Taylor Devices: A Terrible Quarter With A Bullish Twist
Seeking Alpha reports that while Taylor Devices had a weak FY2026, it posted a record $52.8M backlog, with a 154% sequential surge even excluding a $19M one-off order, and 92% of the backlog tied to Aerospace & Defense.
Why it matters — A TAYD watcher would care because the record backlog and conversion of delayed orders suggest strong revenue visibility and margin stability heading into FY2027, despite a weak current quarter.