View Future GrowthTaylor Devices 過去の業績過去 基準チェック /46Taylor Devicesは、平均年間35.9%の収益成長を遂げていますが、 Machinery業界の収益は、年間 成長しています。収益は、平均年間8% 14.1%収益成長率で 成長しています。 Taylor Devicesの自己資本利益率は14.8%であり、純利益率は21.5%です。主要情報35.90%収益成長率38.16%EPS成長率Machinery 業界の成長8.77%収益成長率14.06%株主資本利益率14.80%ネット・マージン21.52%前回の決算情報28 Feb 2026最近の業績更新Reported Earnings • Apr 02Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: US$0.79 (up from US$0.64 in 3Q 2025). Revenue: US$11.2m (up 5.8% from 3Q 2025). Net income: US$2.50m (up 25% from 3Q 2025). Profit margin: 22% (up from 19% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Dec 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.64 (up from US$0.34 in 2Q 2025). Revenue: US$11.6m (up 36% from 2Q 2025). Net income: US$2.01m (up 90% from 2Q 2025). Profit margin: 17% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 01First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.70 (down from US$0.85 in 1Q 2025). Revenue: US$9.92m (down 15% from 1Q 2025). Net income: US$2.19m (down 18% from 1Q 2025). Profit margin: 22% (in line with 1Q 2025). Revenue missed analyst estimates by 24%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 17Full year 2025 earnings released: EPS: US$3.01 (vs US$2.68 in FY 2024)Full year 2025 results: EPS: US$3.01 (up from US$2.68 in FY 2024). Revenue: US$46.3m (up 3.8% from FY 2024). Net income: US$9.41m (up 4.6% from FY 2024). Profit margin: 20% (in line with FY 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 28Third quarter 2025 earnings released: EPS: US$0.64 (vs US$0.82 in 3Q 2024)Third quarter 2025 results: EPS: US$0.64 (down from US$0.82 in 3Q 2024). Revenue: US$10.6m (down 14% from 3Q 2024). Net income: US$2.00m (down 26% from 3Q 2024). Profit margin: 19% (down from 22% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 50% per year.Reported Earnings • Jan 05Second quarter 2025 earnings released: EPS: US$0.34 (vs US$0.56 in 2Q 2024)Second quarter 2025 results: EPS: US$0.34 (down from US$0.56 in 2Q 2024). Revenue: US$8.55m (down 17% from 2Q 2024). Net income: US$1.06m (down 47% from 2Q 2024). Profit margin: 12% (down from 19% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesSeeking Alpha • May 07Taylor Devices: Defense Exposure Supports The Long-Term StorySummary 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. Valuation implies a potential 16% annual return if sales grow at 10% CAGR and net margins hold, but order flow volatility remains a key risk. Read the full article on Seeking AlphaRecent Insider Transactions • May 01Independent Director recently sold US$284k worth of stockOn the 28th of April, Robert Carey sold around 5k shares on-market at roughly US$56.73 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$897k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Apr 29Independent Director notifies of intention to sell stockRobert Carey intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of April. If the sale is conducted around the recent share price of US$57.12, it would amount to US$286k. Since September 2025, Robert has owned 12.72k shares directly. Company insiders have collectively sold US$613k more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$58.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 175% over the past three years.Recent Insider Transactions Derivative • Apr 16Independent Chairman of the Board exercised options and sold US$56k worth of stockOn the 13th of April, John Burgess exercised 5.00k options at around US$16.40, then sold 2k of the shares acquired at an average of US$52.11 per share and kept the remainder. Since September 2025, John has owned 40.00k shares directly. Company insiders have collectively sold US$584k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Apr 02Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: US$0.79 (up from US$0.64 in 3Q 2025). Revenue: US$11.2m (up 5.8% from 3Q 2025). Net income: US$2.50m (up 25% from 3Q 2025). Profit margin: 22% (up from 19% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to US$57.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Machinery industry in the US. Total returns to shareholders of 187% over the past three years.Buy Or Sell Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock has risen 79% to US$87.00. The fair value is estimated to be US$109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.分析記事 • Feb 07At US$80.10, Is Taylor Devices, Inc. (NASDAQ:TAYD) Worth Looking At Closely?While Taylor Devices, Inc. ( NASDAQ:TAYD ) might not have the largest market cap around , it received a lot of...Recent Insider Transactions • Jan 27Independent Director recently sold US$311k worth of stockOn the 23rd of January, Fritz Armenat sold around 4k shares on-market at roughly US$71.95 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$584k more than they bought in the last 12 months.Recent Insider Transactions • Jan 16Independent Director recently sold US$302k worth of stockOn the 14th of January, Fritz Armenat sold around 4k shares on-market at roughly US$73.27 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$272k more than they bought in the last 12 months.分析記事 • Jan 14Taylor Devices (NASDAQ:TAYD) Ticks All The Boxes When It Comes To Earnings GrowthFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$67.42, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 373% over the past three years.Reported Earnings • Dec 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.64 (up from US$0.34 in 2Q 2025). Revenue: US$11.6m (up 36% from 2Q 2025). Net income: US$2.01m (up 90% from 2Q 2025). Profit margin: 17% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 26Taylor Devices, Inc. (NASDAQ:TAYD) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedTaylor Devices, Inc. ( NASDAQ:TAYD ) shareholders have had their patience rewarded with a 26% share price jump in the...Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$54.97, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 395% over the past three years.Buy Or Sell Opportunity • Dec 01Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to US$47.74. The fair value is estimated to be US$61.