Tandy Leather Factory, Inc. TLF

2.63 0.05 1.94% as of 25 Sep
Market cap
$21.1M
P/E
0.0×

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 1.16%

Capital & Financial Ratios

Market Cap 21.14
Revenue 77.21
Net Income (1.65)
Free Cash Flow (2.30)
Net Debt (6.44)
Current Ratio 4.55
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 0.28
P/B ratio 0.46
Past 5Y EPS Growth (1.18%)
This Y EPS Growth —
Next Y EPS Growth —
Next 5Y EPS Growth 20.00%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 12 13 16 6
Receivables 1 1 0 0
Inventory 38 36 33 37
Other 0 0 0 0
51 51 51 44
2023 2024 2025 Q'26
Payables 2 3 2 3
ST’ Debt — — — —
Other — — — —
9 10 10 10
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (0.97%) 3.56% (1.69%)
Cash Flow 0.00% 0.00% 0.00%
Earnings 3.58% 0.00% 95.03%
Book Value 0.31% 0.15% 0.73%

Revenue

Mar Jun Sep Dec Year
’26 20 18 — — —
’25 19 18 17 22 76
’24 19 17 17 20 74
’23 20 17 18 21 76
’22 21 18 19 22 80
’21 21 19 19 23 83
’20 17 9 16 22 64
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 1 (3) — — —
’25 (1) (4) (1) 5 (1)
’24 1 (1) (1) 5 5
’23 1 2 (1) 3 5
’22 0 (2) (2) 5 1
’21 2 (5) 1 6 4
’20 (4) (7) (3) 2 (13)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 0 (4) — — —
’25 (2) 18 (28) 29 17
’24 0 (1) (1) 4 2
’23 1 1 (1) 3 4
’22 0 (2) (3) 5 1
’21 2 (5) 0 5 3
’20 (4) (7) (4) 2 (14)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.03 0.05 — — —
’25 1.47 (0.02) (0.17) (0.08) 1.10
’24 0.06 0.01 (0.02) 0.03 0.09
’23 0.08 0.06 0.08 0.23 0.45
’22 0.08 (0.07) 0.09 0.06 0.15
’21 0.08 0.06 0.00 0.01 0.16
’20 (0.19) (0.20) (0.11) (0.04) (0.54)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
6.32 7.00 5.38 3.91 2.60 3.15 3.45 3.75 3.92 2.56

Analyst estimates 2026–2028

Powerpack
Low Price
8.25 9.05 8.40 6.95 5.82 5.30 8.66 4.74 5.30 5.48
High Price
614 656 684 578 496 593 605 515 542 538
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
83 82 83 75 64 83 80 76 74 76
Revenue
62.36% 59.56% 61.22% 56.01% 56.27% 56.86% 57.88% 59.25% 56.19% 57.04%
Gross Margin
10 6 6 (3) (6) 2 1 5 1 12
EBT
12.30% 7.69% 7.47% (3.46%) (9.80%) 2.65% 1.75% 5.96% 1.47% 16.12%
EBT Margin
6 2 4 (2) (5) 1 1 4 1 9
Net Income
2 2 2 6 5 4 4 5 5 6
Depreciation
8.91 8.92 9.06 8.35 7.07 9.49 9.61 9.14 8.76 9.27
Revenue/Sh
0.69 0.27 0.48 (0.21) (0.54) 0.16 0.15 0.45 0.10 1.11
Earnings/Sh
0.83 0.27 0.85 1.17 (1.38) 0.43 0.14 0.54 0.54 (0.07)
Cash Flow/Sh
(0.17) (0.18) (0.12) (0.02) (0.14) (0.11) (0.07) (0.07) (0.35) 2.11
Capex/Sh
0.66 0.09 0.73 1.15 (1.52) 0.31 0.06 0.47 0.18 2.04
Free CF/Sh
5.77 6.05 6.35 6.29 5.76 5.91 6.15 6.76 6.73 6.39
Book Value/Sh
9 9 9 9 9 9 8 8 8 8
Shares
11.67 28.33 11.24 0.00 0.00 34.75 28.44 10.42 56.82 2.26
PE Ratio
0.90 0.85 0.63 0.68 0.45 0.54 0.47 0.51 0.55 0.30
PS Ratio
1.39 1.26 0.90 0.91 0.56 0.87 0.74 0.69 0.71 0.43
PB Ratio
0.79 0.72 0.45 0.47 0.31 0.43 0.41 0.40 0.41 0.13
EV/Sales
10.59 73.51 5.52 3.41 (1.42) 12.94 62.33 7.63 19.58 0.58
EV/FCF
8 2 8 10 (13) 4 1 5 5 (1)
Op' Cash Flow
(2) (2) (1) 0 (1) (1) (1) (1) (3) 17
Capex
6 1 7 10 (14) 3 1 4 2 17
FCF
45 46 52 40 38 38 38 42 41 41
Working Cap'
7 7 9 14 4 0 3 0 — —
Total Debt
(9) (11) (15) (11) (6) (10) (5) (12) (13) (16)
Net Debt
54 56 58 56 52 52 51 56 57 53
Sh' Equity
9.47% 3.45% 5.88% (2.43%) (6.29%) 1.82% 1.73% 5.36% 1.12% 11.27%
ROA
14.56% 8.82% 8.63% (3.54%) (8.65%) 3.44% 1.87% 6.24% 0.89% (1.65%)
ROIC
12.23% 4.52% 7.70% (3.32%) (9.02%) 2.61% 2.38% 6.99% 1.46% 16.59%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Tandy Leather Factory, Inc. peers in Specialty Retail

