olivLaw · US equity research
Taylor Devices, Inc. TAYD
General Industrial Machinery & Equipment, NEC · SIC 3569 · Vertical: General Industrial Machinery & Equipment, NEC (SIC 3569)
Taylor Devices designs and manufactures shock absorption, rate control and energy storage devices, used mainly in aerospace, defense and seismic structures. Revenue fell 10% in the latest fiscal year and net sales dropped 26% in the first quarter of fiscal 2027, although the order backlog rose to 55.2 million USD.
At the close of 30 Oct 2026, Taylor Devices, Inc. (TAYD) stock was 55.89 USD (−1.72% on the day), with market capitalisation 180.2 m USD, P/E 21.3 on diluted EPS of 2.62 USD over the last 12 months, beta 0.67, 52-week range 43.14–89.95 USD. Latest reported quarter (Q1 2027): revenue of 7.3 m USD (−26.4% YoY), net income of 456.9 k USD (−79.1% YoY), diluted EPS 0.14 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 44.6
- weak (30–45)
- Bollinger (20, 2)
- 52.82 – 60.58
- in the lower half of the band · %B 0.40 · band width 13.7%
- SMA 50 / 200
- 59.01 / 61.78
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.80 / -0.94
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −8.4% | −0.9% | −7.5 pp | — |
| 3 months | +8.9% | +1.2% | +7.7 pp | — |
| 6 months | +5.1% | +4.8% | +0.3 pp | — |
| Year to date | −4.4% | +10.7% | −15.1 pp | — |
| 1 year | +25.7% | +11.1% | +14.6 pp | −36.7% |
| 3 years | +153.1% | +80.7% | +72.4 pp | +26.1% |
| 5 years | +367.7% | +64.6% | +303.1 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q1 2027 · 31 Aug 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 8.5 m | 10.6 m | 15.6 m | 9.9 m | 11.6 m | 11.2 m | 9.0 m | 7.3 m |
| Cost of revenue | 4.7 m | 6.0 m | 8.0 m | 5.5 m | 6.1 m | 6.7 m | 5.0 m | 5.1 m |
| Gross profit | 3.9 m | 4.5 m | 7.6 m | 4.4 m | 5.5 m | 4.5 m | 4.0 m | 2.2 m |
| Research & development | 102.9 k | 146.7 k | 125.1 k | 80.8 k | 214.4 k | 63.0 k | 417.8 k | 152.1 k |
| SG&A | 2.8 m | 2.4 m | 3.7 m | 2.1 m | 3.0 m | 2.1 m | 3.0 m | 2.0 m |
| Operating income | 944.2 k | 2.0 m | 3.8 m | 2.2 m | 2.2 m | 2.3 m | 552.7 k | 38.5 k |
| Depreciation & amortisation | 453.2 k ≈ | 553.2 k ≈ | 322.2 k | 452.8 k | 452.8 k ≈ | 472.6 k ≈ | 526.1 k | — |
| Pre-tax income | 1.3 m | 2.3 m | 4.2 m | 2.6 m | 2.7 m | 2.7 m | 967.8 k | 456.9 k |
| Income tax | 195.9 k | 343.0 k | 466.1 k | 439.0 k | 645.0 k | 240.0 k | -899.0 k | 0 |
| Net income | 1.1 m | 2.0 m | 3.7 m | 2.2 m | 2.0 m | 2.5 m | 1.9 m | 456.9 k |
| Diluted EPS | 0.34 | 0.64 | — | 0.70 | 0.64 | 0.79 | — | 0.14 |
| Operating cash flow | 103.1 k ≈ | 9.0 m ≈ | 1.9 m | 483.6 k | 5.7 m ≈ | 896.9 k ≈ | -103.3 k | 7.8 m |
| Capex | 723.6 k ≈ | 187.4 k ≈ | 1.4 m | 185.0 k | 1.3 m ≈ | 515.2 k ≈ | 130.0 k | 242.2 k |
| Dividends paid | — | — | — | 0 | 0 ≈ | 0 ≈ | — | — |
| Share repurchases | — | — | — | 31.5 k | — | — | — | 0 |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 75 percentile of its own 8-quarter history (min 10.5, median 19.6, max 78.9; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 33.6 m | 28.4 m | 22.5 m | 30.9 m | 40.2 m | 44.6 m | 46.3 m | 41.6 m |
| Revenue YoY | +38.0% | −15.6% | −20.7% | +37.1% | +30.2% | +10.9% | +3.8% | −10.0% |