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 30%.Buy Or Sell Opportunity • Nov 12Now 30% undervaluedOver the last 90 days, the stock has risen 1.6% to US$43.60. The fair value is estimated to be US$62.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 30%.Reported Earnings • Oct 01First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.70 (down from US$0.85 in 1Q 2025). Revenue: US$9.92m (down 15% from 1Q 2025). Net income: US$2.19m (down 18% from 1Q 2025). Profit margin: 22% (in line with 1Q 2025). Revenue missed analyst estimates by 24%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 08Taylor Devices, Inc., Annual General Meeting, Oct 17, 2025Taylor Devices, Inc., Annual General Meeting, Oct 17, 2025. Location: hyatt place buffalo/amherst, 5020 main street, amherst, new york United StatesReported Earnings • Aug 17Full year 2025 earnings released: EPS: US$3.01 (vs US$2.68 in FY 2024)Full year 2025 results: EPS: US$3.01 (up from US$2.68 in FY 2024). Revenue: US$46.3m (up 3.8% from FY 2024). Net income: US$9.41m (up 4.6% from FY 2024). Profit margin: 20% (in line with FY 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 10Taylor Devices, Inc.'s (NASDAQ:TAYD) Shares Leap 26% Yet They're Still Not Telling The Full StoryTaylor Devices, Inc. ( NASDAQ:TAYD ) shares have continued their recent momentum with a 26% gain in the last month...お知らせ • Jun 30+ 12 more updatesTaylor Devices, Inc.(NasdaqCM:TAYD) dropped from Russell 2000 Defensive IndexTaylor Devices, Inc.(NasdaqCM:TAYD) dropped from Russell 2000 Defensive IndexValuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$45.68, the stock trades at a trailing P/E ratio of 17.5x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 418% over the past three years.分析記事 • May 16A Piece Of The Puzzle Missing From Taylor Devices, Inc.'s (NASDAQ:TAYD) 27% Share Price ClimbTaylor Devices, Inc. ( NASDAQ:TAYD ) shareholders have had their patience rewarded with a 27% share price jump in the...分析記事 • May 06Taylor Devices (NASDAQ:TAYD) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Recent Insider Transactions Derivative • Apr 20Independent Chairman of the Board exercised options to buy US$153k worth of stock.On the 14th of April, John Burgess exercised options to buy 5k shares at a strike price of around US$12.20, costing a total of US$61k. This transaction amounted to 14% of their direct individual holding at the time of the trade. Since September 2024, John's direct individual holding has increased from 35.00k shares to 40.00k. Company insiders have collectively bought US$180k more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Mar 28Third quarter 2025 earnings released: EPS: US$0.64 (vs US$0.82 in 3Q 2024)Third quarter 2025 results: EPS: US$0.64 (down from US$0.82 in 3Q 2024). Revenue: US$10.6m (down 14% from 3Q 2024). Net income: US$2.00m (down 26% from 3Q 2024). Profit margin: 19% (down from 22% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 50% per year.New Risk • Feb 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (US$98.8m market cap).New Risk • Jan 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risk Shareholders have been diluted in the past year (2.4% increase in shares outstanding).Reported Earnings • Jan 05Second quarter 2025 earnings released: EPS: US$0.34 (vs US$0.56 in 2Q 2024)Second quarter 2025 results: EPS: US$0.34 (down from US$0.56 in 2Q 2024). Revenue: US$8.55m (down 17% from 2Q 2024). Net income: US$1.06m (down 47% from 2Q 2024). Profit margin: 12% (down from 19% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$35.26, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 23x in the Machinery industry in the US. Total returns to shareholders of 237% over the past three years.分析記事 • Oct 23Positive Sentiment Still Eludes Taylor Devices, Inc. (NASDAQ:TAYD) Following 26% Share Price SlumpTaylor Devices, Inc. ( NASDAQ:TAYD ) shareholders won't be pleased to see that the share price has had a very rough...Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to US$45.83, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 22x in the Machinery industry in the US. Total returns to shareholders of 307% over the past three years.Reported Earnings • Sep 27First quarter 2025 earnings released: EPS: US$0.85 (vs US$0.53 in 1Q 2024)First quarter 2025 results: EPS: US$0.85 (up from US$0.53 in 1Q 2024). Revenue: US$11.6m (up 17% from 1Q 2024). Net income: US$2.67m (up 44% from 1Q 2024). Profit margin: 23% (up from 19% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year and the company’s share price has also increased by 66% per year.お知らせ • Sep 13Taylor Devices, Inc., Annual General Meeting, Oct 25, 2024Taylor Devices, Inc., Annual General Meeting, Oct 25, 2024. Location: hyatt place buffalo/amherst, 5020 main street, new york, 14226, amherst United States分析記事 • Sep 05Taylor Devices, Inc. (NASDAQ:TAYD) Stock Rockets 26% But Many Are Still Ignoring The CompanyTaylor Devices, Inc. ( NASDAQ:TAYD ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$56.00, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 22x in the Machinery industry in the US. Total returns to shareholders of 384% over the past three years.Reported Earnings • Aug 16Full year 2024 earnings released: EPS: US$2.68 (vs US$1.79 in FY 2023)Full year 2024 results: EPS: US$2.68 (up from US$1.79 in FY 2023). Revenue: US$44.6m (up 11% from FY 2023). Net income: US$9.00m (up 43% from FY 2023). Profit margin: 20% (up from 16% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$53.74, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 369% over the past three years.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$49.49, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 338% over the past three years.分析記事 • Jul 02We Like These Underlying Return On Capital Trends At Taylor Devices (NASDAQ:TAYD)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$43.20, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 22x in the Machinery industry in the US. Total returns to shareholders of 248% over the past three years.