Jim Cramer Highlighted 16 Stocks Including Quantinuum, and the Market’s Appetite for New Supply

10. The Timken Company (NYSE:TKR)

The Timken Company (NYSE:TKR) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer noted that the company keeps the “industrial world moving,” as he commented:

Today, all sorts of non-tech industrial stocks roared higher. That makes me want to circle back to The Timken Company, a manufacturer of all sorts of engineered bearings, industrial motion equipment. They keep the industrial world moving. This stock’s actually been on a tear. It’s up almost 59% year to date, including a nearly 25% gain over the past month after Timken reported a blowout quarter at the beginning of May. A couple of weeks ago, the company held a very exciting investor meeting where management talked about how they could grow earnings by 55% from last year through 2028. That’s pretty impressive if you ask me.

The Timken Company (NYSE:TKR) designs, manufactures, and sells engineered bearings, industrial motion products, and drivetrain repair services. SouthernSun Asset Management, LLC stated the following regarding The Timken Company (NYSE:TKR) in its fourth quarter 2025 investor letter:

The Timken Company (NYSE:TKR) After a long and successful investment in TKR, we decided to exit our position in favor of more attractive opportunities. Despite still believing TKR has strong and durable brands in industrial bearings, we don’t expect the company’s strategy of redeploying capital into acquiring industrial motion businesses to create material value for shareholders. The recent CEO transition – the second in as many years – also did not give us confidence that the organization had clear strategic direction or the imperative to drive execution and value creation.