| Net income | 2.5 m | 3.0 m | 1.1 m | 2.2 m | 6.3 m | 9.0 m | 9.4 m | 8.6 m |
| Net income YoY | +473.9% | +19.1% | −64.9% | +110.7% | +180.8% | +43.1% | +4.6% | −9.0% |
| Diluted EPS | unavailable | unavailable | 0.30 | 0.64 | 1.77 | 2.58 | 2.87 | 2.62 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | +113.3% | +176.6% | +45.8% | +11.2% | −8.7% |
| net % | 7.6% | 10.7% | 4.7% | 7.3% | 15.6% | 20.2% | 20.3% | 20.6% |
| Free cash flow | 2.2 m | 8.6 m | 5.4 m | 1.9 m | 4.3 m | 12.1 m | 4.9 m | 4.9 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 May 2026
- Cash
- 904.8 k USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 72.9 m USD
- Total assets
- 77.7 m USD
- Debt / equity
- unavailable
- Current ratio
- 12.76x
- ROE
- 12.7%
- ROA
- 11.5%
- FCF margin
- 11.7%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 22.5 m | 30.9 m | 40.2 m | 44.6 m | 46.3 m | 41.6 m | SEC (XBRL)· 18 Aug 2026verified |
| Cost of revenue | 19.3 m | 21.2 m | 23.3 m | 23.7 m | 24.8 m | 23.3 m | SEC (XBRL)· 18 Aug 2026verified |
| Gross profit | 3.2 m | 9.6 m | 16.9 m | 20.8 m | 21.5 m | 18.3 m | SEC (XBRL)· 18 Aug 2026verified |
| Research & development | 924.0 k | 999.2 k | 1.1 m | 388.5 k | 444.0 k | 776.0 k | SEC (XBRL)· 18 Aug 2026verified |
| SG&A | 5.5 m | 6.2 m | 9.0 m | 11.0 m | 11.4 m | 10.2 m | SEC (XBRL)· 18 Aug 2026verified |
| Operating income | -2.4 m | 2.5 m | 6.8 m | 9.5 m | 9.6 m | 7.3 m | SEC (XBRL)· 18 Aug 2026verified |
| Depreciation & amortisation | 1.2 m | 1.3 m | 1.5 m | 1.7 m | 1.7 m | 1.9 m | SEC (XBRL)· 18 Aug 2026verified |
| EBITDA | -1.1 m ≈ | 3.8 m ≈ | 8.3 m ≈ | 11.2 m ≈ | 11.3 m ≈ | 9.2 m ≈ | SEC (XBRL)· 18 Aug 2026derived |
| Pre-tax income | 681.9 k | 2.6 m | 7.5 m | 10.9 m | 11.0 m | 9.0 m | SEC (XBRL)· 18 Aug 2026verified |
| Income tax | -381.0 k | 317.0 k | 1.2 m | 1.9 m | 1.6 m | 425.0 k | SEC (XBRL)· 18 Aug 2026verified |
| Net income | 1.1 m | 2.2 m | 6.3 m | 9.0 m | 9.4 m | 8.6 m | SEC (XBRL)· 18 Aug 2026verified |
| Diluted EPS | 0.30 | 0.64 | 1.77 | 2.58 | 2.87 | 2.62 | SEC (XBRL)· 18 Aug 2026verified |
| Weighted average diluted shares | 3.5 m | 3.5 m | — | — | — | — | SEC (XBRL)· 19 Aug 2022verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 20.6 m | 22.5 m | 3.6 m | 2.8 m | 1.2 m | 904.8 k | SEC (XBRL)· 18 Aug 2026verified |
| Receivables | 4.1 m | 4.5 m | — | — | — | 3.9 m | SEC (XBRL)· 02 Oct 2026verified |
| Inventories | 5.8 m | 5.9 m | 5.9 m | 7.5 m | 8.1 m | 7.5 m | SEC (XBRL)· 18 Aug 2026verified |
| Current assets | 34.1 m | 38.0 m | 44.4 m | 48.8 m | 56.3 m | 62.4 m | SEC (XBRL)· 18 Aug 2026verified |
| Property, plant & equipment, net | 9.8 m | 9.9 m | 11.7 m | 11.2 m | 12.1 m | 12.3 m | SEC (XBRL)· 18 Aug 2026verified |
| Intangibles (excl. goodwill) | — | — | 0 | 292.6 k | 270.4 k | 248.1 k | SEC (XBRL)· 18 Aug 2026verified |
| Total assets | 45.9 m | 49.2 m | 57.9 m | 63.1 m | 71.6 m | 77.7 m | SEC (XBRL)· 18 Aug 2026verified |
| Accounts payable | 1.8 m | 1.4 m | 1.7 m | 1.4 m | 1.1 m | 574.3 k | SEC (XBRL)· 18 Aug 2026verified |
| Current liabilities | 5.1 m | 6.0 m | 7.8 m | 11.8 m | 9.6 m | 4.9 m | SEC (XBRL)· 18 Aug 2026verified |