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to US$45.99, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 24x in the Machinery industry in the US. Total returns to shareholders of 283% over the past three years.New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$9.1m sold).Reported Earnings • Mar 29Third quarter 2024 earnings released: EPS: US$0.82 (vs US$0.47 in 3Q 2023)Third quarter 2024 results: EPS: US$0.82 (up from US$0.47 in 3Q 2023). Revenue: US$12.3m (up 24% from 3Q 2023). Net income: US$2.70m (up 63% from 3Q 2023). Profit margin: 22% (up from 17% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$49.77, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 24x in the Machinery industry in the US. Total returns to shareholders of 334% over the past three years.分析記事 • Mar 28Taylor Devices, Inc. (NASDAQ:TAYD) Stock Rockets 27% But Many Are Still Ignoring The CompanyDespite an already strong run, Taylor Devices, Inc. ( NASDAQ:TAYD ) shares have been powering on, with a gain of 27% in...分析記事 • Mar 08The Return Trends At Taylor Devices (NASDAQ:TAYD) Look PromisingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$41.65, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 24x in the Machinery industry in the US. Total returns to shareholders of 251% over the past three years.分析記事 • Feb 10Is Now The Time To Put Taylor Devices (NASDAQ:TAYD) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Jan 22Taylor Devices Is A Well Run Small Cap At A Reasonable ValuationSummary Taylor Devices is a company that specializes in seismic dampers, which reduce the effects of earthquakes and strong winds on buildings. The company has seen strong financial results in 2023, with a 27% increase in sales and a significant boost in revenues from aerospace and industrial applications. The company's backlog of orders has been growing, indicating potential future sales growth, and its valuation suggests it may be undervalued. However, the company is subject to cyclical risks and fluctuations in the construction and defense industries. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$29.25, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 22x in the Machinery industry in the US. Total returns to shareholders of 182% over the past three years.お知らせ • Jan 10Taylor Devices, Inc. (NasdaqCM:TAYD) announces an Equity Buyback for 459,015 shares, representing 13% for $9.14 million.Taylor Devices, Inc. (NasdaqCM:TAYD) announces a share repurchase program. Under the program, the company will repurchase up to 459,015 shares, representing 13% of its issued and outstanding shares from the Ira Sochet Trust and the Ira Sochet Roth IRA, non-affiliates of the company. The agreed purchase price is $19.92 per share. The repurchases will be made on January 8, 2024.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Director Robert Carey was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 30First quarter 2024 earnings released: EPS: US$0.52 (vs US$0.29 in 1Q 2023)First quarter 2024 results: EPS: US$0.52 (up from US$0.29 in 1Q 2023). Revenue: US$9.92m (up 9.2% from 1Q 2023). Net income: US$1.85m (up 84% from 1Q 2023). Profit margin: 19% (up from 11% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 09Taylor Devices, Inc., Annual General Meeting, Oct 20, 2023Taylor Devices, Inc., Annual General Meeting, Oct 20, 2023, at 11:00 Eastern Daylight. Location: Hyatt Place Buffalo/Amherst, 5020 Main Street, Amherst New York United States Agenda: To elect one Class 2 director of the Company to serve a three-year term to expire in 2026, or until the election and qualification of his successor; to ratify the appointment of Lumsden & McCormick, LLP as the independent registered public accounting firm of the Company for the fiscal year ending May 31, 2024; to approve the non-binding advisory resolution approving the compensation of the Company's named executive officers; and to discuss other matters.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: US$1.79 (vs US$0.64 in FY 2022)Full year 2023 results: EPS: US$1.79 (up from US$0.64 in FY 2022). Revenue: US$40.2m (up 30% from FY 2022). Net income: US$6.29m (up 181% from FY 2022). Profit margin: 16% (up from 7.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$19.12, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 87% over the past three years.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$25.56, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 157% over the past three years.お知らせ • Jun 22Taylor Devices, Inc. Announces Approval by International Code Council for New Method for Building Design Using Fluid DampersTaylor Devices, Inc. announced that it has received ICC approval for an innovative building design method using what is called the Taylor Damped Moment Frame(TM) (TDMF(TM). It allows structural engineers to easily incorporate fluid dampers into the design of new buildings in earthquake zones. The TDMF(TM) design procedure offers a simplified and prescriptive alternative to the current building code. It will streamline the process of using Taylor Devices' fluid dampers in new buildings. The design procedure was developed, validated and published in accordance with the International Code Council Evaluation Service (ICC-ES) AC 494, which defines criteria for alternative methods for seismic force resisting systems.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$23.00, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 110% over the past three years.分析記事 • May 20The Return Trends At Taylor Devices (NASDAQ:TAYD) Look PromisingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$20.72, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 126% over the past three years.Reported Earnings • Mar 31Third quarter 2023 earnings released: EPS: US$0.47 (vs US$0.034 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.47 (up from US$0.034 loss in 3Q 2022). Revenue: US$9.89m (up 61% from 3Q 2022). Net income: US$1.66m (up US$1.78m from 3Q 2022). Profit margin: 17% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$15.67, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 23x in the Machinery industry in the US. Total returns to shareholders of 27% over the past three years.