Taylor Devices, Inc. (TAYD) Stock

Taylor Devices, Inc. (TAYD) is a Industrials stock trading at $60.24 (as of 2026-09-18), with a market capitalization of $193.92M and a trailing P/E of 22.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Taylor Devices, Inc. designs, develops, manufactures, and markets shock absorption, rate control, and energy storage devices for machinery, equipment, and structures. Its product lines include seismic dampers, Fluidicshoks, and crane and industrial buffers for applications such as defense, aerospace, and heavy industrial uses, serving customers in North America, Asia, and internationally.

Understand Taylor Devices, Inc.: how it makes money

Taylor Devices designs and sells shock absorbers, seismic dampers, and industrial buffers to defense, aerospace, construction, and manufacturing customers. Revenue is lumpy and tied to infrastructure and defense spending cycles, with a small customer base that makes quarterly swings sharp.

Profit hinges on winning discrete engineering contracts (seismic retrofits, defense systems) rather than recurring product sales, so a slow award cycle can compress the 6% operating margin to near zero.

Business quality (Weak): Thin margins, a steep top-line contraction, and project-based order flow make this a low-visibility, lumpy-earnings name that trades on individual contract wins rather than predictable recurring revenue.

Valuation: At 22× earnings, TAYD trades 30% below the Machinery average (32×).

Bull case

30 percent valuation discount: At a P/E of 22.4x versus the Machinery industry average of 32x, the stock trades 30% below peers. If revenue stabilizes after the recent downturn, the multiple has room to re-rate toward the sector mean.
Engineering moat in niche products: A 44% gross margin on custom shock-absorption hardware indicates Taylor Devices commands a price premium that commodity industrial suppliers cannot match. That differentiation is the structural reason the stock is worth owning at all.

Bear case

Six percent operating margin is fragile: With only 6% operating margin, a modest dip in order volume or a single large unbilled R&D project can push the company to breakeven or below. There is essentially no earnings cushion before the bottom line turns negative.

Valuation — source: SEC EDGAR (first-party)
Price	$60.24
Market Cap	$193.92M
P/E Ratio	22.6
Price / Book	2.66
Price / Sales	4.66
FCF Yield	2.5%
DCF Value (model)	$25.62
DCF Upside vs Price	-57.5%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$41.65M
Net Margin	20.6%
Return on Equity	11.8%
Current Ratio	12.76
Revenue Growth (YoY)	-42.5%
FCF Growth (YoY)	-147.5%

Financial Health — source: SEC EDGAR
Altman Z-Score	28.82 (safe)

Valuation vs Sector & Industry
Stock P/E	22.6
Sector P/E (Industrials)	26.8
Industry P/E (Machinery)	29.9
vs Sector	-15.5%
vs Industry	-24.3%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Insider Sells (12mo)	6
Top Institutional Holder	BlackRock, Inc. ($10.44M)
Institutional Holders Tracked	10

Company
Sector	Industrials
Industry	Machinery
CEO	Timothy J. Sopko
Employees	128
Country	US
IPO Date	1980-11-05

Related Companies (Machinery; 8 comparable machinery makers)

Data as of 2026-09-18.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.