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NASDAQ · Consumer discretionary

Tandy Leather Factory Inc (TLF)

Tandy Leather Factory Inc brought in $77.2M of revenue over the twelve months to June 30, 2026, up 3.4% from a year earlier. It posted a net loss of $1.5M. In fiscal 2025 capital spending exceeded operating cash flow by $8.1M. At June 30, 2026 it held $6.4M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 11, 2026.

Price
$2.63
+1.54% on the day · September 25, 2026
52-week range $2.20 to $3.36
Market cap
$21.5M
Revenue (last 12 months)
$77.2M
+3.4% year on year
Net margin
-1.9%
P/E
2.4
on FY2025 diluted EPS

What Tandy Leather Factory Inc does

Tandy Leather Factory Inc is registered with the SEC under industry code SIC 3100 (Leather & Leather Products). Its shares trade on NASDAQ under the ticker TLF.

Revenue and profit by year

Revenue
FY18: $83.2M $83.2M FY18FY19: $74.9M $74.9M FY19FY20: $64.1M $64.1M FY20FY21: $82.7M $82.7M FY21FY22: $80.3M $80.3M FY22FY23: $76.2M $76.2M FY23FY24: $74.4M $74.4M FY24FY25: $76.3M $76.3M FY25
Net income
FY18: $4.4M $4.4M FY18FY19: -$1.9M -$1.9M FY19FY20: -$4.9M -$4.9M FY20FY21: $1.4M $1.4M FY21FY22: $1.2M $1.2M FY22FY23: $3.8M $3.8M FY23FY24: $827K $827K FY24FY25: $9.1M $9.1M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$76.3M-$963K$9.1M$1.10-$8.1M
2024$74.4M$628K$827K$0.09$1.6M
2023$76.2M$4.4M$3.8M$0.45$4M
2022$80.3M$1.4M$1.2M$0.15$519K
2021$82.7M$2.3M$1.4M$0.16$2.7M
2020$64.1M-$6.3M-$4.9M-$0.54-$13.8M

Full financial statements: income, balance sheet and cash flow

Next report expected around November 9, 2026.

Estimated from its filing rhythm: 52 weeks after its report of November 10, 2025. Not a date the company has announced. See the report calendar

Where TLF ranks in Consumer discretionary

Revenue$76.3M
#741 of 955 in Consumer discretionary · Bottom 22%
Revenue growth+2.6%
#483 of 887 in Consumer discretionary · Bottom 46%
Net margin11.9%
#154 of 901 in Consumer discretionary · Top 17%
Free cash flow margin-10.6%
#716 of 796 in Consumer discretionary · Bottom 10%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Consumer discretionary

Dividends

It paid out $12.7M in cash dividends, 140% of its net income.

Fiscal yearPer sharePaid outOf profit
2025n/a$12.7M140%
2024n/a$00%
2014n/a$2.5Mn/a
2012n/a$2.5Mn/a
2011n/a$7.7Mn/a

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Tandy Leather Factory Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. August 11, 2026
  2. August 11, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 1.5% to $18M versus the same quarter last year; diluted EPS $0.05 versus -$0.02.
  3. June 10, 2026
  4. May 11, 2026
  5. May 11, 2026
    Quarterly report 10-Q · period to March 31, 2026Revenue rose 3.2% to $19.7M versus the same quarter last year; diluted EPS $0.03 versus $1.35.
  6. April 27, 2026
  7. April 27, 2026
  8. March 11, 2026
    Annual report (amended) 10-K/A · period to December 31, 2025Revenue rose 2.6% to $76.3M versus the prior year; diluted EPS $1.10 versus $0.09.
  9. February 24, 2026
  10. February 24, 2026
    Annual report 10-K · period to December 31, 2025Revenue rose 2.6% to $76.3M versus the prior year; diluted EPS $1.10 versus $0.09.

Recent insider filings (Forms 3, 4 and 144): 10, the latest on June 11, 2026. Insider transactions on SEC

Insider trades

What the people running Tandy Leather Factory Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.

No insider trades were reported in the last 90 days.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days
DateInsiderWhatSharesPriceValueFiling
June 9, 2026 Cantrell Victoria MarieDirector Received as pay 6,035 - - Form 4
June 9, 2026 Cantrell Victoria MarieDirector Exercised options 6,714 - - Form 4
June 9, 2026 Saadeh-Jajeh DianaDirector Received as pay 6,035 - - Form 4
June 9, 2026 Saadeh-Jajeh DianaDirector Exercised options 5,902 - - Form 4
June 9, 2026 Sullivan John RichmondDirector Received as pay 6,035 - - Form 4
June 9, 2026 Sullivan John RichmondDirector Exercised options 4,336 - - Form 4
June 9, 2026 Gehre Johnathan LeeDirector Received as pay 6,035 - - Form 4
June 9, 2026 Gehre Johnathan LeeDirector Exercised options 4,336 - - Form 4
June 8, 2026 Cantrell Victoria MarieDirector Exercised options 700 - - Form 4
June 8, 2026 Cantrell Victoria MarieDirector Exercised options 812 - - Form 4
June 4, 2026 Saadeh-Jajeh DianaDirector Exercised options 783 - - Form 4
June 4, 2026 Cantrell Victoria MarieDirector Exercised options 783 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns TLF

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

No holder of 5% or more has filed about this company in that window.

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

4 insiders reported holding 64,180 shares in total, about $168.8K at the last price.

HolderSharesAs of
Cantrell Victoria MarieDirector 29,935 June 9, 2026
Saadeh-Jajeh DianaDirector 13,503 June 9, 2026
Gehre Johnathan LeeDirector 10,371 June 9, 2026
Sullivan John RichmondDirector 10,371 June 9, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about TLF

What does Tandy Leather Factory Inc do?

Tandy Leather Factory Inc is registered with the SEC under industry code SIC 3100 (Leather & Leather Products). Its shares trade on NASDAQ under the ticker TLF.

Is Tandy Leather Factory Inc profitable?

No. Over the twelve months to June 30, 2026 it reported a net loss of $1.5M on revenue of $77.2M.

How much revenue does Tandy Leather Factory Inc make?

Over the twelve months to June 30, 2026 Tandy Leather Factory Inc reported revenue of $77.2M. That is 3.4% more than a year earlier.

When did Tandy Leather Factory Inc last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 11, 2026. It covers the period to June 30, 2026.

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Where the numbers come from

Financial figures are the values Tandy Leather Factory Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.