)
Taylor Devices (TAYD) investor relations material
Taylor Devices Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net revenue increased 6% year-over-year for both the quarter and nine-month period ended February 28, 2026, with net income up 25% for the quarter and 17% for the nine months compared to the prior year.
Growth was driven by higher sales to aerospace/defense customers, offset by declines in structural and industrial segments.
U.S. sales rose 12% for the nine months, while international sales declined 21% year-over-year.
Financial highlights
Nine-month net revenue: $32.7M (+6% YoY); net income: $6.7M (+17% YoY); EPS: $2.12 (+16%).
Three-month net revenue: $11.2M (+6% YoY); net income: $2.5M (+25% YoY); EPS: $0.79 (+23%).
Gross margin for nine months: 44% (down 1pt YoY); for the quarter: 40% (down 3pts YoY).
Operating income for nine months: $6.8M (+16% YoY); for the quarter: $2.3M (+15% YoY).
Other income rose 22% for nine months and 30% for the quarter, mainly from investment interest.
Outlook and guidance
Backlog at quarter-end was $20.8M, down from $27.1M at prior year-end; majority expected to convert to revenue in fiscal 2026 and 2027.
Management notes that results and backlog fluctuate period-to-period and are not necessarily indicative of future performance.
- Quarterly net income surged 90% on record sales, led by Aerospace/Defense strength.TAYD
Q2 20269 Jan 2026 - Director elections, auditor ratification, and executive pay highlight the 2024 annual meeting.TAYD
Proxy Filing2 Dec 2025 - 2025 Annual Meeting to address director election, auditor ratification, and new stock option plan.TAYD
Proxy Filing2 Dec 2025 - Sales and earnings fell year-over-year, but backlog and liquidity remain robust.TAYD
Q1 20261 Oct 2025 - Record FY25 sales and net income set new highs, driven by strong Aerospace/Defense and Industrial results.TAYD
Q4 202516 Aug 2025 - Net revenues up 17% and gross margin improved to 47% on strong project and segment growth.TAYD
Q1 202513 Jun 2025 - Net income jumped 43% on higher aerospace/defense sales and improved gross margin.TAYD
Q4 202413 Jun 2025 - Revenue and profit declined, but backlog and international sales grew significantly.TAYD
Q3 20256 Jun 2025 - Six-month revenue steady, net income down 3%, backlog rises to $34.5M.TAYD
Q2 20255 Jun 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)