Price
No data yet.
Social Signal Score
Revenue
$18.04M-3.14%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Johan Hedberg
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Employees
- 470
- Beta
- 0.60
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 2.68
Financials
Revenue
$18.04M-3.1%Net Income
$409.0K-59.1%EBITDA
$4.00M+101.6%Free Cash Flow
$-3.69M-327.5%EPS (diluted)
$0.05-54.5%Shares Outstanding (diluted)
8.15M-11.4%Operating Expenses
$0.00Cash & Debt
$6.44MReturn of Capital
$0.00Dividend per Share
$0.75Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $76.32M | $9.10M | $1.11 |
| 2024 | $74.39M | $827.0K | $0.10 |
| 2023 | $76.23M | $3.77M | $0.45 |
| 2022 | $80.33M | $1.23M | $0.15 |
| 2021 | $82.66M | $1.35M | $0.16 |
| 2020 | $64.08M | $-4.90M | $-0.54 |
| 2019 | $74.92M | $-1.90M | $-0.21 |
| 2018 | $83.10M | $1.96M | $0.21 |
| 2017 | $82.32M | $4.45M | $0.27 |
| 2016 | $82.92M | $6.40M | $0.69 |
| 2015 | $84.16M | $6.40M | $0.64 |
| 2014 | $83.43M | $7.71M | $0.76 |
| 2013 | $78.28M | $7.27M | $0.71 |
| 2012 | $72.72M | $5.60M | $0.55 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TLF's reported EPS growth of 5.6% a year over 13 years.
- EPS in 5 years
- $1.45
- Implied price
- $26.13
- Return from $2.45
- 60.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $12.99 — today's price is already 81.1% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -4.4% | 34.0% | 40.1% | 45.3% | 49.9% | 53.9% |
| 0.6% | 41.0% | 47.5% | 52.9% | 57.7% | 62.0% |
| 5.6% | 48.0% | 54.8% | 60.5% | 65.6% | 70.0% |
| 10.6% | 55.0% | 62.1% | 68.1% | 73.4% | 78.1% |
| 15.6% | 62.1% | 69.4% | 75.7% | 81.2% | 86.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
115+15.00%Social Signal Score
Mentions (3)
- Newszacks.com·25d ago·Positive
Tandy Rallies 15% in Three Months: Reason to Buy the Stock Now? TLF's sales growth, extensive store network and commercial capabilities support long-term growth and financial flexibility.
View source ↗ - Newszacks.com·48d ago·Positive
TLF Stock Up 7% as It Posts Q2 Earnings on Pricing Gains Tandy Leather's Q2 earnings per share, aided by improved product mix and pricing changes, help expand gross margin, while higher nontraditional sales support growth.
View source ↗ - Newsglobenewswire.com·55d ago·Neutral
Tandy Leather Factory Reports Second Quarter 2026 Results BENBROOK, Texas, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Tandy Leather Factory, Inc. (Nasdaq: TLF) today announced the Company's financial results for the second fiscal quarter of 2026. Highlights from second quarter 2026: Revenues were $18.0 million, up 1.5% from 2025 Generated operating income of $0.5 million up 722.9% from 2025 Net income of $0.4 million versus net loss of ($0.2) million in 2025 Gross margins of 64.8%, up from 59.5% in 2025
View source ↗
Earnings
Mon, Nov 16(in 6 weeks)
Consensus estimate $0.11 per share
Typical surprise -72.7% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 11$0.05 vs $0.11miss
- Mon, May 11$0.03 vs $0.11miss
- Wed, Feb 26$0.03 vs $0.16miss
Estimates and results for TLF via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by TLF officers and directors.
- Bought
- $6.4m
- Sold
- $209k
37 trades
6 trades
- Gramm Jeffersonbought
- Gramm Jeffersonbought
- Pappas James Cbought
- Pappas James Cbought
- Pappas James Cbought
- Pappas James Cbought
- Pappas James Cbought
- Pappas James Cbought
57 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in TLF.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.