Taylor Devices Inc. (TAYD)
NASDAQ (CM) NASDAQ (CM) Primary 
Taylor Devices, Inc. (TAYD) Shareholder/Analyst Call Transcript
Taylor Devices, Inc. (TAYD) Shareholder/Analyst Call Transcript
Taylor Devices: Record High $55.2 Million Backlog Before Earnings Recovery
Taylor Devices remains undervalued despite record-high backlog, with the market yet to fully reflect its improved fundamentals. Backlog surged from $20.8M to $55.2M, driven by robust, diversified demand across all product groups amid global geopolitical unrest. Recent EPS declined to $2.14, but the market anticipates a rebound as backlog converts to revenue; current price return suggests optimism.
Taylor Devices: Another Ugly Quarter Could Set Up A Big Rebound
Taylor Devices reported another weak quarter but maintains a record $55.2M backlog, signaling strong demand. Despite a 26% YoY revenue decline and a 44% revenue miss, strong operating cash flow and working capital shifts suggest unrecognized project activity. I see the revenue shortfall as a timing issue, not a demand problem, and expect backlog conversion to drive a sharp earnings rebound.
Taylor Devices, Inc. (TAYD) Q1 Earnings and Revenues Lag Estimates
Taylor Devices, Inc. (TAYD) came out with quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.7 per share a year ago.
Taylor Devices Falls 25% in Six Months: Should You Buy the Dip or Wait?
TAYD faces pressure as fiscal 2026 revenue falls 10% year over year, margins contract and backlog shifts heavily toward aerospace/defense.
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' Q3 Earnings Increase Y/Y On Lower Costs
TAYD's Q3 earnings per share improve year over year, supported by lower SG&A costs and improved operating efficiency despite some margin pressure and falling long-term project revenue.
Taylor Devices Jumps 74% in 6 Months: Should You Buy the Stock?
TAYD benefits from rising U.S. demand, a shift to higher-margin short-term projects, and strong defense sector exposure, enhancing profitability and revenue stability.
Taylor Devices Q2 Earnings Soar Y/Y on Aerospace Demand
TAYD reports a 88% year-over-year surge in Q2 EPS, driven by strong aerospace sales and short-term projects, though international sales declined 30%.
Taylor Devices' Q4 Earnings Surge Y/Y on Defense Demand
TAYD delivers record fiscal fourth-quarter results, as strong Aerospace/Defense demand led to a year-over-year increase in earnings despite challenges in Structural markets.
