Taylor Devices, Inc. (TAYD) Shareholder/Analyst Call Transcript

Taylor Devices, Inc. (TAYD) Shareholder/Analyst Call Transcript

Seeking Alpha • Oct 16, 2026

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.

Seeking Alpha • Oct 13, 2026

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.

Seeking Alpha • Oct 3, 2026

TAYLOR DEVICES ANNOUNCES FIRST QUARTER RESULTS

NORTH TONAWANDA, N.Y., Oct. 2, 2026 /PRNewswire/ -- Taylor Devices, Inc. (NASDAQ SmallCap: "TAYD") announced today that it had first quarter sales of $7,300,239, down from last year's first quarter sales of $9,918,350.

PRNewsWire • Oct 2, 2026

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.

Zacks Investment Research • Oct 2, 2026

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.

Zacks Investment Research • Sep 10, 2026

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.

Zacks Investment Research • Aug 25, 2026

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.

Seeking Alpha • Aug 21, 2026

TAYLOR DEVICES ANNOUNCES FOURTH QUARTER AND FULL YEAR RESULTS INCLUDING RECORD HIGH FIRM ORDER BACKLOG FOR FISCAL YEAR 2026

NORTH TONAWANDA, N.Y., Aug. 18, 2026 /PRNewswire/ -- Taylor Devices, Inc. (NASDAQ SmallCap: TAYD) announced today that it had 4th quarter sales of $8,954,650, down from last year's 4th quarter sales of $15,561,154.

PRNewsWire • Aug 18, 2026

TAYLOR DEVICES TO EXHIBIT AT THE FARNBOROUGH INTERNATIONAL AIRSHOW FOR THE FIRST TIME IN THE COMPANY'S HISTORY

NORTH TONAWANDA, N.Y., July 7, 2026 /PRNewswire/ -- Taylor Devices, Inc. (NASDAQ SmallCap: "TAYD") announced today that it will exhibit at the Farnborough International Airshow, taking place July 20–24, 2026, in Farnborough, England.

PRNewsWire • Jul 7, 2026