Company Analysis

Taylor Devices, Inc. (TAYD)

Nasdaq: TAYD · General Industrial Machinery & Equipment, NEC · North Tonawanda, NY · filing with the SEC since 1995
Grade6.0
◀ Past 5.6● Present 7.8▶ Future 4.1
1 est.

The grade of Taylor Devices, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.0/10
◀ Past5.630% of the headline
● Present7.840% of the headline
▶ Future4.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.6/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
5.0/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2018-04-13.

weight 33% of this tense · 50th percentile among 15 sector filers · read for itself

From the record

Taylor Devices, Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2018-04-13) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.6/10

What has it actually done, year after year?

+5.6% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 46th percentile among 14 sector filers · read for its customers

From the record

Taylor Devices, Inc.'s 10 filed years say what it did: revenue went from $26 million in fiscal 2017 to $42 million in fiscal 2026, up 5.6% a year; it rose in 5 of 9 years; the deepest fall was 33% from fiscal 2019 to fiscal 2021; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span5.6%bottom 32% of its family
  • the share of years revenue rosebottom 32% of its family
  • the share of filed years with a profittop 11% of its family
  • the deepest fall from a revenue peak33.0%bottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
8.5/10

How has it treated the people who own it?

SI estimate 8.5/10, confidence 35 of 100 (one part).

weight 22% of this tense · 85th percentile among 15 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the top 15% of 15 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 15 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Taylor Devices, Inc.'s shareholder treatment is put at 8.5 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the top 15% of 15 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

7.8/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
8.7/10

Is it financially healthy right now?

ROE 12%: 12¢ of profit per shareholder dollar. Leverage 6%: owes 6¢ per asset dollar.

weight 45% of this tense · 87th percentile among 15 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-05-31, Taylor Devices, Inc. earned about 12 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 24 cents per dollar of everything the company owns. Leverage: it owed about 6 cents per dollar of assets (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 10% of its family
  • return on equitytop 10% of its family
  • gross profit against assetstop 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.3/10

How strong is its position in its industry?

top 37% of 15 in its family; net margin 20.6%.

weight 33% of this tense · 63rd percentile among 15 sector filers · read for its customers

From the record

Taylor Devices, Inc.'s standing among 15 graded names in its industry family: revenue of $42 million in fiscal 2026 ranks in the top 50% by size; a net margin of 20.6% ranks in the top 3%; revenue growth of 1.2% a year over the last 3 filed years ranks in the bottom 43% (its annual reports).

What it rests on

  • revenue against the family$41.6Mtop 50% of its family
  • net margin20.6%top 3% of its family
  • three-year revenue growth1.2%bottom 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
8.1/10

What are the people in charge doing?

top 19% of 7 in its family for leadership; chief executive since 2019.

weight 22% of this tense · 81st percentile among 7 sector filers · read for its shareholders

From the record

Taylor Devices, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Sopko, Timothy John (Chief Executive Officer, as filed), filing under that title since 2019-05-20, 7.5 years (top 8% of its family); the 5 officers and directors filing in the last fifteen months have been on the record a median of 7.5 years (top 10%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 5 people in charge now (top 40%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge2 in three years among 5 peopletop 40% of its family
  • the median years the people in charge have filed7.5 yearstop 10% of its family
  • the chief executive's years on the record7.5 yearstop 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.3/10

How much room does it have to grow?

top 47% of 15 in its family for room to expand.

weight 45% of this tense · 53rd percentile among 15 sector filers · read for itself

From the record

Taylor Devices, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $905 thousand against no long-term debt tagged leaves 1.2% of its assets as net cash, bottom 37% of its family; cash from operations less capital spending is 11.7% of revenue (top 30%); a gross margin of 44.1% (top 18%); research spending of 1.9% of revenue (bottom 25%) (its annual report).

What it rests on

  • cash less debt against assets1.2%bottom 37% of its family
  • cash from operations less capital spending against revenue11.7%top 30% of its family
  • gross margin44.1%top 18% of its family
  • research spending against revenue1.9%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.2/10

What could actually drive growth from here?

bottom 22% of 14 in its family for growth drivers.

weight 33% of this tense · 22nd percentile among 14 sector filers · read for its customers

From the record

Taylor Devices, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 1.2% a year over the last three filed years against 5.6% over all 10, slowing (bottom 39% of its family); the newest year grew -10% (bottom 11%); research spending grew -10.9% a year (bottom 12%); capital spending grew -14% a year (bottom 27%) (its annual reports). Taylor Devices, Inc. reported 3 lines of business in fiscal 2026: Aerospace Defense at $28 million (66%), Structural at $10 million (25%), Industrial at $4 million (9%); 1 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-4.4 points a yearbottom 39% of its family
  • the newest year's revenue growth-10.0%bottom 11% of its family
  • three-year growth of research spending-10.9%bottom 12% of its family
  • three-year growth of capital spending-14.0%bottom 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.6/10

Did its newest year beat what its own record pointed to?

bottom 46% of 12 in its family for expectations against reality.

weight 22% of this tense · 46th percentile among 12 sector filers · read for its shareholders

From the record

Taylor Devices, Inc.'s newest year against its own record: revenue of $42 million in fiscal 2026 came in 16.2% below the $50 million its prior three years' pace pointed to (bottom 21% of its family); net income of $9 million against a prior three-year average of $8 million (top 46%); a net margin of 20.6% against 18.7% before (top 37%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-16.2%bottom 21% of its family
  • net income against the prior three years' average+4%top 46% of its family
  • net margin against its prior average+1.8 pointstop 37% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TAYD · research, not advice