Taylor Devices, Inc. (TAYD) AI Stock Analysis

Taylor Devices, Inc. specializes in the design, development, manufacturing, and global distribution of advanced shock absorption, rate control, and energy storage solutions across North America, Asia, and international markets. Headquartered in North Tonawanda, New York, the company produces seismic dampers to reduce earthquake impacts on structures, Fluidicshoks for defense, aerospace, and commercial applications, and industrial buffers for cranes and heavy equipment. Its catalog also includes self-adjusting shock absorbers, liquid die springs for tool and die manufacturing, vibration dampers, machined springs, and custom actuators designed for critical aerospace and defense systems.

Taylor Devices expanded revenue from $30.9M in FY2022 to $46.3M in FY2025, before annual revenue declined 10.0% to $41.6M in FY2026. Net income was $8.6M in FY2026, representing a net margin of 20.6% and diluted EPS of $2.63, down from $2.87 in FY2025. Gross margin reached 44.1% in FY2026, compared to 31.2% in FY2022. For the trailing twelve months ended August 31, 2026, revenue stood at $39.0M with an operating margin of 0.5% and EPS of $2.07. In the latest quarter ended August 31, 2026, quarterly revenue decreased 26.4% year-over-year and quarterly earnings dropped 79.7%.

As of August 31, 2026, Taylor Devices held $49.1M in cash and short-term investments against total assets of $81.0M and shareholders' equity of $73.4M. The company reported a current ratio of 8.66. In FY2026, operating cash flow was $7.0M and capital expenditures were $2.1M, yielding free cash flow of $4.9M. Taylor Devices allocated $1.3M to share buybacks during FY2026, contributing to a 5-year share count reduction of 9.4%.

At a share price of $54.07, Taylor Devices has a market capitalization of $174.6M and an enterprise value of $158.8M. The stock trades at a trailing P/E of 26.1x compared to the median of 24.8x for its US-listed Industrials peers, while its forward P/E of 11.4x is below the peer median of 17.2x. Its price-to-sales multiple is 4.5x, well above the peer median of 1.5x, and its EV/EBITDA is 17.1x versus the peer median of 13.9x. Over the past year, TAYD returned 31.0%, outperforming the S&P 500 (SPY) return of 16.8%.

One analyst covers Taylor Devices with a Hold rating. The mean price target is $65.00, representing an upside of 20.2% over the last close of $54.07. For the fiscal year ending May 31, 2027, the revenue estimate is $52.1M and the EPS estimate is $2.88, reflecting projected EPS growth of 9.9%. Over the last four quarters, Taylor Devices beat EPS estimates twice.

This page is an AI-written research summary of Taylor Devices, Inc. (TAYD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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