Taylor Devices

TAYD

Market cap $178M

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.

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.

NORTH TONAWANDA, N.Y., March 31, 2026  /PRNewswire/ -- Taylor Devices, Inc. (NASDAQ SmallCap: "TAYD") announced today that it had 3rd quarter sales of $11,173,201, up from last year's 3rd quarter sales of $10,564,834 while sales for the 1st nine months were $32,695,023, also up from last year's 1st nine-month sales of $30,731,571.

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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.

Industrial sector companies are expected to see a significant earnings rebound in 2026, boosted by a solid global economic backdrop and resilient business investments. Fed regional surveys indicate manufacturing recovered in January, with favorable demand conditions offsetting trade policy and inflation headwinds. The industrial sector spans diverse industries, offering exposure to powerful trends such as rising travel, defense, and AI-fueled data center 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%.

NORTH TONAWANDA, N.Y., Dec. 31, 2025 /PRNewswire/ -- Taylor Devices, Inc. (NASDAQ SmallCap: "TAYD") announced today that it had 2nd quarter sales of $11,603,472, up significantly from last year's 2nd quarter sales of $8,548,881 while sales for the 1st half of the fiscal year were $21,521,822, also up from last year's 1st half sales of $20,166,737.

NORTH TONAWANDA, N.Y. , Oct. 1, 2025 /PRNewswire/ -- Taylor Devices, Inc. (NASDAQ SmallCap: "TAYD") announced today that it had first quarter sales of $9,918,350, down from last year's first quarter sales of $11,617,856.

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.