TAYLOR DEVICES ANNOUNCES FISCAL YEAR 2026 SECOND QUARTER AND FIRST HALF RESULTS INCLUDING RECORD HIGH SALES FOR BOTH THE SECOND QUARTER AND FIRST HALF

Rhea-AI Summary

Taylor Devices (NASDAQ: TAYD) reported record sales for the fiscal 2026 second quarter and first half, with 2Q sales $11,603,472 and 1H sales $21,521,822. 2Q net earnings were $2,008,624 and 1H net earnings were $4,198,708. Management cited higher sales volume and execution as drivers and noted a firm order backlog of $25.1M, down from $27.1M at the start of the fiscal year. Reported per‑share metrics were 2Q EPS $0.64 and 1H EPS $1.33. The company reiterated focus on Aerospace/Defense, Structural and Industrial markets and referenced a recently completed Development Lab to support growth.

Positive

• 2Q Sales +35.7% to $11.603M
• 2Q Net Earnings +90% to $2.009M
• 1H Net Earnings +12.8% to $4.199M
• EPS 2Q $0.64; 1H $1.33 (notable EPS expansion)

Negative

• Order backlog declined $2.0M to $25.1M since start of FY26

Key Figures

Q2 FY26 sales $11,603,472 2nd quarter FY2026 sales vs $8,548,881 in Q2 FY2025

1H FY26 sales $21,521,822 First half FY2026 sales vs $20,166,737 in prior year

Q2 FY26 net earnings $2,008,624 2nd quarter FY2026 net earnings vs $1,056,160 in Q2 FY2025

1H FY26 net earnings $4,198,708 First half FY2026 net earnings vs $3,722,815 in prior year

Q2 EPS FY26 $0.64 Q2 FY2026 earnings per share vs $0.34 in Q2 FY2025

1H EPS FY26 $1.33 First half FY2026 EPS vs $1.19 in prior year

Firm order backlog $25.1M Backlog as firm orders entering 2nd half FY2026

Starting backlog FY26 $27.1M Backlog at start of FY2026 as referenced by management

Market Reality Check

$64.25 Last Close

Volume Volume 21,038 vs 20-day average 8,670, with relative volume at 2.43x ahead of the release. high

Technical Shares at $63.00, trading above the 200-day MA of $42.76 and near the $63.24 52-week high.

Peers on Argus 1 Up

Peers showed mixed moves: HURC up 0.13%, NPWR up 4.52%, SHMD up 2.81%, while TWIN and ZJK declined. Momentum scanner only flagged OPTT up 4.22%, suggesting TAYD’s action was stock-specific rather than a sector-wide move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Oct 01	Q1 FY26 earnings	Negative	-5.1%	Q1 FY26 sales and earnings fell year-on-year despite strong multi-year averages.
Aug 15	FY25 record results	Positive	-0.8%	Record Q4 and FY25 sales and profit, with strong backlog entering FY26.

Pattern Detected

Recent positive financial updates have been followed by negative price reactions, indicating a tendency for selling into strength around earnings and record results.

Recent Company History

This announcement reports record-high Q2 and first-half FY2026 sales and higher earnings. Earlier, on Oct 1, 2025, TAYD posted FY2026 Q1 results with year-on-year declines in sales and net earnings, yet both remained above four-year averages and backlog rose to $27.9M. On Aug 15, 2025, the company reported record Q4 and FY2025 sales and profit with a firm order backlog of $27.1M. Despite fundamentally strong prior reports, shares saw modest to notable declines after those events.

Market Pulse Summary

The stock moved -7.2% in the session following this news. A negative reaction despite record Q2 sales of $11.6M and first-half sales of $21.5M would fit a pattern where strong Taylor Devices results have not always translated into near-term share gains. Order backlog remains substantial at $25.1M, slightly below the $27.1M level at the fiscal-year start, highlighting order-timing variability. Past behavior suggests investors may be sensitive to any perceived slowdown despite solid profitability.

AI-generated analysis. Not financial advice.

