TLF
Tandy Leather Factory IncNASDAQ
Consumer Cyclical • Specialty Retail
$2.04-4.00%
Close Nov 6, 2026
- Market cap
- $16.64M
- 1 month
- -20.2%
- 3 months
- -16.7%
- 1 year
- -32.2%
- 52-week range
- $2.04$3.20
- Dividend
- No payments on record
- Short interest
- 0.0% of float1.6K shares · settled Oct 15, 2026 · -63.7% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $77.21M
- Net income
- -$1.65M
- Free cash flow
- -$2.3M
- Book value
- $46.96M
- Total debt
- $28.33M
- P/E
- —
- Price / sales
- 0.2×
- Price / book
- 0.4×
- FCF yield
- -13.8%
- Net margin
- -2.1%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Tandy Leather Factory Inc
Tandy Leather Factory, Inc., together with its subsidiaries, retails leather and leathercraft-related items in the United States, Canada, and Spain. It offers leather, hand tools, hardware, kits, liquids, teaching materials, open workbenches, machines, and other supplies.
Read more
The company manufactures leather laces, cut leather pieces, do-it-yourself kits, thread laces, belt strips and straps, and Craftaid tooling template through its stores and website, as well as direct account representative. In addition, it offers production services, including cutting, splitting, and assembly services to commercial and business customers. The company sells its products to retail customers, including hobbyists, schools, camps, other businesses, as well as military and first responders under the Tandy Leather, Eco-Flo, Craftool, CraftoolPro, Dr. Jackson's, and TandyPro brand names. The company was formerly known as The Leather Factory, Inc. and changed its name to Tandy Leather Factory, Inc. in 2005. Tandy Leather Factory, Inc. was founded in 1919 and is headquartered in Benbrook, Texas.
- Website
- tandyleather.com
- Headquarters
- Benbrook, TX, United States
- Employees
- 401
- Listed
- Sep 27, 1993
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 27, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jun 2026filed Aug 11, 2026 | $18.0M | +1.5% | 64.8% | $543.0K | $409.0K |
| Mar 2026filed May 11, 2026 | $19.7M | +3.2% | 52.5% | $365.0K | $222.0K |
| Dec 2025filed Feb 24, 2026 | $22.3M | +8.7% | 54.3% | -$612.0K | -$930.0K |
| Sep 2025filed Nov 10, 2025 | $17.3M | -0.5% | 58.9% | -$678.0K | -$1.4M |
| Jun 2025filed Aug 12, 2025 | $17.8M | +2.8% | 59.5% | $66.0K | -$199.0K |
| Mar 2025filed May 12, 2025 | $19.0M | -1.2% | 56.3% | $262.0K | $12.7M |
| Dec 2024filed Feb 26, 2025 | $20.5M | -1.8% | 53.0% | $183.0K | $332.0K |
| Sep 2024filed Nov 12, 2024 | $17.4M | -1.1% | 57.8% | -$267.0K | -$132.0K |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 24, 2026 | $76.3M | +2.6% | 57.0% | -$963.0K | $9.1M |
| Dec 2024filed Feb 26, 2025 | $74.4M | -2.4% | 56.2% | $628.0K | $827.0K |
| Dec 2023filed Mar 22, 2024 | $76.2M | -5.1% | 59.2% | $4.4M | $3.8M |
| Dec 2022filed Mar 31, 2023 | $80.3M | -2.8% | 57.9% | $1.4M | $1.2M |
| Dec 2021filed Dec 31, 2021 | $82.7M | +29.0% | 56.9% | $2.3M | $1.4M |
| Dec 2020filed Dec 31, 2020 | $64.1M | -14.5% | 56.3% | -$6.3M | -$4.9M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched TLF. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
1,644 shares short
-2,883 shares (-63.7%) vs Sep 30, 2026
0% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
4,527 shares short
+1,198 shares (+36%) vs Sep 15, 2026
0.1% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
3,329 shares short
+982 shares (+41.8%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
2,347 shares short
-12,725 shares (-84.4%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
15,072 shares short
-13,046 shares (-46.4%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
28,118 shares short
-1,319 shares (-4.5%) vs Jul 15, 2026
Share of float unavailable. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind TLF’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.75 per share
Ex-dividend date: Feb 25, 2026
Recorded pay date: Feb 24, 2026 (past date)
Special cash dividend · Polygon event record
USD 1.5 per share
Ex-dividend date: Feb 19, 2025
Recorded pay date: Feb 18, 2025 (past date)
Special cash dividend · Polygon event record
USD 0.25 per share
Ex-dividend date: Jul 2, 2014
Recorded pay date: Aug 8, 2014 (past date)
Cash dividend · Polygon event record
USD 0.25 per share
Ex-dividend date: Feb 28, 2012
Recorded pay date: Apr 2, 2012 (past date)
Cash dividend · Polygon event record
USD 0.75 per share
Ex-dividend date: Jun 1, 2010
Recorded pay date: Jul 5, 2010 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: LOW
2 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Insider context
Sentiment: unknown
No recent insider trades detected.
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What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
23 filers reported a long position in TLF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
97.7%
of the 4.8M shares 13-F filers reported
Moves vs Q1 2026
4 added1 trimmed
5 unchanged
Net shares held
+0.8%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Bandera Partners LLC | $6.7M · 2.9M shares | 2.9M | Unchanged |
| 2 | JCP Investment Management, LLC | $2M · 876.1K shares | 876.1K | Unchanged |
| 3 | FIRST FOUNDATION ADVISORS | $522.7K · 224.3K shares | 224.3K | Unchanged |
| 4 | Brooklands Fund Management Ltd | $498.3K · 215.7K shares | 215.7K | +4.9% |
| 5 | Value Investment Professionals, LLC | $428.6K · 183.9K shares | 183.9K | Unchanged |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $336.5K · 144.4K shares | 144.4K | +9.9% |
| 7 | MONEY CONCEPTS CAPITAL CORP | $187.8K · 80.6K shares | 80.6K | Unchanged |
| 8 | Values First Advisors, Inc. | $134.6K · 57.8K shares | 57.8K | 0% |
| 9 | GEORGE KAISER FAMILY FOUNDATION | $101.2K · 43.4K shares | 43.4K | +5.6% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $62.7K · 26.9K shares | 26.9K | +61.1% |
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