| Equity | 40.8 m † | 43.3 m † | 50.1 m † | 51.2 m † | 62.0 m † | 72.9 m † | SEC (XBRL)· 18 Aug 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 7.0 m | 3.3 m | 7.7 m | 13.2 m | 7.5 m | 7.0 m | SEC (XBRL)· 18 Aug 2026verified |
| Capex | 1.6 m | 1.4 m | 3.4 m | 1.1 m | 2.6 m | 2.1 m | SEC (XBRL)· 18 Aug 2026verified |
| Free cash flow | 5.4 m ≈ | 1.9 m ≈ | 4.3 m ≈ | 12.1 m ≈ | 4.9 m ≈ | 4.9 m ≈ | SEC (XBRL)· 18 Aug 2026derived |
| Investing cash flow | -1.7 m | -1.4 m | -26.8 m | -5.1 m | -9.3 m | -7.9 m | SEC (XBRL)· 18 Aug 2026verified |
| Financing cash flow | 43.4 k | 16.2 k | 133.0 k | -8.9 m | 162.0 k | 606.7 k | SEC (XBRL)· 18 Aug 2026verified |
| Share repurchases | — | 0 | 169.7 k | 9.9 m | 201.3 k | 1.3 m | SEC (XBRL)· 18 Aug 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- score weight coverage: 58.3% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
30 Oct 2026Source: olivLaw, closing series
Market cap: 180.2 m USD
Key indicators
Coverage and freshness
Score by group
58% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 58.21 – 68.77 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/E58.21 – 68.77 (Mid 64.32)4 companies used · median multiple 30.4x · quartiles 27.5x – 32.5xESAB, HSAI, NDSN, RRX
- Dividend discount (DDM)unavailable · input data missing
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 58.3% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 17.5% | 93 (vs peers) | 11% |
| FCF conversion · Quality | 177.6% | 100 (on a fixed band) | 11% |
| Revenue CAGR 3Y · Growth | 1.2% | 10 (on a fixed band) | 14% |
| EPS CAGR 3Y · Growth | 14.0% | 93 (on a fixed band) | 14% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 8.7x | 100 (on a fixed band) | 7% |
| P/E (TTM) · Valuation | 26.4x | 83 (vs peers) | 18% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 6.7% | 84 (on a fixed band) | 14% |
| Shareholder yield (distributions) · Returns | 0.7% | 10 (on a fixed band) | 11% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/3 factors with a value
- Growth52/100 · 2/2 factors with a value
- Quality96/100 · 2/3 factors with a value
- Returns· partial10/100 · 1/2 factors with a value
- Valuation84/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Taylor Devices, Inc. (TAYD). Latest full fiscal year: 2026; data up to 2026-08-31.
Figures computed from the financial statements: revenue 41.6 m USD in 2026; YoY growth -10.0%; net margin 17.5%; ROE 9.9%.
The estimated value range is 58.21–68.77 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 64.32 USD, the price of 55.89 USD leaves a potential of 15.1% (value / price − 1) and a margin of safety of 13.1% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 58.3% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Net margin: 17.5%
- FCF conversion: 177.6%
- EPS CAGR 3Y: 14.0%
- Current ratio: 8.7x
- P/E (TTM): 26.4x
- FCF yield: 6.7%
- The price is below the estimated value range
What contradicts it
- Revenue CAGR 3Y: 1.2%
- Shareholder yield (distributions): 0.7%
Not assessed (insufficient data or a ratio without meaning): ROIC, Net debt / EBITDA, Interest coverage, EV/EBITDA, Payout ratio (FCF).
