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

Taylor Devices: A Debt-Free Defense Supplier The Market Hasn't Noticed Yet

Taylor Devices leverages fluid-based energy absorption technology across structural, industrial, and aerospace/defense markets. Aerospace/defense now represents 66% of TAYD's nine-month FY2026 sales, up from 58% last year, highlighting its growing importance. Despite a 38% YoY backlog decline to $20.8M, I view this as temporary given ongoing market demand and global rearmament trends.

Seeking Alpha • Jul 7, 2026

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