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.

Seeking Alpha • May 7, 2026

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.

Zacks Investment Research • Apr 6, 2026

TAYLOR DEVICES ANNOUNCES THIRD QUARTER AND NINE-MONTH RESULTS INCLUDING RECORD HIGH NINE-MONTH SALES

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.

PRNewsWire • Mar 31, 2026

Best Strong Dollar Stocks As Oil Shock Reshapes Rate Outlook

Spikes in geopolitical tension can quickly reshape the macroeconomic environment, influencing energy prices, interest rate expectations, and currency movements. The onset of war with Iran has demonstrated this shift in an extreme way, as the recent surge in oil prices shows how inflation pressures can return. This pushes the Fed's projected rate cut path into the second half of 2026, further supporting a stronger dollar in the foreseeable future.

Seeking Alpha • Mar 12, 2026

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.

Zacks Investment Research • Feb 6, 2026

Top Stocks For The Industrial Rebound

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.

Seeking Alpha • Jan 30, 2026

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%.

Zacks Investment Research • Jan 6, 2026

TAYLOR DEVICES ANNOUNCES FISCAL YEAR 2026 SECOND QUARTER AND FIRST HALF RESULTS INCLUDING RECORD HIGH SALES FOR BOTH THE SECOND QUARTER AND FIRST HALF

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.

PRNewsWire • Dec 31, 2025

TAYLOR DEVICES ANNOUNCES FIRST QUARTER RESULTS

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.

PRNewsWire • Oct 1, 2025

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.

Zacks Investment Research • Aug 22, 2025