Free tools Windows power users keep installed
One-click scans. No signup required.
Taylor Devices finished fiscal 2026 with a sharp year-over-year drop in fourth-quarter sales and earnings, but ended May 31 with a record $52.8 million firm order backlog. That backlog—92% aerospace and defense—could support a recovery if orders convert on schedule. It does not guarantee one: the company’s sales and net income fell for the full year, and management has not established when the backlog will become recognized revenue.
How weak was Taylor Devices’ FY2026 finish?
In its August 18, 2026 earnings release, Taylor Devices reported fourth-quarter sales of $8,954,650, down from $15,561,154 in the prior-year quarter. Full-year sales were $41,649,673, compared with $46,292,725 in FY2025. The comparison is especially stark in the quarter, when sales were about 42% lower year over year; full-year sales declined about 10%.
Net income followed the same direction. Fourth-quarter net income was $1,866,826, versus $3,688,076 a year earlier. For the full year, net income was $8,563,674, down from $9,413,136. FY2026 gross margin was 44%, compared with 46% in FY2025. The company therefore had both a lower revenue base and a modestly lower gross margin for the year.
Why did sales fall?
CEO Tim Sopko attributed the weaker quarter and year primarily to delayed customer order placement, which pushed opportunities to convert orders into sales beyond the fiscal year-end. That is management’s explanation for the timing of the decline, not confirmation that every delayed order will arrive or be recognized in a later period.
#1 Best Overall
- Read Before You Buy — No Video Output: These adapters support charging and USB 2.0 data transfer, but cannot transmit video signals. Except for standard USB webcams (which use USB data only), they are not compatible with HDMI/DisplayPort cables, video-capable USB-C hubs, or docking stations with video output.
- Convert USB-A Ports to USB-C: Designed to connect USB-C earphones, cables, flash drives, card readers, and other USB-C accessories to standard USB-A ports. Plug-and-play with no drivers or software required.
- Aluminum Alloy Housing: Built with a sturdy aluminum alloy shell that aids in heat dissipation and protects against daily wear and scratches. Designed to maintain a stable and secure connection.
- Compact & Travel-Friendly: The ultra-compact design allows the adapter to stay plugged into your device without blocking adjacent ports or adding bulk, reducing wear and tear on your original USB ports.
- 12-Month Warranty: Backed by a 12-month manufacturer warranty for peace of mind. Designed to meet strict quality control standards for reliable everyday performance.
Management also cited higher interest rates and unfavorable exchange rates as continuing headwinds in structural markets. The sales mix helps explain why one broad recovery story may not fit every part of the business: aerospace and defense was the strongest market, while structural and industrial sales were weaker.
What does the record backlog say about a rebound?
At May 31, 2026, Taylor Devices reported a firm order backlog of $52.8 million, a company record. The company said 92% was aerospace and defense. Management also identified a discrete $19 million order as the largest single order in company history. These are orders awaiting performance, not completed sales or profit.
Rank #2
- 5-in-1 USB-C Hub: Experience comprehensive connectivity featuring a Power Delivery input, two USB-A 2.0 ports, a USB-A 3.0 port, and an HDMI port. (Note: The USB-C power delivery input port is only for connecting an external wall charger to power your laptop and cannot power peripheral devices.)
- 90W Pass-Through Charging: Achieve optimal charging with 90W pass-through power to your laptop, supported by a total input of 100W, with the hub reserving 10W for operational efficiency. (Note: Wall charger not included.)
- Quick Data Transfers: Accelerate your productivity with rapid data transfers using a high-speed 5Gbps USB 3.0 port and two 480Mbps USB 2.0 ports.
- 4K HDMI Display: Enhance your visual experience with a hub capable of delivering 4K resolution at 30Hz in both mirror and extend modes. Please note that this hub is compatible with MacBook (macOS 12 and newer), Windows 10 and 11, ChromeOS, and laptops equipped with DP Alt Mode and Power Delivery. Note: This device is not compatible with Linux.
- What You Get: Anker USB-C Hub (5-in-1, 4K HDMI), welcome guide, 18-month warranty, and our friendly customer service.
The backlog is meaningful relative to FY2026 sales, but that comparison should not be mistaken for a revenue forecast. The timing of delivery, conversion to recognized sales, and resulting margins determine whether orders materially improve reported earnings. A large order can also make results more dependent on execution and timing around that particular work.
The bullish case is conditional: if customers place and convert orders on schedule and aerospace/defense demand remains firm, revenue could improve from the weak FY2026 finish. The bearish case is that delayed conversion persists, structural and industrial markets stay soft, or the work converts with less favorable margins. The company’s results do not establish which path will occur.
Quick wins for a faster PC:
Fix the driver behind crashes, sound loss and screen glitchesFind Drivers →Clear out junk files and repair common Windows errorsFree Scan →Scan for outdated or missing drivers - takes under a minuteDriver Scan →Rank #3
- Sleek 7-in-1 USB-C Hub: Features an HDMI port, two USB-A 3.0 ports, and a USB-C data port, each providing 5Gbps transfer speeds. It also includes a USB-C PD input port for charging up to 100W and dual SD and TF card slots, all in a compact design.
- Flawless 4K@60Hz Video with HDMI: Delivers exceptional clarity and smoothness with its 4K@60Hz HDMI port, making it ideal for high-definition presentations and entertainment. (Note: Only the HDMI port supports video projection; the USB-C port is for data transfer only.)
