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what it is
Taylor Devices makes shock absorbers and dampers that keep buildings, cranes, and equipment from tearing themselves apart.
how it gets paid
Last year Taylor Devices made $46M in revenue. Seismic dampers was the main engine at $18M, or 39% of sales.
why it's growing
Revenue grew 3.8% last year. $22M mattered most because it was 85% above last year and showed the niche still gets paid.
what just happened
Taylor Devices posted $22M in quarterly revenue, up 85% vs. prior year.
At a glance
B balance sheet — gets the job done, barely
40/100 earnings predictability — expect surprises
23.8x trailing p/e — priced about right
15.2% return on capital — nothing to write home about
$2.87 fy2025 eps est
xvary composite: 60/100 — average
What they do
Taylor Devices makes shock absorbers and dampers that keep buildings, cranes, and equipment from tearing themselves apart.
A $46M business with 135 employees means about $341k of sales per worker. That is not a hobby shop. A 46.0% gross margin means it keeps 46 cents of every sales dollar before overhead. You are buying niche hardware where leaving is painful because the machines still have to absorb the hit.
How they make money
$46M
annual revenue · their business grew +3.8% last year
Seismic dampers
$18M
Fluidicshoks
$15M
Crane and industrial buffers
$13M
The products that matter
shock absorption systems
Fluidicshoks
47.1% recent gross margin
This is the flagship engineering work. The latest quarter ran at a 47.1% gross margin, which tells you the company can charge real money when the product is mission-critical.
margin driver
defense and aerospace projects
Aerospace & Defense
88% U.S. sales mix
U.S. sales made up 88% of first-half fiscal 2026 revenue. That gives you exposure to defense and public infrastructure budgets, but it also concentrates the story in one market.
customer concentration
industrial rate control and energy storage
Industrial Machinery
$46M company vs. ~$100M rival
This is where the specialization matters most. Taylor is competing as a roughly $46M revenue business in a niche where a main competitor does about $100M annually.
execution bet
Key numbers
$46M
annual sales
You are looking at a small company that still cleared $46M. That makes each order lumpy.
46.0%
gross margin
The company keeps 46 cents before overhead. That is premium pricing for niche hardware.
24.5%
operating margin
Operating profit runs at 24.5 cents per sales dollar. That is strong for a maker this small.
15.2%
return on capital
Every dollar put to work returned 15.2 cents in operating profit. That tells you the business is not just moving metal.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 2 — safer than 80% of stocks
- price stability 25 / 100
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for TAYD right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Taylor Devices posted $22M in quarterly revenue, up 85% vs. prior year.
Gross margin held at 46.0%. That means 46 cents of every sales dollar stayed after production costs. The quarter also showed the kind of lumpy demand that comes with specialty industrial gear.
$22.0M
revenue
$0.70
eps
46.0%
gross margin
the number that mattered
$22M mattered most because it was 85% above last year and showed the niche still gets paid.
source: company earnings report, 2026
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What could go wrong
Your #1 risk is revenue concentration in U.S. project awards. Taylor is small enough that a handful of contracts can make a quarter look great — or not.
high
U.S. sales concentration
88% of first-half fiscal 2026 revenue came from U.S. sales. That means one domestic funding cycle matters a lot more here than it would at a diversified industrial.
This risk touches most of the current revenue base.
high
A larger rival sets the tone
A main competitor does about $100M in annual revenue versus Taylor's roughly $46M. Bigger size can mean more pricing flexibility, wider customer reach, and more room to absorb project slippage.
If bids get more competitive, margin is the first place you feel it.
med
Backlog has to keep doing the work
The backlog to watch is $33.3M. For a business with $46M in annual revenue, that backlog matters. If it slips, the market will notice quickly.
This is the near-term visibility metric holding up the narrative.
med
The stock is more volatile than the balance sheet
Price stability is 25 / 100, and the 52-week range runs from $30 to $90. Even if the business is fine, your mark-to-market experience may not feel fine.
You can be right on the company and still get a rough ride in the stock.
88% of revenue is tied to U.S. sales, and the shares already moved from $30 to $90 within the last year. That is a narrow business model inside a wide trading range.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
Q3 fiscal 2026 report
Expected on March 26, 2026. For you, the key question is simple: does backlog stay above the current $33.3M level or not.
backlog
$33.3M backlog
That backlog is large relative to a $46M annual revenue base. If it grows, the quarter likely was not a one-off. If it slips, the recent enthusiasm needs a rewrite.
concentration
U.S. sales staying at 88%
Domestic exposure drives the story today. You want to see strong U.S. demand without becoming even more dependent on a single geography.
valuation
Stock price versus the $48 target
One visible analyst target implies about 33% downside from $71.78. Thin coverage cuts both ways, but this is the market telling you not everyone believes the rerating.
Analyst rankings
earnings predictability
40 / 100
Low predictability means results can move around more than you want. In human-speak, this is not a smooth quarter-after-quarter story.
risk rank
2
Formal risk screens see this as safer than 80% of stocks. The business may be steadier than the chart suggests.
price stability
25 / 100
Price stability is exactly what it sounds like. At 25 / 100, the stock can move around a lot even when the company does not.
source: institutional data
Institutional activity
institutional ownership data for TAYD is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$72
current price
n/a
target midpoint · n/a from current
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