Taylor Devices Inc. (TAYD)
NASDAQ (CM) NASDAQ (CM) Primary 
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.
TAYD Stock Gains 2% Despite Q3 Earnings Decline Y/Y, Backlog Grows
Taylor Devices reports a year-over-year fall in fiscal Q3 earnings amid high interest rates but sees strong backlog growth, highlighting operational resilience and market diversification.
Taylor Devices: Big Profitability And Sector Outperformance
Taylor Devices, Inc. is a debt-free, highly profitable micro-cap stock with strong historical growth and market-leading margins in the vibration control product industry. TAYD outperforms near-peers with an attractive 12.42 P/E ratio, solid balance sheet, and robust financial health, making it a valuable investment. Key risks include revenue concentration among a few customers, exposure to cyclical markets, and potential new competitors or industry consolidation.
Taylor Devices Q2 Earnings Fall 39% Y/Y, Shares Drop 2%
TAYD reports a drop in EPS during the fiscal second quarter as lower sales weigh, but strong backlog growth hints at recovery opportunities in key markets.
Aerospace Demand Drives Taylor Devices' Y/Y Earnings Growth in Q1
TAYD's fiscal Q1 2025 EPS jumps to 85 cents, fueled by robust Aerospace/Defense sales. Revenues increase 17% year over year as the company leveraged strong order flow and strategic investments.
Taylor Devices: Record Fundamentals, Reduced Cyclicality, Undervalued Shares
Taylor Devices has surged 70% since February, driven by strong growth in A&D revenues, record earnings and backlog. TAYD's competitive edge is bolstered by proprietary products, customer relationships, and niche market positioning and enables ample opportunity for continued growth. Despite cyclicality risks TAYD has demonstrated operational excellence and expanding margins using zero debt.