All 49 Specialty Retail stocks →

Tandy Leather Factory, Inc. (TLF) key facts

  • Tandy Leather Factory, Inc. (TLF) is a Specialty Retail company in the Consumer Cyclical sector, listed on Nasdaq.
  • Tandy Leather Factory, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $76.3 million, up 2.60% from fiscal 2024.
  • As of September 25, 2026, TLF traded at $2.63, a market capitalization of $21.1 million.
  • Return on equity was 16.6% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Tandy Leather Factory, Inc. (TLF) Latest News

News by impact score

Fine-tune

18 Aug

3

Tandy Leather Factory Inc. posted Q2 earnings with pricing gains, lifting its stock 7%. Q2 earnings driven by pricing gains produced a 7% stock gain with moderate expected effects on future performance.

11 Aug

4

Tandy Leather Factory, Inc. reported its second quarter 2025 results, highlighting a revenue increase driven by strong sales in both retail and wholesale segments. The company noted improvements in gross margins and a reduction in operating expenses, contributing to a significant rise in net income compared to the previous year. Management expressed optimism about future growth prospects, citing ongoing investments in product development and expansion into new markets. The results reflect a positive trend in consumer demand for leathercraft supplies and accessories. Strong revenue growth and improved margins indicate significant positive momentum for the company's future performance.

3

Tandy Leather Factory, Inc. reported its second quarter 2026 financial results. Quarterly results release supplies financial metrics that can move stock valuation and sentiment.

18 May

3

Tandy Leather Factory, Inc. (TLF) shares fell 3% after first-quarter earnings plunged year over year. Q1 earnings plunge and resulting 3% stock decline point to short-term pressure on financial performance and investor sentiment.

11 May

3

Tandy Leather Factory, Inc. (TLF) reported first quarter 2026 financial results. Quarterly earnings disclosure impacts financial performance and investor sentiment moderately.

2 Mar

3

Tandy Leather Factory, Inc. (TLF) reported a year-over-year surge in 2025 earnings, primarily driven by an asset sale. Asset sale boosted current earnings but represents one-time gain with limited long-term impact on core operations.

24 Feb

4

Tandy Leather Factory, Inc. (TLF) released its Q4 earnings snapshot, detailing quarterly financial results. Q4 earnings snapshots provide key financial metrics that significantly impact stock performance and investor sentiment.

4

Tandy Leather Factory, Inc. (TLF) reported fourth quarter and full-year 2025 financial results. Quarterly and annual earnings reports significantly affect financial performance and investor sentiment.

3 Feb

3

Tandy Leather Factory, Inc. has announced a dividend payment to its stockholders, reflecting the company's commitment to returning value to its investors. The dividend is part of Tandy's ongoing strategy to enhance shareholder returns and signals confidence in its financial stability and future performance. The dividend announcement indicates a stable financial position, which may positively influence investor sentiment but does not fundamentally alter the company's trajectory.