Versus the vertical median
General Industrial Machinery & Equipment, NEC (SIC 3569) · same industry (4-digit SIC) · compared with 14 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| SYMSymbotic Inc. | 22.9 bn | 789.3 | 1.8% | 0.3% | +25.7% | −53% / +11% |
| NDSNNordson Corporation | 18.0 bn | 32.6 | 17.8% | 18.6% | +3.8% | +39% / +52% |
| RRXRegal Rexnord Corp | 10.5 bn | 32.4 | 4.8% | 5.4% | −1.6% | +12% / +33% |
| ESABESAB Corporation | 4.3 bn | 25.0 | 7.5% | 5.7% | +3.7% | −40% / +10% |
| OUSTOuster, Inc. | 2.1 bn | — | -18.0% | -26.0% | +52.5% | −11% / +679% |
| CHRNChronoscale Holdings Corporation | 2.1 bn | — | -42.0% | -70.3% | +459.4% | +167% / −12% |
| HSAIHesai Group | 1.9 bn | 28.3 | 6.9% | 14.4% | +52.1% | −49% / +26% |
| HLPHongli Group Inc. | 298.2 m | 135.3 | 3.5% | 9.9% | +39.0% | +165% / +89% |
| AZA2z Cust2mate Solutions Corp. | 269.0 m | — | -82.1% | -477.6% | +47.0% | −17% / +60% |
| SERVServe Robotics Inc. | 225.4 m | — | -64.6% | -2,315.8% | +46.2% | −80% / unavailable |
| TAYDTaylor Devices, Inc. | 180.2 m | 26.4 | 9.9% | 17.5% | −10.0% | +26% / +153% |
| RRRichtech Robotics Inc. | 20.1 m | — | -16.2% | -700.1% | +19.0% | −80% / unavailable |
| KITTNauticus Robotics, Inc. | 10.7 m | — | — | -1,132.2% | +191.8% | −98% / −100% |
| INLFInlif Limited | 1.2 m | — | -41.3% | -29.6% | +16.5% | −100% / unavailable |
| ATSATS Corp | — | — | -1.7% | -1.1% | −16.5% | −33% / −45% |
1- and 3-year price returns: for TAYD from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 31.94 Total return -43% · Per year -43% | 56.55 Total return 1% · Per year 1% | 85.31 Total return 53% · Per year 53% |
| 3 years | 28.97 Total return -48% · Per year -20% | 57.91 Total return 4% · Per year 1% | 96.20 Total return 72% · Per year 20% |
| 5 years | 26.27 Total return -53% · Per year -14% | 59.29 Total return 6% · Per year 1% | 108.47 Total return 94% · Per year 14% |
- Exit P/E± 14.48
- Net margin± 10.13
- Annual revenue growth± 8.59
- Annual dilution± 0.85
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Taylor Devices designs and manufactures shock absorption, rate control and energy storage devices, used mainly in aerospace, defense and seismic structures. Revenue fell 10% in the latest fiscal year and net sales dropped 26% in the first quarter of fiscal 2027, although the order backlog rose to 55.2 million USD.
SWOT
Strengths
Weaknesses
Opportunities
Risks
- Customer concentrationhigh
A small group of customers generates most sales, and losing them could have a significant effect 1.
- Dependence on government contractshigh
Federal contracts can be terminated or reduced, which could affect aerospace and defense revenue 1.
- Quarterly revenue volatilitymedium
The sales decline in the first quarter of fiscal 2027 shows results can swing widely between periods 2.
- Margin pressuremedium
The fall in gross margin may reflect both lower volume and sales mix, and could persist if the trend continues 2.
- Revenue recognition on projectslow
Cost estimates on long-term contracts can be revised, which could change reported profit in future periods 1.
Investment thesis
What would need to be true (bull case)
- The order backlog rose significantly by quarter end, which could support revenue if projects are delivered on schedule 2.
- A strong position in aerospace and defense, with a large share of revenue and long-lived patents, could sustain long-term demand 1.
- Capacity investment and steady operating cash flow could allow output to grow if demand continues 2.