- Double Up on Efficiency: The two USB-A 3.0 ports and a USB-C port support a fast 5Gbps data rate, significantly boosting your transfer speeds and improving productivity.
- Fast and Reliable 85W Charging: Offers high-capacity, speedy charging for laptops up to 85W, so you spend less time tethered to an outlet and more time being productive.
- What You Get: Anker USB-C Hub (7-in-1), welcome guide, 18-month warranty, and our friendly customer service.
How much does Taylor Devices depend on aerospace and defense?
The company’s Form 10-Q for the nine months ended February 28, 2026 reported that aerospace and defense accounted for 66% of sales, structural markets 24%, and industrial markets 10%. That is an earlier nine-month mix, not the full-year mix. By the May 31 year-end, the company said 92% of its firm backlog was aerospace and defense—an order-book figure, not a sales figure.
The distinction matters. The nine-month sales mix shows where revenue had come from during that period; the year-end backlog mix shows where future contracted work was concentrated. Neither figure alone establishes how quickly orders will convert or how profitable they will be.
Rank #4
- Dual Converters, Infinite Potential：Includes 2× USB C male to USB A female adapters and 2× USB A male to USB C female adapters. Perfect for a wide range of uses—tablets with Bluetooth keyboards, expand USB ports on macbook, and more. Two different converters for all your daily needs
- Next-Level 10Gbps & 3A Charging: No more slow 480Mbps, this usb to usb c adapter has a transfer speed of up to 10Gbps, allowing you to do more transferring in less time. This usb adapter fits both USB A and USB C charger, supporting up to 3A fast charging
- Upgraded Exquisite Craftsmanship: With an aluminum alloy housing and metal connector, the usbc to usb adapter is extremely durable and sturdy. Rigorously tested to withstand more than 10,000 times of plugging and unplugging, ensuring long-lasting performance
- Broad Compatible: The usb c to usb adapter widely supports all USB C/ USB A devices like laptops, tablets, cellphones, car chargers, and phone chargers. Such as compatible with MacBook Pro/Air 2023/2022, Thunderbolt 4/3 Devices,Apple MagSafe Watch 9/8/7/SE/Ultra, iPad Pro 2022/2021, Samsung Galaxy S23/S20/S10, and iPhone 17/16/15 Pro. Plug and play
- Please Note: To reach 10Gbps speed, keep the cable under 3.3 ft. For USB A Male to USB C adapters, try flipping the USB C connector. USB C Male to USB A adapters support bidirectional 10Gbps transfer within 3.3 ft
What should investors watch next?
- Backlog conversion: Look for evidence that firm orders become reported sales, rather than treating the $52.8 million balance as revenue already earned.
- Market mix: Track whether aerospace and defense strength offsets weakness in structural and industrial demand.
- Margins: FY2026 gross margin was 44%, down from 46%. Revenue recovery without stable or improving margins may not produce a comparable recovery in earnings.
- Order timing and concentration: The company disclosed a $19 million single order. Timing or execution on a large order can affect period-to-period comparisons.
- Comparison base: FY2025 was a record year, so year-over-year comparisons may remain demanding even if business improves from the FY2026 fourth-quarter level.
The FY2026 Q3 filing had shown a different trend earlier in the year: for the nine months ended February 28, sales were $32.695 million, up 6% year over year, while net income increased 17%. Those figures are nine-month results, not a description of the completed fiscal year; the subsequent annual results show how sharply the fourth quarter changed the full-year picture.
Taylor Devices’ Form 10-Q cautions that backlog, revenue, gross profit, and net income fluctuate, and that changes in the nine-month period are not necessarily representative of future results. That warning fits the central investment question: the backlog supports a plausible recovery scenario, but the financial statements will have to show the conversion.
Best Value
- 5-in-1 Connectivity: Equipped with a 4K HDMI port, a 5 Gbps USB-C data port, two 5 Gbps USB-A ports, and a USB C 100W PD-IN port. Note: The USB C 100W PD-IN port supports only charging and does not support data transfer devices such as headphones or speakers.
- Powerful Pass-Through Charging: Supports up to 85W pass-through charging so you can power up your laptop while you use the hub. Note: Pass-through charging requires a charger (not included). Note: To achieve full power for iPad, we recommend using a 45W wall charger.
- Transfer Files in Seconds: Move files to and from your laptop at speeds of up to 5 Gbps via the USB-C and USB-A data ports. Note: The USB C 5Gbps Data port does not support video output.
- HD Display: Connect to the HDMI port to stream or mirror content to an external monitor in resolutions of up to 4K@30Hz. Note: The USB-C ports do not support video output.
- What You Get: Anker 332 USB-C Hub (5-in-1), welcome guide, our worry-free 18-month warranty, and friendly customer service.
Does the evidence make TAYD a buy?
The earnings release and filings establish a weaker FY2026, a record backlog, and a backlog heavily weighted toward aerospace and defense. They do not establish the probability or schedule of conversion, the shares’ fair value, a price target, or analyst consensus. Without those inputs, the operational rebound thesis is not by itself proof that the stock is undervalued or likely to deliver a particular return.
Investors weighing the shares can treat the backlog as a reason to watch subsequent results, while requiring confirmation in recognized sales, margins, and earnings. The case remains a conditional rebound thesis rather than a demonstrated recovery.
Quick Recap
Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