お知らせ • Jan 07Taylor Devices, Inc. Announces CFO ChangesTaylor Devices, Inc. announced the retirement of Mark V. McDonough as Chief Financial Officer of the company on December 31, 2022. Mr. McDonough has served as CFO since he joined the Company in 2003 and will remain as Corporate Secretary for the company. The Board of Directors has appointed Paul Heary as Chief Financial Officer of the Company effective January 1, 2023. Mr. Heary, age 52, is the former CFO of Multisorb Technologies, Inc. in West Seneca, NY. He previously served as Senior Finance Director of Carleton Technologies Inc. Mr. Heary holds an MBA and a BS in Business Administration from the State University of New York at Buffalo.Reported Earnings • Jan 06Second quarter 2023 earnings released: EPS: US$0.45 (vs US$0.19 in 2Q 2022)Second quarter 2023 results: EPS: US$0.45 (up from US$0.19 in 2Q 2022). Revenue: US$10.5m (up 35% from 2Q 2022). Net income: US$1.56m (up 136% from 2Q 2022). Profit margin: 15% (up from 8.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 25% share price gain to US$13.71, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 24% over the past three years.分析記事 • Oct 07Taylor Devices' (NASDAQ:TAYD) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Reported Earnings • Oct 01First quarter 2023 earnings released: EPS: US$0.29 (vs US$0.052 in 1Q 2022)First quarter 2023 results: EPS: US$0.29 (up from US$0.052 in 1Q 2022). Revenue: US$9.09m (up 24% from 1Q 2022). Net income: US$1.00m (up 451% from 1Q 2022). Profit margin: 11% (up from 2.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Seeking Alpha • Sep 30Taylor Devices GAAP EPS of $0.29, revenue of $9.09MTaylor Devices press release (NASDAQ:TAYD): Q1 GAAP EPS of $0.29. Revenue of $9.09M (+24.4% Y/Y).お知らせ • Sep 07Taylor Devices, Inc., Annual General Meeting, Oct 21, 2022Taylor Devices, Inc., Annual General Meeting, Oct 21, 2022, at 11:00 US Eastern Standard Time.Reported Earnings • Aug 19Full year 2022 earnings released: EPS: US$0.64 (vs US$0.30 in FY 2021)Full year 2022 results: EPS: US$0.64 (up from US$0.30 in FY 2021). Revenue: US$30.9m (up 37% from FY 2021). Net income: US$2.24m (up 111% from FY 2021). Profit margin: 7.3% (up from 4.7% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Seeking Alpha • Aug 19Taylor Devices GAAP EPS of $0.43, revenue of $9.66MTaylor Devices press release (NASDAQ:TAYD): Q4 GAAP EPS of $0.43. Revenue of $9.66M (+33.1% Y/Y).分析記事 • Jul 16A Look At The Fair Value Of Taylor Devices, Inc. (NASDAQ:TAYD)Today we will run through one way of estimating the intrinsic value of Taylor Devices, Inc. ( NASDAQ:TAYD ) by taking...Reported Earnings • Apr 01Third quarter 2022 earnings released: US$0.03 loss per share (vs US$0.052 profit in 3Q 2021)Third quarter 2022 results: US$0.03 loss per share (down from US$0.052 profit in 3Q 2021). Revenue: US$6.14m (up 29% from 3Q 2021). Net loss: US$117.3k (down 164% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Buying Opportunity • Feb 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.3%. The fair value is estimated to be US$13.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% per annum over the last 3 years. Earnings per share has declined by 11% per annum over the last 3 years.Reported Earnings • Dec 31Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: US$0.19 (up from US$0.18 in 2Q 2021). Revenue: US$7.76m (up 64% from 2Q 2021). Net income: US$659.8k (up 2.2% from 2Q 2021). Profit margin: 8.5% (down from 14% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Seeking Alpha • Oct 19Taylor Devices Inc.: Undiscovered Company, Pristine Balance Sheet, Growth PotentialFrom an operational standpoint, TAYD is a well-established company with a high level of expertise in the shock and vibration control field. From a fundamental standpoint, TAYD is a consistently profitable company with a pristine balance sheet. Thanks to its pristine balance sheet, TAYD can afford to grow while diversifying its business either organically or through acquisitions. At the current price of about $12 per share, debt-free, cash-rich TAYD is cheap.分析記事 • Oct 16This Is Why We Think Taylor Devices, Inc.'s (NASDAQ:TAYD) CEO Might Get A Pay Rise Approved By ShareholdersShareholders will be pleased by the robust performance of Taylor Devices, Inc. ( NASDAQ:TAYD ) recently and this will...Reported Earnings • Oct 02First quarter 2022 earnings released: EPS US$0.05 (vs US$0.05 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: US$7.31m (up 27% from 1Q 2021). Net income: US$181.9k (up 3.3% from 1Q 2021). Profit margin: 2.5% (down from 3.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Aug 28Full year 2021 earnings released: EPS US$0.30 (vs US$0.87 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$22.5m (down 21% from FY 2020). Net income: US$1.06m (down 65% from FY 2020). Profit margin: 4.7% (down from 11% in FY 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 28Third quarter 2021 earnings releasedThe company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$4.77m (down 34% from 3Q 2020). Net income: US$182.3k (down 77% from 3Q 2020). Profit margin: 3.8% (down from 11% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 11New 90-day high: US$11.74The company is up 19% from its price of US$9.87 on 10 December 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 17% over the same period.分析記事 • Mar 02Taylor Devices, Inc.'s (NASDAQ:TAYD) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock?Taylor Devices (NASDAQ:TAYD) has had a great run on the share market with its stock up by a significant 7.1% over the...