TAYLOR DEVICES, INC.
TAYD · General Industrial Machinery & Equipment, NEC · 3.2M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $10M (gross $10M, SBC $154K)
Reference price $57.27 · est. market cap ~$184M — last insider sale, 2026-04-28 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85Niche-dominant seismic/structural damping manufacturer with top-decile returns and margins and a debt-free balance sheet.
Strengths
- Top-of-sector profitability: net margin 20.3% (100th pct), ROA 13.1% (100th pct), operating margin 20.8% (88th pct), ROE 15.2% (90th pct)
- Fortress balance sheet (current 5.9, quick 5.0), strong FCF (10.5% margin), specialized damping technology moat
Risks
- Small scale with modest revenue growth (3.8%, 39th pct) and lumpy project timing
- Customer/project concentration (e.g., a $751K overdue structural-project receivable)
Notable findings
- Insider sellingInsider selling — 8 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$896,878, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
46.4%
Operating margin
20.8%
Net margin
20.3%
Return on equity
15.2%
Return on assets
13.1%
Revenue growth (QoQ)
-3.7%
Net-income growth
4.6%
Current ratio
5.9×
Free cash flow
$5M
EBITDA
$11M
Tangible book value
$62M
Cash & investments
$36M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-28 | CAREY ROBERT MICHAEL | Sell | 1.6K | $55.52 |
| 2026-04-28 | CAREY ROBERT MICHAEL | Sell | 3.4K | $57.27 |
| 2026-04-13 | Burgess John | Option exercise | 5.0K | $16.40 |
| 2026-04-13 | Burgess John | Tax withheld | 1.6K | $52.11 |
| 2026-01-23 | Armenat Fritz Eric | Sell | 700 | $72.85 |
| 2026-01-23 | Armenat Fritz Eric | Sell | 528 | $72.10 |
| 2026-01-23 | Armenat Fritz Eric | Sell | 300 | $71.19 |
| 2026-01-22 | Armenat Fritz Eric | Sell | 2.8K | $71.77 |
| 2026-01-21 | Armenat Fritz Eric | Tax withheld | 672 | $73.28 |
| 2026-01-21 | Armenat Fritz Eric | Option exercise | 5.0K | $9.85 |
| 2026-01-14 | Armenat Fritz Eric | Sell | 3.8K | $73.21 |
| 2026-01-14 | Armenat Fritz Eric | Sell | 300 | $74.00 |
| 2026-01-09 | Armenat Fritz Eric | Option exercise | 5.0K | $11.97 |
| 2026-01-09 | Armenat Fritz Eric | Tax withheld | 880 | $68.06 |
| 2025-04-23 | Sopko Timothy John | Buy | 699 | $30.02 |
| 2025-04-23 | Sopko Timothy John | Buy | 11 | $29.97 |
| 2025-04-23 | Sopko Timothy John | Buy | 290 | $30.07 |
| 2025-04-14 | Burgess John | Option exercise | 5.0K | $12.20 |
| 2025-01-13 | Sopko Timothy John | Buy | 1.0K | $33.25 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2025-10-22 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2025-01-14 | Exec/director change | filing ↗ |
| 2024-10-28 | Shareholder vote | filing ↗ |
| 2024-10-28 | Shareholder vote | filing ↗ |
| 2023-10-24 | Shareholder vote | filing ↗ |
| 2023-09-11 | Material agreementExhibits | filing ↗ |
| 2023-01-06 | Exec/director change | filing ↗ |
| 2022-10-25 | Shareholder vote | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-03-31 | 2026-02-28 | 0001376474-26-000254 ↗ |
| 10-Q | 2025-12-31 | 2025-11-30 | 0001376474-25-000988 ↗ |
| 8-K | 2025-10-22 | 2025-10-17 | 0001376474-25-000858 ↗ |
| 10-Q | 2025-10-01 | 2025-08-31 | 0001376474-25-000835 ↗ |
| 10-K | 2025-08-15 | 2025-05-31 | 0001376474-25-000751 ↗ |
| 10-Q | 2025-03-28 | 2025-02-28 | 0001376474-25-000293 ↗ |
| 8-K | 2025-01-14 | 2025-01-14 | 0001376474-25-000079 ↗ |
| 10-Q | 2025-01-03 | 2024-11-30 | 0001376474-25-000012 ↗ |
| 8-K | 2024-10-28 | 2024-10-25 | 0001376474-24-000619 ↗ |
| 8-K | 2024-10-28 | 2024-10-25 | 0001376474-24-000620 ↗ |
| 10-Q | 2024-09-27 | 2024-08-31 | 0001376474-24-000549 ↗ |
| 10-K | 2024-08-15 | 2024-05-31 | 0001376474-24-000456 ↗ |