Taylor Devices Inc. (TAYD)
NASDAQ (CM) NASDAQ (CM) Primary Summary
TAYD's Fiscal 2026 Earnings Decline Y/Y on Structural Sales Weakness
Taylor Devices' fiscal 2026 earnings per share decline year over year due to weaker structural sales and delayed customer orders.
Taylor Devices: A Terrible Quarter With A Bullish Twist
Taylor Devices remains a Buy despite a weak FY2026, as a record $52.8M backlog signals delayed orders are now converting. The 154% sequential backlog surge, even excluding a $19M one-off order, supports management's claim that demand remains robust. 92% of the backlog is tied to Aerospace & Defense, providing revenue visibility and margin stability for FY2027.
Taylor Devices: Defense Exposure Supports The Long-Term Story
Taylor Devices faces uncertainty after strong growth, with backlog declines and weaker visibility impacting sentiment. TAYD's aerospace and defense exposure provides long-term support, as these segments now account for two-thirds of revenue and benefit from robust global spending. I view the recent sell-off as creating an attractive entry, justifying an initial Buy rating, but backlog recovery is crucial to sustain this view.
Taylor Devices Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LN Louis Navellier NAVELLIER & ASSOCIATES Inc. | 8,816 | $517,322.88 | $452,525.28 | -$64,797.6 | -12.53% |
 Joseph Castro Nuveen LLC | 5,943 | $348,735 | $306,896.52 | -$41,838.48 | -12% |
 Michael Byun SageView Advisory Group LLC | 5,539 | $323,985.83 | $300,435.36 | -$23,550.47 | -7.27% |
 Isabelle Cordwell-Riant De Lisle Partners LLP | 46,048 | $1.98M | $2.46M | $475,609.79 | 23.98% |
 Mark Schafer Police & Firemen's Retirement System of New Jersey | 952 | $55,863 | $48,866.16 | -$6,996.84 | -12.52% |
Taylor Devices Inc. (TAYD) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Taylor Devices Inc. ever had a stock split?
Taylor Devices Inc. Profile
| Machinery Industry | Industrials Sector | Timothy J. Sopko CEO | NASDAQ (CM) Exchange | 877163105 CUSIP |
| US Country | 135 Employees | 4 Dec 1989 Last Dividend | 12 Dec 1988 Last Split | 18 Aug 1995 IPO Date |
Overview
Taylor Devices, Inc. specializes in the design, development, manufacturing, and marketing of advanced shock absorption, rate control, and energy storage devices. With operations spanning the United States, Asia, and other international markets, the company caters to a wide range of industries, including defense, aerospace, and commercial sectors. Established in 1955 and based in North Tonawanda, New York, Taylor Devices, Inc. leverages its extensive expertise to offer solutions aimed at mitigating the effects of dynamic forces, such as earthquakes and vibrations, on machinery, equipment, and structures. The company employs a strategic approach to distribution, relying on a network of sales representatives and distributors to reach a diverse clientele worldwide.
Products and Services
- Seismic Dampers
These devices are engineered to reduce the impact of earthquakes on buildings and other structures, enhancing safety and structural integrity during seismic events.
- Fluidicshoks
Compact shock absorbers specifically designed for defense, aerospace, and commercial applications, Fluidicshoks absorb and dissipate energy to control shock and vibration.
- Crane and Industrial Buffers
Larger versions of the Fluidicshoks, these buffers are utilized in various industrial settings, including cranes and crane trolleys, truck docks, and train car stops, providing effective shock absorption.
- Self-Adjusting Shock Absorbers
Encompassing variations of Fluidicshoks and crane/industrial buffers, these devices automatically adapt to differing impact conditions, ideal for high-cycle applications in heavy industries.
- Liquid Die Springs
Utilized as essential components in the manufacturing of tools and dies, liquid die springs aid in the precision and efficiency of machinery and equipment operations.
- Vibration Dampers
Primarily serving the aerospace and defense sectors, these dampers are employed to safeguard electronics and optical systems against the detrimental effects of vibration.
- Machined Springs
These springs find applications in aerospace for their precision and reliability, contributing to the optimal performance of aerospace systems.
- Custom Actuators
Tailored for specific aerospace and defense applications, custom actuators are developed to meet the unique requirements of these high-stakes industries.