収支内訳Taylor Devices の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqCM:TAYD 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費28 Feb 26481011030 Nov 25481011131 Aug 2545911031 May 2546911028 Feb 2543811030 Nov 2444911031 Aug 24461011031 May 2445911029 Feb 2443910130 Nov 2341810131 Aug 234179131 May 234069128 Feb 233968130 Nov 223547131 Aug 223337131 May 223126128 Feb 222816130 Nov 212716031 Aug 212416031 May 212316028 Feb 212326030 Nov 202536031 Aug 202836031 May 202836029 Feb 203036030 Nov 193036031 Aug 193226031 May 193436028 Feb 193126030 Nov 183016031 Aug 182515031 May 182405028 Feb 182415030 Nov 172325031 Aug 172625031 May 172625028 Feb 172835030 Nov 163136031 Aug 163236031 May 163647029 Feb 163747030 Nov 153637031 Aug 153436031 May 1531260質の高い収益: TAYDは 高品質の収益 を持っています。利益率の向上: TAYDの現在の純利益率 (21.5%)は、昨年(19.2%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TAYDの収益は過去 5 年間で年間35.9%増加しました。成長の加速: TAYDの過去 1 年間の収益成長率 ( 26.7% ) は、5 年間の平均 ( 年間35.9%を下回っています。収益対業界: TAYDの過去 1 年間の収益成長率 ( 26.7% ) はMachinery業界1.6%を上回りました。株主資本利益率高いROE: TAYDの 自己資本利益率 ( 14.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 16:04終値2026/05/21 00:00収益2026/02/28年間収益2025/05/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Taylor Devices, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Sergey GlinyanovFreedom Broker
Reported Earnings • Apr 02Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: US$0.79 (up from US$0.64 in 3Q 2025). Revenue: US$11.2m (up 5.8% from 3Q 2025). Net income: US$2.50m (up 25% from 3Q 2025). Profit margin: 22% (up from 19% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Dec 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.64 (up from US$0.34 in 2Q 2025). Revenue: US$11.6m (up 36% from 2Q 2025). Net income: US$2.01m (up 90% from 2Q 2025). Profit margin: 17% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 01First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.70 (down from US$0.85 in 1Q 2025). Revenue: US$9.92m (down 15% from 1Q 2025). Net income: US$2.19m (down 18% from 1Q 2025). Profit margin: 22% (in line with 1Q 2025). Revenue missed analyst estimates by 24%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 17Full year 2025 earnings released: EPS: US$3.01 (vs US$2.68 in FY 2024)Full year 2025 results: EPS: US$3.01 (up from US$2.68 in FY 2024). Revenue: US$46.3m (up 3.8% from FY 2024). Net income: US$9.41m (up 4.6% from FY 2024). Profit margin: 20% (in line with FY 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 28Third quarter 2025 earnings released: EPS: US$0.64 (vs US$0.82 in 3Q 2024)Third quarter 2025 results: EPS: US$0.64 (down from US$0.82 in 3Q 2024). Revenue: US$10.6m (down 14% from 3Q 2024). Net income: US$2.00m (down 26% from 3Q 2024). Profit margin: 19% (down from 22% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 50% per year.
Reported Earnings • Jan 05Second quarter 2025 earnings released: EPS: US$0.34 (vs US$0.56 in 2Q 2024)Second quarter 2025 results: EPS: US$0.34 (down from US$0.56 in 2Q 2024). Revenue: US$8.55m (down 17% from 2Q 2024). Net income: US$1.06m (down 47% from 2Q 2024). Profit margin: 12% (down from 19% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • May 07Taylor Devices: Defense Exposure Supports The Long-Term StorySummary 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. Valuation implies a potential 16% annual return if sales grow at 10% CAGR and net margins hold, but order flow volatility remains a key risk. Read the full article on Seeking Alpha
Recent Insider Transactions • May 01Independent Director recently sold US$284k worth of stockOn the 28th of April, Robert Carey sold around 5k shares on-market at roughly US$56.73 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$897k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Apr 29Independent Director notifies of intention to sell stockRobert Carey intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of April. If the sale is conducted around the recent share price of US$57.12, it would amount to US$286k. Since September 2025, Robert has owned 12.72k shares directly. Company insiders have collectively sold US$613k more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$58.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 175% over the past three years.
Recent Insider Transactions Derivative • Apr 16Independent Chairman of the Board exercised options and sold US$56k worth of stockOn the 13th of April, John Burgess exercised 5.00k options at around US$16.40, then sold 2k of the shares acquired at an average of US$52.11 per share and kept the remainder. Since September 2025, John has owned 40.00k shares directly. Company insiders have collectively sold US$584k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Apr 02Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: US$0.79 (up from US$0.64 in 3Q 2025). Revenue: US$11.2m (up 5.8% from 3Q 2025). Net income: US$2.50m (up 25% from 3Q 2025). Profit margin: 22% (up from 19% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to US$57.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Machinery industry in the US. Total returns to shareholders of 187% over the past three years.
Buy Or Sell Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock has risen 79% to US$87.00. The fair value is estimated to be US$109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.
分析記事 • Feb 07At US$80.10, Is Taylor Devices, Inc. (NASDAQ:TAYD) Worth Looking At Closely?While Taylor Devices, Inc. ( NASDAQ:TAYD ) might not have the largest market cap around , it received a lot of...
Recent Insider Transactions • Jan 27Independent Director recently sold US$311k worth of stockOn the 23rd of January, Fritz Armenat sold around 4k shares on-market at roughly US$71.95 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$584k more than they bought in the last 12 months.
Recent Insider Transactions • Jan 16Independent Director recently sold US$302k worth of stockOn the 14th of January, Fritz Armenat sold around 4k shares on-market at roughly US$73.27 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$272k more than they bought in the last 12 months.
分析記事 • Jan 14Taylor Devices (NASDAQ:TAYD) Ticks All The Boxes When It Comes To Earnings GrowthFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$67.42, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 373% over the past three years.