What would break the thesis
What to watch
- Quarterly revenue and gross margin trendQ2 2027
- Conversion of the order backlog into revenue2027
- Share of large customers and any changes in contractsnext 10-K
- Execution of the capacity investment plan2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Incorporated in New York in 1955, the company designs, develops, manufactures and markets shock absorption, rate control and energy storage devices for machinery, equipment and structures. Products fall into nine categories, from seismic dampers and Fluidicshoks® to liquid die springs and custom actuators, many built to order for aerospace and defense uses. Net revenue was 41.65 million USD in fiscal 2026 1, and sales are concentrated: five customers accounted for about 45% of net sales 1.
Sales use a technical in-house force in the United States and non-employee representatives elsewhere, and larger custom projects often require progress payments. Standard industrial products had average delivery times of 8 to 10 weeks in fiscal 2026 1. The company had 135 employees and 24 patents running to 2042 1.
Research is partly funded by the government and customers, and federal contracts can be reduced or terminated if defense spending changes 1. This dependence makes the customer mix a key factor in any assessment.
Segments
Aerospace and defense
This is the largest segment, at 66% of net revenue in fiscal 2026, up from 59% the year before 1. It includes Fluidicshoks®, vibration dampers and custom actuators for defense and space programs.
Structural (seismic)
Seismic dampers represent a substantial part of sales, but the structural share fell to 25% of revenue in fiscal 2026 from 32% a year earlier, reflecting project timing 1.
Industrial
Crane and industrial buffers made up 9% of revenue in fiscal 2026 1 and are sold mainly to heavy industry, where several foreign producers compete.
Market context
The company operates in niche markets where hydraulic energy absorbers and seismic solutions are specified for particular projects rather than high volumes. Revenue is sensitive to the timing of structural projects, which can shift from one quarter to the next. In the quarter ended August 31, 2026, sales fell 26% to 7.3 million USD 2.
Aerospace and defense demand dominates the backlog, which reached 55.2 million USD at August 31, 2026 2. A large part of these orders depends on government funding, which can make revenue harder to forecast.
Trends
- Defense budgetmixed
The heavy weighting toward aerospace and defense makes the company sensitive to federal budget decisions. If funding changes, contracts could be reduced or terminated 1.
- Order backlog growthtailwind
The backlog rose to a high level at quarter end, which could support future revenue if projects are delivered on schedule 2.
- Volatility of structural projectsheadwind
Revenue from structural projects fell sharply, and the timing of construction and bridge investment is hard to predict. This is a near-term pressure on sales 2.
- Margin pressureheadwind
Gross margin fell to 30% in the first quarter of fiscal 2027 from 45% a year earlier, reflecting lower volume and a shift in sales mix 2. If this continues, profitability could remain under pressure.
Competitive position
The company faces competition on mature aerospace hydraulic absorbers and from alternative technologies. For industrial buffers, its main rivals are several foreign producers and two US companies 1. In structural applications it competes with three other US firms and, outside the US, mainly with firms in Japan and Taiwan 1.
In seismic protection it also competes with numerous providers of alternative technologies 1. Competition from abroad and from Asia could weigh on prices and share in international projects.
- Foreign crane buffer producers
Several foreign companies compete in crane buffers and industrial shock absorbers 1.
- Two US industrial competitors
Two US companies are the main competitors in crane buffers and industrial shock absorbers 1.
- US structural damping firms
Three other US firms supply structural damping devices in the US market 1.
- Japanese and Taiwanese firms
Several firms in Japan and Taiwan compete on structural projects outside the US 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Current report19 Oct 2026Shareholder vote
- Quarterly report02 Oct 2026
- Proxy statement04 Sept 2026
- Annual report18 Aug 2026
- Quarterly report31 Mar 2026
- Quarterly report31 Dec 2025
- Current report22 Oct 2025Departure or appointment of officers · Shareholder vote · Financial statements and exhibits
- Quarterly report01 Oct 2025
- Proxy statement05 Sept 2025
- Annual report15 Aug 2025
Sources
- [1] Form 10-K, fiscal year ended 2026-05-31 · SEC / Taylor Devices, Inc. · 18 Aug 2026
- [2] Form 10-Q, quarter ended 2026-08-31 · SEC / Taylor Devices, Inc. · 02 Oct 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.