US Equity · NASDAQ · Earnings Dossier

TAYD earnings intelligence

Taylor Devices Inc

Industrials · Specialty Industrial Machinery · USD reporting basis

Current earnings profile Delivery strong, expectations demanding

Results have usually cleared estimates, but price has not consistently rewarded the delivery.

Evidence86/100 · Deep

Next scheduled catalyst

Friday 21 August 2026

Time unconfirmed · Fiscal period ending 31 May 2026

91event risk

High

Countdown8 dayscalendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement13.9%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Expectations ahead

Market price is leading earnings power; the spread is widening and has persisted through 9 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move150.5%2023-08-18 to 2026-08-07
Earnings move76.8%trailing diluted EPS
Unresolved spread-73.7 ptsWidening
Current multiple17.1xprice divided by TTM EPS
Relationship pressure68/100High
Model confidence79/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Expectations stretched

Price has moved materially faster than delivered earnings power.

Model qualification

The direction is sensitive to the comparison horizon.

Beat rate100.0%4 beats in 4 measured quarters
Average surprise+39.0%median 11.7%
Delivery streak44 consecutive beats
Average response-0.5%12 measured reactions
Result-price confirmation50%same directional sign
Surprise variability53.7 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth26.7%year on year
Revenue growth26.5%year on year
Average surprise39.0%latest four quarters
SUE0.63standardised surprise
Net margin21.5%trailing basis
Cash conversion1.20xcash flow / net income
P/E16.8xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close54.24 USDcompleted week
13-week return4.4%price momentum
Fair-value gap21.6%price versus current fair value
Relative strength-17.6exchange benchmark
Trend signalInactiveweekly architecture
Next-week stateUndecided54.3%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period31 Mar 202628 Feb 2026 · exact
EPS actual / estimate0.79 / 0.77USD
Surprise+2.6%Beat
EPS growth+23.7%year on year
Revenue / growth11173201+5.8% · USD
Next close / four weeks-23.2% / -22.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period31 Dec 202530 Nov 2025 · exact
EPS actual / estimate0.64 / 0.53USD
Surprise+20.8%Beat
EPS growth+89.5%year on year
Revenue / growth11603472+198.6% · USD
Next close / four weeks+4.7% / +16.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period1 Oct 202531 Aug 2025 · exact
EPS actual / estimate0.70 / 0.69USD
Surprise+1.4%Beat
EPS growth-18.1%year on year
Revenue / growth9918350-14.6% · USD
Next close / four weeks-14.7% / -8.7%completed weekly closes
ReadDivergedresult versus price sign
Reported / period15 Aug 202531 May 2025 · exact
EPS actual / estimate1.04 / 0.45USD
Surprise+131.1%Beat
EPS growth+121.3%year on year
Revenue / growth15561154+29.0% · USD
Next close / four weeks+7.3% / +8.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period28 Mar 202528 Feb 2025 · exact
EPS actual / estimate0.64 / -USD
Surprise-Unavailable
EPS growth-26.8%year on year
Revenue / growth10564834-13.8% · USD
Next close / four weeks-1.1% / -3.7%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period3 Jan 202530 Nov 2024 · exact
EPS actual / estimate0.34 / -USD
Surprise-Unavailable
EPS growth-47.8%year on year
Revenue / growth3886100-62.4% · USD
Next close / four weeks-20.2% / -21.0%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period27 Sep 202431 Aug 2024 · exact
EPS actual / estimate0.86 / -USD
Surprise-Unavailable
EPS growth+62.9%year on year
Revenue / growth11617856+17.1% · USD
Next close / four weeks-26.9% / -23.5%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period15 Aug 202431 May 2024 · exact
EPS actual / estimate0.47 / -USD
Surprise-Unavailable
EPS growth-19.9%year on year
Revenue / growth12065211- · USD
Next close / four weeks+12.1% / +12.1%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period28 Mar 202429 Feb 2024 · exact
EPS actual / estimate0.87 / -USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth12254093- · USD
Next close / four weeks+12.7% / +8.0%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period10 Jan 202430 Nov 2023 · exact
EPS actual / estimate0.65 / -USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth10339875- · USD
Next close / four weeks+27.5% / +44.1%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period29 Sep 202331 Aug 2023 · exact
EPS actual / estimate0.52 / -USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth9923628- · USD
Next close / four weeks-0.3% / +4.3%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period15 Aug 202331 May 2023 · exact
EPS actual / estimate0.59 / -USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+15.8% / +15.5%completed weekly closes
ReadUnavailableresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context