Reported Earnings • Dec 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.64 (up from US$0.34 in 2Q 2025). Revenue: US$11.6m (up 36% from 2Q 2025). Net income: US$2.01m (up 90% from 2Q 2025). Profit margin: 17% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 26Taylor Devices, Inc. (NASDAQ:TAYD) Stock Rockets 26% As Investors Are Less Pessimistic Than ExpectedTaylor Devices, Inc. ( NASDAQ:TAYD ) shareholders have had their patience rewarded with a 26% share price jump in the...
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$54.97, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 395% over the past three years.
Buy Or Sell Opportunity • Dec 01Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to US$47.74. The fair value is estimated to be US$61.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 30%.
Buy Or Sell Opportunity • Nov 12Now 30% undervaluedOver the last 90 days, the stock has risen 1.6% to US$43.60. The fair value is estimated to be US$62.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 30%.
Reported Earnings • Oct 01First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.70 (down from US$0.85 in 1Q 2025). Revenue: US$9.92m (down 15% from 1Q 2025). Net income: US$2.19m (down 18% from 1Q 2025). Profit margin: 22% (in line with 1Q 2025). Revenue missed analyst estimates by 24%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 08Taylor Devices, Inc., Annual General Meeting, Oct 17, 2025Taylor Devices, Inc., Annual General Meeting, Oct 17, 2025. Location: hyatt place buffalo/amherst, 5020 main street, amherst, new york United States
Reported Earnings • Aug 17Full year 2025 earnings released: EPS: US$3.01 (vs US$2.68 in FY 2024)Full year 2025 results: EPS: US$3.01 (up from US$2.68 in FY 2024). Revenue: US$46.3m (up 3.8% from FY 2024). Net income: US$9.41m (up 4.6% from FY 2024). Profit margin: 20% (in line with FY 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 10Taylor Devices, Inc.'s (NASDAQ:TAYD) Shares Leap 26% Yet They're Still Not Telling The Full StoryTaylor Devices, Inc. ( NASDAQ:TAYD ) shares have continued their recent momentum with a 26% gain in the last month...
お知らせ • Jun 30+ 12 more updatesTaylor Devices, Inc.(NasdaqCM:TAYD) dropped from Russell 2000 Defensive IndexTaylor Devices, Inc.(NasdaqCM:TAYD) dropped from Russell 2000 Defensive Index
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$45.68, the stock trades at a trailing P/E ratio of 17.5x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 418% over the past three years.
分析記事 • May 16A Piece Of The Puzzle Missing From Taylor Devices, Inc.'s (NASDAQ:TAYD) 27% Share Price ClimbTaylor Devices, Inc. ( NASDAQ:TAYD ) shareholders have had their patience rewarded with a 27% share price jump in the...
分析記事 • May 06Taylor Devices (NASDAQ:TAYD) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Recent Insider Transactions Derivative • Apr 20Independent Chairman of the Board exercised options to buy US$153k worth of stock.On the 14th of April, John Burgess exercised options to buy 5k shares at a strike price of around US$12.20, costing a total of US$61k. This transaction amounted to 14% of their direct individual holding at the time of the trade. Since September 2024, John's direct individual holding has increased from 35.00k shares to 40.00k. Company insiders have collectively bought US$180k more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Mar 28Third quarter 2025 earnings released: EPS: US$0.64 (vs US$0.82 in 3Q 2024)Third quarter 2025 results: EPS: US$0.64 (down from US$0.82 in 3Q 2024). Revenue: US$10.6m (down 14% from 3Q 2024). Net income: US$2.00m (down 26% from 3Q 2024). Profit margin: 19% (down from 22% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 50% per year.
New Risk • Feb 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (US$98.8m market cap).
New Risk • Jan 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risk Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
Reported Earnings • Jan 05Second quarter 2025 earnings released: EPS: US$0.34 (vs US$0.56 in 2Q 2024)Second quarter 2025 results: EPS: US$0.34 (down from US$0.56 in 2Q 2024). Revenue: US$8.55m (down 17% from 2Q 2024). Net income: US$1.06m (down 47% from 2Q 2024). Profit margin: 12% (down from 19% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$35.26, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 23x in the Machinery industry in the US. Total returns to shareholders of 237% over the past three years.
分析記事 • Oct 23Positive Sentiment Still Eludes Taylor Devices, Inc. (NASDAQ:TAYD) Following 26% Share Price SlumpTaylor Devices, Inc. ( NASDAQ:TAYD ) shareholders won't be pleased to see that the share price has had a very rough...
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to US$45.83, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 22x in the Machinery industry in the US. Total returns to shareholders of 307% over the past three years.
Reported Earnings • Sep 27First quarter 2025 earnings released: EPS: US$0.85 (vs US$0.53 in 1Q 2024)First quarter 2025 results: EPS: US$0.85 (up from US$0.53 in 1Q 2024). Revenue: US$11.6m (up 17% from 1Q 2024). Net income: US$2.67m (up 44% from 1Q 2024). Profit margin: 23% (up from 19% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year and the company’s share price has also increased by 66% per year.
お知らせ • Sep 13Taylor Devices, Inc., Annual General Meeting, Oct 25, 2024Taylor Devices, Inc., Annual General Meeting, Oct 25, 2024. Location: hyatt place buffalo/amherst, 5020 main street, new york, 14226, amherst United States
分析記事 • Sep 05Taylor Devices, Inc. (NASDAQ:TAYD) Stock Rockets 26% But Many Are Still Ignoring The CompanyTaylor Devices, Inc. ( NASDAQ:TAYD ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$56.00, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 22x in the Machinery industry in the US. Total returns to shareholders of 384% over the past three years.
