payments
  5. Competition
  6. Historical Performance
  7. Profitability
  8. Future Outlook Intent on exiting low margin businesses Making smart acquisitions that add to the business Taking advantage of growth in Asia Performing at all-time best, but stock still discounted
  9. Valuation Current Price: $48.74
  10. Why Buy Now? Stock is selling at a large discount Stock buy-back authorization TKR has never performed better in history Other investors still evaluating on past strategy
  11. Sources Bloomberg Yahoo Finance Morningstar Valueline 10-K Timken.com
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