NORTH TONAWANDA, N.Y., Dec. 31, 2025 /PRNewswire/ -- Taylor Devices, Inc. (NASDAQ SmallCap: "TAYD") announced today that it had 2^nd quarter sales of $11,603,472, up significantly from last year's 2^nd quarter sales of $8,548,881 while sales for the 1^st half of the fiscal year were $21,521,822, also up from last year's 1^st half sales of $20,166,737.

Net earnings for the 2^nd quarter were $2,008,624, up substantially from last year's 2^nd quarter net earnings of $1,056,160 with net earnings for the 1^st half finishing at $4,198,708, also up from last year's 1^st half net earnings of $3,722,815.

"Exceptional execution by our Team this past quarter resulted in a new high record for sales in a 2^nd quarter for our company at $11.6M, which bested our prior record of $10.5M set in FY23,"  stated Tim Sopko, CEO.  He continued, "This contributed to a new high record for sales in a first half of our company's fiscal years at $21.5M, besting our prior record of $20.3M set in FY24."  He further commented, "Earnings for both the 2^nd quarter and 1^st half were also up year-on-year, 90% and 13% respectfully, due predominantly to both higher sales volume and efficient execution." He continued, "While our firm order backlog of $25.1M is down slightly from the $27.1M it was at the start of this fiscal year, due primarily to our order receipt timing vs. delivery variability, the increased activity from our Aerospace/Defense market customers continues to offset the headwinds that our Structural and Industrial market customers are experiencing."  He concluded, "As we enter the 2^nd half of our FY26, supported by our recently completed Development Lab, we will continue to aggressively target opportunities where our custom engineered products are critically needed and valued by our customers in all three of our chosen markets; Aerospace/Defense, Structural and Industrial, which we expect will continue to support our profitable growth going forward."   

Taylor Devices, Inc. is a 70-year-old company engaged in the design, development, manufacture and marketing of shock absorption, rate control and energy storage devices for use in various types of vehicles, machinery, equipment and structures.  The company continues to target growth in the domestic Aerospace and Defense market as well as global Structural Construction and Industrial markets.

2nd Quarter (3 months ended 11/30/25 & 11/30/24)	F/Y 26	F/Y 25
Sales	$    11,603,472	$      8,548,881
Net Earnings	$     2,008,624	$     1,056,160
Earnings per Share	$               0.64	$                0.34
Shares Outstanding	3,147,518	3,127,793
1st Half (6 months ended 11/30/25 & 11/30/24)	F/Y 26	F/Y 25
Sales	$   21,521,822	$    20,166,737
Net Earnings	$     4,198,708	$      3,722,815
Earnings per Share	$                1.33	$                1.19
Shares Outstanding	3,146,606	3,124,720

Taylor's website can be visited at: www.taylordevices.com; with company newsletters and other pertinent information at www.taylordevices.com/investors.

Taylor Devices, Inc.

Contact:	Artie Regan
	Regan & Associates, Inc.
	(212) 587-3005 (phone)
	(212) 587-3006 (fax)
	main@reganproxy.com

 

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SOURCE Taylor Devices, Inc.

FAQ

What were Taylor Devices (TAYD) fiscal 2026 2Q sales and net earnings?

Taylor Devices reported 2Q sales $11,603,472 and 2Q net earnings $2,008,624 for the quarter ended 11/30/25.

Did Taylor Devices (TAYD) report record sales for fiscal 2026?

Yes; the company reported a record 2Q sales of $11.6M and a record first half sales of $21.52M for FY26.

How did Taylor Devices (TAYD) 1H 2026 net earnings compare year‑over‑year?

1H net earnings rose to $4,198,708 from $3,722,815, an increase of about 12.8% year‑over‑year.

What is Taylor Devices' (TAYD) reported order backlog as of the start of the 2nd half FY26?

The company reported a firm order backlog of $25.1M, down from $27.1M at the start of FY26.

What earnings per share did Taylor Devices (TAYD) report for 2Q and 1H FY26?

Reported EPS were $0.64 for 2Q and $1.33 for the first half of FY26.