Reported Earnings • Aug 16Full year 2024 earnings released: EPS: US$2.68 (vs US$1.79 in FY 2023)Full year 2024 results: EPS: US$2.68 (up from US$1.79 in FY 2023). Revenue: US$44.6m (up 11% from FY 2023). Net income: US$9.00m (up 43% from FY 2023). Profit margin: 20% (up from 16% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$53.74, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 369% over the past three years.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$49.49, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 338% over the past three years.
分析記事 • Jul 02We Like These Underlying Return On Capital Trends At Taylor Devices (NASDAQ:TAYD)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$43.20, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 22x in the Machinery industry in the US. Total returns to shareholders of 248% over the past three years.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to US$45.99, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 24x in the Machinery industry in the US. Total returns to shareholders of 283% over the past three years.
New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$9.1m sold).
Reported Earnings • Mar 29Third quarter 2024 earnings released: EPS: US$0.82 (vs US$0.47 in 3Q 2023)Third quarter 2024 results: EPS: US$0.82 (up from US$0.47 in 3Q 2023). Revenue: US$12.3m (up 24% from 3Q 2023). Net income: US$2.70m (up 63% from 3Q 2023). Profit margin: 22% (up from 17% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$49.77, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 24x in the Machinery industry in the US. Total returns to shareholders of 334% over the past three years.
分析記事 • Mar 28Taylor Devices, Inc. (NASDAQ:TAYD) Stock Rockets 27% But Many Are Still Ignoring The CompanyDespite an already strong run, Taylor Devices, Inc. ( NASDAQ:TAYD ) shares have been powering on, with a gain of 27% in...
分析記事 • Mar 08The Return Trends At Taylor Devices (NASDAQ:TAYD) Look PromisingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$41.65, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 24x in the Machinery industry in the US. Total returns to shareholders of 251% over the past three years.
分析記事 • Feb 10Is Now The Time To Put Taylor Devices (NASDAQ:TAYD) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Jan 22Taylor Devices Is A Well Run Small Cap At A Reasonable ValuationSummary Taylor Devices is a company that specializes in seismic dampers, which reduce the effects of earthquakes and strong winds on buildings. The company has seen strong financial results in 2023, with a 27% increase in sales and a significant boost in revenues from aerospace and industrial applications. The company's backlog of orders has been growing, indicating potential future sales growth, and its valuation suggests it may be undervalued. However, the company is subject to cyclical risks and fluctuations in the construction and defense industries. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$29.25, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 22x in the Machinery industry in the US. Total returns to shareholders of 182% over the past three years.
お知らせ • Jan 10Taylor Devices, Inc. (NasdaqCM:TAYD) announces an Equity Buyback for 459,015 shares, representing 13% for $9.14 million.Taylor Devices, Inc. (NasdaqCM:TAYD) announces a share repurchase program. Under the program, the company will repurchase up to 459,015 shares, representing 13% of its issued and outstanding shares from the Ira Sochet Trust and the Ira Sochet Roth IRA, non-affiliates of the company. The agreed purchase price is $19.92 per share. The repurchases will be made on January 8, 2024.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Director Robert Carey was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 30First quarter 2024 earnings released: EPS: US$0.52 (vs US$0.29 in 1Q 2023)First quarter 2024 results: EPS: US$0.52 (up from US$0.29 in 1Q 2023). Revenue: US$9.92m (up 9.2% from 1Q 2023). Net income: US$1.85m (up 84% from 1Q 2023). Profit margin: 19% (up from 11% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 09Taylor Devices, Inc., Annual General Meeting, Oct 20, 2023Taylor Devices, Inc., Annual General Meeting, Oct 20, 2023, at 11:00 Eastern Daylight. Location: Hyatt Place Buffalo/Amherst, 5020 Main Street, Amherst New York United States Agenda: To elect one Class 2 director of the Company to serve a three-year term to expire in 2026, or until the election and qualification of his successor; to ratify the appointment of Lumsden & McCormick, LLP as the independent registered public accounting firm of the Company for the fiscal year ending May 31, 2024; to approve the non-binding advisory resolution approving the compensation of the Company's named executive officers; and to discuss other matters.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: US$1.79 (vs US$0.64 in FY 2022)Full year 2023 results: EPS: US$1.79 (up from US$0.64 in FY 2022). Revenue: US$40.2m (up 30% from FY 2022). Net income: US$6.29m (up 181% from FY 2022). Profit margin: 16% (up from 7.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$19.12, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 87% over the past three years.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$25.56, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 157% over the past three years.
お知らせ • Jun 22Taylor Devices, Inc. Announces Approval by International Code Council for New Method for Building Design Using Fluid DampersTaylor Devices, Inc. announced that it has received ICC approval for an innovative building design method using what is called the Taylor Damped Moment Frame(TM) (TDMF(TM). It allows structural engineers to easily incorporate fluid dampers into the design of new buildings in earthquake zones. The TDMF(TM) design procedure offers a simplified and prescriptive alternative to the current building code. It will streamline the process of using Taylor Devices' fluid dampers in new buildings. The design procedure was developed, validated and published in accordance with the International Code Council Evaluation Service (ICC-ES) AC 494, which defines criteria for alternative methods for seismic force resisting systems.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$23.00, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 110% over the past three years.
分析記事 • May 20The Return Trends At Taylor Devices (NASDAQ:TAYD) Look PromisingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$20.72, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 126% over the past three years.
Reported Earnings • Mar 31Third quarter 2023 earnings released: EPS: US$0.47 (vs US$0.034 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.47 (up from US$0.034 loss in 3Q 2022). Revenue: US$9.89m (up 61% from 3Q 2022). Net income: US$1.66m (up US$1.78m from 3Q 2022). Profit margin: 17% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$15.67, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 23x in the Machinery industry in the US. Total returns to shareholders of 27% over the past three years.