15 Jan

3

Zacks Investment Research has initiated coverage of Tandy Leather Factory, Inc. (TLF) with a neutral recommendation. The firm has set a price target for the stock, reflecting a cautious outlook on the company's performance in the leather goods market. Analysts suggest that while Tandy Leather has potential, there are challenges that may affect its growth trajectory. The neutral recommendation indicates a moderately noticeable influence on Tandy Leather's market performance.

10 Nov

4

Tandy Leather Factory, Inc. reported its Q3 earnings, highlighting a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong sales across its product lines and effective cost management strategies. Additionally, Tandy announced plans for future expansion and investment in new product development, aiming to enhance its market position. Overall, the results reflect a positive trend for the company amidst a competitive landscape. Significant growth in revenue and net income indicates a strong performance that could alter the company's trajectory.

4

Tandy Leather Factory, Inc. reported its third quarter 2025 results, highlighting a revenue increase driven by strong sales in both retail and wholesale segments. The company noted improvements in gross margins and a reduction in operating expenses, contributing to a significant rise in net income compared to the previous year. Management expressed optimism about future growth, citing ongoing investments in product development and expansion of retail locations. The results reflect a positive trend in consumer demand for leathercraft products, positioning TLF favorably in the market. The reported revenue increase and strategic investments indicate a significant positive shift in the company's market position and future performance.

30 Oct

4

Tandy Leather Factory, Inc. (TLF) has shown promising growth in Return on Capital Employed (ROCE), which investors are keen to see continue. The company's ability to maintain and enhance this metric is crucial for its future performance and attractiveness to investors. Analysts are closely monitoring TLF's strategic initiatives and market positioning to gauge the sustainability of its growth trajectory. Sustained growth in ROCE is likely to significantly influence investor sentiment and TLF's market performance.

19 Sep

3

Tandy Leather Factory, Inc. (NASDAQ: TLF) has delivered a 4.5% return to its investors over the past year, reflecting a positive performance in the market. The company's stock performance indicates stability and potential for growth, appealing to current and prospective shareholders. Investors are likely to view this return favorably as it suggests effective management and operational success. The 4.5% return indicates moderate financial performance, which may influence investor sentiment but is not expected to significantly alter the company's trajectory.

12 Aug

4

Tandy Leather Factory, Inc. reported its Q2 earnings, showing a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong sales in both retail and wholesale segments, alongside effective cost management strategies. Tandy's management expressed optimism about future performance, citing ongoing demand for leathercraft products and plans for expansion. The results reflect a positive trend in the company's financial health and market position. Significant revenue growth and positive management outlook indicate a strong potential for future performance.

1 Aug

4

Tandy Leather Factory, Inc. (TLF) is highlighted as a promising penny stock for August 2025, with analysts noting its potential for growth due to recent strategic initiatives and market positioning. The company is expected to benefit from increased consumer interest in leather crafting and DIY projects, which could enhance sales and profitability. Investors are encouraged to consider TLF as part of their portfolio, given its favorable market trends and operational improvements. Significant strategic initiatives and market trends are expected to positively influence TLF's future performance.

3

Tandy Leather Factory, Inc. (TLF) is highlighted among three penny stocks with market caps as low as $10 million. The article discusses the potential for growth in TLF's market performance, emphasizing its niche in the leather goods industry and the opportunities for expansion. Investors are encouraged to consider TLF as a viable option in the penny stock market, given its unique position and potential for increased demand. Tandy Leather Factory operates in a niche market with potential for moderate growth, but overall impact on its trajectory remains limited.

31 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as one of three penny stocks with market capitalizations exceeding $10 million. The article emphasizes TLF's potential for growth and investor interest, suggesting it may be worth monitoring for future developments in the market. Tandy Leather Factory, Inc. shows moderate potential for influence on its financial performance and market positioning.

3

Tandy Leather Factory, Inc. (TLF) is highlighted as one of three intriguing penny stocks with a market cap exceeding $40 million. The company specializes in leathercraft supplies and has shown potential for growth in a niche market. Investors are encouraged to consider TLF for its unique offerings and market position, which may provide opportunities for returns in the penny stock arena. Tandy Leather Factory operates in a niche market, which may influence its financial performance but is balanced by broader market factors.

30 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as one of three promising penny stocks with a market capitalization exceeding $10 million. The company specializes in leathercraft supplies and has shown potential for growth in a niche market. Investors are encouraged to consider TLF for its unique offerings and market position, which may provide opportunities for returns in the penny stock sector. Tandy Leather Factory operates in a niche market, which may influence its financial performance but is balanced by broader market factors.

29 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as a potentially undervalued penny stock to watch in July 2025, suggesting that investors may find opportunities for growth and profit in the company's shares. Analysts point to favorable market conditions and TLF's unique position in the leather goods industry as factors that could enhance its appeal to investors. The article emphasizes the importance of monitoring TLF's performance and market trends closely. Tandy Leather's positioning in a niche market and potential for growth may moderately influence its financial performance and investor sentiment.

28 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as one of three promising penny stocks with market capitalizations under $300 million. The company specializes in leathercraft supplies and has shown potential for growth due to its niche market and loyal customer base. Analysts suggest that TLF's stock may benefit from increased consumer interest in DIY projects and crafting, which could drive sales and improve financial performance in the coming quarters. Increased consumer interest in DIY projects may moderately influence TLF's financial performance and market positioning.

25 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as one of three promising penny stocks with a market capitalization of at least $200 million. The company specializes in leathercraft supplies and has shown potential for growth due to its niche market and loyal customer base. Analysts suggest that TLF's focus on expanding its product offerings and enhancing customer engagement could lead to improved financial performance in the coming quarters. The company's growth potential is notable but balanced by existing market challenges.

24 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as one of three promising penny stocks with market capitalizations up to $600 million. The company specializes in leathercraft supplies and has shown potential for growth amid a recovering economy. Investors are encouraged to consider TLF for its unique market position and product offerings, which may appeal to both hobbyists and professionals in the leathercraft industry. Tandy Leather's market position and product offerings may moderately influence its financial performance and competitive positioning.

3

Tandy Leather Factory, Inc. (TLF) is highlighted as one of three promising penny stocks with market capitalizations under $2 billion. The company is noted for its strong brand presence in the leathercraft industry and potential for growth, driven by increasing consumer interest in DIY projects and crafting. Analysts suggest that TLF's focus on expanding its product offerings and enhancing customer engagement could position it favorably in the market. Investors are encouraged to consider TLF as a viable option for those looking to invest in undervalued stocks with growth potential. Tandy Leather's growth potential is influenced by market trends in DIY crafting, but overall impact on its trajectory remains limited.

11 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as one of three penny stocks with market caps exceeding $80 million that investors should monitor closely. The article emphasizes TLF's potential for growth and its position within the leather goods market, suggesting that it may be an attractive option for investors looking for undervalued stocks. Tandy Leather's market position and growth potential may moderately influence its financial performance and investor sentiment.

4 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as a promising penny stock to watch in July 2025, reflecting potential growth opportunities in the leather goods market. The company is noted for its strong brand presence and expanding product lines, which may attract investor interest. Analysts suggest that TLF's strategic initiatives and market positioning could lead to increased profitability and market share, making it a noteworthy option for investors looking at penny stocks this month. Tandy Leather's strategic initiatives and market positioning may moderately influence its financial performance and competitive standing.

3 Jul

3

Tandy Leather Factory, Inc. (TLF) is highlighted as a penny stock to watch in July 2025 due to its recent strategic initiatives aimed at enhancing market presence and financial performance. The company has been focusing on expanding its product lines and improving customer engagement, which analysts believe could lead to increased sales and profitability. Investors are encouraged to monitor TLF's developments closely as the market dynamics evolve. Recent strategic initiatives may moderately influence TLF's financial performance and market positioning.

16 May

3

Tandy Leather Factory (NASDAQ:TLF) has shown improvement in its return on capital employed (ROCE), currently at 0.4%, although this is below the industry average of 13%. The company has transitioned from losses five years ago to profitability, but its capital employed has remained flat. While the increase in returns is positive, future growth may depend on the company's investment plans. Over the past five years, TLF has delivered a 22% return to shareholders, suggesting potential for further exploration by investors despite some warning signs. The improvement in ROCE and profitability indicates a moderately noticeable influence on TLF's financial performance and market sentiment.

12 May

4

Tandy Leather Factory, Inc. reported its first quarter 2025 results, highlighting a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong sales in both retail and wholesale segments, alongside effective cost management strategies. Additionally, Tandy announced plans for new product lines and expansion into new markets, aiming to enhance its competitive position. The overall outlook for the remainder of the year remains positive, with expectations for continued growth and profitability. Significant revenue growth and strategic expansion plans are likely to impact future performance positively.

stockrow.com/TLF · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com