お知らせ • Jan 07Taylor Devices, Inc. Announces CFO ChangesTaylor Devices, Inc. announced the retirement of Mark V. McDonough as Chief Financial Officer of the company on December 31, 2022. Mr. McDonough has served as CFO since he joined the Company in 2003 and will remain as Corporate Secretary for the company. The Board of Directors has appointed Paul Heary as Chief Financial Officer of the Company effective January 1, 2023. Mr. Heary, age 52, is the former CFO of Multisorb Technologies, Inc. in West Seneca, NY. He previously served as Senior Finance Director of Carleton Technologies Inc. Mr. Heary holds an MBA and a BS in Business Administration from the State University of New York at Buffalo.
Reported Earnings • Jan 06Second quarter 2023 earnings released: EPS: US$0.45 (vs US$0.19 in 2Q 2022)Second quarter 2023 results: EPS: US$0.45 (up from US$0.19 in 2Q 2022). Revenue: US$10.5m (up 35% from 2Q 2022). Net income: US$1.56m (up 136% from 2Q 2022). Profit margin: 15% (up from 8.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 25% share price gain to US$13.71, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 24% over the past three years.
分析記事 • Oct 07Taylor Devices' (NASDAQ:TAYD) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Reported Earnings • Oct 01First quarter 2023 earnings released: EPS: US$0.29 (vs US$0.052 in 1Q 2022)First quarter 2023 results: EPS: US$0.29 (up from US$0.052 in 1Q 2022). Revenue: US$9.09m (up 24% from 1Q 2022). Net income: US$1.00m (up 451% from 1Q 2022). Profit margin: 11% (up from 2.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Sep 30Taylor Devices GAAP EPS of $0.29, revenue of $9.09MTaylor Devices press release (NASDAQ:TAYD): Q1 GAAP EPS of $0.29. Revenue of $9.09M (+24.4% Y/Y).
お知らせ • Sep 07Taylor Devices, Inc., Annual General Meeting, Oct 21, 2022Taylor Devices, Inc., Annual General Meeting, Oct 21, 2022, at 11:00 US Eastern Standard Time.
Reported Earnings • Aug 19Full year 2022 earnings released: EPS: US$0.64 (vs US$0.30 in FY 2021)Full year 2022 results: EPS: US$0.64 (up from US$0.30 in FY 2021). Revenue: US$30.9m (up 37% from FY 2021). Net income: US$2.24m (up 111% from FY 2021). Profit margin: 7.3% (up from 4.7% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Aug 19Taylor Devices GAAP EPS of $0.43, revenue of $9.66MTaylor Devices press release (NASDAQ:TAYD): Q4 GAAP EPS of $0.43. Revenue of $9.66M (+33.1% Y/Y).
分析記事 • Jul 16A Look At The Fair Value Of Taylor Devices, Inc. (NASDAQ:TAYD)Today we will run through one way of estimating the intrinsic value of Taylor Devices, Inc. ( NASDAQ:TAYD ) by taking...
Reported Earnings • Apr 01Third quarter 2022 earnings released: US$0.03 loss per share (vs US$0.052 profit in 3Q 2021)Third quarter 2022 results: US$0.03 loss per share (down from US$0.052 profit in 3Q 2021). Revenue: US$6.14m (up 29% from 3Q 2021). Net loss: US$117.3k (down 164% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Feb 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.3%. The fair value is estimated to be US$13.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% per annum over the last 3 years. Earnings per share has declined by 11% per annum over the last 3 years.
Reported Earnings • Dec 31Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: US$0.19 (up from US$0.18 in 2Q 2021). Revenue: US$7.76m (up 64% from 2Q 2021). Net income: US$659.8k (up 2.2% from 2Q 2021). Profit margin: 8.5% (down from 14% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Oct 19Taylor Devices Inc.: Undiscovered Company, Pristine Balance Sheet, Growth PotentialFrom an operational standpoint, TAYD is a well-established company with a high level of expertise in the shock and vibration control field. From a fundamental standpoint, TAYD is a consistently profitable company with a pristine balance sheet. Thanks to its pristine balance sheet, TAYD can afford to grow while diversifying its business either organically or through acquisitions. At the current price of about $12 per share, debt-free, cash-rich TAYD is cheap.
分析記事 • Oct 16This Is Why We Think Taylor Devices, Inc.'s (NASDAQ:TAYD) CEO Might Get A Pay Rise Approved By ShareholdersShareholders will be pleased by the robust performance of Taylor Devices, Inc. ( NASDAQ:TAYD ) recently and this will...
Reported Earnings • Oct 02First quarter 2022 earnings released: EPS US$0.05 (vs US$0.05 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: US$7.31m (up 27% from 1Q 2021). Net income: US$181.9k (up 3.3% from 1Q 2021). Profit margin: 2.5% (down from 3.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Aug 28Full year 2021 earnings released: EPS US$0.30 (vs US$0.87 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$22.5m (down 21% from FY 2020). Net income: US$1.06m (down 65% from FY 2020). Profit margin: 4.7% (down from 11% in FY 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 28Third quarter 2021 earnings releasedThe company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$4.77m (down 34% from 3Q 2020). Net income: US$182.3k (down 77% from 3Q 2020). Profit margin: 3.8% (down from 11% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 11New 90-day high: US$11.74The company is up 19% from its price of US$9.87 on 10 December 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 17% over the same period.
分析記事 • Mar 02Taylor Devices, Inc.'s (NASDAQ:TAYD) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock?Taylor Devices (NASDAQ:TAYD) has had a great run on the share market with its stock up by a significant 7.1% over the...